During this webinar we will discuss increased regulatory scrutiny being seen in proposals and final rules, as well as the impact of recent Supreme Court rulings on institutions like yours. We will also review new features available with the BAI Learning Manager including a demo of our Administrator Dashboard.

• Recent proposals and final regulatory rules and their implications
• Changes since recent Supreme Court rulings including CFPB funding and Chevron deference
• New eLearning Content: Investment Regulations Courseware
• Review of new features in the BAI Learning Manager including a demo of the Administrator Dashboard

PRESENTERS:

Jason Linnenbrink
Group Manager, Product Planning and Design
BAI

Jason Linnenbrink is Group Manager, Product Planning and Design at BAI where he manages a team responsible for product planning, design, and customer insights. This includes researching, designing, and prioritizing ongoing improvements as well as steering new product innovation. Jason has worked at BAI for more than 10 years and has a wealth of experience in Sales, Product Development and Product Management in the eLearning industry.

Chris Boersma, CRCM, CISA, CAMS, CC
Product Manager, Compliance
BAI

Chris Boersma is a Product Manager, Compliance, at BAI where he monitors and maintains a knowledgebase of existing and changing regulatory requirements, provides content for upcoming webinars, and is involved in new and existing product development. Before BAI, Chris was a Compliance Officer at multiple banks and credit unions ranging in asset size of $460 million to $6.5 billion. Chris was also a consultant for five and a half years at a large public accounting firm where he audited and provided regulatory guidance to financial institutions from $60 million to $3.5 billion in asset size. He has been in the financial institution industry for over 25 years and has over 19 years of compliance and auditing experience.

Corey Schmitz
Product Manager, Maintenance, Learning and Development
BAI

Corey Schmitz is a Product Manager at BAI and prioritizes the technology development of the BAI Learning Manager. Corey has worked at BAI for 9 years and in that time has helped thousands of financial service organizations utilize the BAI Learning Manager to meet their training goals. He has a wealth of experience in technical support, product management, and product development in the eLearning industry.