A tailored course, built for your situation
Mastering IFRS 17 for Assessment and Supply Chain Managers
Elevate your voice on IFRS 17
The situation this course is for
Many insurers struggle to align supply chain risk assessments with the new accounting standard, leading to fragmented decisions and missed strategic influence.
Who this is for
Assessment, Investigation and Supply Chain Manager at a major insurer
Who this is not for
Entry‑level analysts without IFRS 17 experience or supply‑chain risk background
What you walk away with
- Lead IFRS 17 implementation workshops with confidence
- Influence cross‑functional policy and vendor selection decisions
- Create a reusable IFRS 17 assessment framework for your team
- Communicate IFRS 17 impacts to senior stakeholders effectively
- Drive strategic direction for insurance finance transformations
The 12 modules (with all 144 chapters)
- Understanding IFRS 17 Core Principles and Scope
- Key Terminology and Definitions for Insurers
- Contractual Service Margin Fundamentals Explained
- Measurement Models: Premium Allocation Approach Overview
- Measurement Models: Building Block Approach Overview
- Reporting Timeline and Disclosure Requirements Summary
- Impact of IFRS 17 on Supply Chain Risk
- Stakeholder Expectations Under the New Standard
- Aligning Assessment Processes with IFRS 17 Objectives
- Common Pitfalls in Early Adoption Phases
- Glossary of Essential IFRS 17 Terms
- Quick Reference Cheat Sheet for Practitioners
- Identifying Relevant Supply Chain Data Sources
- Data Quality Assessment Framework for IFRS 17
- Creating a Data Mapping Matrix for Contractual Obligations
- Linking Procurement Records to Insurance Contracts
- Reconciling Inventory Valuations with IFRS 17 Metrics
- Ensuring Consistency Across Business Units
- Automating Data Extraction for Ongoing Compliance
- Documenting Data Lineage for Audit Transparency
- Testing Data Mapping Accuracy with Sample Scenarios
- Handling Exceptions and Data Gaps Effectively
- Communicating Data Mapping Results to Stakeholders
- Maintaining the Mapping Matrix Over Time
- Defining Assessment Objectives Within IFRS 17 Context
- Developing Scoring Criteria for Contractual Risks
- Integrating Financial Impact Metrics into Risk Scores
- Establishing Governance Review Points for Assessment Outputs
- Template: IFRS 17 Aligned Assessment Checklist
- Customizing the Framework for Different Product Lines
- Embedding the Framework into Existing Risk Processes
- Training Teams on Using the New Assessment Model
- Validating Framework Effectiveness with Pilot Projects
- Iterating the Framework Based on Feedback Loops
- Presenting Assessment Findings to Senior Leadership
- Continuous Improvement Cycle for the Assessment Framework
- Identifying Vendor Services Impacted by IFRS 17
- Developing Vendor Evaluation Criteria Aligned with Accounting Standards
- Scoring Vendors on Data Integration Capabilities
- Assessing Vendor Contracts for Compliance Risks
- Negotiation Playbook Incorporating IFRS 17 Requirements
- Creating a Vendor Selection Dossier for Decision Makers
- Presenting Vendor Recommendations to Cross‑Functional Committees
- Managing Vendor Relationships Post‑Selection for Ongoing Alignment
- Case Study: Successful IFRS 17‑Driven Vendor Choice
- Building Consensus Among Finance, Procurement, and Ops Teams
- Documenting Vendor Decisions for Audit Trail
- Reviewing Vendor Performance Against IFRS 17 Benchmarks
- Distilling Technical IFRS 17 Concepts for Executives
- Designing Executive‑Level Briefing Deck Templates
- Crafting One‑Page Impact Summaries for Quick Review
- Developing Storytelling Techniques for Financial Changes
- Using Visualizations to Illustrate Supply Chain Effects
- Preparing Q&A Sessions for Leadership Panels
- Aligning IFRS 17 Messaging with Business Objectives
- Building Credibility Through Data‑Driven Insights
- Handling Challenging Questions with Confidence
- Reinforcing Your Influence Through Follow‑Up Materials
- Measuring Stakeholder Reception and Adjusting Messaging
- Maintaining Ongoing Dialogue with Senior Management
- Designing Control Activities Specific to IFRS 17 Requirements
- Mapping Controls to Risk Assessment Outputs
- Creating Control Documentation Templates for Auditors
- Establishing Periodic Testing Schedules for Controls
- Automating Control Execution Using Workflow Tools
- Recording Control Test Results in Central Repository
- Escalation Procedures for Control Failures
- Integrating Controls with Enterprise Risk Management Frameworks
- Reporting Control Effectiveness to Governance Committees
- Continuous Monitoring Techniques for Real‑Time Assurance
- Case Example: Successful Control Implementation at a Large Insurer
- Updating Controls as IFRS 17 Guidance Evolves
- Defining Transition Objectives Aligned with Business Strategy
