eAdvisory Services

Virtual Consulting with Tangible Results.

We go beyond the limits of consulting, so you can achieve your desired outcomes, strengthen bottom-line growth and gain a competitive edge in the marketplace.

Board Financial Literacy: Basics

With this introductory course, credit union board members will be well on their way to demonstrating financial competence. 
View course $99

Compliance Officer BOOTCAMP

This live webinar series helps your credit union learn how it can overcome compliance obstacles by tackling industry-specific dilemmas.
View course $799

Must-Have Compliance BUNDLE

As leaders of your credit union, it is your responsibility to maintain oversight of the organization’s compliance program. 
View bundle $750

Elder Abuse Prevention LIVE

Scams and fraud aimed at the elderly continue to rise as manipulative tactics become more sophisticated. 
View course $199

Bank Secrecy Act for Staff LIVE

Your credit union needs a compliance staff that is trained to identify suspicious behavior and report it accurately.
View course $199

Workplace Bullying & Harassment Prevention LIVE

Promoting a collaborative, equitable and safe culture helps foster a positive and productive work environment increasing engagement.
View course $199

Bank Secrecy Act for Board Members LIVE

In this webinar, your board will learn the policies, procedures and processes of BSA and what elements comprise a solid compliance program. 
View course $199