Compliance Class: How the Small Business Lending Data Proposal Could Affect You

This program reviews the CFPB’s October 2021 proposal to amend Regulation B. As this amendment is required by the Dodd-Frank Act, this long expected proposed rule is going to be one of the most significant regulatory changes of the decade for many financial institutions. Imagine implementing a HMDA program from scratch. Well, that is exactly what is going to happen with this proposal: HMDA for commercial loans. While this is only a proposed rule, the significance of this future final rule is so massive, that its not to early to start to understand how this change will affect your organization. Our 40-minute long program takes higher level look at the Regulation B proposal, discusses some key things that could change when the rule is finalized, who would be subject to the new rule, and some things you can do now to start preparing for this inevitable, massive new rule.

BONUS: Mini Class (i.e. Executive Summary)

As a bonus, we are including access to our mini class, Executive Summary of the CFPB’s Proposal on Small Business Data Collection. This mini class is automatically included for all attendees of our How the Small Business Lending Data Proposal Could Affect You program and provides two main tools to assist financial institutions with the upcoming amendments to Regulation B. First, the mini class includes a 10 minute executive summary style video that quickly explains the proposed rule, who it would apply to, the basic burdens of the rule, and a few steps that your financial institution can consider taking now. The second tool is a 2 page executive summary document that provides a brief overview of the proposed rule. This mini class is designed to be shared with anyone in your organization such as senior management, the board of directors, commercial lenders, or anyone that should know about the upcoming rule.

Class Pricing

REGULAR: $329

NOTE: The training video in this program was taken directly from our Forward Thinking 2022 - which is another way this program can be purchased. More information on our Forward Thinking 2022 class, which includes the exact video from this program, can be found by clicking here.

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 work something out.


What have others said about our training programs?

“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 more 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!”
“The presentation method was great and the comprehensive manual that came with the class was a good add on!”

What is Included in the Compliance Class?

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)

The Virtual Classroom Approach

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.

Certificate of Completion

Certificates of completion are available upon request. One certificate is available per registration.

60-Day Access

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.

100% Money Back Guarantee

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.