Moody’s Insurance Solutions User Group - Toronto

Join fellow members of the RiskIntegrity™ and AXIS™ user communities for an in-person user group in Downtown Toronto to learn more about our latest developments, including discussions on current changes impacting actuarial modelling in the AXIS system and financial reporting in the RiskIntegrity solution for IFRS 17.

ABOUT

RiskIntegrity™ and AXIS™ users are invited to join us for an in-person user group this November in downtown Toronto.

Join fellow members of the RiskIntegrity and AXIS user communities to learn more about our latest developments, including discussions on current changes impacting actuarial modelling in the AXIS system and financial reporting in the RiskIntegrity solution for IFRS 17.

The agenda will include sessions to help you deepen your understanding of our solutions while offering the chance to share feedback and influence future updates.

We want to hear from you! Let us know your topics of interest when you register.

This event is complimentary and includes lunch.

AGENDA

  • 09:00

    Registration & Breakfast

  • 09:45
  • 10:00

    GenAI Update

    This session will provide a focused on GenAI initiatives across the Moody's Life Insurance business with a spotlight on the AXIS Navigator.  Attendees will gain insights into the AXIS Navigator post-production rollout, latest enhancements and roadmap. The session will also briefly cover other GenAI efforts across Moody’s Life Insurance business.

  • 10:20

    KPIs – Convergence or Divergence?

    This presentation will focus on comparing some IFRS 17 key performance indicators from the published results of our RI17 customers.

    JR
    Jesse Resnick MSA Research
  • 10:50

    Networking Break

  • 11:10

    System & Technology Enhancement Program

    This session will provide an overview of the investments we are making to the AXIS core technology stack and updates on the underlying R&D initiatives.

    Stephen Carlin
    Stephen Carlin Senior Director, Product Management, Moody's
  • 11:30

    Moody's Climate Pathways Scenarios

    Discover how our E2E AXIS-Climate Pathways case study offers a streamlined plug-and-play solution for meeting OSFI B-15 climate risk reporting requirements. We’ll showcase a downloadable case study that runs directly in AXIS, making climate scenario analysis intuitive and actionable.

    Pawel Lojko
    Pawel Lojko Director-Solutions Specialist, Moody's
    RN
    Ruth Nieh Director - Solutions Specialist, Moody's
  • 11:55

    Networking Lunch

  • 12:45

    Solutions Showcase

    Check out our four solutions where product experts will be available to showcase the latest enhancements and answer questions. Demo 1 will run once for 30-minutes. Demos 2-4 presentations will run twice for 15-minutes each at 12:45pm and 1:00pm. 

    • Demo 1 - Business Planning with RiskIntegrity: Discover how the new Projection Module in RiskIntegrity empowers finance and actuarial teams to align operational planning with IFRS 17 metrics.
    • Demo 2 - AXIS Navigator: This demo session will showcase how AXIS Navigator can enhance user experience with AXIS, by enabling users to more easily navigate through available documentations and delivering fast and context-rich answers.
    • Demo 3 - RICS (Risk Integrated Credit Solution): Discover how Moody’s Risk Integrated Credit Solution (RICS) helps insurers analyze multi-asset portfolios—including private and structured credit—through granular credit and market risk modeling powered by Moody’s extensive data estate. The demo will showcase how RICS supports unified decision-making across risk, investment, capital, and ALM functions.
    • Demo 4 - AXIS Advanced Optimization Tools Suite: The AXIS Advanced Optimization Tools suite offers users several features for improving runtime of large and computationally intensive models through data compression, enhanced analytics, and proxy functions. This demo session will demonstrate how to compress seriatim data through policy clustering and scenario reduction using a combination of features available for use, including K-Means clustering, Principal Component Analysis (PCA), and stratified sampling.
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    13:15

    Breakout Sessions

    • 13:15

      AXIS Actuarial Modeling System Breakout Sessions

      1:15 PM - 1:20 PM: Welcome: AXIS Breakout

      1:20 PM - 2:00 PM: AXIS Technology Roadmap Update: This session will provide an update on the Technology Roadmap and Hosting. Attendees will gain insight into upcoming capabilities designed to enhance integration, efficiency, and scalability.

      2:00 PM - 2:15 PM: AXIS Actuarial Roadmap Update: This session will provide an update on the progress of the August 2025 roadmap webinar, highlighting key developments, for example, advanced optimization tools and runtime performance enhancements.

