Description

A focused course, tailored for you

The Finance Transformation Lead's Course on FPSL Implementation When New Regulatory Reporting Rules Arrive

Turn the looming reporting overhaul into a clear, repeatable process that protects your team and showcases immediate value.

Stop spending late evenings stitching data feeds every week while the regulator's deadline looms.

$199 one-time

Tailored to your situation. Access within 24 hours. 30-day money-back.

Includes a hand-built implementation playbook delivered alongside course access, generated for your specific situation.

Why this course

The SEC just released tighter reporting mandates for insurance groups, demanding real-time FPSL data feeds within 90 days. Your finance transformation office is scrambling to re-engineer legacy data pipelines, reconcile mismatched source systems, and convince senior finance that the current spreadsheet-driven approach will not survive the audit sprint.

Meanwhile, the existing data catalog lives in scattered SharePoint folders, the intake form for new data requests is a Word document, and the monthly reconciliation meeting is a bottleneck where analysts spend hours manually stitching feeds. If the deadline slips, the finance leadership risks regulatory penalties and a credibility hit that could affect budgeting cycles.

The stakes are personal too: the next performance review will weigh your ability to deliver a compliant FPSL environment, and a missed deadline could trigger a restructuring of the finance transformation team.

What you walk away with

A fully documented FPSL data-flow map that links every source system to regulatory fields.
A reusable data-intake form that captures all required metadata in one step.
A governance checklist that ensures compliance checkpoints are met before each reporting cycle.
A stakeholder communication template that translates technical progress into business-ready updates.
A cost-benefit model that quantifies automation savings for the finance leadership.

The 12 modules

Module 1. Mapping FPSL Data Sources

71% of insurers cite undocumented data lineage as the top barrier to timely reporting. In a typical Friday morning data-validation meeting, analysts discover two critical feeds missing from the master register. This module walks through a step-by-step extraction of source system inventories, aligns them to FPSL fields, and produces a consolidated data-flow diagram. Output: a populated data-flow map ready for the next governance review.

Module 2. Designing the Intake Process

During the weekly sprint planning, the team repeatedly asks, "What exact data do we need for the new FPSL line item?" The answer lies in a structured intake form that captures source, frequency, and transformation rules. This session builds that form, aligns it with the data-flow map, and embeds validation rules. What you ship from this module: a completed intake form template.

Module 3. Building the Transformation Pipeline

The deliverable is a documented transformation pipeline.

Module 4. Establishing Governance Controls

A senior auditor recently asked, "How do you ensure data integrity before the regulator's audit?" This module defines control points, owners, and frequency, then embeds them into a governance checklist. The checklist is immediately usable for the next compliance review. Output: a governance checklist with signed-off control owners.

Module 5. Creating the Reporting Dashboard

In the CFO's monthly finance health review, the lack of a real-time FPSL status chart forces speculation. Here, participants design a dashboard that pulls from the transformation pipeline, highlights missing feeds, and flags overdue data loads. The dashboard is ready to embed in the next leadership deck. What you ship from this module: a ready-to-use reporting dashboard.

Module 6. Developing the Stakeholder Communication Pack

Stakeholders, from the CRO to the compliance officer, demand concise updates on progress. This module crafts a communication pack that translates technical milestones into business impact statements, includes risk heat maps, and aligns with the reporting calendar. Output: a stakeholder communication pack.

Module 7. Automating Data Quality Checks

Sitting at the end of this module: an automated data-quality check script.

Module 8. Building the Cost-Benefit Model

The finance director asks, "What ROI do we get from automating FPSL?" This session constructs a cost-benefit model that captures labor savings, error reduction, and regulatory penalty avoidance. The model is calibrated with real-time data from the earlier modules. Output: a populated cost-benefit model ready for budgeting discussions.

Module 9. Running a Mock Regulatory Review

A regulator recently visited a peer insurer and highlighted gaps in their FPSL evidence pack. In a simulated review, participants walk through the assembled artefacts, answer probing questions, and identify any remaining gaps. The mock review produces a remediation checklist. What you ship from this module: a remediation checklist.

