A tailored course, built for your situation
Influence across more business lines with ORSA mastery
A tailored course to expand your impact through confident, organization-wide ORSA execution
$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 efforts stuck in silos, limiting visibility and coordination
The situation this course is for
Risk assessments are often fragmented across departments, leading to inconsistent risk appetite application and missed alignment with strategic objectives. Without a unified ORSA framework, practitioners struggle to influence beyond their immediate domain.
Who this is for
Senior risk and operations practitioner in insurance or financial services, responsible for governance, compliance, or operational resilience
Who this is not for
Entry-level analysts, board-level executives, or professionals outside financial risk and insurance domains
What you walk away with
- Lead ORSA initiatives that span multiple business functions
- Produce risk appetite statements adopted enterprise-wide
- Coordinate cross-unit self-assessments with standardized workflows
- Serve as the reference point for risk escalation protocols
- Build repeatable ORSA templates used across actuarial, finance, and operations
The 12 modules (with all 144 chapters)
Module 1. Foundations of ORSA Integration
Establish core principles of ORSA alignment across insurance operations. Learn how top firms standardize risk taxonomy and governance roles.
12 chapters in this module
- Defining ORSA scope
- Mapping risk to strategy
- Regulator expectations
- Actuarial interface
- Finance integration
- Operations linkage
- Governance tiers
- Risk appetite basics
- Horizon scanning
- Documentation standards
- Audit readiness
- Stakeholder map
Module 2. Risk Appetite Framework Design
Build board-endorsed risk appetite statements with operational teeth. Use real insurer examples to define measurable thresholds.
12 chapters in this module
- Tolerance vs capacity
- Quantitative bounds
- Qualitative boundaries
- Capital linkage
- Liquidity triggers
- Reinsurance limits
- Approval workflow
- Tiered breaches
- Monitoring cadence
- Escalation owners
- Reporting rhythm
- Revision protocol
Module 3. Cross-Functional Self-Assessments
Deploy standardized self-assessments across units. Ensure consistent interpretation and data quality enterprise-wide.
12 chapters in this module
- Assessment blueprint
- Unit onboarding
- Training materials
- Risk scoring rubric
- Evidence collection
- Peer validation
- Gap categorization
- Remediation tracking
- Tool integration
- Timeline sync
- Leadership review
- Final consolidation
Module 4. Enterprise Risk Dashboarding
Transform self-assessment data into strategic views. Design dashboards that inform executive judgment and planning cycles.
12 chapters in this module
- KRI selection
- Heat map design
- Threshold visualization
- Trend analysis
- Scenario overlays
- Executive summary
- Drill-down logic
- Update automation
- Data governance
- Audit trail
- Version control
- Access controls
Module 5. Actuarial and Finance Integration
Align ORSA with capital modeling, reserving, and financial planning. Coordinate assumptions and stress testing.
12 chapters in this module
- Capital model inputs
- Stress test design
- Scenario library
- Reserve sensitivity
- Economic capital
- Surplus analysis
- Dividend planning
- Reinsurance strategy
- Risk transfer
- Own risk profile
- Model validation
- Finance sign-off
Module 6. Operational Risk Convergence
Link ORSA with operational risk frameworks. Harmonize loss data, key risks, and control gaps.
12 chapters in this module
- Loss event mapping
- Control effectiveness
- KRIs vs KPIs
- Scenario analysis
- Inherent vs residual
- Risk transfer tracking
- Third-party linkage
- BCP alignment
- IT risk integration
- Cyber exposure
- Legal risk
- HR risk
Module 7. Regulatory Engagement Strategy
Prepare clear, evidence-backed responses for NAIC and international inquiries. Strengthen external credibility.
12 chapters in this module
- NAIC ORSA Report
- Regulatory questions
- Evidence sourcing
- Narrative framing
- Peer benchmarking
- Gap disclosure
- Mitigation timeline
- Regional variation
- Cross-border rules
- Solvency II mapping
- DORA overlap
- Final submission
Module 8. Change Management for ORSA
Drive adoption across silos. Use proven techniques to secure buy-in and sustain engagement.
12 chapters in this module
- Stakeholder analysis
- Influence mapping
- Coalition building
- Pilot rollout
- Feedback loops
- Training design
- Champion network
- Success metrics
- Roadshow planning
- Objection handling
- Culture alignment
- Leadership messaging
Module 9. Scenario Planning Integration
Embed ORSA insights into strategic planning. Make risk-informed decisions on growth, pricing, and M&A.
12 chapters in this module
- Strategic risk overlay
- Pricing assumptions
- M&A due diligence
- Growth scenarios
- Portfolio shifts
- Market exit
- Capital allocation
- Reinsurance triggers
- Stress test use
- Board questions
- Assumption challenge
- Decision documentation
Module 10. Audit and Validation Readiness
Prepare for internal and external validation. Deliver complete, consistent evidence packages on demand.
12 chapters in this module
- Audit scope definition
- Evidence mapping
- Control testing
- Sampling approach
- Deficiency classification
- Remediation workflow
- Third-party validation
- Peer review
- Quality assurance
- Documentation standards
- Retention policy
- Legal hold
Module 11. Continuous Improvement Loop
Institutionalize ORSA learning. Turn findings into preventive controls and strategic adjustments.
12 chapters in this module
- Lessons captured
- Root cause analysis
- Control enhancement
- Policy update
- Training refresh
- Benchmarking
- Maturity assessment
- Gap closure
- Innovation tracking
- External trends
- Regulatory shifts
- Annual review
Module 12. Executive Communication Mastery
Shape concise, strategic narratives for senior leaders. Elevate ORSA from compliance to decision-support.
12 chapters in this module
- Board summary
- Risk story arc
- Visual storytelling
- Strategic implications
- Trade-off framing
- Options presentation
- Q&A prep
- Tone calibration
- Executive time norms
- Pre-read design
- Follow-up tracking
- Influence metrics
How this maps to your situation
- Leading an enterprise-wide ORSA rollout
- Coordinating risk inputs across actuarial, finance, and operations
- Responding to evolving NAIC expectations
- Positioning risk work for strategic influence
Before vs. after
Before
ORSA work is siloed, with inconsistent application across departments and limited influence on strategic decisions.
After
You lead organization-wide ORSA integration, producing unified risk narratives that inform capital planning and executive choices.
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 to fit around core responsibilities. Total commitment: 36 hours over 6, 8 weeks.
If nothing changes
Without broader ORSA influence, risk assessments remain fragmented, limiting strategic alignment and increasing regulatory exposure.
How this compares to the alternatives
Generic risk courses focus on theory or narrow compliance. This course delivers field-tested ORSA playbooks used by practitioners in global insurers to expand their influence across business lines.
Frequently asked
Is this course specific to the U.S. insurance market?
While grounded in NAIC ORSA requirements, the course includes cross-border alignment with Solvency II and international risk frameworks used by global insurers.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will the templates work in a large organization?
Yes, the templates are field-tested in multi-division insurers and designed to scale across regions and lines of business.
$199 one-time. Approximately 3 hours per module, designed to fit around core responsibilities. Total commitment: 36 hours over 6, 8 weeks..
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