3rd Edition IFRS 17 Forum 2018

IFRS 17 Forum 2018
3rd Edition

IFRS 17 Forum 2018

27 November, 2018 | London

Progress, opportunities and implementation

2nd Edition 2018 Key agenda highlights

IFRS 17 Review

Developments, progress and unanswered questions


Implementation approaches, challenges and solutions

Forward looking indicators

What the new standard tell us about the business

Solvency II

Progress and pitfalls of leveraging Solvency II

Embedding into the business

Incorporating IFRS 17 into day to day business

Reporting & Modelling

Practical challenges associated with reporting and modelling

Profit Profile

Impact on profits and maintaining market confidence


Managing timeframes, budgets and staffing

2nd Edition 2018 Speakers included:

Nick dexter photo

Nick Dexter
Senior Advisor
Bank of England

Susanne Pust-Shah

Susanne Pust Shah
Project Director
Financial Reporting Council

Jo Clube

Jo Clube
Group Technical Accounting Director

David Castleden

David Castleden
Head of Accounting Policy & Advisory
Old Mutual Plc

Andrew Halim

Andrew Halim
Head of Accounting Policy

Otto_Bauer_Druck copy

Otto Bauer
Former FAR Controller


Claudia Gaspari
Director, European Insurance Equity Research

John Nolan

John Nolan
Head of Technical Accounting
RSA Insurance Group Plc

27 November, 2018 | London

Please note that this is only a preliminary agenda for IFRS17, the final agenda will be released soon


IFRS 17 departmental impacts

By James Orr, Chief Actuary for General Insurance, Bank of England.

Ahead of the upcoming 2nd Annual IFRS 17 Forum taking place on 13 June in London, James Orr, Chief Actuary for General Insurance, Bank of England has released his PDF presentation from the 2017 IFRS 17 Forum.


3rd July 2018

Presentation – IFRS 17: Transition and business transformation

6th June 2018

Leveraging technology to implement IFRS 17

By Amritpal Khangura and Tom Kim, Consultants from Milliman.
16th May 2018

IFRS 17 departmental impacts

By James Orr, Chief Actuary for General Insurance, Bank of England.
16th May 2018

Discussing approaches to embedding IFRS 17 into the business and day to day management practices

By David Castleden, Current Head of Accounting Policy & Advisory and Greg Douglas, Actuary, Old Mutual.
30th April 2018

Understanding the systems and data challenges of IFRS 17

Insight from Legerity.
19th April 2018

IFRS 17 unanswered questions and latest developments

By Susanne Pust Shah, Project Director, Financial Reporting Council.
16th April 2018

Exploring resourcing strategies and the ability to effectively manage timeframes, budgets and staffing

By Otto Bauer, Former FAR Controller, Zurich.
4th April 2018

IFRS 17: Progress, opportunities and implementation

By Shannon Harris, Senior Research Executive, Center For Financial Professionals
13th November 2017

The impact of IFRS 17 on new business streams

By Mark Laidlaw, Life Finance and Group Actuarial Services Director, LV.
6th November 2017

IFRS 17 – From Data to Journals

By Mark Miller, IFRS Global Lead, Legerity Limited.
2nd November 2017

Building block vs. premium allocation approach

By Andrew Halim, Head of Accounting Policy & Control, Hiscox.
13th October 2017

IFRS 17 implications for finance and accounting teams

By James Orr, Chief Actuary, Head of Department, PRA, Bank of England.
9th October 2017

IFRS 17: Preparation for full implementation

By Anthony Appleton, the Director of Accounting and Reporting at the Financial Reporting Council.
9th October 2017

Discussing IFRS 17 timelines and institutional preparedness

By David Castleden, Head of Accounting Policy and Advisory at Old Mutual.
13th September 2017

A lawyer talks accounting: International Financial Reporting Standards (IFRS) 17

2018 IFRS 17 Sponsors & Partners

Dynamo Analytics

Dynamo Analytics is an entrepreneurial actuarial and software consultancy. We have deep expertise in building, validating and industrialising financial and technical processes and models. We have heavily invested in building Psicle, our advanced enterprise-wide software platform in which businesses can build, operate and report on their critical financial models, such as IFRS and Solvency II processes, effectively. Through a combination of our expertise and our software platform, we help our clients reduce their costs, shorten their timelines, increase their efficiency and minimise their operational risk.

Headquartered in the UK, with offices in South Africa and the Nordics, Dynamo provides efficient, targeted and cost-effective solutions to help businesses of all sizes work smarter.


