A focused course, tailored for you
The Legal Entity Controller Reporting Refresh
A reporting refresh playbook for Legal Entity Controllers at investment banks in 2026: entity-level CRR 3 calibration, multi-jurisdiction tax integration, auditor walk-through pattern, group CFO roll-up reconciliation.
Legal Entity Controllers with 47-entity books face reconciliation pressure across the auditor walk-through and the group CFO roll-up. The course delivers the refresh playbook.
$199 one-time
Tailored to your situation. Access within 24 hours. 30-day money-back.
Includes a hand-built implementation playbook delivered alongside course access, generated for your specific situation.
Why this course
Legal Entity Controllers at investment banks carry 47-to-90-entity books across nine-to-15 jurisdictions. Post-CRR-3 capital treatment lands differently in each. The external auditor's Q1 walk-through wants entity-level detail. The group CFO's one-page roll-up needs the entities aggregated. The reconciliation between the two views is where this year's audit pressure lands. The default approach is to maintain two separate reporting tracks and reconcile manually before each board meeting. The manual reconciliation slips.
The course works through the integrated reporting refresh. The entity-level CRR 3 calibration framework. The multi-jurisdiction tax reporting integration. The auditor walk-through pattern. The group CFO roll-up reconciliation. The IFRS 18 income-statement integration for entities under separate filing. The customer-side data-platform integration. The customer-side workforce integration. The customer-side governance integration. The audit-committee reporting framework. Twelve modules with deliverables. Plus a hand-built playbook for your specific book.
The 12 modules
Module 1. The 2026 LEC landscape
Walkthrough of the 2026 LEC landscape. The post-CRR-3 capital treatment landscape across EU, UK, US, Singapore, Hong Kong, Australia. The IFRS 18 implementation status. The Pillar 2 global minimum tax status. The competitive landscape across investment bank LEC functions. The strategic decisions a Legal Entity Controller faces in 12-month reporting refresh programme planning.
Module 2. Entity-level CRR 3 calibration framework
Build the entity-level CRR 3 calibration framework. The output-floor implementation. The standardised approach calibration. The internal-models approach calibration. The customer-side entity-level capital-treatment translation. The customer-side cross-entity reconciliation pattern. The integration with the customer's existing capital-planning cadence. Plus the worked example for the customer's first three entity-level CRR 3 calibrations.
Module 3. Multi-jurisdiction tax reporting integration
Build the multi-jurisdiction tax reporting integration. The customer-side US tax reporting integration. The customer-side EU member state tax reporting integration. The customer-side UK tax reporting integration. The customer-side Singapore tax reporting integration. The customer-side Hong Kong tax reporting integration. The customer-side Pillar 2 global minimum tax integration. Plus the worked example for the customer's typical multi-jurisdiction tax landscape.
Module 4. Auditor walk-through pattern
Build the auditor walk-through pattern. The entity-level walk-through framework. The control-attestation framework. The audit-evidence framework. The auditor-question response framework. The auditor-finding remediation framework. The integration with the customer's existing external-auditor cadence. Plus the worked example for the customer's first Q1 auditor walk-through under the integrated framework.
Module 5. Group CFO roll-up reconciliation
Build the group CFO roll-up reconciliation. The entity-level-to-group reconciliation pattern. The group-level reporting structure. The group-level KPI framework. The integration with the customer's existing group-CFO cadence. The integration with the customer's existing investor-relations cadence. Plus the worked example for the customer's first integrated roll-up reconciliation.
Module 6. IFRS 18 income-statement integration
Build the IFRS 18 income-statement integration for entities under separate filing. The new income-statement structure. The categorisation framework. The MPM disclosure framework. The aggregation and disaggregation framework. The integration with the customer's existing IFRS reporting framework. Plus the worked example for the customer's first IFRS 18 reporting cycle across entities under separate filing.
