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Strategic Finance – Denver, CO

October 4, 2017 - October 5, 2017

IMA’s Denver Office (CO)


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 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!


Running a simulated business, teams will learn:

  • Financial statement analysis, including profitability, revenues, expenses, working capital, debt, and equity
  • Financial ratio analysis including Return on Sales, Return on Assets, Return on Equity, Asset Turnover, Inventory Turns, Current Ratio, and Leverage
  • Corporate finance analysis including short and long-term debt, equity financing, stock valuation, and dividend policy
  • Annual report analysis including analysis of an actual Annual Report/10k
  • Other topics discussed will include strategic thinking, leadership, and business alignment.


This program is for agents and brokers who would like a better understanding of business finance.

Additional Info

Additional information (agenda, pre-work, etc.) will be posted here if applicable.


IMA, Inc.
1705 17th Street
Denver, CO 80202
see map


Participants are responsible for their own hotel accommodations and reservations.  The following hotels are close to the office.  These hotels are only offered as suggestions; Chubb does not have preferred rates at these hotels.

The Maven
1850 Wazee Street
Denver, CO 80202
(1 block)

The Crawford
1701 Wynkoop Street
Denver, CO 80202
(In Union Station)

Hotel Indigo
1801 Wewatta Street
Denver, CO 80202
(Across from IMA)

SpringHill Suites
1190 Auraria Parkway
Denver, CO 80204
(1/2 mile)


2 Days


$500 ($250 for Cornerstone Agencies)


Business casual attire is appropriate for the program.

Continuing Education Credit

This program is approved for continuing education credit in certain states. The number of approved hours varies.


To register for the program complete the form below and mail your tuition check in the amount of $500 ($250 for Cornerstone agencies). Please include a copy of your registration confirmation or indicate on your check “Strategic Finance Denver”. Send checks payable to Chubb Limited to:

Janet Ayers
Chubb Agency Education – 2E-99A
202 Hall’s Mill Road
PO Box 1650
Whitehouse Station, NJ 08889-1600

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

Strategic Finance 2017 1004-1005

Your Information

Registration for Strategic Finance 2017 10/04-10/05
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October 4, 2017
October 5, 2017
Event Categories:


IMA’s Denver Office (CO)
1705 17th Street
Denver, CO 80202 United States
+ Google Map


Karen Glemming