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Strategic Finance – Chicago, IL

May 2, 2018 - May 3, 2018

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 (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 Chicago Office (IL)
525 West Monroe Street, Ste 700
Chicago, IL 60661
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.

Allegro Chicago, A Kimpton Hote
171 W Randolph St.
Chicago, IL 60601

Less than ½ mile

Hampton Inn Chicago Downtown West Loop
116 N Jefferson
Chicago, IL 60661
(312) 648-0000

¼ mile

Crowne Plaza Chicago West Loop
733 W Madison St.
Chicago, IL 60661

Less than ½ mile


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 Chicago”. 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 2018 0502-0503

Your Information

Registration for Strategic Finance 2018 05/02-05/03
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May 2, 2018
May 3, 2018
Event Categories:


Chubb’s Dallas Office (TX)
2001 Bryan Stret
Dallas, TX 60661 United States
+ Google Map


Karen Glemming