Compliance Collective – Ongoing Workshops and Office Hours From March 2023

Published by Yana on

Many FinTech experts who are my customers and students often ask me questions that have very little to do with compliance and everything to do with “political” situations at work, time and budget constraints, and assessment of risks and consequences.

Hundreds of compliance experts joined my workshops, and many of them joined every single one I offered. Many of my compliance peers, perhaps, just like you, are clearly not satisfied with the current status quo and are looking for ways to become more influential, have more impact and fulfillment, and spend their time more efficiently.

 So…

  • Are you a FinTech compliance expert working long hours over-preparing for audits or board presentations, over-researching regulatory nuances and double checking the content of your management updates often to find out that many of your (already minimized) recommendations are ignored, your budget requests are postponed with a comment “sure, but not now” and you are often not a part of important decisions made without you?
  • Have you ever felt like you may have no reliable friends or allies within the company and cannot really share with anyone your growing concerns about the compounding risks? Do you think that nobody will listen if you tell them that the risks are everywhere and it’s a miracle that your management is still in business?
  • Have you ever felt reluctant to make a recommendation because you needed more information and more details to be sure that you didn’t miss anything important?
  • Have you tried changing jobs hoping that the new senior management team will value and appreciate what compliance has to offer only to be disappointed in a few months?
  • Do you feel capable of doing so much more but currently find yourself completely underutilized and frustrated by dysfunctional company decision-making?
  • Maybe you took on more responsibilities and volunteered for new projects and you regret this decision because nobody seems to listen or takes your opinion seriously.

If some (or most) of it is true for you …

Then I’m excited to be able to help you gain clarity and confidence about your “situation” or the next steps towards expanding and accelerating your professional growth.

INTRODUCING:

🥁🥁🥁 FINTECH COMPLIANCE COLLECTIVE 🥁🥁🥁 

[If you are a former customer or a student, please, reach out separately – I will have a special offer for you if you’d like to join!]

This is the first and potentially the only program designed by a compliance expert to empower other FinTech entrepreneurs and regulatory professionals, just like you, so that you can build the skills, authority, influence, and decision-making skills. This know-how cannot be learned at regulatory seminars or by reading laws and circulars.

My ultimate goal is to elevate the prestige and reputation of compliance as a function by helping as many regulatory experts as I can become not just more efficient or competent, but also more influential and impactful.

It’s for that reason that I designed this program to be compact, action-focused, and as affordable as possible.

I will give you the practical tools and resources to reduce your workload, become more efficient, free up your time, and simultaneously, I will be offering you guidance on how to start reaching more people and building the foundation for diversifying your income.

Compliance Collective is a monthly group coaching experience built on two main pillars:

  • Monthly Workshops teaching you how to drive forward and successfully complete the most common compliance-related projects within FinTech (see the schedule below);
  • Group Coaching Monthly Office Hours where you can ask me and other participants any questions about your “situation” or a problem that makes you feel stuck, overwhelmed, or frustrated. This is also an opportunity to learn from others in the same “boat”. This is where we will apply the “just in time” principles to the specific headaches and problems you face.

Bonus 1: you will get instant access to the Compliance Accelerator recorded training focused on networking skills, building authority, and establishing your credibility in FinTech:

  • Changing jobs in FinTech Compliance: Strategies for resume building, interview conversations, assessing whether this company is a right fit for you, completion of home assignments.
  • How to find and secure board seats and paid advisory roles with FinTech startups.
  • How to select your specialization or expert niche within FinTech compliance so that you get known for your signature know-how and start sharing your unique perspective and insights.
  • How to start building relationships with media, industry experts, and influencers
  • How to engage with your growing audience, create a following, and build your future clients’ pipeline.

Bonus 2: free access to any new workshops and training I offer during the time you remain a member of the Compliance Collective (I have a history of creating 3-4 new workshops a year, based on hot topics emerging in the industry).

12 Monthly Workshops (one each month during the next 12 months):

  1. Annual Compliance Reporting (March 2023)
  2. FinTech Licensing for Self-Starters (April 2023)
  3. How to Open Bank Accounts (to be announced)
  4. FinTech Business Wide Risk Assessment (to be announced)
  5. White-Label vs Licensing (to be announced)
  6. E2E Scope of Crypto Compliance (to be announced)
  7. Faster Onboarding of Corporate Clients (to be announced)
  8. Creating your Privacy Policy and GDPR Compliance (to be announced)
  9. Managing Outsourcing documentation (to be announced)
  10. Structuring White-label Solutions in FinTech (to be announced)
  11. Managing Compliance Resources and Compliance Budget (to be announced)
  12. Preparing your FinTech for audits (to be announced)

Click HERE to learn more about the Compliance Collective and please let me know if you have questions!

Remember – the first monthly Office Hours call happens on the first Monday of the month, so if you have urgent questions, make sure you join before Monday, March 6th, 2023 to join the next call and have your questions answered!

[If you are a former customer or a student, please, reach out separately – I will have a special offer for you if you’d like to join!]

FinTech Compliance Collective
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