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Direct approval authority on IFRS 17 implementation changes

$199.00
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A tailored course, built for your situation

Direct approval authority on IFRS 17 implementation changes

Own the call on design decisions, data flows, and reporting updates without escalation

$199 one-time
24-hour access provisioning 30-day money-back guarantee Hand-built implementation playbook
12 modules. 12 chapters per module. 144 chapters total.
12 modules, each with 12 chapters (144 chapters total), text-based, plus downloadable templates and a hand-built implementation playbook delivered alongside course access.

Who this is for

Senior financial controls or accounting manager leading IFRS 17 compliance in a global financial institution

Who this is not for

Junior accountants, auditors not involved in implementation design, or staff focused solely on SOX controls without accounting standard ownership

What you walk away with

  • Authority to adjust materiality thresholds for IFRS 17 without pre-approval
  • Final say on data sourcing rules for liability cashflow projections
  • Ownership of disclosure narrative structure ahead of internal review
  • Discretion to pause or restart calculation runs during testing cycles
  • Right to approve vendor-led changes to the IFRS 17 reporting engine

The 12 modules (with all 144 chapters)

Module 1. IFRS 17 governance models in global banks
Compare current IFRS 17 decision rights across tier-one firms and identify where Macquarie aligns and diverges.
12 chapters in this module
  1. Global benchmark of IFRS 17 ownership models
  2. Centralized vs embedded control structures
  3. Decision rights for discount rate assumptions
  4. Approach to risk adjustment methodologies
  5. Governance of cashflow projection inputs
  6. Change control for transition methods
  7. Precedent for model recalibration authority
  8. Handling volatility in CSM calculations
  9. Boundary between finance and actuarial
  10. Escalation paths for material deviations
  11. Documentation standards for audit readiness
  12. Version control in multi-jurisdiction reporting
Module 2. Data pipeline ownership in IFRS 17 systems
Establish clear authority over data ingestion, transformation, and reconciliation workflows.
12 chapters in this module
  1. Source system validation protocols
  2. Ownership of ETL exception handling
  3. Authority to override invalid inputs
  4. Rules for backfilling missing data
  5. Change control for mapping logic
  6. Final say on reconciliation tolerances
  7. Escalation process for data drift
  8. Discretion to lock reporting periods
  9. Versioning of calculation outputs
  10. Approval rights for test datasets
  11. Handling audit queries on data lineage
  12. Retention rules for interim runs
Module 3. Disclosure structure design authority
Own the format, content, and narrative flow of IFRS 17 financial statements.
12 chapters in this module
  1. Approach to CSM presentation
  2. Structure of risk adjustment disclosures
  3. Hierarchy of footnote content
  4. Ownership of narrative phrasing
  5. Final say on granularity levels
  6. Approval for supplemental metrics
  7. Handling jurisdictional variations
  8. Version control for templates
  9. Coordination with external reporting
  10. Precedent library for auditor responses
  11. Change control during review cycles
  12. Archiving final approved versions
Module 4. Actuarial assumption approval workflows
Define decision rights for key inputs driving IFRS 17 outputs.
12 chapters in this module
  1. Final say on mortality tables
  2. Authority for lapse rate assumptions
  3. Approach to expense inflation factors
  4. Ownership of reinsurance recoveries
  5. Change control for cohort segmentation
  6. Discretion to adjust calibration windows
  7. Handling model-vs-actual variances
  8. Escalation process for long-term updates
  9. Documentation of rationale for changes
  10. Audit trail requirements
  11. Version control across runs
  12. Coordination with risk management
Module 5. Vendor change control authority
Own the approval process for third-party system modifications.
12 chapters in this module
  1. Scope of vendor-led enhancements
  2. Approach to patch validation
  3. Final say on integration updates
  4. Authority for performance tuning
  5. Change control for reporting modules
  6. Discretion to roll back deployments
  7. Handling emergency fixes
  8. Precedent for regression testing
  9. Documentation of deployment impact
  10. Coordination with internal IT
  11. Audit readiness for changes
  12. Version tracking across environments
Module 6. Internal escalation protocols
Design clear boundaries for when and how to escalate complex decisions.
12 chapters in this module
  1. Thresholds for leadership escalation
  2. Approach to unresolved actuarial disputes
  3. Process for finance-vs-risk conflicts
  4. Handling regulatory inspection findings
  5. Authority to defer implementation
  6. Change control for timeline shifts
  7. Communication protocol during crises
  8. Documentation of escalation decisions
  9. Version control for remediation plans
  10. Coordination with compliance teams
  11. Audit trail for exception handling
  12. Closing loops on resolved items
Module 7. Audit response ownership
Lead the response process with full authority over evidence and narrative.
12 chapters in this module
  1. First point of contact for auditors
  2. Ownership of response timelines
  3. Final say on evidence selection
  4. Authority to challenge assertions
  5. Approach to materiality assessments
  6. Change control for follow-up requests
  7. Discretion in tone and detail
  8. Handling sensitive findings
  9. Version control for submissions
  10. Coordination with external counsel
  11. Archiving final responses
  12. Precedent tracking across cycles
Module 8. Regulatory inspection preparation
Lead readiness efforts with clear decision rights over submission content.
12 chapters in this module
  1. Scope of inspection response
  2. Ownership of data packages
  3. Authority over narrative framing
  4. Final say on remediation plans
  5. Change control for disclosures
  6. Discretion in timing of submissions
  7. Handling confidential findings
  8. Coordination with legal teams
  9. Version control for filings
  10. Precedent for follow-up timelines
  11. Audit trail of decisions
  12. Closure criteria for issues
Module 9. Cross-functional alignment frameworks
Lead alignment across finance, actuarial, IT, and compliance without escalation.
12 chapters in this module
  1. Ownership of integrated timeline
  2. Authority to resolve prioritization
  3. Final say on resourcing conflicts
  4. Change control for dependencies
  5. Discretion in trade-off decisions
  6. Handling parallel project demands
  7. Escalation process for impasses
  8. Documentation of resolutions
  9. Version control for shared plans
  10. Coordination with programme office
  11. Audit readiness of decisions
  12. Precedent library for common disputes
Module 10. Stakeholder communication protocols
Define messaging and timing for internal and external audiences.
12 chapters in this module
  1. Ownership of update cadence
  2. Authority for executive summaries
  3. Final say on issue disclosures
  4. Change control for messaging
  5. Discretion in audience targeting
  6. Handling sensitive developments
  7. Escalation protocol for reputational risk
  8. Documentation of decisions
  9. Version control for comms
  10. Coordination with IR teams
  11. Audit trail of external statements
  12. Archiving final comms
Module 11. Change freeze and release cycles
Own the timing and content of production deployments.
12 chapters in this module
  1. Definition of freeze periods
  2. Authority to extend timelines
  3. Final say on release scope
  4. Change control for emergency fixes
  5. Discretion in rollback decisions
  6. Handling parallel testing
  7. Escalation for missed deadlines
  8. Documentation of release notes
  9. Version control for builds
  10. Coordination with ops teams
  11. Audit readiness of deployments
  12. Closure criteria for cycles
Module 12. Continuous improvement workflows
Lead post-implementation reviews with full authority to implement changes.
12 chapters in this module
  1. Ownership of feedback loops
  2. Authority to adjust processes
  3. Final say on enhancement scope
  4. Change control for iterations
  5. Discretion in resource allocation
  6. Handling competing priorities
  7. Escalation for strategic shifts
  8. Documentation of improvements
  9. Version control for updated designs
  10. Coordination with vendor teams
  11. Audit trail of updates
  12. Archiving final decisions

