Flagship Program · Digital Money Fluency™
Board-level fluency in the money that's coming next.
A confidential education program for bank boards, holding companies, and executive teams navigating AI, digital assets, stablecoins, cybersecurity, and the third-party ecosystem now reshaping financial services. Built around the questions a modern director must be ready to ask — and the record the board must be ready to show.
Outcomes
What your board takes away.
Plain-English fluency
Directors leave able to discuss AI, tokenization, stablecoins, and digital-asset custody in the same vocabulary management uses — without jargon, without slides full of buzzwords.
Better boardroom questions
A working set of oversight questions for AI use, third-party risk, model governance, payments innovation, and cyber resilience — usable in the next committee meeting.
A defensible record
Pre-read, agenda, decision memo, and minutes-appendix language your secretary can drop straight into the board pack to evidence effective challenge.
Aligned committees
Audit, Risk, and Technology committees come out of the session with the same mental model and a shared escalation rubric.
A 90-day action map
A short list of concrete oversight steps for the quarter — what to ask, what to document, what to revisit before the next examination cycle.
Reduced examiner surprise
Boards walk into supervisory reviews having already considered the digital-risk themes regulators are now asking about.
What your board walks away with
Four concrete deliverables from a single 90-minute briefing.
Topic fluency
Working understanding of the session topic sufficient for informed oversight.
Tailored challenge questions
A set of effective challenge questions specific to your institution.
Sample documentation language
Minutes-appendix language ready for your next board packet.
90-day action map
A short list of concrete oversight steps for the quarter that follows.
Want to see the quality first?
Read a full Boardroom Reps™ sample before you engage.
Curriculum
Topics, shaped to your institution.
Every engagement is scoped from this curriculum library against your charter type, regulator, and strategic posture.
AI Oversight
Generative AI, model risk, vendor AI, employee use, customer-facing AI, governance and committee assignment.
Digital Assets & Stablecoins
Bitcoin, tokenization, stablecoin payments, custody, banking-as-a-service exposure, and the current supervisory posture.
Payments Innovation
Real-time payments, FedNow, RTP, embedded finance, fintech partnerships, and BSA/AML implications.
Cybersecurity Oversight
Director-level cyber questions, incident response readiness, ransomware, third-party breach exposure, and regulator disclosure expectations.
Third-Party & Vendor Risk
Interagency third-party guidance, concentration risk, fourth-party visibility, and contract-level oversight evidence.
Data Governance
Data classification, customer data, AI training data, model inputs, and documentation hygiene.
Investment
Engagement formats and investment.
Board Briefing
$12,50090 minutes
Our flagship entry point. A focused, single-session board or committee briefing on one priority topic.
- —Pre-call scoping with chair or corporate secretary
- —90-minute live session (virtual or in-person)
- —Executive pre-read (8–12 pages)
- —Director question sheet
- —Minutes-appendix language
Travel billed at cost for in-person sessions. Recording is not included as a standard deliverable; any recording request must be approved in advance and addressed through a separate written agreement.
Book a BriefingHalf-Day Workshop
$25,0003.5 hours
A working session across AI, digital assets, cyber, and third-party risk with scenario work and a written decision memo.
- —Full intake questionnaire and chair interview
- —3.5-hour facilitated session
- —Tailored scenario / tabletop exercise
- —Written decision memo for the board pack
- —Director question sheet + documentation guide
- —30-day follow-up call
For boards ready to go deeper than a single session.
Request a ProposalBoard Retreat
$45,000
A multi-session retreat curriculum that becomes the board's annual digital-governance reset.
- —Custom multi-module curriculum
- —Facilitated retreat curriculum delivered in a single day
- —Pre-read library + scenario set
- —Strategy memo, risk-appetite revisions, and minutes appendix
- —Quarterly check-in for 12 months
- —Optional CEO / executive 1:1s
Limited to 6 retreats per year.
Plan a RetreatPrices are list-rate for U.S. engagements and exclude travel. Custom multi-board or association programs are quoted separately. Retainer arrangements available — see Director Nexus 365™.
Frequently Asked
Common questions.
- Who is this designed for?
- Bank boards, bank holding-company boards, audit / risk / technology committees, CEOs and executive teams, and banking associations running director education. Most engagements are with community and mid-size institutions, but we work with banks of any size.
- Is this CPE or director-credit eligible?
- Programs are educational and can be structured to support continuing education credit through your institution or association partner. We provide an attendance record and topical agenda; CPE accreditation is arranged on a per-engagement basis.
- How tailored is the content?
- Every engagement begins with an intake questionnaire and a chair or corporate-secretary interview. Topics, examples, and the decision memo are built around your institution's charter type, regulator, footprint, and current strategic posture.
- Will you tell our board what to do?
- No. Director Nexus delivers education, frameworks, and the questions directors should be asking management. Decisions remain with the board. The program is explicitly not legal, regulatory, audit, tax, or compliance advice.
- Virtual or in-person?
- Both. Briefings and workshops run effectively in either format. Board retreats are typically in-person.
- Lead time?
- Briefings typically book 4–8 weeks out. Retreats book 8–16 weeks out.
Educational only
Digital Money Fluency™ is a board education program. It is not legal, regulatory, investment, cybersecurity, tax, accounting, audit, or compliance advice and does not establish a fiduciary, attorney–client, or consulting relationship. Programs are designed to support informed boardroom discussion and do not guarantee any regulatory or supervisory outcome.
Next step
Bring this to your boardroom.
Most briefings begin with a short scoping call with the board chair, corporate secretary, or CEO. Tell us where the board is and we'll come back with a tailored agenda within five business days.