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Strategic Finance – Dallas, TX

April 16 - April 17

Chubb’s Dallas Office (TX)


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, 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.


Chubb’s Dallas Office (TX)
2001 Bryan Street
Dallas, TX 75201
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.

Sheraton Dallas Hotel
400 N. Olive Street
Dallas, TX 75201

.3 mile

Dallas Marriott City Center
650 N. Pearl St.
Dallas, TX 75201

.2 mile

Cambria Hotel
1907 Elm St.
Dallas, TX 75201

.3 mile


2 Days

April 16, 2019      8:30 am – 5:30 pm

April 17, 2019      8:30 am – 4:00 pm


$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.

Cancellation Policy

A minimum 14 day notice is required to guarantee a full refund. Please send cancellation requests to agency_education@chubb.com. Include “Program Cancellation Request” in the subject line, and your original registration information in the message body along with the reason for the cancellation.


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

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

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Strategic Finance 2019 0416-0417

Your Information

Registration for Strategic Finance 2019 04/16-04/17
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April 16
April 17
Event Categories:


Chubb’s Dallas Office (TX)
2001 Bryan Stret
Dallas, TX 75201 United States
+ Google Map


Karen Glemming