Conference Materials


Pre-Conference Workshop I - Fiduciary Dashboards and Benchmarking

Sunday, April 27, 2014 1:00 PM - 4:00 PM

Session Description

Is it all about the numbers? No not ALL... but numbers (metrics) can tell and teach a great deal to those managing organizations and to those managing Risk for those organizations.

This will be a two hour session focused on the key metrics an organization should be monitoring and reporting to the oversight body(s). The idea is to provide the appropriate amount of data in the appropriate format. Just adding more reports that no one reads to the packet doesn’t accomplish anyone’s objectives.

Dashboards for financial performance metrics, organizational metrics and risk management metrics will be presented. The purpose, source and meaning of those metrics will be discussed in depth.

Benchmarking data, sample dashboards and insight into use will be among the takeaways from this session.