- Charting Key IFRS 17 Milestones and Dependencies
- Assessing Resource Requirements for Each Implementation Phase
- Prioritizing Activities Based on Impact and Feasibility
- Developing a Communication Plan for Transition Updates
- Securing Executive Sponsorship and Funding Commitments
- Aligning Roadmap with Existing Project Portfolios
- Risk Register Development for Transition Activities
- Monitoring Progress Through Status Dashboards
- Adjusting Roadmap Based on Emerging Regulatory Guidance
- Celebrating Wins to Reinforce Strategic Influence
- Finalizing the Roadmap for Board Presentation
- Evaluating Data Warehouse Options for IFRS 17 Needs
- Integrating ERP Systems with IFRS 17 Reporting Engines
- Configuring Analytics Platforms for Contractual Service Margin Calculations
- Automating Data Validation Rules for Consistent Reporting
- Building Custom Dashboards for Real‑Time IFRS 17 Insights
- Ensuring Data Security and Governance Across Platforms
- Deploying Workflow Automation for Routine Compliance Tasks
- Testing End‑to‑End Data Flows with Sample Contracts
- User Training Programs for Technology Adoption
- Measuring Technology ROI in IFRS 17 Implementation
- Maintaining System Updates with Emerging IFRS Guidance
- Documenting Technology Architecture for Audit Purposes
- Building Baseline IFRS 17 Financial Models
- Incorporating Supply Chain Variability into Scenario Parameters
- Designing What‑If Analyses for Contractual Service Margin Changes
- Evaluating Sensitivity of Key Drivers on Financial Outcomes
- Using Monte Carlo Simulations for Risk Assessment
- Presenting Scenario Results to Finance Leadership Teams
- Linking Scenario Insights to Strategic Decision‑Making
- Documenting Assumptions and Methodologies for Transparency
- Updating Models with Real‑World Data as Projects Progress
- Integrating Scenario Outputs into Business Planning Cycles
- Communicating Model Limitations and Confidence Levels
- Leveraging Scenario Modeling to Strengthen Your Influence
- Understanding Auditor Expectations for IFRS 17 Evidence
- Compiling Required Documentation for Contractual Service Margin
- Creating an Audit Evidence Tracker Spreadsheet
- Gathering Data Samples for Testing Control Effectiveness
- Preparing Narrative Explanations for Complex Transactions
- Conducting Internal Mock Audits to Identify Gaps
- Coordinating with Finance and Legal Teams for Evidence Review
- Ensuring Traceability of Data Transformations Throughout Process
- Addressing Auditor Queries with Structured Responses
- Maintaining a Central Repository of Audit Artifacts
- Post‑Audit Review and Continuous Improvement Planning
- Leveraging Audit Success to Enhance Strategic Credibility
- Defining Governance Principles Specific to IFRS 17
- Drafting Policy Statements for Supply Chain Risk Alignment
- Creating Role‑Based Responsibilities for IFRS 17 Oversight
- Developing Training Curriculum for Cross‑Functional Teams
- Implementing Performance Metrics Tied to IFRS 17 Objectives
- Launching Awareness Campaigns to Highlight Strategic Importance
- Establishing Communities of Practice for Continuous Learning
- Monitoring Adoption Through Surveys and Feedback Loops
- Rewarding Teams That Demonstrate Strong IFRS 17 Governance
- Reporting Governance Health to Executive Steering Committee
- Adjusting Governance Framework Based on Emerging Best Practices
- Sustaining Long‑Term Cultural Change for Ongoing Influence
- Defining Scope and Objectives for the Capstone Blueprint
- Aggregating Key Learnings from All Previous Modules
- Drafting a Structured Influence Playbook for Decision Makers
- Designing a Stakeholder Engagement and Endorsement Plan
- Preparing a Persuasive Presentation Deck for Senior Leaders
- Conducting Peer Review of the Blueprint for Feedback
- Incorporating Revisions Based on Stakeholder Input
- Finalizing the Blueprint and Supporting Documentation
- Presenting the Blueprint to Executive Sponsorship Committee
- Capturing Commitment Signals from Influential Stakeholders
- Planning Next Steps for Implementation Rollout
- Reflecting on Personal Growth and Future Influence Opportunities
How this maps to your situation
- Align assessment processes with IFRS 17 timelines
- Influence vendor selection using compliance criteria
- Drive strategic conversations with senior leaders
- Embed governance to sustain long‑term influence
Before vs. after
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: Estimated 4, 6 hours per week over eight weeks to complete all modules and exercises.
How this compares to the alternatives
Compared to generic compliance webinars, this course provides hands‑on templates, a practical implementation playbook, and a focused IFRS 17 lens tailored to supply‑chain risk professionals.
Frequently asked
Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.