.

...

Back to MRC Homepage

Training Course • 16-27 July 2001

Week 1:
Day 1Day 2Day 3Day 4Day 5
Week 2:
Day 6Day 7Day 8Day 9

DAY 1: Monday 16 July 2001
Theme: Need for Financial Regulation

Session

Title

Presenter

1.1

Opening Address

Paul McCarthy

1.2

Setting the Scene

1.3

The Need for Financial Services Regulation

Amanda Goodban

1.4

Facilitated Group Discussion

1.5

Group Presentations

1.6

Life Insurance: IAIS Prudential Regulation Principles

1.7

Pensions: Regulation and Issues

David Knox

1.8

Panel Discussion: Current Regulatory Positions and Issues

1.9

Introduction to Case Study


Back to top

DAY 2: Tuesday 17 July 2001
Theme: Emerging Trends

Session

Title

Presenter

2.1

Day 2: Overview and Objectives

2.2

Group Follow-up from Day 1 (sessions 1.4/1.5)

2.3

Future Trends and Issues

2.4

Phases of Market Development
Market Forces v Regulation

Bjorn Baklien
Rob Brown

2.5

E-commerce
E-commerce

Jules Gribble
Sharman Grant

2.6

Financial Statements Analysis

2.7

Financial Statements Analysis: Tutorial


Back to top

DAY 3: Wednesday 18 March 2001
Theme: Business Financial Risk

Session

Title

Presenter

3.1

Day 3: Overview and Objectives

3.2

Case Study Commentary

3.3

Macro Environmental Financial and Structural Risks Impacting Life Insurance and Pensions

3.4

Guarantees and Life Insurance

Mike Paterson

3.5

Inflation Risk

3.6

Asset Management and Risks

3.7

Case Study: Facilitated Group Discussion

3.8

Case Study: Group Summary Presentations


Back to top


DAY 4: Thursday 19 July 2001
Theme: Consumers and Disclosure

Session

Title

Presenter

4.1

Day 4: Overview and Objectives

4.2

Case Study Commentary

4.3

Policyholder Reasonable Expectations and Consumer Responsibilities

Steve Varney

4.4

A Regional View on Disclosure

4.5

Australian Consumer Protection Principles

4.6

Panel Discussion: Consumer Protection - Issues and the Future

4.7

Unity Linked Products

4.8

Enforceable Undertakings

Sharman Grant


Back to top

DAY 5: Friday 20 March 2001
Theme: Regulatory Capacity and Risk Management

Session

Title

Presenter

5.1

Day 5: Overview and Objectives

 

5.2

Case Study Commentary

 

5.3

Regulatory Risk Assessment Techniques
- LIfe Insurance
- Superannuation

Andrew Milford

5.4

A Business Perspective on Risk Management

 

5.5

Regulatory Capacities

 

5.6

Panel Discussion: Issues, Impediments and How to Address Them

 

5.7

Commonwealth Bank of Australia: Discussions with Senior Management

 


Back to top

____

DAY 6: Tuesday 24 July 2001
Theme: Financial Risk and Prudential Management

Session

Title

Presenter

6.1

Day 6: Overview and Objectives

 

6.2

Case Study Commentary

 

6.3

Minimum Valuation Bases

Jules Gribble

6.4

Asset Liability Management Principles

 

6.5

Regulatory Prudential Standards

 

6.6

Capital Adequacy for Pensions

 

6.7

Panel Discussion: Assessing Financial Condition

 

6.8

Assessing a Life Company from Regulatory Reporting

 

6.9

AXA: Discussions with Senior Management

 


Back to top

DAY 7: Wednesday 25 July 2001

Theme: Operational Risk and Management

Session

Title

Presenter

7.1

Day 7: Overview and Objectives

 

7.2

Case Study Commentary

 

7.3

Regulatory Assessment of Operational Risk

 

7.4

Reinsurance - A Management Tool

 

7.5

Regulatory Assessment of Operational Risk

 

7.6

Panel Discussion: Assessing and Managing Risk

 

7.7

Case Study: Facilitated Group Discussion

 

7.8

Case Study: Group Summary Presentations

 


Back to top


DAY 8: Thursday 26 July 2001
Theme: Management Structures and Corporate Governance

Session

Title

Presenter

8.1

Day 8: Overview and Objectives

 

8.2

Case Study Commentary

 

8.3

Principles of Corporate Governance

Michelene Hart

8.4

Managing an Exit

 

8.5

Discussion from 8.3, 8.4

 

8.6

Role of the Independent Professional

Rob Brown

8.7

APRA Comments on Corporate Governance

 

8.8

Panel Discussion: How to Achieve Appropriate Corporate Governance

 

8.9

Case Study: Facilitated Group Discussion

 


Back to top

DAY 9: Friday 27 July 2001
Theme: Case Study Reports and The Future

Session

Title

Presenter

9.1

Day 9: Overview and Objectives

 

9.2

Future of Best Practice Regulation

 

9.3 & 9.4

Case Study Presentations

 

9.5

Symposium Review

 

9.6

Panel Session: Moving Forward

 

9.7

Graduation Ceremony & Presentation of Certificates

 

Back to top


This site is maintained by the Australian APEC Study Centre.