The AgencyCFO® Financial Fluency™ Course

Agency owners under $2 million in revenue must take a “hands-on” approach in all aspects of their daily agency life. Constantly focused towards working IN the business, that working ON the business takes a backseat. Until now. Learn the insider strategies of larger agencies through the AgencyCFO Executive Academy™.

  • In the world of insurance there is training for every role from receptionist to executive –every role except accounting/financial. This is a critical gap –especially for growing agencies. Without access to strategic financial guidance, there is a tremendous learning curve for agency owners. Where there is a strategic gap, there is the AgencyCFOr program ready to fill it!

    The AgencyCFO® Executive Academy™ will bring together growth-minded agencies through a cohort-based learning course. Agency owners will be able to adopt the practices of a “Mid-Agency Mindset™” at a small fraction of the cost for the full AgencyCFO® program.

  • Agency Owners with at least 2% ownership stake.

    BONUS: Each agency owner within a Fluency cohort can have up to 2 employees join them! Note, Agency owners must attend all sessions and cannot send the employees in their place.

  • As part of the AgencyCFO® Financial Fluency™ Course, agency owners will receive:

    • An AgencyCFO® Review of your Financial Statements

    • Annual Financial Plan and Monthly Results Reporting Template

    • Tailored tools from our AgencyCFO® Toolbox™ delivered virtually through live training sessions

    • Direct access to expert guidance through live Q&A

    • Individual “check in” sessions with an Agency Custom Financial Officer™

    • Online access to all provided materials

    • Open email access to the team of experts

    • Incentive and guidance to grow into the various AgencyCFO® programs

  • Preferred Partner Price: $4,000

    *Ask us if you qualify for this price!

    Regular Price: $4,500

    • Must be paid in full at the event.

    • Yes, credit cards ARE accepted.

    • No refunds after the first session.

    • $2,000 credit towards transition to other AgencyCFO® packages.

2026 SESSIONS

Coming soon! Please check back for the 2026 session dates.

REGISTER FOR A FUTURE COHORT HERE