SEMINAR – ‘OPTIMIZING YOUR RATINGS’
This innovative seminar is offered in two convenient formats:
- A full day seminar open to all insurance and financial services professionals
- A focused seminar tailored for a company’s executive team, incorporating its own strategy, financials and rating agency material into the presentation.
Call Michael A. Cohen at (215) 595-7259 or e-mail him at mcohen@cohenstrategicconsulting.com for more information.
OVERVIEW
The rating environment over the past five years has been more difficult than ever; in this environment, most companies are under rating pressure, and the rating agencies still foresee many downgrades.
Master the tactics of successfully working with the rating agencies—and optimizing your ratings!
Learn innovative techniques from an expert with executive-level rating agency experience (at A. M. Best)—Michael A. Cohen, successful insurance industry consultant and Principal of Cohen Strategic Consulting.
BENEFITS OF HIGHER RATINGS
Attract new policyholders and clients
Present a powerful image to your directors and regulators
Impress your current distributors, Attract new distributors
Lower your cost of capital
Motivate your employees
KEY BENEFITS OF THIS SEMINAR
Improve your rating prospects—critically important in this challenging environment!
Optimize your company's strategic and financial position, and outposition your competitors.
Present the best possible case to impress the rating agencies with your strategic and financial acumen.
Enhance your relationships with the rating agencies and their analysts by learning the nuances of their inner workings.
Your ratings are too important! Don’t miss the opportunity to seek rating upgrades and strengthen your company in these turbulent times!
SEMINAR AGENDA
Perspectives on Ratings
Rating Management Strategy
Rating Environment, Insurance Industry Outlook
Your Relationship With Rating Agencies
The Rating Agencies’ ‘Mindsets’
Factors Affecting Ratings:
- Corporate, Business Strategy
- Management
- Financial Analysis
- Investment Analysis
- Distribution, Products, Marketing
- Enterprise Risk Management
- Peer Analysis
Developing and Formatting an Effective Presentation for the Rating Meeting
Having a Successful Rating Meeting
Preparing for the Analysts to Present Their Rating Recommendations to Committee
The Rating Appeal Process
Rating Agency Public Communications
Countering Unfavorable Ratings, Modifiers
Frequently Asked Questions
"THE INSIDER’S GUIDE TO SUCCEEDING WITH THE RATING AGENCIES"
All seminar participants receive a copy of “The Insider’s Guide to Succeeding With the Rating Agencies,” a unique guide which includes many never before provided perspectives and strategies on how to achieve ‘win-win’ relationships with the rating agencies.
TESTIMONIALS
“Michael does a great job at taking his experiences working for, and with, the rating agencies and turning them into useful and actionable strategies. His ‘inside’ knowledge of the rating agencies and their processes gives us the right information to help us meet our goals.”
“The seminar provides new insight and ideas in dealing with the rating agencies, as well as reaffirming some of our current practices.”
“Michael’s personal style and interactive approach made this seminar a resounding success.”
“Mike’s seminar is time well spent for anyone involved in managing their company’s relationships with the rating agencies. He provides invaluable insights about how to optimize your relationships with your analysts, and how to effectively tell your company’s story, so that your analysts can present your company favorably to their rating committee.”
“The Insiders’ Guide to Succeeding With the Rating Agencies (the 40 page instructional manual with dozens of tips on how to create win-win dynamics with your analysts and the rating agencies, given to all attendees) is a great resource!”