How this maps to your situation

  • Leading IFRS 17 implementation in a global bank
  • Managing complex stakeholder alignment
  • Owning audit and regulatory interactions
  • Driving continuous improvement post-go-live

Before vs. after

Before
Decisions require multiple layers of review, creating delays and rework in IFRS 17 implementation.
After
You own final approval on key design and execution decisions, accelerating delivery and demonstrating leadership.

What's included with your purchase

  • 12 modules with 12 chapters each (144 chapters)
  • Downloadable templates and worked examples for every module
  • Hand-built implementation playbook delivered alongside course access
  • 30-day money-back guarantee

Delivery and format

  • Course and learning environment access provisioned within 24 hours of purchase
  • Hand-built implementation playbook delivered alongside course access

Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside course access.

Time investment: Approximately 3 hours per module, designed to be completed alongside ongoing work commitments.

How this compares to the alternatives

Unlike generic IFRS 17 overviews, this course focuses on the specific decision rights that separate contributors from owners in complex financial implementations.

Frequently asked

Who is this course for?
Senior managers leading IFRS 17 implementation in financial institutions who want to own final decisions without escalation.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
What makes this different from standard IFRS 17 training?
It focuses on command, specifically the decisions you can own end to end in design, data, disclosure, and deployment.
$199 one-time. Approximately 3 hours per module, designed to be completed alongside ongoing work commitments..

Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.

30-day money-back guarantee· 144 chapters· Hand-built playbook included· Account access within 24 hours
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