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.
Stay Ahead of Regulatory Change Without Burning Out Your Team
For today’s compliance officers and risk managers, regulatory change management isn’t optional—it’s the backbone of a strong Compliance Management System (CMS). Regulators expect financial institutions to not only track every rule change, but also analyze, interpret, and implement those changes quickly and accurately. Falling behind can easily result in compliance deficiencies, examiner criticism, and, most importantly, potential consumer harm.
But here’s the challenge: regulatory changes are arriving at a pace that feels relentless. Updates, rollbacks, new proposals, guidance, enforcement, clarifications, and even rule recissions are released every week, creating an overwhelming burden on already stretched compliance teams. Budgets are tight, staffing is lean, and dedicating internal resources to monitor, digest, and apply every change is rarely cost-effective.
That’s where our Quarterly Compliance Update program steps in. Each quarter, we provide compliance professionals with a practical, time-saving solution to regulatory change management. Instead of sifting through endless regulatory releases, you’ll receive a clear, concise update that highlights what actually happened in the prior quarter—what changed, why it matters, and how it impacts your institution. In other words, we do the heavy lifting for you, so nothing slips through the cracks.
Efficient: A fraction of the cost (and time) of dedicating internal staff to monitor changes.
Comprehensive: Covers all regulatory compliance activity relevant to banks and credit unions, including BSA.
Consistent: Delivered quarterly (Winter, Spring, Summer, Fall) so your institution stays current year-round.
Action-Oriented: Focused on what you need to know to strengthen your CMS by helping you create an action plan during the program.
This quarter’s program covers the key compliance developments from April, May, and June 2026. You’ll walk away with a clear understanding of the most important regulatory changes, plus insights into what they mean for your risk strategy moving forward. Designed for busy compliance and risk professionals, the Summer 2026 update gives you the confidence that nothing important has been overlooked—without requiring hours and hours of digging through updates yourself.
For each Quarterly Compliance Update, we take a deeper dive into timely regulatory developments that financial institutions need to understand and incorporate into their compliance planning. For our Summer 2026 program, we’re featuring three important topics: Section 1071, Regulation B, and AML/CFT Program Reform.
Our May 2026 Section 1071 Final Rule Update provides a practical overview of the CFPB’s significant revisions to the Small Business Lending Final Rule. We’ll explain what changed with the coverage/applicability from the 2023 final rule, as well as the reduction in data point collection, the updated implementation timelines, and what financial institutions should do now and consider going forward.
We’ll also take a closer look at the new Regulation B Final Rule, including the CFPB’s changes involving disparate impact, discouragement, and Special Purpose Credit Programs (SPCPs). We’ll focus on what actually changed and what banks and credit unions should consider for their fair lending, compliance, advertising, and SPCP practices going forward.
Finally, our BSA section covers FinCEN’s April 2026 AML/CFT Program Rule proposal, which would place a greater emphasis on effective, risk-based AML/CFT programs and directing resources toward higher-risk customers and activities. We’ll explain the key proposed changes, including updated expectations involving risk assessments, independent testing, program oversight, and FinCEN’s proposed role in certain significant supervisory and enforcement actions.
NOTE: For those who are interested in only the 1071 Update, we are offering it as a standalone class that can be purchased individually in our store (or email us for this option.)
While specifically designed for compliance officers and risk managers who have the responsibility of keeping up with new rules and regulation changes, this program would be beneficial for anyone with compliance management responsibilities in a financial institution who needs to stay current with changes in the compliance world. For example, this program could be shared with compliance assistants, management, or a Compliance Council/Committee to keep them apprised of current activities and enhancing the organization’s overall compliance management system. In addition, auditors who have the responsibility of reviewing compliance areas would also greatly benefit from this program.
The Summer 2026 Quarterly Compliance Update will be submitted to the ABA for CE credit review and approval.
EARLY BIRD Price: $329 (Regular: $399)
NOTE: Premium members automatically have access to each Quarterly Compliance Update once it is released. For those wanting to enroll in all four Quarterly Compliance Updates each year, a premium membership will offer you access to each quarterly update at a discounted, bundled price. You can learn more about our premium memberships by clicking here.
PREVIEW BEFORE YOU PURCHASE? If you would like to demo this class before you buy it to make sure it's what you are looking for, just let us know and we can work something out.
The class is presented in multiple videos and covers the following topics from the prior quarter. Due to time constraints of the program and perceived applicability to attendees, some topics will be reviewed in greater details than others.
The total teaching time of this program is 4 hours 16 minutes.
The content of this program includes:
Introduction
Misc Agency Activity (April, May June)
Federal Agencies organization changes
Withdrawn rulemaking and final rules
Lawsuits, enforcement actions, and fines
Consumer data
Regulator supervision insights, guidance, and statements
And more…
Video 1: Overview of the May 2026 1071 Final Rule
Developments to the 1071 Final Rule
Section 1071 of Dodd-Frank
Revised 1071 Final Rule
Covered Financial Institutions and Transactions
Definition of “Small Business”
Data Points Reduction
Discouragement Provisions
New Compliance Dates
(Note: This program is also available as a stand-alone class in our store, but is included in full with this Quarterly Compliance Update.)
Video 2: Regulation B Update: Disparate Impact, Discouragement & SPCPs
BSA/AML
Agencies Issue Proposed Rule on AML/CFT
FinCEN Issues Proposed Rule to Reform AML/CFT Programs
Treasury Proposes Rule to Enforce GENIUS Act Against Illicit Finance
FinCEN’s Rapid Response Program Intercepts Nearly $2 Billion for Cyber Fraud Victims
FinCEN Publishes Its 2025 Year in Review
And more….
CRA/HMDA
CRA Ratings
2026 List of Distressed or Underserved Geographies
FFIEC Issues 2025 Mortgage Lending Data
““The videos are very informative, Adam is a great teacher and funny too, and the manuals are awesome!””
““The information is always something that is usable. I have found that I have learned something new almost every time. They are ore enjoyable than sitting in a classroom and more cost effective because you do not have to drive somewhere for the training.””
““This is a great reliable resource, not your typical hum drum boring compliance training. Adam finds a way to make it engaging!””
““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 use.””
““The presentation method was great and the comprehensive manual that came with the class was a good add on!””
““Adam’s style of presenting difficult material makes a complicated, sometimes dry topic, much more palatable. Having multiple videos is a big help with time management.””
““The Quarterly Compliance Programs are a great way to make certain no key regulatory changes were missed. Adam has a way of presenting compliance information in an engaging way, which is no simple task. He also covers at least one other topic more in depth as a nice review. Love the manuals too, lots of links to resources!””
““Adam has a way of making Compliance Training entertaining. He adds relevant stories to break up the dry regulatory language. I highly recommend Compliance Cohort for your training needs.””
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)
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.
