Strategic Finance™ Simulation - For Insurance Professionals
A high-energy business simulation exercise to build your team's financial acumen.

Have you ‘walked a mile’ in your clients’ shoes?
Does your team of insurance professionals need to more deeply understand the financial and strategic challenges that your insurance clients face on a daily basis?
Over a period of several days, this engaging finance and management exercise immerses your team in a complex business case study in which they run a simulated company in competition with other teams.
Key financial learnings will be driven by a computerized business simulation, content lectures, and group discussions.
The Strategic Finance course can be run as a live or virtual class over 2-4 days.
Gaining Competitive Advantage Through Client Financial Acumen
This two-day class is designed to:
- Sharpen your ability to review the financial reports of prospects and clients
- ‘Walk a mile’ in the owner’s shoes
- Enhance your credibility with key decision-makers (speak their language), be a “trusted advisor”
- Increase your comfort with the world of financial analysis
- Use annual reports/online resources, if available, for risk AND opportunity identification
- Master financial terminology and better understand drivers of Moody’s/credit ratings
Participants will not only dive into financial statements, but using a sophisticated business simulation they will actually run a company to see how their decisions impact their financial results.
By running a simulated business, teams will learn:
- Financial statement analysis, including profitability, revenues, expenses, working capital, debt, and equity
- Financial ratio analysis including Return on Sales, Return on Assets, Return on Equity, Asset Turnover, Inventory Turns, Current Ratio, and Leverage
- Corporate finance analysis including short- and long-term debt, equity financing, stock valuation, and dividend policy
- Annual report analysis including analysis of an actual Annual Report/10-K
Other topics discussed will include strategic thinking, leadership, and business alignment.
Sim Tip Videos Short videos highlighting specific dynamics within Strategic Finance
- Sales Forecasting (6:16)
- Production Planning (3:23)
- Sales by Microsegment (1:11)
- Move Concepts into a Development Center (0:23)
- Product Development Timeline (5:25)
- Financing Decisions (6:01)
