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[Waitlist] Strategic Finance – Virtual Class

May 12, 2020 - May 15, 2020

Summary

This virtual 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

Virtual

Duration

3 hours each day

Tuition

$500 ($250 for Cornerstone Agencies)

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.

Please Note: This program is at capacity. To be placed on a waitlist, complete the form below. You will only be contacted if space becomes available.

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Program Waitlist

Waitlist Information

This program is currently at capacity. If you wish to be placed on the waitlist, complete and submit the form below. Please do not send any tuition (if applicable) unless you are contacted with further instructions. Waitlisted participants will only be contacted if space becomes available.

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Details

Start:
May 12, 2020
End:
May 15, 2020
Event Categories:
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Venue

PA United States

Organizer

Jessica Albert
Phone
908-572-2611