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Open Book Management: Making it Work in the Real World Webinar


Aug. 28
12:30 - 2:30 p.m.

CPE Credits



PICPA Member: $79 | Nonmember: $104

 More Information

Course No.
Some management experience helpful
This webinar is hosted by PICPA's partner, CPA Crossings, LLC. After registering, you will receive an email from with the log-in information.


Some organizations create extraordinary success by broadly sharing financial information with team members at all levels. Others have tried and failed. This session discussed how real world organizations have transformed their cultures using open book management. You will gain insight into what works and what does not, learning how giving team members a stake in the action can motivate everyone to create company performance far beyond anyone’s expectations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Learning Objectives:
Understand how real world organizations use open book management to improve performance


Topics Discussed:
  • Understanding open book concepts
  • Deciding what to share or not share
  • Choosing open book metrics 
  • Providing team member training
  • Use open book management to improve performance
  • Linking compensation to performance


John L. Daly, CPA, CMA, CPIM Executive Education/Chelsea, Michigan John Daly holds a BS from Denison University in Granville, Ohio and an MBA from the University of Michigan. He spent five years in Management Consulting with two national accounting and consulting firms before becoming Controller and then Vice President of Finance of an original equipment automotive parts manufacturer that saw six fold sales growth during his ten-year tenure. He has also been Chief Financial Officer of several other manufacturing companies and a large restaurant chain. He is the author of Pricing for Profitability: Activity-Based Pricing for Competitive Advantage published by John C. Wiley & Sons, and various professional articles. Mr. Daly currently has a management consulting practice that specializes in early-stage turnarounds and pricing strategy. He also performs interim CFO engagements and sits on the boards of several for-profit and not-for-profit organizations.

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