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Executive Training: Agency Financial Management

Executive Training: Agency Financial Management

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Quick Overview

Learn how to use good financial management techniques to outperform the competition in this 6-hour class on financial management.


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Duration 6 hours
Location Online Webinar
Formats On-Demand
Instructor Chris BurandChris Burand

You may be wondering what Agency Financial Management is? Agency Financial Management is a tool to help an agency protect its own assets and achieve its primary goal of making a profit by helping clients minimize risk. It's so much more than balancing a spreadsheet to budget, although that is important, too.

Without good financial management, owners can work hard, build sales and have a less than average agency. This class will teach you how you can work just as hard but use good financial management techniques in order to outperform the competition.

This 6 hour class explains what smart Agency Financial Management involves, what smart agency management avoids, as well as:

  • A Financial Plan – Five steps to Sound Financial Management including:
    • a. Expense control
    • b. Income & Expense Analysis
    • c. Income Safeguards & Controls
    • d. Automation
    • e. Taxes
  • What you need to know about Safeguarding Agency Cash Flows specific to Agency Operations
  • How good financial management increases your agency's value, including in-depth descriptions of four commonly used value definitions
  • Which strategy is the best strategy for your agency: Acquisitions or Developing Producers

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