Strategic Finance – Denver, CO

IMA's Denver Office (CO) 1705 17th Street, Denver, CO, United States

Summary This two-day class is designed to: Sharpen your ability to review the financial reports of prospects and clients Enhance your credibility with key decision-makers (speak their language), be a “trusted advisor” Maximize your ability to identify long-term, successful clients Increase your comfort with the world of financial analysis Use annual reports/online resources, if available, for risk AND opportunity identification Master financial terminology and better understand drivers of Moody’s/credit ratings. Participants will not only dive...

Strategic Finance – Chicago, IL

Chubb's Dallas Office (TX) 2001 Bryan Stret, Dallas, TX, United States

Summary This two-day class is designed to: Sharpen your ability to review the financial reports of prospects and clients Enhance your credibility with key decision-makers (speak their language), be a “trusted advisor” Maximize your ability to identify long-term, successful clients Increase your comfort with the world of financial analysis Use annual reports/online resources, if available, for risk AND opportunity identification Master financial terminology and better understand drivers of Moody’s/credit ratings. Participants will not only dive...

Strategic Finance – Dallas, TX

Chubb's Dallas Office (TX) 2001 Bryan Stret, Dallas, TX, United States

Summary This two-day class is designed to: Sharpen your ability to review the financial reports of prospects and clients Enhance your credibility with key decision-makers, be a “trusted advisor” Maximize your ability to identify long-term, successful clients Increase your comfort with the world of financial analysis Use annual reports/online resources, if available, for risk AND opportunity identification Master financial terminology and better understand drivers of Moody’s/credit ratings. Participants will not only dive into financial statements,...

[Waitlist] Strategic Finance – Virtual Class

PA, United States

Summary This virtual class is designed to: Sharpen your ability to review the financial reports of prospects and clients Enhance your credibility with key decision-makers (speak their language), be a “trusted advisor” Maximize your ability to identify long-term, successful clients Increase your comfort with the world of financial analysis Use annual reports/online resources, if available, for risk AND opportunity identification Master financial terminology and better understand drivers of Moody’s/credit ratings Participants will not only dive...

[Waitlist] Strategic Finance – Virtual Class

Virtual

Summary Strategic Finance is an intensive, interactive virtual class. Participants will not only dive into financial statements, but using a sophisticated business simulation they will actually run a company to see how their decisions impact their financial results. This hands-on seminar will have you learn by doing! This virtual class is designed to: Sharpen your ability to review the financial reports of prospects and clients Enhance your credibility with key decision-makers (speak their language), be...

[Waitlist] Strategic Finance – Virtual Class

Virtual

Summary Strategic Finance is an intensive, interactive virtual class. Participants will not only dive into financial statements, but using a sophisticated business simulation they will actually run a company to see how their decisions impact their financial results. This hands-on seminar will have you learn by doing! This virtual class is designed to: Sharpen your ability to review the financial reports of prospects and clients Enhance your credibility with key decision-makers (speak their language), be...

[Closed] Building Business and Financial Acumen – Virtual Class

Virtual

Summary This program will help agents, brokers, and staff —no matter their experience or background - increase their understanding of how key business elements impact the bottom line. Participants will be able to more confidently evaluate the financial statements of prospects and clients, speak the universal language of decision makers, and cut through the complexity of how organizations make money. Registration for this program is now closed. Click here to register for our November 2,...