Available dates

Sep 28—Oct 1, 2020
4 days
Wellesley, Massachusetts, United States
USD 9600
USD 2400 per day


Coursalytics is an independent platform to find, compare, and book executive courses. Coursalytics is not endorsed by, sponsored by, or otherwise affiliated with LIMRA International.

Full disclaimer.

About the course


In this program, you will take a comprehensive look at profitability sources, capital management issues, rating agencies, industry-specific accounting practices, and M&A activity. Using a computer-based simulation, you will gain a realistic, executive-level view of the business through the strategic and tactical decisions leaders make.

Learning Objectives and Program Impact

  • Examine accounting and capital management, profitability, and pricing metrics.
  • Enhance your strategic decision-making abilities by understanding how to interpret financial information and reports.
  • Maximize your understanding of profitability by interpreting financial data and developing appropriate operating metrics.
  • Learn how to communicate more effectively with company executives and financial professionals by becoming fluent in the industry’s financial language.


Day 1:

  • Understanding Basic Financial Statements
  • Value Creation
  • Organizational Structure
  • Capital Management
  • Simulation: Introduction and Year 1

Day 2:

  • Core Accounting Issues
  • Generally Accepted Accounting Principles (GAAP)
  • Statutory Accounting Principles (STAT)
  • Simulation: Year 2

Day 3:

  • Financial Statement Analysis
  • Rating Agency Case Company Evaluation and Report-Outs
  • Overview of Rating Agency Reports
  • Simulation: Year 3 and Final Results

Day 4:

  • Capital Investments and Decision Making
  • Strategic Performance Measurement
  • Mergers & Acquisitions

Who should attend

This program is designed for leaders in strategic roles who are called upon to make complex, cross-organizational decisions, and would like to gain a thorough understanding of finance-based decision making by exploring the many ways companies make money and the implications of each.

Trust the experts

Ann Martel

Who needs business acumen? EVERYONE! I am a mix of seasoned accounting director and dynamic presenter and teacher. This means can take any complex financial topic and explain it in a way that can be understood by people without a financial background. Go to my website, www.amartelassociates.com a...


Dan Topf

Dan is a successful performance improvement consultant who is passionate about helping people and businesses achieve dramatic performance improvement through learning. Dan designs, leads, and implements learning and development initiatives aligned with the strategic goals of his client organizati...


Course reviews