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Financial Strategies

7/13/2021 EDT - 7/16/2021 EDT
Virtual Classroom


Who Attends

This program is designed for leaders who are called upon to make complex, cross-organizational decisions, and would like to gain a thorough understanding of finance-based decision making by exploring the many ways companies make money and the implications of each.


In this program, you will take a comprehensive look at profitability sources, capital management issues, rating agencies, industry-specific accounting practices, and M&A activity. Using a computer-based simulation, you will gain a realistic view of the business through the strategic and tactical decisions leaders make.

Learning Objectives and Program Impact

  • Examine accounting and capital management, profitability, and pricing metrics.
  • Enhance your decision-making abilities by understanding how to interpret financial information and reports.
  • Maximize your understanding of profitability by interpreting financial data and developing appropriate operating metrics.
  • Learn how to communicate more effectively with company executives and financial professionals by becoming fluent in the industry’s financial language.

Faculty Speakers

Ann Martel, CPA
Owner, Martel + Associates

Ann Martel, CPA

Owner, Martel + Associates

Ann Martel, CPA is a highly regarded business leader with a passion for finance, education, and delivering high-energy programs on the topics of business acumen and improving personal results. As Owner of Martel + Associates, she has worked with clients such as WellPoint, Inc., National Government Services, and Marquette University. From 1992 to 2016, Ann served as Adjunct Faculty – Accounting and Finance at Marquette University, where she designed and delivered these courses in the College of Professional Studies. She is also a Certified Public Accountant in the state of Wisconsin.
Dan Topf

Dan Topf

Dan Topf, CPT is a senior vice president at Management Development International, Inc., where he leads and implements multiple large and small-scale training design projects for a variety of financial services clients. Known for his outstanding learning design and facilitation skills, Dan serves as the lead facilitator of the MDI’s business simulations and business acumen programs. Dan is also an adjunct faculty member in the College of Education at Drake University, and has served as assistant director of the Executive MBA Program in the Henry B. Tippie College of Business at the University of Iowa.


Sample Agenda

Sample Agenda

Day 1:

  • Understanding Basic Financial Statements
  • Value Creation
  • Organizational Structure
  • Capital Management
  • Simulation: Introduction and Year 1

Day 2:

  • Core Accounting Issues
  • Generally Accepted Accounting Principles (GAAP)
  • Statutory Accounting Principles (STAT)
  • Simulation: Year 2

Day 3:

  • Financial Statement Analysis
  • Rating Agency Case Company Evaluation and Report-Outs
  • Overview of Rating Agency Reports
  • Simulation: Year 3 and Final Results

Day 4:

  • Capital Investments and Decision Making
  • Strategic Performance Measurement
  • Mergers & Acquisitions


LIMRA or LOMA Member: $3,600.00
Nonmember: $7,200.00

Hotel / Venue

This program will be delivered virtually. Log on information will be provided to registrants prior to the program date.

Contact us to learn more:

Lisa Stevens

Director of Executive Development



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