A tailored course, built for your situation
Mastering ISO 22301 for Executive Finance Leaders
Build a self-reinforcing cycle of resilience planning that compounds across audits, transitions, and leadership changes
$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.
Avoid rebuilding the same resilience plan every audit cycle or leadership transition
The situation this course is for
High-tenure finance leaders often find themselves recreating continuity logic year after year, without a living framework to carry forward decisions, rationale, or stakeholder alignment. This repetition slows approvals and weakens audit positioning.
Who this is for
Executive finance leader in regulated or infrastructure-dependent industry, responsible for continuity planning, audit readiness, or cross-functional risk oversight
Who this is not for
Junior compliance staff, consultants selling services, or professionals outside regulated sectors
What you walk away with
- Produce audit-ready ISO 22301 documentation in half the coordination time
- Own a living playbook that captures stakeholder alignment and survives leadership changes
- Deploy decision templates for BIA, resource recovery, and test scheduling that compound across cycles
- Lead ISO 22301 initiatives without relying on external consultants
- Align continuity planning with capital planning cycles and financial reporting timelines
The 12 modules (with all 144 chapters)
Module 1. Understanding ISO 22301 Scope in Finance-Critical Contexts
Define business continuity scope around financial controls, reporting deadlines, and treasury operations. Focus on what stays operational when networks, personnel, or data centers are disrupted.
12 chapters in this module
- What ISO 22301 means for finance executives
- Mapping financial operations to continuity priorities
- Identifying mission-critical financial processes
- Timing thresholds for reporting and disbursements
- Regulatory overlap with SOX and continuity planning
- Stakeholder mapping for finance-led BCMS
- Documenting financial dependencies on IT
- Aligning with enterprise risk appetite
- Setting recovery time objectives for finance
- Recovery point objectives for financial data
- Balancing resilience with cost thresholds
- Establishing continuity ownership in finance
Module 2. Conducting a Finance-Focused Business Impact Analysis
Build a BIA that reflects the real-world impact of financial process downtime, including missed reporting windows, failed payments, and audit exposure.
12 chapters in this module
- Designing financial BIA questionnaires
- Interviewing controllers and treasury staff
- Quantifying downtime cost for AP and AR
- Measuring impact on financial reporting cycles
- Identifying extended closure thresholds
- Documenting cascading dependencies
- Prioritizing financial functions by impact
- Linking BIA results to recovery strategies
- Validating BIA assumptions with operations
- Updating BIA for new financial systems
- Versioning and archiving BIA outputs
- Integrating BIA into risk dashboards
Module 3. Designing Financial Resource Recovery Strategies
Develop recovery plans for treasury systems, financial reporting platforms, and distributed accounting teams.
12 chapters in this module
- Workforce recovery for finance staff
- Treasury workstation failover options
- Cloud financial system access during outages
- Remote financial operations enablement
- Recovery site readiness for finance
- Third-party access during continuity events
- Recovery of payment and disbursement systems
- Reconciliation after disruption
- Continuity of financial reporting tools
- Data replication for financial records
- Recovery time for month-end close
- Documenting financial recovery priorities
Module 4. Establishing Finance-Driven Internal Audit Processes
Create audit workflows that validate continuity plans without overburdening teams. Emphasize repeatable, documented checks.
12 chapters in this module
- Audit scope for financial continuity
- Building audit checklists for BIA
- Testing financial process recovery
- Document review for ISO 22301 compliance
- Nonconformance tracking for finance
- Corrective action workflow
- Audit scheduling aligned with financial calendar
- Internal audit team coordination
- Leveraging existing SOX controls
- Documenting audit outcomes
- Updating audit plans annually
- Training auditors on finance priorities
Module 5. Documenting Financial Continuity Procedures
Produce clear, actionable procedures for financial teams to follow during disruptions.
12 chapters in this module
- Writing role-specific continuity guides
- Checklists for treasury staff
- Remote financial reporting templates
- Communication protocols for finance
- Escalation paths for financial issues
- Documenting manual workarounds
- Guidance for month-end close disruptions
- Data integrity checks during recovery
- Vendor coordination procedures
- Regulatory reporting continuity
- Version control for procedure documents
- Distribution of continuity materials
Module 6. Leading Cross-Functional Continuity Planning
Align finance continuity with IT, HR, and operations. Focus on decision rights and interdependencies.
