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Building Business and Financial Acumen – Virtual Class

February 7 @ 11:00 am - 5:00 pm EST

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

Additional Info

This program will be facilitated in partnership with FranklinCovey.

Location

Virtual

Duration

Tuesday, February 7, 2023
11:00a – 5:00p ET

Tuition

$400 ($200 for Cornerstone Agencies)

Continuing Education Credit

This program is not eligible for CE credit.

Registration

To register for the program complete the appropriate form below and mail your tuition check in the amount of $400 ($200 for Cornerstone agencies). Please include a copy of your registration confirmation or indicate on your check “Building Business and Financial Acumen – February 2023”. Send checks payable to ‘ACE American Insurance Company’ to:

Jessica Albert
Chubb Agency Education
202 Hall’s Mill Road
Building A – 2E
Whitehouse Station, NJ 08889-1600

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

This form is currently closed for submissions as materials have been shipped out. Please contact Sara Bonfig at sbonfig@chubb.com if interested in registering.

Details

Date:
February 7
Time:
11:00 am - 5:00 pm EST
Event Categories:
, ,

Venue

Virtual

Organizer

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