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Influence across more business units with IFRS 17 implementation expertise

$199.00
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What is the Influence across more business units course about?

Even strong teams struggle when regulatory updates demand synchronized changes across siloed functions. Without clear implementation blueprints, delays cascade and ownership blurs.

What situation is the Influence across more business units for?

Even strong teams struggle when regulatory updates demand synchronized changes across siloed functions. Without clear implementation blueprints, delays cascade and ownership blurs.

Who is the Influence across more business units course for?

Mid-senior operations leader in insurance or financial services navigating IFRS 17 adoption, focused on clean execution and cross-functional influence without formal authority.

What do you take away from the Influence across more business units course?

Lead IFRS 17 coordination across underwriting, finance, and claims without formal authority Produce audit-ready outputs that reduce follow-up requests from central teams Build repeatable workflows that survive team reshuffles and leadership changes Anticipate handoff bottlenecks between functions using a documented implementation playbook Earn recognition as the go-to practitioner when cross-functional alignment stalls.

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.

What does the Influence across more business units cover on delivery and format?

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 3-4 hours per week over 6 weeks, with self-paced access.

How does this compare to the alternatives?

Generic IFRS 17 webinars explain concepts but lack operational workflows. This course provides field-tested implementation blueprints used in large insurers to drive cross-functional alignment.

What does the Influence across more business units cover on frequently asked?

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

Closely related courses: Premium engagement picks with IFRS 17 expertise.

More answers: what you get with every course, refund policy, all help answers.

A tailored course, built for your situation

Influence across more business units with IFRS 17 implementation expertise

Turn complex accounting transitions into cross-functional leadership opportunities

$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.
Coordination breakdowns during regulatory transitions slow down reporting and weaken cross-team trust

The situation this course is for

Even strong teams struggle when regulatory updates demand synchronized changes across siloed functions. Without clear implementation blueprints, delays cascade and ownership blurs.

Who this is for

Mid-senior operations leader in insurance or financial services navigating IFRS 17 adoption, focused on clean execution and cross-functional influence without formal authority

Who this is not for

Entry-level staff, auditors without implementation responsibility, or executives seeking high-level overviews

What you walk away with

  • Lead IFRS 17 coordination across underwriting, finance, and claims without formal authority
  • Produce audit-ready outputs that reduce follow-up requests from central teams
  • Build repeatable workflows that survive team reshuffles and leadership changes
  • Anticipate handoff bottlenecks between functions using a documented implementation playbook
  • Earn recognition as the go-to practitioner when cross-functional alignment stalls

The 12 modules (with all 144 chapters)

