PROGRAM DESCRIPTION
Corporate Financial Analysis is an intensive, highly interactive, practical exercise oriented two-day program designed to provide brokers and underwriters with the knowledge and skill necessary to perform an in-depth financial analysis of an non-insurance public or privately owned company.

The program consists of two phases:

• Phase 1 is a guided step-by-step process that establishes a logical, organized approach to financial analysis using the financial statement of a current or potential client.
• Phase 2 is a full-blown case study that requires participants working in teams to perform a detailed financial analysis of a case study company's balance sheet, income statement, cash flow statement and footnotes. The session culminates with team presentations of one or more aspects of their financial analysis

The program utilizes a variety of spreadsheet models to determine and test D & B Financial Ratios, cash flow adequacy, appropriate risk retention levels and the effect of time value of money on specialized cash flow insurance products.

PREREQUISITES
Basic understanding of corporate financial statements

SUGGESTED AUDIENCE
Underwriting managers, field underwriters and broker account managers