A tailored course, built for your situation
Mastering IFRS 17 for Treasury Operations Leaders
A structured approach to implementing IFRS 17 with precision in complex financial environments
$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.
Monthly IFRS 17 reconciliation cycles consuming team bandwidth and requiring cross-functional chase
The situation this course is for
Treasury teams are increasingly responsible for delivering accurate, audit-ready outputs tied to IFRS 17 reporting, but manual processes and siloed data sources lead to delays, rework, and last-minute escalations. The burden falls heavily on operations leads who must coordinate across actuarial, finance, and regulatory functions without clear ownership of the data pipeline.
Who this is for
Senior treasury professional in a global financial institution leading operations, accountable for accurate and timely financial reporting under new accounting standards
Who this is not for
Entry-level analysts, auditors focused only on review (not implementation), or teams outside financial operations without direct involvement in IFRS 17 reporting workflows
What you walk away with
- Own the end-to-end IFRS 17 data flow from source to reporting package
- Reduce reconciliation effort by automating cross-system validation steps
- Build repeatable templates for actuarial input integration
- Gain visibility into dependencies ahead of the close cycle
- Establish authority over data definitions used in IFRS 17 calculations
The 12 modules (with all 144 chapters)
Module 1. Understanding IFRS 17 Foundations
Establish a working knowledge of IFRS 17 principles with emphasis on operational impact for treasury teams.
12 chapters in this module
- Core objectives of IFRS 17 for financial institutions
- Key differences between IFRS 4 and IFRS 17 in practice
- How liability for remaining coverage affects treasury reporting
- Overview of the building block approach to measurement
- Treatment of future cash flows under current standards
- Discounting methods and their practical implications
- Contract boundary definition and its role in classification
- Timing and frequency of required disclosures
- Interaction between IFRS 17 and local regulatory requirements
- Role of treasury in validating model inputs
- Common misinterpretations in early adoption phases
- Case study: First-time reconciliation at a global bank
Module 2. Data Requirements and Source Mapping
Identify and map all data sources that feed into IFRS 17 calculations, with focus on treasury-owned inputs.
12 chapters in this module
- Critical data fields required for compliance reporting
- Mapping actuarial inputs to treasury systems
- Identifying ownership gaps in data lineage
- Validating completeness of cash flow projections
- Timing alignment between source systems
- Handling legacy system limitations
- Standardizing format for non-financial data
- Integrating premium allocation schedules
- Reserving assumptions and their documentation needs
- Currency translation rules at reporting level
- Automated tagging for audit readiness
- Checklist: Pre-close data validation steps
Module 3. Actuarial-Treasury Handoffs
Streamline coordination points between treasury and actuarial teams to eliminate rework.
12 chapters in this module
- Understanding the actuarial workflow timeline
- Defining standard request formats for input data
- Service level expectations for turnaround
- Common bottlenecks in data exchange
- Version control for updated projections
- Change management for assumption updates
- Escalation paths when outputs diverge
- Documenting decision rationale for reviewers
- Scheduling joint pre-close alignment
- Feedback loops for recurring issues
- Integrating actuarial variance reports
- Building shared ownership of output quality
Module 4. Monthly Close Process Design
Structure a predictable and repeatable close process tailored to IFRS 17 complexity.
12 chapters in this module
- Phasing tasks across the reporting calendar
- Identifying critical path dependencies
- Defining roles for validation checkpoints
- Setting tolerance thresholds for variances
- Parallel run considerations during transition
- Checklist integration for completeness
- Automation opportunities in reconciliation
- Handling intra-group reinsurance adjustments
- Tracking adjustments across reporting periods
- Audit trail requirements for sign-off
- Cross-jurisdictional consolidation challenges
- Case study: Reducing close time from 10 to 6 days
Module 5. System Integration Challenges
Address technical constraints in existing platforms affecting IFRS 17 compliance.
12 chapters in this module
- Assessing ERP readiness for new reporting needs
- Gaps in general ledger tagging capabilities
- Data warehouse limitations for granular reporting
- Middleware solutions for system bridging
- API usage for automated data transfer
- Error handling in batch processing
- User access controls for sensitive inputs
- Versioning requirements for auditability
- Scalability of current infrastructure
- Fallback procedures during outages
- Vendor management for third-party systems
- Roadmap alignment with IT investment cycles
Module 6. Validation Framework Development
Create a robust, reusable framework for verifying calculations and outputs.
