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.
If you haven't done so already, make sure you sign up for our free membership where you get access to many member-only videos, articles, and other resources.
Everything in Basic Membership.
*Two enrollments per registration (same institution).
Annual Membership (Our July/Aug cohort runs through 6/30 of the next year and our Jan/Feb cohort runs to 12/31.)
Premium Perks - additional tools/training.
Enrollment in our Compliance Management Systems Class ($349 value).
All 4 Quarterly Compliance Updates (Reg $329 each).
**We plan to submit each Quarterly Update for preapproved CRCM credit through the ABA.
Everything in Basic Membership.
*Two enrollments per registration (same institution).
Annual Membership (Our July/Aug cohort runs through 6/30 of the next year and our Jan/Feb cohort runs to 12/31.)
Premium Perks - additional tools/training.
Enrollment in our Compliance Management Systems Class ($349 value).
All 4 Quarterly Compliance Updates (Reg $329 each).
**We plan to submit each Quarterly Update for preapproved CRCM credit through the ABA.
Two additional Compliance Classes from our store.*
You get to pick two different courses for your financial institution (premium training excluded).**
Everything in Basic Membership.
*Two enrollments per registration (same institution).
Annual Membership (Our July/Aug cohort runs through 6/30 of the next year and our Jan/Feb cohort runs to 12/31.)
Premium Perks - additional tools/training.
Enrollment in our Compliance Management Systems Class ($349 value).
All 4 Quarterly Compliance Updates (Reg $329 each).
**We plan to submit each Quarterly Update for preapproved CRCM credit through the ABA.
Everything in Premium Gold.
UNLIMITED additional compliance classes from our store.*
Access to EVERY TRAINING PROGRAM in our store.**
Access to ALL TRAINING PROGRAMS released during your membership cycle.**
*Want to purchase premium memberships for more than two employees? Contact us for pricing discounts. The two additional classes for Premium Gold and unlimited additional classes for Premium Pro only apply to those who are registered as a premium member, not all employees of a financial institution.
**NOTE: While each of our Quarterly Compliance Updates will be submitted to the ABA for preapproved CRCM credit, we will not be submitting every one of the training programs in our store for CRCM credit preapproval. Please look at the product overview page for each product in our store to determine whether the program has been submitted for pre-approved and/or is approved for CRCM credits. Contact us with questions.
Invoice payment is available upon request.
Thank you for your interest in our premium membership options. These programs are designed to provide regulatory compliance professionals in financial institutions with compliance training at a bundled rate.
At the Compliance Cohort, we recognize the importance of compliance training and have identified three main types of training that every financial institution should incorporate into their compliance training programs: 1) training on compliance management, 2) training on regulatory changes, and 3) training on existing rules and regulations.
First, it is important for financial institutions to have an understanding of what regulators expect to see in their compliance programs. Specifically, a compliance management system should be the foundation of each compliance program, and training on this topic both empowers compliance professionals to understand their responsibilities and also shows examiners they know what they are doing. Therefore, all of our premium membership options include a course on the regulator expectations for compliance management systems.
Secondly, we believe that a key component of compliance training should focus on regulatory changes and other activities related to consumer compliance rules. In fact, when examiners review a compliance management system, they want to see that the organization has an effective system/process for keeping up on regulatory changes: otherwise known as regulatory change management.
Regulatory change management can be either complex or simple for a financial institution. On one hand, you can subscribe to every regulator blog and newsletter and spend hours sifting through emails and other news releases to try to find what changes took place and then determine what changes apply to your organization. Or, you can outsource this process by purchasing a program that outlines what changes took place and help you determine what exactly you need to know.
To provide a simple option for keeping up on regulatory changes, all of our premium membership options include an annual subscription to our Quarterly Compliance Update program, which is a training series designed to assist financial institutions with “regulatory change management.” Each quarter, we release a new class that includes a training video (an instructor in front of a slide presentation) as well as a comprehensive manual that can be retained as a reference tool. The goal of each class is to provide attendees the need-to-know information of what happened during the prior quarter, so they can decide what needs to happen in their organization. While each program is offered as a separate quarterly class, our premium membership options allow you to purchase the entire yearly program at a discounted (bundled) price.