Established by former employees of the global auditing firm Arthur Andersen, our international experienced partners and managers are attested outstanding expertise in the financial sector by our customers for almost 20 years. Since 2017 FAS AG is a member of WTS group. In the course of the partnership, our clients also gain access to extensive tax expertise and benefit from the international consulting network WTS Global.

From the headquarter in Stuttgart and our offices in Munich, Dusseldorf, Frankfurt, Leipzig, Berlin, Hamburg, Zurich and Vienna, more than 150 professionals work together with our customers to resolve their individual questions and tasks.

FAS AG is characterized by pragmatic, implementation-oriented thinking and acting, a lean organization and high flexibility. In our core issues fully trained employees have the necessary interface competence and prove every day to see the big picture. The sustainability of project success and customer satisfaction are particularly important to us.

Our financial services experts advise banks, insurance companies and other financial service providers on all matters relating to national and international accounting as well as regulatory reporting and risk management requirements. The clients range from leading German banks under ECB supervision to small financial service providers.

The special competence of FAS AG lies in a combination of high technical expertise on the one hand and implementation strength on the other, which also includes an understanding of the respective IT and reporting architectures as well as the practical interaction between balance sheet, regulatory, technical and economic requirements.


Milliman is among the world’s largest providers of actuarial, risk management, and related technology and data solutions. Our consulting and advanced analytics capabilities encompass healthcare, property and casualty insurance, life insurance and financial services, and employee benefits.

With more than 3,500 employees and revenue of US$1 billion in 2017, the firm serves the full spectrum of business, financial, government, union, education, and nonprofit organizations.

Founded in 1947, Milliman today has offices in principal cities worldwide, covering markets in North America, Latin America, Europe, Asia and the Pacific, the Middle East, and Africa.

Stephen A. White, president and CEO
Ken Mungan, chairman

Key facts
• Milliman works with the 50 largest U.S. health insurers.
• Retirement plan clients’ assets exceed US$1 trillion.
• Global leader in financial risk management to the retirement savings industry, with more than US$153 billion in assets under management.
• Leading provider of data analysis and insurtech consulting.

Milliman is an independent firm owned and managed by its principals—senior consultants and technology experts elected in recognition of their technical, professional, and business achievements.

Our roots
Despite our impressive growth over the past seven decades, we still operate according to the guiding principles of our founders, Wendell Milliman and Stuart Robertson. We retain their rigorous standards of professional excellence, peer review, and objectivity. We remain committed to developing innovative technology and providing expert solutions. And we continue to earn our clients’ trust by keeping our focus fixed on their business objectives.

Moody's Analytics

Moody’s Analytics helps capital markets and risk management professionals worldwide respond to an evolving marketplace with confidence. The company offers unique tools and best practices for measuring and managing risk through expertise and experience in credit analysis, economic research and financial risk management. By providing leading-edge software, advisory services, and research, including the proprietary analysis of Moody’s Investors Service, Moody’s Analytics integrates and customizes its offerings to address specific business challenges. Moody’s Analytics is a subsidiary of Moody’s Corporation (NYSE: MCO), which reported revenue of $3.6 billion in 2016, employs approximately 10,600 people worldwide and maintains a presence in 36 countries. Further information is available at www.moodysanalytics.com.


SAS is the leader in analytics. Through innovative analytics, business intelligence and data management software and services, SAS helps customers at more than 83,000 sites make better decisions faster. Since 1976, SAS has been giving customers around the world THE POWER TO KNOW®.


zeb is a leading strategy and management consultancy for financial services in Europe. Founded in early 1992, zeb has developed into a consultancy that delivers thought leadership, strategy and practical implementation support to the world’s largest financial institutions. With nearly 1,000 employees and offices in 13 European countries, we support our clients and help solve their problems with great people, deep expertise and leading technology.

zeb’s own FinTech arm delivers world leading banking and insurance digital solutions and their implementation. zeb.control is a comprehensive digital solution used by international banks and insurance companies. A recent study by KPMG comparing 15 international software vendors shows that zeb offers the globally leading software solution for reporting. For more information, please visit control.zeb.eu.

Can your organisation contribute at our IFRS 17 Forum?

Please contact the Center for Financial Professionals today to discuss how we can deliver your thought-leadership at the event, help you generate leads, and provide you with unique networking and branding opportunities. Please visit www.cefpro.com/sponsorship for an outline of what we can offer, and contact sales@cefpro.com or call us on +44 (0)20 7164 6582 where a member of the team will be happy to tailor the right package for you. Download sponsor packages


2018 Media Partnerships

We are happy to support publications, associations and organisations at this event. From a simple company listing with your logo to taking advantage of some of our sponsor benefits listed above. To discuss this further please contact Amy Greene by email at amy.greene@cefpro.com or call +44 (0)20 7164 6582.