12 chapters in this module
- Designing automated reasonableness checks
- Benchmarking actuals against projections
- Identifying outlier behaviors early
- Cross-checking between different calculation methods
- Reconciliation of profit or loss movements
- Testing impact of assumption changes
- Scenario validation for stress conditions
- Peer review protocols for key figures
- Documentation standards for validators
- Feedback integration into next cycle
- Exception logging and follow-up process
- Tool selection for scalable validation
Module 7. Stakeholder Communication Strategy
Develop clear messaging for finance, audit, and executive teams.
12 chapters in this module
- Tailoring reports for different audiences
- Explaining technical changes to non-experts
- Managing expectations around volatility
- Presenting sensitivity analyses effectively
- Documenting methodology for external reviewers
- Preparing for executive Q&A sessions
- Creating standardized commentary templates
- Responding to auditor inquiries
- Building trust through consistency
- Escalation protocols for material findings
- Version control for shared narratives
- Feedback integration from leadership
Module 8. Audit Readiness and Evidence Flow
Ensure all documentation meets internal and external audit demands.
12 chapters in this module
- Required evidence for each key calculation
- Retention policies for supporting files
- Organizing folders for easy access
- Version control for model outputs
- Attestation requirements for responsible parties
- Preparing for walkthroughs
- Handling auditor requests efficiently
- Cross-referencing assertions with controls
- Documenting override trails
- Complying with documentation timelines
- Common findings and how to avoid them
- Checklist: Pre-audit package assembly
Module 9. Cross-Functional Alignment
Align treasury efforts with finance, risk, and compliance functions seamlessly.
12 chapters in this module
- Defining shared goals across departments
- Synchronizing calendars for close cycles
- Establishing common definitions for terms
- Resolving conflicting priorities
- Integrating risk adjustments into reporting
- Collaborating on narrative disclosures
- Building joint training programs
- Creating integrated dashboards
- Managing change across functions
- Escalation paths for unresolved items
- Tracking action items across teams
- Measuring success beyond treasury
Module 10. Governance and Control Structures
Implement oversight mechanisms that scale with reporting complexity.
12 chapters in this module
- Designing approval workflows for key outputs
- Segregation of duties in reporting
- Change management for calculation logic
- Review cycles for assumption updates
- Internal control mapping for SOX alignment
- Monitoring controls for ongoing compliance
- Issue tracking and remediation process
- Training requirements for new staff
- Third-party oversight expectations
- Documentation of control effectiveness
- Audit trail requirements for reviewers
- Playbook updates based on findings
Module 11. Technology Enablement Options
Evaluate tools and platforms that support long-term efficiency.
12 chapters in this module
- Assessing need for dedicated IFRS 17 software
- Integration with existing financial systems
- Cloud vs on-premise deployment trade-offs
- Vendor selection criteria
- Pilot program design
- Change management for user adoption
- Training program development
- Support model considerations
- Customization vs standardization balance
- Cost-benefit analysis over three years
- Roadmap integration with broader digital strategy
- Exit strategies if vendor underperforms
Module 12. Sustaining Operational Excellence
Institutionalize learnings and maintain performance over time.
12 chapters in this module
- Documenting lessons from early cycles
- Updating playbooks after each close
- Onboarding new team members effectively
- Knowledge transfer between roles
- Performance monitoring for key metrics
- Continuous improvement cycles
- Benchmarking against peers
- Adapting to standard revisions
- Managing team bandwidth during peak times
- Succession planning for critical roles
- Celebrating milestones and wins
- Scaling practices to other jurisdictions
How this maps to your situation
- IFRS 17 implementation phase
- Cross-functional data coordination
- Monthly financial close under new standards
- Audit and regulatory readiness
Before vs. after
Before
Manual reconciliation across systems, last-minute fixes, and cross-functional chasing during the close cycle
After
Automated validation, repeatable close process, and confident delivery of audit-ready outputs
What's included with your purchase
- 12 modules with 12 chapters each (144 chapters total)
- 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 6 hours total, designed to be completed in short sessions over a weekend or across evenings.
If nothing changes
Continuing with fragmented processes risks extended close cycles, increased audit findings, and missed opportunities to demonstrate leadership in complex reporting environments.
How this compares to the alternatives
Unlike generic accounting courses or vendor-specific training, this program focuses on the operational realities of implementing IFRS 17 within treasury functions , combining technical depth with workflow design and cross-functional alignment strategies used by leading institutions.
Frequently asked
Is this course suitable for someone not in accounting?
Yes. This course is designed for treasury and operations professionals who must deliver compliant outputs, not for accountants performing valuation.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will I receive templates I can use immediately?
Yes. Every module includes downloadable templates and real-world examples tailored to IFRS 17 workflows.
$199 one-time. Approximately 6 hours total, designed to be completed in short sessions over a weekend or across evenings..
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