Finally, we believe that compliance training should include training on existing rules and regulations. While our store offers a number of classes on existing rules and regulations that can be purchased on a per-class basis, our Premium Gold membership includes two classes (of your choice) in the price of membership. And if you are looking for even more training, our Premium Pro offers access to everything in our store - and every program we release throughout the year.
Our premium members get to enjoy even more benefits, including:
Premium Pro. Premium Pro is our premier membership option. This plan allows attendees to access every training program in our store at one bundled price. Plus, Premium Pro members get access to every new training program we release during their yearly membership making this “all access” membership a great value for attendees.
Premium Perks. Each of our Premium Memberships includes a benefit called Premium Perks. These perks include occasional tools, such as executive summaries or additional short training videos. Our premium perks aren’t necessarily a regular item, but are released to premium members when we feel they would be beneficial.
Two Attendees Per Registration (Optional). Premium members will have the option to set up a second employee from the same institution with their own premium membership access. As our system only automatically provides access to the person who purchased the program, just contact us to set up your second attendee as instructed when you register. (For those looking to enroll more than two employees, we offer discounts for additional attendees. Contact us for details.)
Continuing Education Credits. We submit each of our Quarterly Compliance Updates for pre-approval of both CRCM and CERP credits through the ABA. Plus, since each attendee can get a Certificate of Completion upon request, our program can be used for other applicable continuing education requirements. (NOTE: While each of our Quarterly Compliance Updates will be submitted to the ABA for preapproved CRCM/CERP credit, we will not be submitting every one of the training programs in our store for CRCM/CERP credit preapproval. Please look at the product overview page for each product in our store to determine whether the program has been submitted for pre-approved CRCM/CERP credits. Contact us with questions. CAFP credits may also be available when applicable.)
The bottom line is that we have designed our premium memberships to provide you with the key ongoing regulatory compliance training your examiners would expect to see: 1) training on compliance management, 2) training on regulatory changes, and 3) training on existing rules and regulations. And we have done this by providing the training at a discounted (bundled) rate.
While our premium memberships are designed for compliance officers and risk managers in banks and credit unions, they would also benefit those responsible for keeping up with regulatory changes like auditors, senior management, compliance team members, and those who need to stay up-to-date with consumer compliance. In addition, those who are not employed by a bank or credit union, but work for a similar company in the financial industry (like a mortgage company , service provider, or finance company), may find our programs beneficial.
““The videos are very informative, Adam is a great teacher and funny too, and the manuals are awesome!””
There are a couple of reasons why our Premium Membership may be a good fit for you.
First, our premium membership options are designed to assist you with “regulatory change management.” In other words, our premium memberships help you stay up-to-date with regulatory changes that are taking place in the world of compliance. This is accomplished through our Quarterly Compliance Update program, which is included in our premium memberships. This is not only a great way to stay up-to-date on regulatory changes, but it is also a great way to schedule in time for regulatory change management.
Secondly, our premium membership options saves you money as the price of our premium memberships is much less than the cost of purchasing each Compliance Class included in the membership individually. In fact, our Premium Pro membership provides a great savings as it includes every training program in our store for one bundled price.
Finally, one of the best benefits of our premium memberships is that you can receive top-notch compliance training without the burden of traveling to a live seminar. Sure, there are many compliance webinar options available these days, but our “virtual classroom” approach ensures that our Compliance Classes are more engaging than your typical webinar (where a non-visable presenter may read a script). In fact, we have designed our programs to be substantially similar to what you would experience in a live seminar - but without the burden of travel. Travel to a large seminar can easily take an entire day and the cost of travel can sometimes equal the cost of attending the seminar (when you add up mileage, meals, and missed office time). Therefore, we believe our premium memberships provides an efficient - and sometimes fun - solution for compliance training.
““This is a great reliable resource, not your typical hum drum boring compliance training. Adam finds a way to make it engaging!””