12 chapters in this module
- Establishing governance for BCMS
- Finance representation in planning
- Interdepartmental dependency mapping
- Decision thresholds for activation
- Coordinating with IT disaster recovery
- Aligning with HR emergency plans
- Vendor continuity requirements
- Supply chain financial exposure
- Cross-functional test planning
- Shared documentation systems
- Conflict resolution during planning
- Leading joint continuity reviews
Module 7. Conducting Effective Tabletop Exercises
Run simulations that validate financial continuity plans and build team readiness.
12 chapters in this module
- Designing finance-relevant scenarios
- Involving treasury and controllers
- Simulating payment system failures
- Testing financial reporting under stress
- Capturing lessons from exercises
- Improving playbooks based on outcomes
- Documenting exercise participation
- Integrating findings into updates
- Scheduling regular simulations
- Remote participation options
- Evaluating decision quality
- Sharing results with leadership
Module 8. Reporting on Continuity Maturity
Generate leadership-facing reports that show continuity readiness and improvement trends.
12 chapters in this module
- Metrics for financial continuity
- Dashboards for executive review
- Trend analysis of audit findings
- Benchmarking against industry peers
- Reporting recovery test results
- Communicating risk reduction
- Linking continuity to ERM
- Board-level summary reports
- Updating leadership on gaps
- Documenting continuous improvement
- Aligning with risk appetite statements
- Using maturity models
Module 9. Maintaining a Living Business Continuity Plan
Keep the plan current through structured reviews, updates, and knowledge retention.
12 chapters in this module
- Change management for finance systems
- Trigger events for plan updates
- Version control and archiving
- Knowledge retention strategies
- Onboarding for new finance staff
- Documenting tacit knowledge
- Handover procedures for leadership
- Reviewing plans after incidents
- Updating for regulatory changes
- Managing third-party updates
- Retention schedules for documents
- Audit trail for plan changes
Module 10. Integrating ISO 22301 with Financial Governance
Link continuity planning to financial controls, reporting, and risk oversight.
12 chapters in this module
- Aligning with SOX compliance
- Integrating with financial risk committees
- Linking to capital planning
- Budgeting for resilience
- Insurance considerations
- Disclosure obligations
- Regulatory reporting alignment
- Tying to ESG commitments
- Connecting to crisis management
- Financial impact assessments
- Risk-adjusted investment decisions
- Long-term resilience budgeting
Module 11. Preparing for External Audits
Streamline external ISO 22301 audits with pre-validated artefacts and stakeholder alignment.
12 chapters in this module
- Responding to auditor requests
- Compiling audit packages
- Pre-audit readiness checklists
- Evidence collection for finance
- Scheduling auditor interviews
- Presenting financial continuity
- Addressing nonconformances
- Leveraging internal audit outputs
- Documenting improvement plans
- Maintaining auditor relationships
- Post-audit follow-up
- Using audit outcomes for improvement
Module 12. Sustaining Leadership in Operational Resilience
Turn continuity expertise into a durable leadership asset that compounds over time.
12 chapters in this module
- Mentoring future leaders
- Sharing best practices
- Contributing to industry standards
- Speaking at conferences
- Publishing internal guides
- Building cross-company networks
- Developing reputation as expert
- Influencing policy development
- Teaching continuity concepts
- Documenting institutional knowledge
- Creating reusable training
- Leaving a resilient legacy
How this maps to your situation
- New ISO 22301 implementation in finance-led organization
- Ongoing maintenance of BCMS across leadership transitions
- Preparing for first external certification audit
- Improving resilience posture after incident
Before vs. after
Before
Rebuilding continuity plans from scratch each cycle, relying on tribal knowledge, facing repetitive audit findings
After
A documented, repeatable process that compounds resilience insights across audits, transitions, and reporting cycles
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 hours per module, designed for completion over 6-8 weeks with real-world application between modules
If nothing changes
Continuing to rework continuity planning annually leads to increased audit exposure, slower recovery decisions, and diminished leadership influence during crises.
How this compares to the alternatives
Unlike generic ISO 22301 training, this course is tailored to executive finance leaders, with artefacts and scenarios reflecting real-world financial operations, reporting cycles, and control environments.
Frequently asked
Is this course technical or strategic?
It’s strategic with executable detail, designed for leaders who need to govern, not implement the technology layers.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will I get templates I can use immediately?
Yes, every module includes downloadable, editable templates and real-world examples tailored to finance leadership contexts.
$199 one-time. Approximately 3 hours per module, designed for completion over 6-8 weeks with real-world application between modules.
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