We Teach What We Do
Model risk training & AI risk training designed and delivered by the same practitioners who build and validate models. Board sessions, executive training, technical deep-dives… Every session is practical and built from first principles, not vendor slide decks.
Tailored, Impactful Training Solutions
Our customizable training programs blend modern learning technologies with real-world application. Whether in-person or virtual, our modules are designed to be engaging, results-driven, and aligned with your organization’s specific goals. Through blended learning, scenario-based exercises, and relevant case studies, we deliver measurable outcomes and lasting impact.
Board & Committee Training
Custom sessions for boards, audit committees, and ALCO members on model risk governance, CECL, ALM/IRR, and AI risk in financial services. We have delivered board-level training at banks and credit unions ranging from $20 billion to $75 billion in assets. These sessions are built to give non-technical executives the right questions to ask — not to overwhelm them with methodology.
Technical Model Risk Training
SR 11-7 training for model developers, validators, and MRM staff. CECL methodology and governance training for risk and finance teams. AI risk training for banks and credit unions — including what AI risk actually means for financial institutions versus the broader hype. We offer two interactive demos: Managing AI Risk at Banks and Understanding SR 11-7.
Leadership Coaching & MRM Onboarding
Pairing a new MRM manager or senior risk hire with a practitioner who has built and defended these programs under maximum regulatory scrutiny accelerates the learning curve that no classroom training can replicate. We have participated directly in the hiring and onboarding of MRM leadership at institutions exceeding $35 billion in assets.
Bespoke Learning Solutions
How can we support your goals? Our subject matter experts collaborate with you to design training programs tailored to your unique needs, challenges, and organizational objectives.
Flexible Delivery & Seamless Integration
Our training solutions are built with modern technical standards and flexible deployment options to work seamlessly with your existing learning infrastructure and technology stack.
SCORM Compliant
All courses meet SCORM 1.2 and 2004 standards, ensuring compatibility with virtually any Learning Management System and providing detailed tracking and reporting capabilities.
Platform Portable
Content works across desktop, tablet, and mobile devices with responsive design. Deploy on your existing infrastructure or access through our secure, hosted platform.
LMS Integration Ready
Seamlessly integrate with your existing LMS (Moodle, Canvas, Blackboard, etc.) or we can provide our learning platform.
Our Expertise
Our training draws on 40 years of quantitative work — from building credit and market risk models at major financial institutions to directing model risk management programs under Federal Reserve scrutiny to academic research and teaching at the graduate level. The same person who teaches a CECL course has built CECL models for a $75 billion bank. The same person who teaches SR 11-7 led a model risk management program that received the highest rating in the Federal Reserve’s 2014 CCAR horizontal review.
That is what “industry leadership” means in practice. Not thought leadership. Not advisory. The actual work.
Our Approach
Specialized training designed to equip financial professionals with the skills needed to navigate today’s complex risk landscape.
Integration of industry best practices, regulatory compliance, and strategic risk management principles.
Simplify the complicated by emphasizing first principles and concepts, engaging participants through humor and analogies.
Ready to train the people responsible for your models?
Our instructors have built the models, defended them to examiners, and taught them at the graduate level. Contact us to discuss a custom program for your board, your team, or your new hires.