How far in advance do we need to book an in-house training date?
We recommend booking your session at least six to eight weeks ahead of time. This gives our presenters plenty of time to build your customized materials.
Is there a limit on how many staff can attend an in-house session?
No, you can train as many employees as your space allows. Group pricing options make it cost-effective to train larger groups at once.
Can you combine two different compliance topics into a single workshop?
Yes, we can blend different subjects like BSA and Fair Lending into one customized event. We craft the timeline to fit your bank’s pain points.
Do you offer virtual versions of your private in-house workshops?
Yes, we can stream your custom training live to multiple branches simultaneously. This keeps your staff connected without requiring travel.
What materials do we need to provide for an on-site presenter?
AV Equipment Provided by You (if on-site presentation):
• Podium
• Table for materials
• Screen package (screen, extension cord, power strip, and AV cart)
• Wireless lavalier microphone (if more than 25 attendees)
Our instructors bring the curriculum and reference manuals.
