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Strategic Finance – Philadelphia, PA
May 12, 2020 - May 13, 2020
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 information (agenda, pre-work, etc.) will be posted here if applicable.
Chubb’s Philadelphia Office
436 Walnut Street, 5th Floor
Philadelphia, PA 19106
$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”. Send checks payable to Chubb Limited to:
Chubb Agency Education
202A Hall’s Mill Road
Whitehouse Station, NJ 08889