Program Overview
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Topics Covered
- Financial Management
- Financial Statement Analysis
- Financial Ratio Analysis
- Equity management
- Sales office decisions
- Competitive analysis
- Lead source management
- Production analysis
- Customer management
- Customer segment analysis
- Customer contribution profit & margin
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Key Takeaways
Business Acumen:Making sound business decisions and experience designed to grow financial and leadership acumen.Business Markets:Understanding markets, competitions, suppliers, customers, and regulations.Strategic Thinking:Focusing on key success factors and big picture planning.Goal-Setting:Creating challenging goals that support business strategies.Interpersonal Assessment:Understanding group dynamics and identifying barriers and opportunities.Relationship Building:Valuing others’ concerns and contributions to create positive team relationships.Oral Communication:Effectively expressing oneself verbally.Collaboration:Promoting information-sharing and teamwork to solve business problems and meet goals.
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Who should attend?
Firms are encouraged to send teams of 2 or 4 emerging leaders (high-potential employees or those with less than 5 years of experience in leadership or management positions) to any competition.Titles of past participants include:
- Broker/Producer
- Service Team Leader
- Regional Vice President
- Agency Partner
- Account Executive
- Employee Benefits Advisor
- Managing Director
- Marketing Manager
- Operations Manager
- Practice Leader
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Tuition
Event Registration: $2,250 per person. This program is available exclusively to Council member firms.Meeting registration cancellations received no later than 30 days prior to the event date will receive a refund of the registration fee minus a $200 processing fee. Any meeting cancellations received after 30 days prior will not be refunded any portion of their registration fee