A tailored course, built for your situation
Influence across more business lines with ORSA
A 12-week mastery path for actuaries and risk professionals expanding their impact across enterprise functions
$199 one-time
24-hour access provisioning
30-day money-back guarantee
Hand-built implementation playbook
12 modules. 12 chapters per module. 144 chapters total.
12 modules, each with 12 chapters (144 chapters total), text-based, plus downloadable templates and a hand-built implementation playbook delivered alongside course access.
ORSA shouldn’t just sit with regulators, it should shape how business units prepare for volatility.
The situation this course is for
Many ORSA reports are filed but not used. They’re technically sound but fail to shift operational behavior. The insights don’t reach business-unit leaders because the format doesn’t translate to their priorities.
Who this is for
Senior risk practitioner in insurance or financial services, technically fluent in capital models and regulatory frameworks, aiming to increase influence beyond compliance cycles
Who this is not for
Those looking for a template-only ORSA writing course or a basic introduction to capital modeling
What you walk away with
- Translate ORSA scenario outputs into region-specific risk narratives
- Design capital stress-test summaries that business-unit leaders act on
- Lead pre-filing alignment workshops across actuarial, finance, and operations
- Position ORSA as a planning input, not just a regulatory requirement
- Build trust with non-actuarial leaders through consistently useful insights
The 12 modules (with all 144 chapters)
Module 1. ORSA beyond the filing
Reframe ORSA from regulatory obligation to enterprise influence tool. Learn how top practitioners use it to start strategic conversations.
12 chapters in this module
- What gets filed vs used
- Three shift patterns in modern ORSA use
- From technical accuracy to operational relevance
- Mapping influence pathways
- Recognizing high-leverage moments
- Audience-specific insight design
- Capital storytelling basics
- Signal vs noise filtering
- Feedback loop design
- Preempting misinterpretation
- Linking scenarios to decisions
- Building credibility across functions
Module 2. Capital logic that connects
Explain capital model outputs in ways non-actuaries can use. Focus on clarity, context, and decision leverage.
12 chapters in this module
- Stress test purpose framing
- Simplifying tail risk language
- Benchmarking against peer actions
- Regional capital sensitivity
- Liquidity implication flags
- Reinsurance interaction points
- Portfolio-level triggers
- Time horizon alignment
- Operating assumption mapping
- Scenario narrative pacing
- Model output triage
- Confidence interval translation
Module 3. Scenario design with intent
Build scenarios that prompt action, not just analysis. Design for behavior change, not just model response.
12 chapters in this module
- Defining plausible severity
- Incorporating geopolitical drift
- Modeling asymmetric exposures
- Client concentration testing
- Claim escalation modeling
- Market illiquidity layers
- Catastrophe clustering
- Operational disruption layers
- Behavioral response assumptions
- Second-order effect mapping
- Scenario naming conventions
- Stress test scoring rubrics
Module 4. Pre-alignment workshop design
Shape ORSA inputs through early peer engagement. Avoid last-minute challenges by building consensus earlier.
12 chapters in this module
- Workshop goal definition
- Stakeholder priority mapping
- Pre-read formatting for engagement
- Facilitation timing rules
- Conflict anticipation tools
- Assumption challenge protocols
- Cross-unit data needs
- Feedback integration methods
- Decision boundary clarification
- Documentation standards
- Follow-up rhythm setup
- Escalation path design
Module 5. Regional insight packaging
Turn enterprise-level findings into locally actionable summaries for regional leaders.
12 chapters in this module
- Regional risk profile variation
- Currency impact flagging
- Local regulatory overlay handling
- Geographic concentration alerts
- Local market illiquidity signs
- Political risk layering
- Regional reinsurance posture
- Claim settlement challenges
- Local litigation trends
- Economic sensitivity mapping
- Localized scenario testing
- Regional summary templates
Module 6. Executive briefing design
Craft summaries that earn attention and shape decisions at the leadership level.
12 chapters in this module
- Opening with decision impact
- Risk hierarchy filtering
- Capital buffer interpretation
- Strategic trade-off framing
- Time horizon clarity
- Option comparison tables
- Pre-mortem technique use
- Confidence level signaling
- Actionable threshold definition
- Follow-up question anticipation
- Visual hierarchy rules
- One-page summary design
Module 7. Cross-functional trust building
Establish credibility with finance, operations, and strategy peers through consistent, useful outputs.