IFRS 17 Forum 2018 – Venue and more information




Find out more online at

hotel image - the grange
Can I present at IFRS 17?

Yes, the Center for Financial Professionals are happy to discuss speaking opportunities at IFRS 17. For further information on this please contact alice.kelly@cefpro.com

What is the dress code?

Business attire is requested. The Summit is a formal opportunity to network with like-minded professionals and to gain knowledge from the industry’s finest risk management experts.

What is the cost and what is included in the registration fee?

We offer incentives for ‘early bird’ registrants of the main Forum, as outlined on our pricing tab. Registration includes breakfast, refreshment breaks, lunches, the cocktail reception at the end of Day One, full access to the Summit sessions, streams, and exhibition area. Presentations from sessions are also available, subject to speaker approval.

Where can I find the Summit documentation and speaker presentations?

All registered attendees will receive an email with access to documentation and speaker presentations* All available documentation will be provided after the Summit has taken place. However, we will work with our presenters to make these available before the Summit where possible. *Please note that our speakers often have to gain permission from their relevant compliance departments to release their presentations. On rare occasions compliance may not allow presentations to be distributed.

Will there be opportunities to network with other attendees?

There are ample opportunities for networking and interaction throughout the Summit, such as:

  • Breakfast, lunch and refreshment breaks
  • Q&A, panel discussions and audience participation technology at the event and during the sessions
I have several colleagues that would like to attend, is there a group discount?

Certainly! We are pleased to offer you a 50% discount on the third registration or provide a fifth registration for free. If you would like to register more than five colleagues please contact us on +44 (0) 207 164 6582. Please note:

  • Registrations must be made at the same time
  • Registrations must come from the organisation
  • The lowest registration will be discounted
Are there any opportunities to share my thought-leadership at IFRS 17?

Yes there are plenty of opportunities for the Center for Financial Professionals to share thought-leadership to the attendees of IFRS 17 and our wider risk professionals community. At the event we can distribute your material to the attendees or even offer you an exhibition booth so that you may enjoy a more prominent presence at the Summit. Visit the Sponsor tab for further information or contact sales@cefpro.com / +44 (0) 207 164 6582. Risk Insights Feature your content on our Risk Insights website and supporting Risk Insights monthly newsletter. For further information please download our media pack here

Are there media partnership opportunities available for IFRS 17?

Yes. As part of a media partnership we can offer a variety of options to increase the branding and awareness of your association, company, certificate, publication or media. We are flexible with what we can offer however we usually:

  • Provide a discounted rate to attend
  • Place your logo and profile on the Summit website
  • Place your logo on the Summit brochure
  • Place your logo on promotional content where applicable
  • Distribute your media/marketing at the Summit
  • Promote through social media channels

To discuss this further please contact amy.greene@cefpro.com or call +44 (0) 207 164 6582.

Pre-Agenda Rate
IFRS 17 Forum 2018
27 November, London

*All rates subject to UK Vat

Group Bookings – 3rd Person Half Price:

Group rates are available for 3 or more attendees from the same organisation, when registering at the same time. The current rate allows every third colleague to come along for half price or the fifth person to attend for FREE! Should you have any questions regarding registering, please contact the Center for Financial Professionals, please contact us on +44 (0)20 7164 6582 (UK) or +1 888 677 7007 (US), or email jesse.hopkins@cefpro.com

Other ways to register

1. Save Time – Register by Email

Simply email us with your e-signature – and we will do the rest for you!

2. Contact Us Directly

3. Download the PDF Registration Form

Assessing how IFRS 17 interpretations can impact decision-making processes

Addressing the potential P&L impacts on local branches and subsidiaries to limit liabilities

Morning refreshment break and networking

Ensuring clear communication analysts and investors to create common expectation around final numbers

Reviewing the financial implications associated with IFRS 17 and the potential impacts on the business

Lunch break and networking

Identifying adequate data to ensure accurate calculations

Exploring reporting and disclosure under IFRS 17 requirements and the ability to limit volatility

Afternoon refreshment break & networking

Understanding how the IFRS 17 standard could affect risk adjustment calculations

Exploring challenges associated with re-insurance best practice for successful contract management

Explaining the opportunities and constraints faced by life and non-life insurers and the ability to become fully compliant

Chair’s closing remarks

End of the Forum

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2nd Edition 2018 Co-Sponsors

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