This web-based seminar is designed to provide owners & managers of insurance brokerages with sufficient knowledge of accounting & financial statements to assess, understand and use financial information to operate their business effectively.
Program Outcomes:- The Mechanics of Accounting, including basic terminology, ledgers and basic equations
- Financial Statements: Balance Sheet, Income Statement, Cash Flow Statement
- Practical use of Financial Reports Generated by Your BMS System
- Industry Benchmarks
- Expense Control
- Financial Condition
- Internal Controls
Recommended for: Principals/Owners, anyone who deals with accounting in the office, participants who have enrolled in the Advanced Broker Preparation Course-Management Week (RIBO Level II Licensing).
Facilitators: Eric Walker, CA-CBV, CF, CFE, MBA; Cookson Walker Consulting & Steve Frye, CA-CBV, CF, CFE, MBA; Cookson Walker Consulting
Dates: Monday, June 7 & Tuesday, June 8, 2010
Time: 5:30 -6:30 pm
Fee: $140 – members only.
In order to take part in this seminar, you will need to have both Windows Media and Skype installed on your computer. Both of the programs can be downloaded for FREE.
RIBO Accreditation: 2 Management Hours
Media Player Installation Required www.movenetworks.com
In order to view the live Web event, you will need to install Windows Media or the Move media player on your computer. The installation process will only take a few minutes to complete and it is free. Please ensure your media player is working before the LiveOnline session.
Add "cwlivebroker" as a contact and send a test message to us to ensure we have you on our accept list.
For more information contact Keri Lee-Lincoln via email at keri@ibao.on.ca
or call (416) 488-7422 / 1-800-268-8845 ext. 118