12 chapters in this module
- Understanding peer goals
- Speaking to budget concerns
- Operational risk translation
- Planning cycle alignment
- Resource trade-off messaging
- Reliability signaling
- Consistency in delivery
- Feedback responsiveness
- Shared artifact creation
- Joint output ownership
- Credibility recovery tactics
- Long-term influence pacing
Module 8. Policy integration mechanics
Weave ORSA insights into underwriting guidelines, pricing frameworks, and retention policies.
12 chapters in this module
- Policy language drafting
- Guideline update timing
- Risk appetite linkage
- Pricing model adjustments
- Retention threshold updates
- Underwriting checklist changes
- Broker communication sync
- Internal audit alignment
- Compliance tracking setup
- Version control rules
- Feedback loop design
- Implementation monitoring
Module 9. Vendor and third-party risk input
Incorporate external dependencies into ORSA scenarios and stress tests.
12 chapters in this module
- Third-party concentration mapping
- Service continuity testing
- Cyber supply chain layers
- Reinsurance counterparty risk
- Broker dependency flags
- Claims outsourcing risks
- Data vendor exposure
- Cloud infrastructure reliance
- Legal counsel capacity
- Appraisal network risk
- Vendor stress test design
- Contingency trigger definition
Module 10. Model validation engagement
Work effectively with internal and external validators to strengthen model credibility.
12 chapters in this module
- Validation scope definition
- Model assumption transparency
- Peer benchmarking rules
- Backtesting protocol design
- Model drift detection
- Sensitivity testing range
- Expert judgment integration
- Documentation completeness
- Challenge response timing
- Validator relationship management
- Model change impact tracking
- Independent review prep
Module 11. Stakeholder communication rhythm
Design ongoing updates that maintain awareness and engagement between filings.
12 chapters in this module
- Risk dashboard design
- Update frequency rules
- Escalation threshold definition
- Crisis communication prep
- Media exposure planning
- Regulator query anticipation
- Internal rumor control
- Leadership Q&A prep
- Misstatement correction
- Reputation risk linkage
- Spokesperson alignment
- Message consistency tracking
Module 12. Long-term influence strategy
Plan how ORSA contributions compound into expanded mandate and career trajectory.
12 chapters in this module
- Influence milestone mapping
- Capability stacking logic
- Leadership expectation shaping
- Success metric definition
- Cross-unit promotion paths
- Internal thought leadership
- Conference contribution planning
- Mentorship positioning
- Board-adjacent narrative design
- Executive sponsorship development
- Impact documentation
- Personal brand alignment
How this maps to your situation
- When preparing for ORSA submission
- During cross-departmental capital discussions
- After regional performance reviews
- Before executive strategy sessions
Before vs. after
Before
ORSA is a siloed process that ends with a filing
After
ORSA is a driver of cross-functional alignment and strategic influence
What's included with your purchase
- 12 modules with 12 chapters each (144 chapters)
- Downloadable templates and worked examples for every module
- Hand-built implementation playbook delivered alongside course access
- 30-day money-back guarantee
Delivery and format
- Course and learning environment access provisioned within 24 hours of purchase
- Hand-built implementation playbook delivered alongside course access
Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside course access.
Time investment: Approximately 3-4 hours per week over 12 weeks, with flexible pacing options.
If nothing changes
Without shaping ORSA into an operational tool, its impact stays confined to compliance, and opportunities to lead enterprise-wide resilience planning are missed.
How this compares to the alternatives
Unlike generic risk management courses, this program focuses specifically on ORSA application in multinational insurance contexts, with real-world templates and peer-tested frameworks used by leading practitioners in global firms.
Frequently asked
Is this course focused on U.S. ORSA requirements only?
While rooted in NAIC ORSA standards, the course emphasizes cross-jurisdictional application, with adaptations for multi-region firms like AIG.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help me influence non-risk leaders?
Yes , every module includes tools for translating actuarial insights into business-unit-relevant terms, with templates for executive briefings, regional summaries, and cross-functional workshops.
$199 one-time. Approximately 3-4 hours per week over 12 weeks, with flexible pacing options..
Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.
30-day money-back guarantee·
144 chapters·
Hand-built playbook included·
Account access within 24 hours