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Strategic Finance – Virtual Class

October 27 - October 30

Online / Virtual


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


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.




4 hours each day


$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.


To register for the program, complete the form below and mail your tuition check in the amount of $500 (or $250 for Cornerstone agencies). Please include a copy of your registration confirmation or indicate on your check and envelope “Attention: Jessica Albert – Strategic Finance October 2020”. Send checks payable to ACE American Insurance Co. to:

Jessica Albert
Chubb Agency Education
202 Hall’s Mill Road
Building A –  2E
Whitehouse Station, NJ 08889-1600

NOTE: Agency Education will be sending prework & program material package to participants, please provide the best shipping address given office access restrictions in some areas, under the “Care Package Shipping Details” section in the form below.

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Strategic Finance 2020 1027-1030

Your Information

Registration for Strategic Finance 2020 10/27-10/30
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October 27
October 30
Event Categories:


Jessica Albert