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Strategic Finance – Philadelphia, PA

May 12 - May 13

Chubb’s Philadelphia Office (PA)


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.


Chubb’s Philadelphia Office
436 Walnut Street, 5th Floor
Philadelphia, PA 19106


Following are hotels in the area.  Participants are responsible for their own hotel accommodations and reservations.   These are only suggestions; Chubb does not have a preferred rate at these hotels.

Hotel Monaco Philadelphia
433 Chestnut Street
Philadelphia, PA  19106
.1 miles from the office

Renaissance Philadelphia Downtown Hotel
401 Chestnut Street
Philadelphia, PA  19106
.2 miles from the office

Best Western Plus Independence Park Hotel
235 Chestnut Street
Philadelphia, PA  19106
.3 miles from the office

Sheraton Philadelphia Society Hill
1 Dock Street
Philadelphia, PA  19106
.3 miles from the office


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 Philadelphia”. Checks need to be made payable to ‘ACE American Insurance Company’ and sent to:

Jessica Albert
Chubb Agency Education
202A Hall’s Mill Road
Whitehouse Station, NJ 08889

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Strategic Finance 2020 0512-0513

Your Information

Registration for Strategic Finance 2020 05/12-05/13
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May 12
May 13
Event Categories:


Chubb’s Philadelphia Office (PA)
436 Walnut Street
Philadelphia, PA 19106 United States
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Karen Glemming