|
Session
|
Title
|
|
1.1
|
Opening
Address
|
|
1.2
|
Setting
the Scene
|
|
1.3
|
The Need
for Financial Services Regulation
|
|
1.4
|
Facilitated
Group Discussion
|
|
|
Morning
Tea
|
|
1.5
|
Group
Presentations
|
|
1.6
|
Life
Insurance: IAIS Prudential Regulation Principles
|
|
1.7
|
Pensions:
Regulation and Issues
|
|
____
|
Lunch
|
|
1.8
|
Panel
Discussion: Current Regulatory Positions and Issues
|
|
1.9
|
Introduction
to Case Study
|
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DAY
2: Tuesday 12 March 2002
Theme: Emerging Trends / Drivers
of Change
|
Session
|
Title
|
|
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 |
|
____
|
Morning
Tea
|
|
2.4
|
Market
Forces v Regulation
|
|
2.5
|
E-commerce
|
|
2.6
|
Financial
Statements Analysis
|
|
____
|
Lunch
|
|
2.7
|
Financial
Statements Analysis: Tutorial
|
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DAY
3: Wednesday 13 March 2002
Theme:
Business Financial Risk
|
Session
|
Title
|
|
3.1
|
Day
3: Overview and Objectives
|
|
3.2
|
Macro
Environmental Financial and Structural Risks Impacting Life
Insurance and Pensions
|
|
3.3
|
Guarantees
and Life Insurance & Pensions
|
|
|
Morning
Tea
|
| _
3.4
3.4_
|
Inflation
Risk - Workshop
|
|
3.5
|
Asset
Management and Risks
|
|
|
Lunch
|
|
__3.6
__
|
Case
Studies: Facilitated Group Discussion
|
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DAY 4: Thursday 14 March 2002
Theme: Regulatory Capacity and Risk Management
|
Session
|
Title
|
|
4.1
|
Day
4: Overview and Objectives
|
|
4.2
|
Regulatory
Risk Assessment Techniques
|
|
4.3
|
A
Business Perspective on Risk Management
|
| |
Morning
Tea |
|
4.4
|
Regulatory
Capacities
|
|
4.5
|
Panel
Discussion: Issues, Impediments and How to Address Them
|
|
____
|
Lunch
|
|
4.6
|
Unit
Linked Products
|
|
4.7
|
Enforceable
Undertakings
|
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DAY
5: Friday 15 March 2002
Theme: Consumers and Disclosure
| Afternoon
Venue: |
Commonwealth Bank of Australia Offices |
| |
385
Bourke St, Melbourne |
|
Session
|
Title
|
|
5.1
|
Day
5: Overview and Objectives
|
|
5.2
|
Policyholder
Reasonable Expectations and Consumer Responsibilities
|
|
5.3
|
A
Regional View on Disclosure
|
| |
Morning
Tea |
|
5.4
|
Australian
Consumer Protections Principles
|
|
5.5
|
Australian
Financial Services Reform Act
|
|
5.6
|
Panel
Discussion: Consumer Protection - Issues and the Future
|
|
____
|
Lunch
|
|
5.7
|
Commonwealth
Bank of Australia: Discussions with Senior Management
|
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DAY 6: Tuesday 19 March 2002
Theme:
Financial Risk and Prudential Management
| Afternoon
Venue: |
AXA Asia-Pacific Holdings Offices |
| |
447
Collins St, Melbourne |
|
Session
|
Title
|
|
6.1
|
Day
6: Overview and Objectives
|
|
6.2
|
Life
Insurance: Minimum Valuation Bases
Pensions: Capital Adequacy
|
|
6.3
|
Life
Insurance: Regulatory Prudential Standards
Pensions: Discussion of Principles - ex Beijing Symposium
|
| |
Morning
Tea |
|
6.4
|
Asset
Liability Management Principles
|
|
6.5
|
Panel
Discussion: Assessing Financial Condition
|
| |
Lunch
|
|
6.6
|
Assessing
a Life Company from Regulatory Reporting
|
|
6.7
|
AXA:
Discussions with Senior Management
|
|
Optional
6.00 - 7.00pm
|
Annual
Monash APEC Lecture
'Restoring Growth to the East Asia Region'
Raffles Ballroom, Stamford Plaza Hotel
111 Collins Street (via Alfred Place)
|
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DAY
7: Wednesday 20 March 2002
Theme:
Management Structures and Corporate Governance
|
Session
|
Title
|
|
7.1
|
Day
7: Overview and Objectives
|
|
7.2
|
Managing
a Life Insurance Failure
|
|
7.3
|
Managing
a Pension Failure
|
| |
Morning
Tea |
|
7.4
|
Principles
of Corporate Governance
|
|
7.5
|
Role
of the Independent Professional
|
|
7.6
|
APRA
Comments on Corporate Governance
|
|
7.7
|
Panel
Discussion: How to Achieve Appropriate Corporate Governance |
|
____
|
Lunch
|
|
7.8
|
Case
Studies: Presentation and Discussion # 1
|
|
7.9
|
Case
Studies: Presentation and Discussion # 2
|
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DAY 8: Thursday 21 March 2002
Theme: Operational Risk and Management
|
Session
|
Title
|
|
8.1
|
Day
8: Overview and Objectives
|
|
8.2
|
Reinsurance
- A Management Tool
|
|
8.3
|
APRA
- Regulatory Assessment of Operational Risks
|
| |
Morning
Tea |
|
8.4
|
ASIC
- Regulatory Assessment of Operational Risks
|
|
8.5
|
Panel
Discussion: Assessing and Managing Operational Risk
|
|
____
|
Lunch
|
|
8.6
|
Case
Studies: Presentations and Discussion # 3
|
|
8.7
|
Principles
of Regulatory Regimes
|
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DAY 9: Friday 22 March 2002
Theme: Case Study Reports and The Future
|
Session
|
Title
|
|
9.1
|
Day
9: Overview and Objectives
|
|
9.2
|
Case Studies: Presentations and Discussion # 4
|
|
9.3
|
Future
of Best Practice Regulation
|
|
____
|
Morning
Tea
|
|
9.4
|
Case Studies: Presentations and Discussion # 5
|
|
9.5
|
Life
Insurance and Pensions - Similarities and Differences |
|
____
|
Lunch
|
|
9.6
|
Training
Program Synopsis
|
|
9.7
|
Panel
Session: Moving Forward
|
|
9.8
|
Graduation
Ceremony |
|
9.9
|
Closing
Address
|
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