A tailored course, built for your situation
Own the Final Sign-Off on ORSA Submissions
Become the undisputed internal authority on ORSA preparation and executive validation
$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.
Who this is for
Actuarial associate or compliance professional supporting ORSA workflows in a large insurer, currently seconding reviews or compiling inputs without final decision authority
Who this is not for
External auditors, consultants without access to internal risk data, or practitioners at firms not subject to NAIC ORSA requirements
What you walk away with
- Finalize ORSA submissions without escalation
- Resolve peer feedback loops confidently using standardized validation criteria
- Shape executive summaries before they reach senior leadership
- Anticipate reviewer questions with pre-buttressed rationale
- Lead the internal dry run before formal submission cycles
The 12 modules (with all 144 chapters)
Module 1. Establishing Submission Readiness Thresholds
Define what qualifies as executive-ready ORSA content using NAIC guidance and internal precedent.
12 chapters in this module
- Understanding NAIC ORSA expectations
- Mapping internal risk appetite statements
- Setting data completeness benchmarks
- Identifying key control points
- Creating submission checklists
- Version control for draft iterations
- Tracking assumptions over time
- Documenting model limitations
- Standardizing narrative tone
- Validating actuarial input formats
- Integrating compliance checkpoints
- Building reviewer feedback logs
Module 2. Validating Internal Risk Assessments
Ensure actuarial outputs align with governance standards before integration into ORSA reports.
12 chapters in this module
- Assessing model calibration frequency
- Reviewing stress test design
- Confirming scenario coverage
- Checking aggregation logic
- Evaluating tail risk inclusion
- Benchmarking against peer firms
- Flagging estimation uncertainty
- Validating data sourcing
- Cross-checking assumptions
- Assessing time horizon alignment
- Reviewing risk interdependencies
- Certifying model outputs
Module 3. Structuring Executive Summaries
Translate technical findings into concise, decision-ready briefs for senior leadership.
12 chapters in this module
- Identifying key takeaways
- Framing risk concentrations
- Highlighting capital implications
- Summarizing stress test results
- Presenting mitigation options
- Prioritizing recommendations
- Using executive tone
- Avoiding technical jargon
- Including visual cues
- Building narrative flow
- Aligning with strategic goals
- Preparing Q&A backups
Module 4. Leading Pre-Review Dry Runs
Orchestrate internal rehearsals to surface issues before formal submission.
12 chapters in this module
- Scheduling dry run sessions
- Inviting key stakeholders
- Preparing presentation decks
- Anticipating pushback points
- Facilitating discussion flow
- Capturing action items
- Assigning resolution owners
- Tracking open issues
- Updating documentation
- Rehearsing escalation paths
- Finalizing pre-submission checklist
- Confirming sign-off readiness
Module 5. Managing Cross-Functional Feedback
Resolve input from legal, compliance, actuarial, and finance teams efficiently.
12 chapters in this module
- Tracking feedback sources
- Categorizing input types
- Setting response timelines
- Prioritizing critical comments
- Resolving conflicting inputs
- Documenting decisions made
- Maintaining version history
- Communicating changes
- Ensuring consistency
- Archiving rationale
- Updating team leads
- Closing feedback loops
Module 6. Aligning Risk Appetite with Outputs
Ensure ORSA findings reflect current organizational risk tolerance.
12 chapters in this module
- Locating current risk appetite statement
- Comparing actual exposures
- Identifying variances
- Assessing tolerance thresholds
- Consulting risk committee minutes
- Updating assumptions
- Validating capital allocation
- Checking reinsurance coverage
- Reviewing concentration limits
- Assessing liquidity buffers
- Updating scenario weights
- Finalizing alignment statement
Module 7. Building Reviewer Confidence
Anticipate questions and prepare evidence-backed responses in advance.
12 chapters in this module
- Studying past reviewer notes
- Predicting likely inquiries
- Compiling supporting data
- Preparing backup analyses
- Documenting assumptions
- Creating rationale trails
- Organizing reference files
- Preloading response templates
- Practicing explanations
- Testing clarity of answers
- Updating team knowledge
- Securing pre-approval
Module 8. Securing Final Sign-Off Authority
Establish yourself as the trusted gatekeeper of ORSA submission quality.
12 chapters in this module
- Demonstrating consistent judgment
- Building track record of accuracy
- Earning peer trust
- Reducing rework cycles
- Increasing approval speed
- Documenting decisions
- Sharing best practices
- Mentoring junior staff
- Presenting case studies
- Highlighting efficiency gains
- Requesting formal recognition
- Confirming delegation
Module 9. Maintaining Submission Consistency
Ensure continuity across reporting cycles despite personnel or system changes.
12 chapters in this module
- Creating institutional memory
- Standardizing templates
- Archiving past submissions
- Documenting lessons learned
- Updating playbooks
- Training new staff
- Preserving rationale
- Versioning control artifacts
- Updating risk models
- Incorporating regulator feedback
- Improving processes
- Ensuring auditability
Module 10. Integrating Emerging Risks
Proactively include new risk factors such as climate, cyber, or geopolitical shifts.
12 chapters in this module
- Monitoring horizon scanning reports
- Identifying emerging threats
- Assessing materiality
- Incorporating into scenarios
- Updating assumptions
- Consulting experts
- Validating models
- Documenting rationale
- Communicating changes
- Updating risk registers
- Revising mitigation plans
- Reporting to leadership
Module 11. Optimizing Documentation Workflows
Streamline the assembly, review, and approval of ORSA materials.
12 chapters in this module
- Mapping current process
- Identifying bottlenecks
- Redesigning handoffs
- Automating reminders
- Centralizing storage
- Improving searchability
- Setting access controls
- Enabling collaboration
- Reducing duplication
- Tracking progress
- Measuring cycle time
- Implementing improvements
Module 12. Earning Standing Invitations to Strategy Sessions
Position yourself as a core contributor to enterprise risk discussions.
12 chapters in this module
- Demonstrating strategic insight
- Connecting ORSA to business goals
- Providing forward-looking views
- Offering mitigation options
- Sharing industry benchmarks
- Anticipating leadership needs
- Building executive rapport
- Communicating proactively
- Highlighting value added
- Requesting inclusion
- Preparing talking points
- Contributing to agenda
How this maps to your situation
- When your team begins drafting the next ORSA report
- After receiving cross-functional feedback that slows progress
- Before executive review cycles begin
- During preparation for regulator inquiries
Before vs. after
Before
ORSA inputs are gathered from multiple teams, but final decisions require escalation and consensus-building slows execution.
After
You own the final submission threshold, resolve peer feedback efficiently, and shape the executive narrative with confidence.
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 be completed alongside regular work cycles over 4-6 weeks.
How this compares to the alternatives
Unlike generic risk management courses, this program focuses exclusively on ORSA decision ownership , not just understanding the framework, but mastering when and how content is approved. No other training ties directly to sign-off authority within NAIC-regulated environments.
Frequently asked
Who is this course designed for?
Professionals involved in ORSA preparation at NAIC-regulated insurers who want formal decision authority over submission quality and final content.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Does this cover Solvency II or other international frameworks?
The course focuses on ORSA under NAIC requirements, though many concepts apply broadly to enterprise risk assessment.
$199 one-time. Approximately 3 hours per module, designed to be completed alongside regular work cycles over 4-6 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