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[Waitlist] Strategic Finance – Virtual Class

October 27, 2020 - October 30, 2020

Virtual

Summary

Strategic Finance is an intensive, interactive virtual class. 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!

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

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.

Register Now View Program Catalog Page

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

We will be hosting a 2 hour practice session on October 26th from 12:00 – 2:00 PM EDT.

Location

Virtual

Duration

12:00 – 4:00 PM EDT each day
(We will be hosting a 2 hour practice session on October 26th from 12:00 – 2:00 PM EDT)

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

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:
October 27, 2020
End:
October 30, 2020
Event Categories:
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Venue

Virtual

Organizer

Jessica Albert
Phone
908-572-2611