A tailored course, built for your situation
Premium Engagement Picks with DORA
Strategic client selection in operational resilience under DORA requirements
$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
Investment Banking VP operating at the intersection of regulatory readiness and deal flow curation
Who this is not for
Junior analysts, compliance officers without deal-facing mandates, or practitioners focused solely on audit delivery
What you walk away with
- Identify high-potential clients early using DORA operational resilience thresholds
- Differentiate your desk as the preferred point for complex, compliance-forward mandates
- Reduce time spent on non-viable prospects with structured pre-engagement filters
- Position yourself for lead advisory roles on cross-border transactions requiring DORA alignment
- Build repeatable frameworks that attract premium deal flow on own terms
The 12 modules (with all 144 chapters)
Module 1. DORA’s Core Resilience Requirements
Break down DORA's operational resilience mandates into practical thresholds for client screening and deal qualification.
12 chapters in this module
- Defining critical third-party dependencies
- Mapping ICT risk to financial impact
- Classifying digital service providers
- Threshold analysis for reporting
- Incident classification levels
- Resilience testing obligations
- Internal audit triggers under DORA
- Compliance timelines by tier
- Oversight committee structures
- Documentation standards for regulators
- Risk mapping across value chains
- Alignment with EBA guidance
Module 2. Strategic Client Segmentation
Use DORA criteria to segment incoming client opportunities by long-term viability and margin potential.
12 chapters in this module
- Building client resilience profiles
- Pre-engagement compliance scoring
- High-risk sector benchmarks
- Jurisdictional variance mapping
- Third-party risk layering
- Deal-stage filtering logic
- Client maturity indicators
- Compliance cost forecasting
- Resilience gap analysis
- Vendor oversight depth
- Transaction complexity indexing
- Portfolio diversification signals
Module 3. Engagement Qualification Framework
Deploy a repeatable process to qualify new mandates based on DORA-readiness and strategic fit.
12 chapters in this module
- Deal intake triage model
- Compliance readiness checklist
- Internal risk rating bands
- Margin resilience scoring
- Cross-border coordination triggers
- Lead advisor eligibility gates
- Client onboarding thresholds
- Stakeholder alignment paths
- Resource load forecasting
- Legal entity structuring limits
- Escalation protocols for gaps
- Sign-off authority mapping
Module 4. Resilience-Based Sourcing
Shift from reactive deal flow to proactive sourcing of clients built for DORA compliance.
12 chapters in this module
- Identifying resilient business models
- Sector-specific red flags
- Preemptive client education
- Compliance-first marketing angles
- Introductory call frameworks
- Value proposition tailoring
- Benchmarking peer resilience
- Positioning your desk externally
- Referral network cultivation
- Outreach sequencing logic
- Follow-up cadence design
- Conversion tracking by tier
Module 5. Deal Structuring Under DORA
Incorporate operational resilience into transaction design and advisory scope.
12 chapters in this module
- Inclusion of resilience milestones
- Vendor review integration
- Compliance-linked pricing
- Milestone-based billing
- Penalty clause structuring
- Contingency planning templates
- Integration with due diligence
- Risk disclosure frameworks
- Regulatory engagement prep
- Reporting frequency alignment
- Data access agreements
- Exit clause conditions
Module 6. Internal Advocacy and Alignment
Secure buy-in from legal, compliance, and risk teams for prioritised deals.
12 chapters in this module
- Mapping internal stakeholders
- Risk appetite articulation
- Compliance threshold negotiation
- Documenting precedent value
- Cross-functional meeting prep
- Escalation path clarity
- Policy exception requests
- Resilience case packaging
- Internal comms strategy
- Feedback loop creation
- Approval tracking system
- Lessons learned integration
Module 7. Cross-Border Coordination
Navigate conflicting resilience expectations across jurisdictions within DORA's framework.
12 chapters in this module
- EU vs non-EU applicability rules
- Local regulator engagement
- Parallel reporting requirements
- Language and translation protocols
- Third-country equivalence
- Data transfer mechanisms
- Timezone coordination tools
- Lead jurisdiction selection
- Consolidated reporting models
- Conflict resolution frameworks
- Joint incident response design
- Inter-regulator liaison points
Module 8. Resilience Testing Integration
Link upcoming DORA resilience testing cycles to client engagement planning.
12 chapters in this module
- Testing calendar alignment
- Client participation models
- Tabletop exercise design
- Failure mode anticipation
- Recovery time benchmarks
- Impact scenario mapping
- Reporting format harmonisation
- External auditor coordination
- Lessons integration process
- Continuous improvement planning
- Test outcome communication
- Regulatory follow-up prep
Module 9. Vendor Risk in Advisory Mandates
Assess and structure third-party involvement in client transactions under DORA.
12 chapters in this module
- Vendor mapping in deal flow
- Due diligence depth bands
- Subcontractor visibility rules
- Audit rights negotiation
- Exit planning clauses
- Performance monitoring design
- Compliance cost allocation
- Multi-vendor coordination
- Concentration risk flags
- Service continuity agreements
- Incident reporting chains
- Contractual compliance obligations
Module 10. Reporting and Disclosure Strategy
Shape internal and external narratives around compliance progress and risk posture.
12 chapters in this module
- Regulator reporting prep
- Executive summary crafting
- Incident disclosure thresholds
- Stakeholder comms timing
- Tone and language consistency
- Progress metric selection
- Benchmark comparison framing
- Lessons shared internally
- Public statement alignment
- Media inquiry prep
- Crisis comms coordination
- Archive documentation standards
Module 11. Long-Term Portfolio Resilience
Design client relationships to mature with evolving DORA expectations.
12 chapters in this module
- Resilience maturity roadmaps
- Client capability uplift tracking
- Advisory touchpoint planning
- Progress review cadence
- Gap remediation support
- Regulatory change monitoring
- Internal knowledge transfer
- Successor planning
- Relationship health indicators
- Value expansion opportunities
- Multi-year engagement design
- Portfolio-wide benchmarking
Module 12. Building a Resilience-First Desk
Institutionalise DORA-aligned practices across your team and workflow.
12 chapters in this module
- Team capability assessment
- Training roadmap design
- Knowledge retention systems
- Playbook documentation
- Client intake automation
- Compliance checklist integration
- Performance metric alignment
- Feedback loop implementation
- External recognition pursuit
- Thought leadership development
- Industry working group joins
- Lessons compounding framework
How this maps to your situation
- New client onboarding with DORA compliance scrutiny
- Cross-border transaction requiring resilience alignment
- Internal pushback on compliance-heavy mandates
- High-volume deal flow requiring triage
Before vs. after
Before
Reactive deal flow, inconsistent client prioritisation, compliance seen as overhead
After
Proactive premium engagement selection, resilience as competitive edge, strategic mandate leadership
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 18 hours of focused reading and implementation planning, designed for integration into existing workflows.
If nothing changes
Continuing to treat DORA as a compliance constraint rather than a deal-filtering advantage means missing first-mover positioning on high-margin, long-term client relationships shaped by operational resilience.
How this compares to the alternatives
Unlike generic compliance training, this course focuses specifically on deal qualification and client selection advantages under DORA, turning regulatory requirements into strategic leverage rather than operational burden.
Frequently asked
Is this course relevant if I’m not in compliance?
Yes, it’s designed for deal-facing practitioners like investment bankers who can use DORA as a strategic filter for higher-margin engagements.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help me win more mandates?
Yes, by giving you frameworks to identify and prioritise clients most likely to convert into long-term, compliance-ready relationships.
$199 one-time. Approximately 18 hours of focused reading and implementation planning, designed for integration into existing workflows..
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