      2:15 PM - 2:25 PM: Updates on Recent Launch of Moody's Client Portal: This session will highlight how to submit your AIX help desk support questions through the Moody's Customer Portal.

      2:25 PM - 2:40 PM: Training Updates: Highlights of this session include the upcoming change in access to training materials via Moody's InfoWeb, AXIS training usage trends, current developments, and a look ahead for 2026.

      2:40 PM - 3:10 PM: Networking Break and Solutions Showcase

      Check out our three solutions where product experts will be available to showcase the latest enhancements and answer questions. Demo 1 will run once for 30-minutes. Demo 2-4 will run twice for 15-minutes each at 2:40pm and 2:55pm. 

      • Demo 1 - Business Planning with RiskIntegrity
      • Demo 2 - AXIS Navigator
      • Demo 3 - RICS (Risk Integrated Credit Solution)
      • Demo 4 - AXIS Advanced Optimization Tools Suite

      3:10 PM - 4:20 PM: Freeform Q&A: Bring your toughest questions to ask our experts in this open forum Q&A.

      4:20 PM - 4:30 PM: AXIS Closing Remarks 

      Steve Krupa
      Steve Krupa Senior Director-Client Relationship Actuary, Moody's
    • 13:15

      RiskIntegrity for IFRS 17 Breakout Sessions

      1:15 PM - 1:20 PM: Welcome: RiskIntegrity for IFRS 17 Breakout

      1:20 PM - 1:45 PM: What’s New and Next in RiskIntegrity: This session will cover recent enhancements across RiskIntegrity™ for IFRS 17, with a focus on how the platform is evolving to support strategic planning, scenario analysis, and IFRS 17 reporting. Learn about upcoming development priorities—including performance, usability, auditability, and automation—and how these improvements enhance governance and integration across your processes.

      1:45 PM - 2:10 PM: Sensitivity Analysis Masterclass: Despite being a core IFRS 17 disclosure requirement, sensitivity analysis remains underused across many implementations. This session will walk through practical use cases, recent enhancements, and reporting capabilities to help users unlock the full value of the sensitivity functionality.

      2:10 PM - 2:40 PM: Panel Discussion: Join us on a panel discussion focusing on the following topics: 

      • Best Outcomes & Challenges - IFRS17 implementation
      • Audit Feedback
      • Innovation, GenAI
      • What Next after IFRS 17: Financial Planning, Analysis, KPI

      2:40 PM - 3:10 PM: Networking Break and Solutions Showcase

      Check out our three solutions where product experts will be available to showcase the latest enhancements and answer questions. Demo 1 will run once for 30-minutes. Demo 2-4 will run twice for 15-minutes each at 2:40pm and 2:55pm. 

      • Demo 1 - Business Planning with RiskIntegrity
      • Demo 2 - AXIS Navigator
      • Demo 3 - RICS (Risk Integrated Credit Solution)
      • Demo 4 - AXIS Advanced Optimization Tools Suite

      3:10 PM - 3:35 PM: Practical Applications of the Data Management Tool: Learn how to use the RiskIntegrity for IFRS 17 data manipulation module to transform model-independent data into actionable cash flows and variables. This session will cover key use cases, including breaking down aggregated expenses, desagregating and agregating accounting information deriving claims using loss ratios, allocating risk adjustments, and applying payout patterns for incurred claims.

      3:35 PM - 4:20 PM: Roundtable Discussion: This will be an interactive session where users will have space to exchange experiences, challenges, and ideas on a range of topics including data manipulation, upgrade strategies, product documentation, audit feedback, and more. Bring your questions, share your insights, and connect with peers facing similar implementation realities. The agenda will be shaped by participants’ interests to encourage open and practical dialogue.

      4:20 PM - 4:30 PM: RiskIntegrity for IFRS 17 Closing Remarks

      Elena Manion
      Elena Manion Associate Director-Product Manager, Moody's Analytics
      Ariel Guenette
      Ariel Guenette Director-Customer Success Management, Moody's
      RC
      Rosena Chan Sagicor
      MS
      Matt Segal Wawanesa
      HQ
      Henry Qi BMO



Venue Details:

Venue Name: Hyatt Regency Toronto

Address: 370 King St W, Toronto,
ON M5V 1J9, Canada


CONTACT US

If you have any questions about this event, please contact Anita Wai