A tailored course, built for your situation
Faster path from M&A intent to completed IFRS 17 integration
A 12-module program to accelerate financial reporting alignment in cross-border deals
$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 M&A leader in global insurance, focused on APAC transactions requiring rapid financial reporting harmonization under IFRS 17
Who this is not for
Junior analysts, auditors focused solely on local compliance, or practitioners not involved in cross-border deal execution
What you walk away with
- Reduced time from deal signing to first IFRS 17-compliant reporting package
- Repeatable integration checklist for APAC jurisdictions with variant disclosure rules
- Faster resolution of actuarial data mismatches in target entities
- Clearer handoff between deal team and local finance controllers
- First-time-right alignment of reserving methodologies across borders
The 12 modules (with all 144 chapters)
Module 1. IFRS 17 deal assessment framework
Learn to classify targets by IFRS 17 complexity, identify high-risk reporting gaps at LOI stage, and estimate integration effort using proven benchmarks.
12 chapters in this module
- Deal classification by IFRS 17 impact
- Jurisdictional variance scoring
- Actuarial data accessibility checklist
- Reserving model compatibility check
- Disclosure overlap mapping
- First-day reporting obligations
- Materiality thresholds for APAC
- Integration risk heat mapping
- Target-level control review
- Reporting timeline compression
- carve-out readiness assessment
- Deal team handoff triggers
Module 2. Rapid data ontology alignment
Align source systems and actuarial outputs across entities quickly using standard mapping patterns that preserve auditability.
12 chapters in this module
- Actuarial input taxonomy mapping
- Cash flow projection harmonization
- Discount rate alignment
- LOB grouping adjustments
- Currency conversion timing
- Aggregation boundary rules
- Model boundary documentation
- Data lineage tagging
- Intercompany elimination rules
- Premium allocation mapping
- Claims development alignment
- Reporting package dependencies
Module 3. Jurisdiction-specific disclosure tuning
Adapt consolidated reporting outputs to meet local regulatory expectations without rework or delays.
12 chapters in this module
- APAC disclosure variation index
- Japan GAAP reconciliation points
- Australia APRA reporting touchpoints
- Singapore MAS footnote requirements
- Hong Kong SAR disclosure thresholds
- China onshore reporting constraints
- India IRDAI alignment points
- Thailand OIC overlap rules
- Korea FSS footnote depth
- Philippines BSP data calls
- Indonesia OJK format rules
- Malaysia Bank Negara timelines
Module 4. Actuarial team integration playbook
Onboard target actuarial teams faster with structured alignment sessions and common interpretation guides.
12 chapters in this module
- Actuarial philosophy assessment
- Model governance comparison
- Reserving basis documentation
- Peer review access setup
- Assumption challenge protocol
- Sensitivity test standardization
- Discount rate policy alignment
- Tail risk treatment
- Principles-based judgment mapping
- Material deviation thresholds
- Model validation handover
- Audit trail continuity
Module 5. Reserving methodology harmonization
Achieve consistent reserving approaches across entities in half the time using modular alignment techniques.
12 chapters in this module
- Reserving basis gap analysis
- LOB-level standardization
- Claims development pattern alignment
- IBNR estimation approach
- ULR treatment consistency
- Cat event provisioning
- Stochastic vs deterministic alignment
- Emerging risk loading
- Prudent vs best estimate mapping
- Sensitivity scenario standardization
- Change control for assumptions
- Documentation for regulators
Module 6. Cross-border controls integration
Map and merge internal controls for financial reporting with clarity and speed.
12 chapters in this module
- Control environment gap assessment
- SOX 404 alignment points
- ITGC mapping
- Data access governance
- Actuarial model oversight
- Change management merging
- Version control rules
- Segregation of duty checks
- Documentation standards
- Audit trail integration
- Third-party validation access
- Reporting sign-off workflow
Module 7. Stakeholder communication sequencing
Deliver timely, accurate updates to HQ and local regulators without over-communicating or delays.
12 chapters in this module
- Message cascade design
- Regulator update cadence
- Internal reporting rhythm
- Key points alignment
- Disclosure embargo rules
- Translation accuracy checks
- Local legal review loop
- Global finance handoff
- Board-level summary timing
- Press release coordination
- Investor FAQ drafting
- Crisis comms prep
Module 8. First reporting package assembly
Build the initial IFRS 17 financial statements quickly with fewer iterations.
12 chapters in this module
- Balance sheet line mapping
- P&L presentation alignment
- OCI treatment rules
- SII reconciliation points
- Narrative disclosure drafting
- Actuarial assumptions table
- Sensitivity disclosures
- Transition method selection
- Comparative period handling
- First-time adoption notes
- Audit readiness checklist
- Regulatory submission prep
Module 9. Vendor contract integration
Align third-party actuarial and IT vendors to new entity reporting timelines.
12 chapters in this module
- Vendor contract review
- Amendment negotiation points
- Service level alignment
- Data delivery timelines
- Model access rights
- Audit support obligations
- Termination clauses
- Subcontractor oversight
- IP ownership clarity
- Fee structure alignment
- Performance penalties
- Dispute escalation path
Module 10. Human capital integration
Retain key actuarial and finance talent with structured onboarding and recognition.
12 chapters in this module
- Key person risk mapping
- Retention bonus structuring
- Career path visibility
- Knowledge transfer planning
- Dual reporting clarity
- Compensation alignment
- Culture integration rhythms
- Performance review timing
- Dual citizenship handling
- Relocation support rules
- Language training access
- Local leadership pairing
Module 11. Audit cycle acceleration
Reduce audit timeline with pre-prepared responses and documentation trees.
12 chapters in this module
- Audit request anticipation
- Document tree structure
- Actuarial memo preparation
- Control evidence mapping
- Disclosure cross-indexing
- Adjusting journal prep
- Substantive testing plan
- Walkthrough efficiency
- Audit query log
- Response approval chain
- Deadline compression tactics
- First-submission success
Module 12. Repeatable integration blueprint
Create a living playbook that compounds time savings across future deals.
12 chapters in this module
- Lessons captured format
- Template library setup
- Version control rules
- Deal-specific annotation
- Knowledge base integration
- Team access permissions
- Searchable indexing
- Update triggers
- Ownership assignment
- Cross-deal benchmarking
- Efficiency metric tracking
- Continuous improvement cycle
How this maps to your situation
- Post-LOI integration planning
- Pre-close finance alignment
- Day-one reporting execution
- First audit cycle preparation
Before vs. after
Before
M&A integrations require extensive rework due to IFRS 17 misalignment, with delayed reporting and repeated actuarial queries.
After
Deal teams move from intent to first reporting package in record time, with clean outputs and fewer remediation loops.
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 for completion within 6 weeks while actively managing a deal cycle.
If nothing changes
Without sharpened IFRS 17 integration practices, future deals will take longer to close, face higher audit scrutiny, and demand more of your team's time during critical phases.
How this compares to the alternatives
Unlike generic IFRS 17 courses, this program is tailored to M&A practitioners and focuses on speed, cross-border integration, and first-time-right outcomes.
Frequently asked
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Is this relevant for non-insurance M&A?
While focused on IFRS 17, the integration patterns are transferable, though the examples are insurance-specific.
Can I access the templates without completing the course?
All templates are delivered alongside full course access, not available separately.
$199 one-time. Approximately 3 hours per module, designed for completion within 6 weeks while actively managing a deal cycle..
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