There are several benefits to becoming a premium member:
*Two Attendees Per Registration (Optional). Premium members who enroll during 2022 will have the option to set up a second employee from the same institution with their own, second premium membership access at no additional charge. As our system only automatically provides access to the person who purchased the program, just contact us to set up your second attendee as instructed when you register. (For those looking to enroll more than two employees, we offer discounts for additional attendees. Contact us for details.)
An engaging video. Each of our classes are presented in a “virtual classroom” approach, where our instructors work to provide the feeling that you are attending a live seminar. We’ve actually been told by attendees that even though we present through a recorded video, our sessions are still “interactive” for them. We believe that our unique approach to online presentations sets us apart from other providers who offer webinars or videos where the instructor is obviously reading from a pre-written script. As our instructors attempt to connect with attendees by bringing energy and fun to compliance, we have found that this approach actually makes it easier for attendees to learn the topic being presented.
A comprehensive manual. Each class included in our premium memberships come with a comprehensive manual which can be used as a reference tool for attendees long after they attend the program. In addition, many attendees use the manual to highlight or flag certain elements they want to include in their action plan to implement any needed changes.
Premium Perks. Premium members get access to occasional “premium perks” throughout the year. These additional resources are provided to further assist premium members with various compliance topics throughout the year. Premium perks could include additional training videos, executive summaries, or other compliance resources.
Bundled pricing. Premium members are able to save quite a bit of money as the included classes are priced at a bundled rate, giving you more for your training dollars. Our premium memberships really are the most economical way to get timely training you need, when you need it.
**CRCM Credits. While our programs have always followed the ABA’s CRCM exam outline and could be submitted for CRCM continuing education credits, we will be submitting all of our Quarterly Compliance Updates for pre-approved CRCM credits through the ABA. At this time, we do not plan to submit every training program in our store for CRCM pre-approved credits, but do plan to consider submitting some on a case by case basis. (**Contact us with questions.)
Questions answered. We encourage our premium members to email their questions to the instructor after attending each class. While we try to answer possible questions during each presentation, we give priority to answering class-related questions for our members.
No travel!!! Sure, traveling for training can sometimes be fun. But other times, it becomes a burden both from time spent as well as the cost involved. Not to mention the fact that it often requires time away from your family and friends. Attending a live training seminar will typically take at least a full day, along with a mileage expense and sometimes meal and hotel expenses. As our programs are delivered electronically, attendees find our programs to be efficient in both time and cost (due to the lack of travel expenses). Plus, many of our attendees tell us that our “virtual classroom” format feels much more like in-person training than your typical webinar.
Layman’s terms. Compliance regulations can sometimes be a foreign language. Fortunately, our instructors are master translators who turn complex rules into easy-to-understand, layman’s terms - at least, whenever possible.
*Want to purchase premium memberships for more than two employees? Contact us for pricing discounts.
**NOTE: While each of our Quarterly Compliance Updates will be submitted to the ABA for preapproved CRCM credit, we will not be submitting every one of the training programs in our store for CRCM credit preapproval. Please look at the product overview page for each product in our store to determine whether the program has been submitted for pre-approved and/or is approved for CRCM credits. Contact us with questions.
““The information is always something that is usable. I have found that I have learned something new almost every time. The videos are more enjoyable than sitting in a classroom and more cost effective because you do not have to drive somewhere for the training.””
We have created the following FAQs to hopefully answer a few of the questions you may have about our premium memberships. If you have a question that isn’t answered here, feel free to reach out to our team by contacting us here.
Is there a cost savings by purchasing one of the premium memberships?
Absolutely. Our premium memberships offer a “bundled” discount for training classes. For example, in 2021, the regular price of each Quarterly Compliance Update will be $329. As we have done in the past, we will typically be offering an “early bird” special when each program is first released, but the price of purchasing each individual program (even with an early bird discount) will still be more than the cost of getting the bundled deal through the premium membership.
What are the benefits of premium membership compared to just purchasing each program individually?
There are several benefits of our premium membership. For example, the premium membership ensures that you have access to each of our Quarterly Compliance Updates so that you don’t miss any changes that take place during the year. In addition, you will save money by getting a “bundled” rate on our training programs.
