Controller teams "What Is Going On" Meeting – Nov 01 TeamItemDescriptionGoing OKConcerned...

Controller teams

"What Is Going On" Meeting – Nov 01

Team Item Description Going OK Concerned

Shareholder Reporting

2011 BP PR closing Korea monitoring metrics Operating Expense

Sensitivity Summary for 2010~2013 Oct. PR closing Oct. monitoring metrics and Provision calculation Expense transparency efficiency by category

11/05 11/10 11/3, 11/8 11/5

Statutory Reporting /

Tax

Closing Prepare October PR closing Quarterly Disclosures

On track 11/12

IFRS related September Exercise 11/26

Tax 2010 Interim Tax Adjustments with E&Y - On Scheduling(11/11~12 or 11/15~11/16) Automation of withholding tax process regarding agents - To be developed by action plan

11/19

December

Should be filed by 11/30

AC_Payment Oct. Compensation statistics Income distribution, 5% growth list, Claw-back etc 11/5

IT development

Request data of terminated agent

Release Manager’s obligation, Senior Partner Standards Transition Rule for Council Members Details of compensation during his appointment Calculation of payment data for the lawsuits

On track On track On track 11/1

Actuarial PR closing

FSS submission ABR project

Reserve valuation Prepare commission report Profit analysis by profit Earned commission break down by product line

• 11/05

• 11/05

• On track(11/10)

• 11/05

Treasury Daily closing Daily cash flow closing This week

Mid term initiatives

Mike’s special request Branch Value model implementation (IF as well as NB) Earned commission & ABR accounting treatment Branch location guideline…

This week This week October

Controller teams

"What Is Going On" Meeting – Nov 01 (Shareholder Reporting)


Shareholder Reporting

2011 BP PR closing Korea monitoring metrics Operating Expense

Sensitivity Summary for 2010~2013 Oct. PR closing Oct. monitoring metrics and Provision calculation Expense transparency efficiency by category

11/05 11/10 11/3, 11/8 11/5

휴가

교육

특이사항

Staff Item Description Going OK Concerned김동업 2011 BP Sensitivity Summary for 2010~2013 This week

박라미 PR closing ABR provision Korea monitoring metrics Operating Expense

Oct. PR closing Provision calculation for monitoring metrics Oct. monitoring metrics Expense transparency efficiency by category

11/10 11/3 11/8 11/5

Controller teams

"What Is Going On" Meeting – Nov 01 (Statutory Reporting & Tax)

Staff Item Description Going OK Concerned

권균희 Closing 공시

Oct. PR monthly closing 경영공시 2 분기

11/12 11/12

강정희

이정우 ٠TAX

Account reconciliation report

Automation of withholding tax process regarding agents - To be developed by action plan Prepare for corporation tax(the first half year)

Sep 2010 account reconciliation report

December

11/30

11/5

김수영

휴가

교육

특이사항


Statutory Reporting /

Tax

Closing Prepare October PR closing Quarterly Disclosures

On track 11/12

IFRS related September Exercise 11/26

Tax 2010 Interim Tax Adjustments with E&Y - On Scheduling(11/11~12 or 11/15~11/16) Automation of withholding tax process regarding

agents - To be developed by action plan

11/19 - Should be filed by 11/30 December

Controller teams

"What Is Going On" Meeting – Nov 01 (AC_Payment)

Team Item Description Going OK ConcernedAC_payment Oct. compensation statistics Income distribution, 5% growth list, Claw-back etc 11/5

IT Development

Request data of terminated agent

Release Manager’s obligation, Senior Partner Standards

Transition Rule for Council Members

Details of compensation during his appointment

Calculation of payment data for the lawsuits

On track On track On track 11/1

휴가 박영주 (11/1), 정신영 (11/5 반차 , 11/8)

교육

특이사항

Staff Item Description Going OK Concerned정광룡 Oct. compensation statistics

IT Development

Income distribution, 5% growth list, Claw-back etc Responsibility release program / Pool management etc

11/5 11/15

서미현 세무자료제출보고

수당지급

신원보증보험

해촉자 수당회수 정리

전산개발 TEST

위 . 해촉자 사업소득 & 인적사항 작성 당월 2 차 TA 지급 신원보증갱신 & 신규 송금 수당회수 POOL 정리 해촉자 책임분담금 분할상환자 전산개발 TEST

11/4 11/2 11/3 11/3 On track

박영주 UAT

미지급 산출

승환작업

이행보증 SMR( 두번째 증액 ) Transition Rule for Council Members 미지급 산출 승환작업

On track On track 11/5 11/4~11/5

윤영선 • Payment

• Verification

2 차 TA 이행보증보험료 송금 직 3NANC 부치자 검증 Manager DA 환수 검증

11/3 This week This week

정신영 • 경조금• Controller 소모품 주문• 지점 ,zone 운영비

• 부서 , 특근식대 , 교통비

경조화환대금 및 경조금 지급 각 team 별로 소모품 신청 취합하여 주문 미지급 산출 채권압류 , BRPM, ZOPM 프로그램 개선 진행 ( 개발일

정 ,UAT) 부서 , 특근식대 , 교통비 신청

11/03 11/03 11/05 11/09 11/01

Controller teams

"What Is Going On" Meeting –11/01 (Actuarial)


Actuarial PR closing

FSS submission ABR project

Reserve valuation Prepare commission report Profit analysis by profit Earned commission break down by product line

• 11/05

• 11/05

• On track(11/10)

• 11/05


신충식 • FSS closing

• PR closing

• Profit analysis by product

• PR reserve verification

• Compute persistency rate

• On track(11/10)

• 11/5

• 11/5

진종선 • PR closing • Prepare expense report

• Supply expense allowance data

• Prepare AGP

• 11/5

• 11/5

• 11/8

이민경 • PR closing • Evaluate premium reserve

• Prepare commission & Reserve report

• Evaluate reserve at death

• 11/5

• 11/5

• 11/5

이정은 • PR closing • Reserve valuation for VUL/UL

• Premium breakdown

• 11/5

• 11/5

휴가 이정은 , 신충식 (11/01, 월 )

교육 조성호 ( 핵심계리과정 , 11/04, 목 )

특이사항 IFRS 관련 계리 부서장 세미나 (11/01, 월 )

Controller teams

"What Is Going On" Meeting – Nov 01 (Treasury)


Treasury CFTS UAT test for CFTS with LA 11/3


최영애 Reporting Closing

핸디지표 ,

Daily cash flow 작성 및 마감 This week This week

휴가 2010.11.5 ( 금 )

교육

특이사항

Controller teams "What Is Going On" Meeting – Nov 01 TeamItemDescriptionGoing OKConcerned...

Documents

Transcript of Controller teams "What Is Going On" Meeting – Nov 01 TeamItemDescriptionGoing OKConcerned...