Insurance Company Financial Modeling
In the ever-changing insurance industry, it is critically important to be able to properly build an insurance company financial model that appropriate captures all the major significant drivers of profitability and growth, whether for internal budgeting and strategic purposes or for acquisitions.
Oftentimes, there is a disconnect between understanding the nuts and bolts of running an insurance company or brokerage firm and properly, and systematically capturing that financial information into the bigger picture. Those who take this three-day boot camp will learn how to model out and quantify how an insurance company operates and translate into a fully functional, working Excel template.
We will teach you to build clean, more efficient, self-contained reference models and master critical keyboard shortcuts that will cut the time it takes to build complex models. You will learn a disciplined and consistent approach – the gold standard of financial modeling – so that you can spend more time qualitatively to properly analyze and interpret your quantitative results.
Curriculum (PDF)
Who should take this course?
The following insurance company/broker professionals would benefit:
- CFO, VP Finance, Financial Analysts & related functions
- Internal M&A and business development
- Controller, Accounting, Internal Audit and reporting roles
- New hires and those being groomed for management
Our goal is to help you gain the competitive edge – this program is ideal for those who recognize the value that these skills will bring. We guarantee that you will leave the classroom with a solid grasp of the advanced learning objectives and be able to apply your newly acquired skills and knowledge immediately in a meaningful manner.
What if I can't make it to this event in person?
No worries; we also offer this course via our online self-study program. You get to choose when and where!
Early Bird Registration
Register by June 15 to receive $150 off!
Use discount code EARLYINSURANCE
Logistics
Location: New York, NY
Venue: TBD
Bring your PC laptop with Excel installed (any version)
2015 Registration
Refund/Cancellation Policy
- Cancel 45 days before the workshop date: 25% Cancellation Fee
- Cancel 30 days before the workshop date: 50% Cancellation Fee
- Cancel 14 days before the workshop date: No Refund
- Members/Guests without registration will NOT be admitted; Admission/Seats are subject to availability
We reserve the right to cancel course dates if enrollment is insufficient or for any circumstances beyond our control. If we cancel a class, all payments will be refunded in full promptly.