Are Premium memberships available at any time?
No. We only offer enrollment into our premium memberships twice a year, typically starting in January and July. Purchasing the membership in January will provide you with the Winter, Spring, Summer, and Fall updates for the year. Purchasing a premium membership in July will provide the Summer and Fall updates for that year as well as the Winter and Spring updates for the next year. In other words, each membership includes the next four Quarterly Compliance Updates (rather than providing access to any of the prior updates).
How long does a premium membership last?
If you enroll during our January enrollment, your membership will expire at the end of the year on December 31 and if you enroll during our July enrollment, your membership will expire the following year on June 30. You will have access to each specific class you are enrolled in for 60 days. If you find that you need additional time to view a class, just let us know as we are flexible and can work with you to extend your access.
Do I have to pay by credit card or is there an option to pay by invoice?
If you would like to pay by invoice instead of using a credit card, just contact us and we can work out the details.
Do I get a certificate of completion for each Compliance Class included in my Premium membership?
Certificates of completion are available upon request, limited to one certificate per class enrollment. Just contact one of our team members to get your certificate.
If I want to enroll multiple members of my team into the premium membership (so we can all get a certificate of completion for each class), is there a pricing discount?
Yes. Contact us for pricing for multiple employees in your organization.
How does the Premium Gold membership work?
The Premium Gold membership automatically includes four Quarterly Compliance Updates and includes a class on Compliance Management Systems, plus gives you the option to enroll in two additional Compliance Classes at no further cost. To enroll in the two additional Compliance Classes, you just need to contact our team to let us know which classes you would like to be enrolled in, but let us know before your membership expires.
If we purchase the Premium Gold membership, do I have to be the one who receives the additional training program, or can I let one of my colleagues use one of the premium classes (like our BSA Officer)?
Anyone at your financial institution can be enrolled in the two additional classes (but just two enrollments total). Just contact us and we will get it set up.
If I purchase the Premium Gold membership, can I choose the Fair Lending for Lenders as one of my two additional Compliance Classes?
The Premium Gold membership includes two Compliance Classes of your choice. Unfortunately, the Fair Lending for Lenders is not considered a “Compliance Class” (it is considered “Premium Training”), and, therefore, is not available as one of the two choices. In our store, each Compliance Class is clearly labeled “Compliance Class” at the bottom of the icon for each product.
If we purchase Premium Gold, how do we know which Compliance Classes will be available to us as our two additional classes?
First, each Compliance Class that is eligible to be included with Premium Gold is clearly labeled as a “Compliance Class” in our store (look at the bottom of each icon). Secondly, we are consistently working to add new classes to our store, so we will have several new classes available throughout the year on various topics. If you are interested in future topics that may be in our store over the next year, contact us for details.
If I purchase Premium Silver today, can I upgrade later?
Contact us directly. We try to work with each unique situation to provide the best service that works for you.
How does the Premium Pro work?
It’s simple. We give you access to everything in our store for your entire enrollment period. That includes all existing classes and everything we release during your enrollment period. This is our only “all access” type of plan, and we do our best to give our Premium Pros special treatment.
Can I upgrade to Premium Pro if I am already a Premium Silver or Premium Gold member?
Contact us so we can discuss this further. We try to work with each unique situation to provide the best service that works for you.
How many people get access to Premium Pro?
Each premium membership purchase entitles your organization to two enrollments in your chosen premium membership plan.
““Adam does a great job of conveying the quarterly changes and activity in his quarterly updates. Great information and the material is available for printing and future reference!””
Each premium membership includes a number of Compliance Classes. Be sure to check the description of each class to see what is included in a particular class, but a typical Compliance Class includes the following:
A comprehensive manual/reference guide
A “virtual classroom” instructional video
60-day online access to the class
A certificate of completion (*available upon request and limited to one person per class enrollment)
*Want to purchase a premium membership for multiple employees? Contact us for pricing.
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.
When you purchase one of our Premium Memberships, you will be enrolled into various compliance classes where 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 for each class to keep.
