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CHIEF FINANCIAL OFFICERS

The CFO network meets regularly to discuss key and emerging issues.  

The latest meeting of the network was held on 29 June 2016, at the offices of Moore Stephens in London.  Slides from the event are available to download:

 

Previously, the network met was on 22 October 2015 at the London offices of Rathbones.  

Slides from the event can be downloaded here.

The presentations covered:

  • Investing in a low interest environment, Noelle Cazalis, Rathbones
  • Moore Stephens Solvency II engine: demonstration of calculation and reporting tool for Pillars 1-3, Omar Ripon, Moore Stephens and Bo Orskov Koldenberg, Asseco
  • Solvency 2: accounting changes in UK GAAP and iFRS, Ray Tidbury and Paul Bennett, Mazars
  • ORSA: practical experiences and regulatory feedback, Mick Campbell, Deloitte         
  • Working together to solve governance and operational challenges, Peter Bernie, Charles Taylor
  • AFM update, Martin Shaw, AFM

 

Prior to that, the netowrk met on 29 April 2015, hosted by Royal London Asset Management.  Slides from the event can be viewed here:

 

The previous meeting of the network was on 16 May 2014 at the offices of Barnett Waddingham in London.  Slides from the event are available to view:

 

Previosuly, the CFO network met on 13 September 2013 in London, and included presentations as follows:

·      Asset allocation- lesson from America, Gareth Haslip, JP Morgan

·      New accounting principles- impact on mutuals, Andrea Pryde, IASB

·      Conduct regulation, David Morey and Phil Watson, PWC (slides sent to attendees)

·      Mutuals’ Redeemable Shares Bill, Peter Hunt, Mutuo

·      Update on AFM activity, Martin Shaw, AFM

 

Previous meetings:

22 Feburary 2013 at the offices of Barnett Waddingham in London, and included the following items (click a link to see the slides):

·      Update on UK GAAP and iFRS,

·      Capital Requirements and with-profits funds,

·      Sustainable business models under Solvency II,

·      Risk versus Return under Solvency II

·      New investment opportunities: how insurers can fill the bank financing gap

·      Traded Endowment Policies

For more information, contact martin@financialmutuals.org