Module 10. Embedding Continuous Improvement

The deliverable is a continuous improvement roadmap.

Module 11. Preparing the Final Evidence Pack

Output: a fully packaged regulator-ready evidence pack.

Module 12. Launching the Live Reporting Process

By module end a live reporting process sits in your drive, ready for the upcoming deadline.

How this addresses your situation

Specific modules that map to what you said you are dealing with.

Module 1 covers Mapping FPSL Data Sources , exactly the inventory gap you hit when the regulator asks for source lineage during the Friday data-validation meeting.

Module 4 covers Establishing Governance Controls , the exact control checklist you need when senior auditors question your data integrity before the upcoming exam.

Module 9 covers Running a Mock Regulatory Review , precisely the rehearsal you lack when the compliance team prepares for the regulator's on-site visit.

What you get with this course

A populated FPSL data-flow map with source system links.
A structured data-intake form template.
A documented transformation pipeline guide.
A governance checklist with control owners.
A live reporting dashboard prototype.
A stakeholder communication pack.
An automated data-quality check script.
A cost-benefit model spreadsheet.
A remediation checklist for mock reviews.
A continuous improvement roadmap.
A regulator-ready evidence pack index.
A live reporting process playbook.

What you will have in hand by Day 1, Week 1, Month 1

Day 1: tailored playbook in hand, data-flow map template pre-populated for your environment, intake form ready for the next request.

Week 1: first version of the transformation pipeline and governance checklist live and shared with the finance lead.

Month 1: monthly reporting cycle running from the new live reporting process with zero manual reconciliation.

Before and after

Before

Your current FPSL landscape lives in disparate SharePoint folders, with manual spreadsheets, undocumented data lineage, and ad-hoc email requests for source details. The monthly reconciliation meeting stalls as analysts chase missing feeds, and any regulator query triggers frantic hunting for evidence, often exposing gaps that jeopardize compliance and budget approvals.

After

After the course, you have a single, living FPSL data-flow map, a standardized intake form, automated quality checks, and a ready-to-submit evidence pack. Weekly governance meetings run on a shared dashboard, and leadership receives concise updates that demonstrate compliance, cost savings, and operational resilience.

What happens if you do not address this

If you ignore the new reporting rules, the next quarterly close will arrive without a clean FPSL evidence pack, and the regulator will issue a formal remediation notice. Your finance leadership will face budget cuts and you risk being sidelined in the upcoming performance review.

Who it is for

A finance transformation professional who owns end-to-end FPSL implementation, spends days aligning disparate data owners, runs weekly data-quality stand-ups, and reports directly to the CFO on the health of financial systems. They are hands-on with data mapping, process redesign, and stakeholder alignment, not just a high-level manager.

Who this is NOT for. This is not for someone who needs a basic introduction to finance systems without an immediate regulatory deadline.

How it arrives

Within 24 hours of purchase your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it. The playbook is hand-built around your specific situation, not LLM-generated boilerplate.

Time investment. 6 hours of focused work spread over a week, saving an estimated 40-60 hours of internal scaffolding effort.

Why $199 is the right number

A half-day consultant on FPSL redesign typically costs $3,000-$5,000, a generic finance certification runs $1,200-$2,000, and building the same artefacts yourself consumes 60+ hours. At $199 you get a complete, reusable toolkit plus a custom playbook that pays for itself within weeks.

FAQ

Do I need prior FPSL experience to follow the course?

No, the modules start with basic data-mapping concepts and build to advanced automation.

Will the playbook be customized for AIG's systems?

Yes, the hand-built playbook reflects the specific source systems you list during onboarding.

Can I reuse the artefacts for future reporting cycles?

All templates are designed for repeatable use and easy updates each quarter.

What if I miss the regulator's 90-day deadline?

The course accelerates delivery so you can meet the deadline with a ready-to-submit evidence pack.

30-day money-back guarantee. If after a week of working through the materials this is not what you needed, reply to the receipt email and a full refund is processed. No questions, no forms.

Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.