A tailored course, built for your situation
Premium engagement picks aligned with IFRS 17 implementation cycles
Position yourself for high-impact roles in insurance finance transformation
$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 facilities planner in a global insurance organization navigating regulatory-driven capital and space planning cycles
Who this is not for
Entry-level coordinators, external auditors, or team members focused solely on compliance checklists without operational impact
What you walk away with
- Identify upcoming IFRS 17-driven capital and space planning cycles ahead of peers
- Position yourself proactively for high-impact facility planning roles within transformation windows
- Build credibility with finance and risk leaders by speaking to IFRS 17 timing and implications
- Shift from reactive facility support to strategic participation in insurance finance transformation
- Secure first pick on engagements that influence multi-year capital and real estate decisions
The 12 modules (with all 144 chapters)
Module 1. IFRS 17 fundamentals for operational leaders
Understand the core principles of IFRS 17 and how they trigger capital and operational planning cycles across global insurers. Learn to track implementation phases by region and business line.
12 chapters in this module
- What IFRS 17 replaces
- Key changes in liability valuation
- Three measurement models explained
- Effective date by jurisdiction
- Impact on financial statements
- Disclosure requirements overview
- Actuarial input dependencies
- Transition methods comparison
- Phased adoption patterns
- Role of local regulators
- Interaction with ORSA
- Facility planning triggers
Module 2. Mapping IFRS 17 timelines to capital planning
Link reporting cycles to facility investment decisions. Identify when capital budgets are set and how to align facility requests with those windows.
12 chapters in this module
- Annual reporting calendar
- Budget cycles by region
- Capital approval gates
- Finance quarter-end pressures
- Real estate cycle alignment
- Lease negotiation timing
- Headcount freeze periods
- IT system deployment lulls
- Internal audit windows
- Risk committee meeting cadence
- M&A planning intersections
- Facility backlog prioritization
Module 3. Reading the signals from finance teams
Recognize early indicators that IFRS 17 planning is escalating in your organization. Learn what language, meetings, and documents signal upcoming facility impacts.
12 chapters in this module
- Budget variance triggers
- Inter-departmental meeting invites
- Capital request forms
- Internal memo tone shifts
- Cross-functional task forces
- Actuarial report references
- Audit timeline mentions
- Vendor engagement signals
- IT project overlap
- Travel patterns of execs
- Email distribution changes
- Facility demand spikes
Module 4. Positioning for strategic facility influence
Shift from executing space plans to shaping them. Learn how to position your team as essential to IFRS 17 readiness through proactive resource planning.
12 chapters in this module
- Aligning headcount to reporting cycles
- Budgeting for temporary space
- Scaling cleaning services
- Parking capacity forecasts
- IT infrastructure staging
- Meeting room demand models
- Relocation timing constraints
- Security staffing ramps
- HVAC load projections
- Sustainability reporting links
- Vendor contract flexibility
- Emergency exit compliance checks
Module 5. Building credibility with risk and finance
Speak the language of IFRS 17 confidently. Develop reasoning that earns trust and positions you as a partner in transformation, not just a support function.
12 chapters in this module
- How to read financial supplements
- Key disclosure sections
- Actuarial assumptions explained
- Risk margin terminology
- Contract boundary definitions
- FVL adjustments overview
- DAC amortization schedule
- Sensitivity analysis basics
- Currency translation effects
- Hedging strategy impacts
- Reinsurance recoverables
- Internal control mapping
Module 6. Anticipating facility demand spikes
Predict when space, power, and personnel needs will surge around reporting deadlines. Use this foresight to secure better terms and priority access.
12 chapters in this module
- Quarter-end close patterns
- Audit team space needs
- Temporary staff onboarding
- Server room cooling loads
- Printing and storage volumes
- Document retention policies
- Travel reduction effects
- Hybrid work fluctuations
- Executive presentation prep
- Board meeting facilities
- Vendor access coordination
- Security clearance processing
Module 7. Leveraging cross-functional relationships
Turn finance, risk, and actuarial teams into allies. Learn how to offer value early so they bring you into planning conversations by default.
