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LIMRA International

Financial Strategies

Sep 23—26, 2019
4 days
Wellesley, Massachusetts, USA
USD 9000
USD 2250 per day

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Gain a thorough understanding of finance-based decision making by exploring the many ways companies make money and the implications of each. 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 profits 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.

Sample Agenda

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

  • Leaders in all roles who seek to increase their understanding of finance-based decision making
  • Leaders specifically responsible for product management, distribution, marketing, or strategic planning


Education/Professional Certification: B.S., Ohio State University M.S., Bowling Green State University M.A., Cornell University Ph.D., Cornell University Areas of Expertise: Financial Accounting, Insurance Accounting Biography: Rob Hoskin’s area of expertise is in insurance accounting. For m...
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, a...
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...

Next dates

Sep 23—26, 2019
4 days
Wellesley, Massachusetts, USA
USD 9000
USD 2250 per day

How it works

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