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™.
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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 AgencyCFO™ 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.
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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.
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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
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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.
WINTER 2024 SESSIONS
1/11/24 2-3PM EST Session 1: Meet the Cohort
1/118/24 2-4PM EST Session 2: CFO Foundations
1/31/24 2-4PM EST Session 3: Create Your Financial Plan
2/07/24 2-4PM EST Session 4: Measuring for Results
3/06/24 2-4PM EST Session 5: Trust Accounting & Cash Flow
3/20/24 2-4PM EST Session 6: Best Practices & KPIs in Action
4/03/24 2-4PM EST Session 7: Moving Forward
*THE FIRST ROUND OF CHECK-IN SESSIONS WILL BE HELD AFTER SESSION 4. *THE FINAL ROUND OF CHECK-IN SESSIONS WILL BE HELD AFTER SESSION 7.