Executive Education

Public Training Seminars

• Susan offers public seminars on how to value insurance companies multiple times a year in New York and London.
• Topics include both P&C and life insurance
• Sessions are highly interactive with use of multiple case studies and hands-on statutory-based modelling
• For more information on New York courses, which are offered through the SNL Center for Financial Education, click here. View the brochure here.
• For more information on the London courses, which are offered by Euromoney Training, click here. View the brochure here.

Private In-Housing Training Seminars

• Susan also offers private in-house training seminars on insurance valuation, M&A and corporate finance.
• Example clients include Citigroup, Fox-Pitt, Kelton, and Willis Group.
• These courses may be tailored to the experience level, interests and time availability of each client.
• The following sample course agenda demonstrates the topics covered and the type of case studies used in the course. In-house trainings are typically 2 days in length, but may be extended or shortened depending on the experience level of the participants and the topics of interest.
• See a sample course agenda here.

Higher Education

Susan is available as a guest lecturer for both MBA and undergraduate courses on topics relating to either her career as a private equity investor in the insurance industry or to her current research investigating the particular challenges facing women in the business world. In the past, Susan has given guest lectures to MBAs and undergraduates on topics including:

• Insurance valuation and corporate finance
• Basics of insurance financial statements
• Designing executive compensation plans
• Challenges to the advancement of executive women