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[Waitlist] Building Business and Financial Acumen – Virtual Class

July 26 @ 11:00 am - 5:00 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

Financials and the Underwriting Process
Dave Curtain | VP, Private Company Product Manager

Additional Info

This program will be facilitated in partnership with FranklinCovey.

Location

Virtual

Duration

Tuesday, July 26, 2022
11:00a – 5:00p Eastern Time

Tuition

$300 ($150 for Cornerstone Agencies)

Continuing Education Credit

This program is not eligible for CE credit.

Registration

Log in or create an account for faster registration and access to premium content.

Program Waitlist

Waitlist Information

This program is currently at capacity. If you wish to be placed on the waitlist, complete and submit the form below. Please do not send any tuition (if applicable) unless you are contacted with further instructions. Waitlisted participants will only be contacted if space becomes available.

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Details

Date:
July 26
Time:
11:00 am - 5:00 pm EDT
Event Categories:
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Organizer

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