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[FULL] Building Business and Financial Acumen – Virtual Class

May 11 @ 11:00 am - 4:30 pm EDT

Online / 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.

Audience

This program is for Chubb appointed agents and brokers who would like to better understand key business metrics, financial statements and what they can reveal about the performance of any business.

Topics

Introduction to Business Acumen

  • Case Study: Cash
  • Cash Discussion
  • Investors/Cash Commitment

The Universal Language of Business | 5 key business elements

  • Cash, Margin, Velocity, Growth & Customer

Every Business is the Same Inside
Demystify the key financial statements to evaluate a business

  • Case Study, Annual reports, Income Statement, Balance Sheet, Cash Flow
  • Navigating an Annual Report
  • External Factors

Additional Info

This program will be facilitated in partnership with FranklinCovey.

Location

Virtual

Duration

Tuesday, May 11, 2021
11:00a – 4:30p Eastern Time

Tuition

$300 ($150 for Cornerstone Agencies)

Continuing Education Credit

This program is not eligible for CE credit.

Online registration is closed for this event.

Please check the Program Catalog Page for additional dates.

Details

Date:
May 11
Time:
11:00 am - 4:30 pm EDT
Event Categories:
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Organizer

Kathleen Overlin
Phone:
615-975-0429
Email:
koverlin@chubb.com