Module 7. Customer-side data-platform integration
Build the customer-side data-platform integration. The customer's existing data-warehouse integration. The customer's existing financial-planning-and-analysis platform integration. The customer's existing consolidation platform integration. The customer's existing reporting-platform integration. The integration with the customer's existing data-quality framework. Plus the worked example for the customer's typical data-platform footprint.
Module 8. Customer-side workforce integration
Build the customer-side workforce integration. The Legal Entity Controller role evolution. The financial-controller role evolution. The accounting-analyst role evolution. The customer-side training framework. The customer-side competency-assessment framework. The integration with the customer's existing HR development cadence. Plus the worked example for the customer's first 12 months of workforce integration.
Module 9. Customer-side governance integration
Build the customer-side governance integration. The customer-side enterprise risk management framework integration. The customer-side model-risk-management framework integration. The customer-side operational-risk-management framework integration. The customer-side compliance-management framework integration. The integration with the customer's existing audit-committee cadence. Plus the worked example for a regulated customer's typical governance cadence.
Module 10. Audit-committee reporting framework
Build the audit-committee reporting framework. The integrated LEC dashboard. The exception-reporting framework. The trend-analysis framework. The forward-look framework. The integration with the customer's existing audit-committee cadence. The integration with the customer's existing chair-of-audit-committee engagement. Plus the worked example for the audit-committee briefing pack that the chair signs.
Module 11. Customer engagement structure
Build the customer engagement structure. The discovery phase. The diagnostic phase. The transformation phase. The sustainment phase. The renewal conversation. The customer-side programme-governance committee integration. The integration with the customer's existing finance-transformation programme cadence. Plus the worked example for a 12-month customer engagement and the pricing framework for fixed-fee and value-based engagements.
Module 12. Your 10-week build plan
Week by week. Weeks 1-2: landscape and entity-level CRR 3 calibration. Weeks 3-4: multi-jurisdiction tax reporting integration and auditor walk-through pattern. Weeks 5-6: group CFO roll-up reconciliation and IFRS 18 income-statement integration. Weeks 7-8: data-platform integration, workforce, governance. Weeks 9-10: audit-committee reporting framework, customer engagement structure. Deliverable: an LEC reporting refresh playbook ready for the next reporting cycle.
How this addresses your situation
Specific modules that map to what you said you are dealing with.
Entity-level calibration → Module 2.
Multi-jurisdiction tax → Module 3.
Auditor walk-through → Module 4.
Group CFO roll-up → Module 5.
IFRS 18 → Module 6.
Data platform integration → Module 7.
Workforce → Module 8.
Governance → Module 9.
Audit committee → Module 10.
Who it is for
For Legal Entity Controllers at investment banks, principal accounting consultants serving investment bank LEC functions, senior LEC leaders at peer investment banks, and senior CPA practitioners with LEC focus.
Who this is NOT for. Pure non-banking practitioners. Practitioners with no LEC experience. Pure non-accounting roles.
How it arrives
Text-based course via LMS, plus downloadable templates and worked examples and the hand-built playbook.
Time investment. Roughly 18 hours of reading and 60 to 120 hours of build effort across the 10-week plan.
Why $199 is the right number
External LEC reporting refresh consultants charge from 200,000 to 1,500,000 USD for integrated programmes. 199 USD buys the focused playbook and the implementation document for your specific book.
FAQ
Does this cover the US tax reform Pillar 2 implementation?
Module 3 covers Pillar 2 global minimum tax in the multi-jurisdiction tax integration.
What about IFRS S2 climate disclosure?
Module 9 covers IFRS S2 climate disclosure adjacency.
Does this cover the customer's existing SAP S/4HANA Finance integration?
Module 7 covers SAP S/4HANA Finance integration in the data-platform context.
What is in the implementation playbook for me specifically?
Reporting refresh playbook tuned to your specific book, multi-jurisdiction tax integration matched to your jurisdiction mix, audit-committee reporting pre-loaded with your typical cadence.
30-day money-back guarantee. If after a week of working through the materials this is not what you needed, reply to the receipt email and a full refund is processed. No questions, no forms.
