BAI announces new Executive Leadership and Board of Directors curriculum

Role-based courseware enables financial services leaders to complement specific training areas

CHICAGO, IL (April 9, 2018) BAI, a nonprofit independent organization that delivers the financial services industry’s most actionable insights, announced a new role-specific category, Executive Leadership and Board of Directors, in its role-based curriculums. This series focuses on the specific elements of asset liability management, ethics, fair lending, regulations, and educational needs that financial services leaders must understand and adhere to in order to be successfully lead their organization.

BAI first introduced its role-based courseware in December with Frontline, Sales and Service, Mortgage Loan Origination and Consumer Lending as the initial specialized course offerings. The self-paced courses give participants a better understanding of how certain regulations pertain to and may impact their role or the organization. Each course, which is 10- to 15-minutes in length, is designed to complement traditional educational and development training. Initial studies indicate that role-based courses can save users up to 30 percent in training time.

“We believe that a strong culture of compliance and responsibility starts at the top, which is why it is vital for an organization’s executive leaders and board of directors to have access to compliance training that is comprehensive, relevant and efficient,” said Karl Dahlgren, managing director for BAI. “These individuals need the clarity and confidence to make smarter business decisions for their organizations in an ever-changing regulatory environment.”

The role-based curriculums are incorporated into BAI’s compliance and professional development courseware catalogs for banks, credit unions, mortgage companies and nonbanks and are available to new and existing customers. BAI will continue to add new roles to the curriculum throughout the year.

For more information, visit

About BAI

As a nonprofit, independent organization, BAI has delivered the financial services industry’s most actionable insights for more than 95 years, helping leaders make smart business decisions every day. We provide in-depth, proprietary research to more than 40 of the top US banks, support more than 2,100 financial services organizations with compliance and professional development training, provide trusted, relevant thought leadership through BAI Banking Strategies reports, podcasts and webinars, and offerspecialized events and programs. For more information, visit

About BAI’s Learning and Development

BAI offers comprehensive compliance training and professional development education to more than 1,800 financial services organizations, including banks, credit unions, mortgage companies and nonbank financial services organizations. More than 275,000 financial services employees take compliance and professional development training from BAI every year. In addition to training courseware, BAI offers tools such as webinars, whitepapers, regulatory update summaries and events, which help leaders stay current and better prepared to handle upcoming regulatory changes. The BAI Learning Manager, a learning management system specifically designed for the financial services industry, helps reduce the administrative impact of training management with the latest technology. BAI’s role-based courseware can save 30 percent in training time and help increase learner ROI through the latest in interactive learning design. For more information, visit


Media Contact
Angelo D. Jones II
T 678-781-3074 | C 314-504-5962

More News