12 chapters in this module
- Offering early site readiness
- Sharing space cost models
- Flagging relocation risks
- Providing floor plan options
- Coordinating IT drop dates
- Aligning HVAC to server loads
- Scheduling deep cleaning
- Negotiating with vendors
- Tracking contractor access
- Reporting on sustainability metrics
- Supporting audit readiness
- Documenting contingency plans
Module 8. Creating defensible facility narratives
Build narratives that justify space, budget, and staffing decisions in the context of IFRS 17 compliance. Make your contributions visible and essential.
12 chapters in this module
- Cost attribution logic
- Headcount to square footage
- Energy usage reporting
- Sustainability disclosures
- Emergency preparedness
- Regulatory inspection readiness
- Vendor performance logs
- Maintenance backlog tracking
- Space utilization metrics
- Floor-by-floor compliance
- Fire code alignment
- Accessibility certifications
Module 9. Securing strategic assignment priority
Move from being assigned tasks to selecting engagements. Build a track record that makes you the default choice for high-impact facility projects.
12 chapters in this module
- Tracking engagement outcomes
- Building referenceable work
- Documenting decision impact
- Gathering stakeholder feedback
- Creating showcase summaries
- Internal visibility tactics
- Cross-team recognition
- Leadership update inclusion
- Success metric alignment
- Post-mortem participation
- Lessons learned archiving
- Template reuse examples
Module 10. Influencing capital expenditure planning
Get your facility needs considered earlier in the budget cycle. Learn how to time requests to match IFRS 17-driven capital planning gates.
12 chapters in this module
- Capital budget calendar
- Request submission deadlines
- ROI justification models
- Risk mitigation arguments
- Lifecycle cost comparisons
- Energy efficiency credits
- Lease renewal leverage
- Consolidation opportunities
- Right-sizing space use
- Modular expansion options
- Temporary vs permanent trade-offs
- Vendor bid coordination
Module 11. Scaling facility readiness across regions
Apply IFRS 17 planning insights across global locations. Coordinate timing and resources to maximize efficiency and minimize disruption.
12 chapters in this module
- Regional implementation order
- Time zone coordination
- Local regulation mapping
- Currency impact tracking
- Cross-border team alignment
- Centralized reporting needs
- Facility manager briefing packs
- Remote audit support
- Travel reduction strategies
- Digital twin applications
- Local vendor pre-approval
- Multilingual documentation
Module 12. Sustaining strategic influence
Turn one-time wins into lasting authority. Build systems that keep you central to future regulatory and financial transformation efforts.
12 chapters in this module
- Playbook documentation
- Template library creation
- Training peer teams
- Updating facility SOPs
- Knowledge transfer sessions
- Lessons learned integration
- Vendor onboarding guides
- Audit trail maintenance
- Software tool alignment
- Cross-functional checklists
- Succession planning
- Next-regulation readiness
How this maps to your situation
- Preparing for initial IFRS 17 reporting cycle
- Supporting actuarial and finance teams during close
- Managing facility transitions during audit periods
- Leading space planning for new compliance-driven headcount
Before vs. after
Before
Responding to facility requests driven by IFRS 17 without visibility into timing or strategic context
After
Proactively securing high-leverage roles in global facility planning cycles tied to IFRS 17 implementation
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 module, designed for completion over 12 weeks with practical application between units.
How this compares to the alternatives
Unlike generic compliance courses, this program focuses on operational execution specific to IFRS 17 and facility planning. Compared to internal training, it provides a structured, cross-functional framework not dependent on internal resource availability.
Frequently asked
Is this course technical or financial in focus?
It's operational. Designed for non-finance leaders who need to plan space, resources, and timelines around IFRS 17 cycles.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will I need accounting knowledge?
No. The course explains IFRS 17 concepts in operational terms relevant to facility and capital planning.
$199 one-time. Approximately 3-4 hours per module, designed for completion over 12 weeks with practical application between units..
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