Welcome to the Compliance Cohort. We are a group of compliance professionals working to make compliance easier. Our goal is to take complex compliance concepts and put them in simple terms that apply to the real world. We are glad you have found us and look forward to collaborating in the future.
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Our Compliance Annual Update for the Board of Directors is a video-based training program designed with one thing in mind: directors aren’t bankers. They don’t need long lectures or pages of technical detail — they need simple, practical training that helps them fulfill their oversight role without wasting time. That’s exactly what this program delivers.
In just 30 minutes, directors and senior management receive an executive summary of what matters most:
A straightforward overview of the Board’s compliance responsibilities, and
A clear update on the biggest changes and new developments in compliance over the past year.
This training program is intentionally short, sweet, and to the point. It doesn’t overwhelm with jargon or unnecessary depth — instead, it equips directors to ask the right questions and think strategically about the compliance function’s future.
Rolling out our training program is just as easy as taking it. We offer multiple delivery options, including a private portal designed specifically for directors. Even the most non-tech-savvy board member will find it simple to log in, watch, and complete the training. No friction, no complications — just click and learn.
This year, clarity in a Director’s role of compliance oversight is especially critical as 2025 has been a year like no other. President Trump’s firing of CFPB Director Rohit Chopra and the sharp reversal of the prior administration’s regulatory approach has created a 180-degree shift in compliance expectations. After years of aggressive enforcement and consumer-heavy focus, institutions are now facing a very different environment — one where priorities, risks, and opportunities have dramatically changed - but have not been eliminated.
Our training helps directors quickly grasp what this means for their financial institution. We explain today’s regulatory climate in simple-to-understand, layman’s terms, outline how it impacts the compliance function, and highlight what directors should be thinking about as they look to the future. Training your Board doesn’t have to be complicated — and with our Compliance Annual Update, it isn’t.
This program has been specifically designed for the Board of Directors and Sr. management of financial institutions, but would also be good for anyone else wanting a bottom-line approach to CMS training as well as an update on compliance changes over the last year.
NOTE: There are multiple ways for us to deliver this video program to your directors - including an option for a private portal for your directors to access - so let us know if you have questions.
Regular Price: $399
Demo Available: If you would like to demo this class before you purchase it to make sure it's what you are looking for, just let us know and we can set you up with preview access.
Our “Board Compliance Annual Update” is a comprehensive, but quick and to-the-point program designed to assist in training the Board of Directors on Compliance Management. The program includes an on-demand video (with a download option), a comprehensive manual, and presentation slides (Powerpoint) that can all be used for training the Board of Directors on CMS. The program actually provides three options to present the training to the Board:
Private Portal. First, we can set your organization up with a private link for your directors to log in individually and stream it from their own location - just email us for more info on this option.
Downloaded Video. Second, financial institutions can play our pre-recorded video during a Board meeting. This can be accomplished by either playing our on-demand video (streaming from our site) or by downloading the full MP4 file and playing it from your own computer (recommended).
Training Material for Employee Deliver. Lastly, financial institutions can utilize our comprehensive training manual and slides in order to have a bank employee provide the board training in person. If this option is chosen, the trainer can use our video as a guide of what their training could be like.
Understanding that Directors need an efficient and high-level overview for any type of training, this program is designed to provide comprehensive Compliance training for the Board of Directors in 30 minutes.
NOTE: If you would like to sample this program before purchasing it, just let us know and we can work something out.
The class provide the Board of Directors an overview of regulatory compliance changes from the prior year. Due to time constraints of the program and perceived applicability to attendees, some topics will be reviewed in greater details than others.
Part I - Board Compliance Responsibilities
Board and Management Oversight
Compliance Program
Service Provider Oversight
Part II - Compliance Updates
CFPB Leadership Shakeup and Agency Disruptions in February 2025
OCC, Fed Remove Reputation Risk from Bank Examinations
1071 Update
CFPB Announces 2025 Supervision and Enforcement Priorities
Part III - Managing Compliance Risks
This Compliance Class can be completed without leaving your office and provides you with everything you need to know about what compliance related activity took place during the prior quarter.
The class includes the following:
A comprehensive manual
A “virtual classroom” instructional video
60-day access to the class
Certificate of completion (1 per registration - available upon request/5 per registration for the +unlimited attendees option)
All of our Compliance Classes are presented in our virtual classroom approach. This approach is designed to bring the presenter to you (at a fraction of the cost of having a live person) and includes a video of the presenter in front of a slide presentation that replicates a typical seminar environment. In addition, our presenters take a three-part approach to compliance instruction: to educate, to empower, and to entertain. This is achieved by focusing on relevant topics, speaking in simple to understand, layman's terms, and by keeping it light and humorous whenever possible. We have found that this "3-E" approach allow students to learn as quickly and effectively as possible. And, it adds a little bit of fun to an otherwise dreadful topic.
Certificates of completion are available upon request. One certificate is available per registration.
When you purchase this compliance class, you get instant access to the online version of this class for 60 days. You will also receive an electronic version of the accompanying manual to keep.
We believe in our training products so much that we are offering a 100% money back guarantee within the first 10 business days after purchase. If you do not feel that you received the value promised for this training session, contact us within the first 10 business days after purchase and we will either make things right or provide 100% of the purchase price back to you.
