The AgencyCFO Financial Fluency™ Course

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.

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.