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[Waitlist] Strategic Finance – Virtual Class

October 27 - October 30

Online / 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

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Details

Start:
October 27
End:
October 30
Event Categories:
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Organizer

Jessica Albert
Phone:
908-572-2611