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Strategic Finance – Denver, CO

October 4, 2017 - October 5, 2017

IMA’s Denver Office (CO)

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 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!

Topics

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.

Audience

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.

Location

IMA, Inc.
1705 17th Street
Denver, CO 80202
303-534-4567
see map

Lodging

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
720-460-2727
(1 block)

The Crawford
1701 Wynkoop Street
Denver, CO 80202
855-362-5098
(In Union Station)

Hotel Indigo
1801 Wewatta Street
Denver, CO 80202
303-623-4422
(Across from IMA)

SpringHill Suites
1190 Auraria Parkway
Denver, CO 80204
855-623-4009
(1/2 mile)

Duration

2 Days

Tuition

$500 ($250 for Cornerstone Agencies)

Attire

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.

Registration

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

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Strategic Finance 2017 1004-1005

Your Information

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Details

Start:
October 4, 2017
End:
October 5, 2017
Event Categories:
,

Venue

IMA’s Denver Office (CO)
1705 17th Street
Denver, CO 80202 United States
+ Google Map
Phone:
303-534-4567

Organizer

Karen Glemming