Module 1. IFRS 17 fundamentals for operations leaders
Understand the core shifts in revenue recognition, liability valuation, and reporting frequency driving cross-functional change
12 chapters in this module
  1. What changed in IFRS 17
  2. Liability for remaining coverage
  3. Liability for incurred claims
  4. Risk adjustment mechanics
  5. Discount rate updates
  6. Transition methods overview
  7. Entity-specific inputs
  8. Coverage units explained
  9. Contract boundary definition
  10. Acquisition cost treatment
  11. Portfolio level reporting
  12. Interim disclosure rules
Module 2. Operational impact across business units
Map IFRS 17 changes to workflows in underwriting, claims, finance, and actuarial teams
12 chapters in this module
  1. Underwriting data requirements
  2. Claims timing thresholds
  3. Finance team inputs needed
  4. Actuarial model dependencies
  5. IT system adjustments
  6. Document management needs
  7. Approval chain changes
  8. Version control protocols
  9. Data validation points
  10. Team handoff triggers
  11. Escalation paths defined
  12. Cross-functional RACI
Module 3. Building audit-ready documentation
Produce clear, defensible records that reduce reviewer follow-ups and speed up internal sign-offs
12 chapters in this module
  1. Assumptions register setup
  2. Data source traceability
  3. Model input log template
  4. Change request format
  5. Review comment tracker
  6. Sign-off workflow design
  7. Version comparison method
  8. Audit trail preservation
  9. Exception logging standard
  10. Peer review timing
  11. Documentation retention
  12. Regulator question prep
Module 4. Leading without authority in transition cycles
Coordinate progress across teams that don't report to you, using structured influence and shared accountability
12 chapters in this module
  1. Stakeholder influence mapping
  2. Meeting rhythm design
  3. Progress visibility tools
  4. Blocking issue escalation
  5. Decision log maintenance
  6. Consensus-building techniques
  7. Status reporting cadence
  8. Conflict resolution path
  9. Deadline alignment method
  10. Cross-team dependency map
  11. Shared success metrics
  12. Influence without mandate
Module 5. Designing repeatable implementation workflows
Create templates and sequences that survive team changes and speed up future cycles
12 chapters in this module
  1. Workflow documentation standard
  2. Task sequence blueprint
  3. Ownership transfer protocol
  4. Onboarding new members
  5. Version update process
  6. Checklist integration
  7. Tool stack alignment
  8. Error prevention steps
  9. Lessons learned capture
  10. Improvement trigger definition
  11. Process review cycle
  12. Handover package format
Module 6. Managing data handoffs between functions
Ensure clean, timely transfers of inputs and outputs across underwriting, claims, and finance
12 chapters in this module
  1. Data format standards
  2. Timing threshold definition
  3. Ownership confirmation
  4. Validation rule setup
  5. Exception handling path
  6. Rejection response protocol
  7. Version mismatch handling
  8. Automated alert design
  9. Manual override log
  10. Data quality score
  11. Cross-team SLAs
  12. Handoff audit trail
Module 7. Coordinating actuarial and operations alignment
Bridge the gap between model assumptions and ground-level data inputs
12 chapters in this module
  1. Assumption to data link
  2. Model adjustment requests
  3. Actuarial review timing
  4. Data reconciliation steps
  5. Input adequacy check
  6. Assumption challenge path
  7. Feedback loop design
  8. Model update coordination
  9. Boundary change protocol
  10. Coverage unit dispute
  11. Risk adjustment input
  12. Discount rate impact
Module 8. Finance team integration and reporting cycles
Align operations timing with finance close requirements and reporting deadlines
12 chapters in this module
  1. Finance timeline sync
  2. Reporting deadline buffer
  3. Adjustment window definition
  4. Interim report scope
  5. Final sign-off timing
  6. Data freeze protocol
  7. Correction window rules
  8. Disclosure alignment
  9. Audit trail access
  10. Currency conversion impact
  11. Regional variation handling
  12. Time zone coordination
Module 9. Version control and change management
Manage updates and exceptions without breaking workflow continuity or accountability
12 chapters in this module
  1. Change request intake
  2. Impact assessment method
  3. Stakeholder notification
  4. Approval workflow
  5. Implementation sequencing
  6. Rollback protocol
  7. Documentation update
  8. Team communication plan
  9. Testing coordination
  10. User acceptance timing
  11. Post-implementation review
  12. Lessons captured
Module 10. Risk and control mapping for IFRS 17
Identify and document key controls across functions to support internal and external audit
12 chapters in this module
  1. Control point identification
  2. Owner assignment
  3. Evidence format
  4. Testing frequency
  5. Exception handling
  6. Segregation of duties
  7. Automated control design
  8. Manual override log
  9. Control effectiveness review
  10. Audit trail requirement
  11. Regulatory alignment
  12. Control rationalization
Module 11. Stakeholder communication under pressure
Deliver clear, calm updates during tight deadlines and unexpected delays
12 chapters in this module
  1. Crisis update template
  2. Escalation timing
  3. Message consistency
  4. Stakeholder priority
  5. Tone calibration
  6. Bad news delivery
  7. Expectation management
  8. Status transparency
  9. Rumor control
  10. Feedback channel
  11. Message audit
  12. Post-mortem communication
Module 12. Sustaining momentum across cycles
Turn one-time transition effort into lasting capability that compounds with each reporting period
12 chapters in this module
  1. Knowledge transfer plan
  2. Successor onboarding
  3. Improvement backlog
  4. Benchmark tracking
  5. Tool stack evolution
  6. Team capability assessment
  7. Process refinement cycle
  8. Lessons integration
  9. Efficiency metric
  10. Cross-cycle consistency
  11. Leadership handover
  12. Legacy system adaptation

How this maps to your situation

  • During initial IFRS 17 rollout
  • Before first audit cycle
  • After team reshuffle
  • Ahead of regulatory review

Before vs. after

Before
Coordination relies on ad-hoc meetings and tribal knowledge, leading to delays and inconsistent outputs
After
Structured workflows and shared documentation enable smooth cross-functional execution on tight timelines

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 3-4 hours per week over 6 weeks, with self-paced access

If nothing changes
Without a repeatable approach, every reporting cycle becomes a new fire drill, eroding trust and limiting career growth

How this compares to the alternatives

Generic IFRS 17 webinars explain concepts but lack operational workflows. This course provides field-tested implementation blueprints used in large insurers to drive cross-functional alignment.

Frequently asked

Is this course technical or strategic?
It's operational, focused on coordination, documentation, and execution across teams, not deep accounting theory or model building.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help me lead teams that don’t report to me?
Yes, specifically designed for practitioners influencing cross-functional progress without formal authority.
$199 one-time. Approximately 3-4 hours per week over 6 weeks, with self-paced access.

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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