News & Events

Financial awareness – a plain English overview for all insurance staff on how to understand clients’ accounts

We are delighted to have Alan Chandler present our next Insurance Infusion session on 20th May 2022 3-4pm.  This is FREE of charge to our clients.

 Overview:

In these challenging times understanding clients’ accounts has never been more important for brokers and underwriters alike, with tremendous scrutiny now being put on clients’ accounts. Account executives, account handlers and underwriters will need to understand the main terminology.

This presentation, provided by Alan Chandler one of the most popular presenters in the UK, looks to provide a plain English understanding of what is in a balance sheet, Profit and Loss account, a cash flow statement and how these can be read easily by non-accountants. Alan also explores why the accountants’ figures are not the same as those needed for insurance purposes and why this difference has led to so much under insurance.

Learning Objectives:

The presentation will enable delegates to understand:

  1. The different component parts of a Balance sheet and what underwriters should look for.
  2. The different parts of a profit and loss statement.
  3. What is a cash flow statement.

Date: 20th May 2022

Time: 3-4pm

Held: via Zoom

Cost: FREE OF CHARGE TO OUR CLIENTS

To Book:

Please note the maximum number of attendees is 3 per firm (if you need more then please let us know and we will let you know if we have any spare places due to cancellations)

We will not be sending you a booking form for the webinar as it is a FREE webinar. However, if you are unable to attend please let us know in advance so that we can offer your place to another person. The webinar will be delivered via ZOOM and log in details will be sent in advance of the session. Please ensure you have the appropriate software/apps and login details before the session.

Book you place(s) now and pop the date in your diary as it will be popular

To book please contact Deborah@createsolutions.co.uk

Share this post


BITESIZE SESSION - Cybercrime 2022 (24th May 10am-11am)

X