Annual Program · Director Nexus 365™
Board education with a rhythm, not another binder.
An annual digital governance education system for bank boards, holding companies, and executive teams. Boardroom Reps™ released throughout the year. Quarterly live briefings. An annual retreat. On-call interpretation between examinations. A single owner for the digital-risk layer of your board education.
Annual Calendar
A year of governance, mapped to your board cycle.
Q1 · Reset
Annual board retreat session. Curriculum recalibrated to the year's supervisory themes, charter changes, and strategic priorities. Updated risk-appetite language.
Q2 · Build
Audit & Risk committee intensive. Tabletop on AI / cyber / third-party. Quarterly themed Boardroom Reps bundle.
Q3 · Test
Mid-year readiness review. Scenario work for the next examination cycle. Documentation walkthrough with the corporate secretary.
Q4 · Document
End-of-year governance memo, minutes-appendix language for the annual board record, and director self-assessment support.
What's Included
Every component of the engagement.
Boardroom Reps™
Every seated director receives new Boardroom Reps as they are released throughout the year, with full archive access for the institution.
Quarterly Live Briefings
Four 60–90 minute live board or committee briefings per year — virtual or in-person.
Annual Board Retreat
One half-day or full-day retreat session built around the year's priority topics.
Director Nexus On Call™
AI-powered governance briefings, question generation, and documentation drafting — available 24/7 for every enrolled director. The on-demand layer of the 365 engagement.
Documentation Toolkit
Question sheets, minutes-appendix language, escalation rubrics, and the director self-assessment instrument.
New Director Onboarding
Structured onboarding sequence for every newly seated director during the engagement year.
Outcomes
What an institution gets out of a year.
One owner, one rhythm
Board education stops being a calendar problem. Cadence, curriculum, and documentation arrive on a known schedule and tie back to the annual board cycle.
Examiner-ready posture
Boards walk into supervisory reviews with a documented record of effective challenge on AI, cyber, digital assets, and third-party risk.
Aligned committees
Audit, Risk, and Technology committees work from the same curriculum and the same vocabulary instead of three parallel mental models.
Lower onboarding cost
New directors are productive in weeks. The institution stops paying for ad hoc, vendor-led education that doesn't carry forward.
Strategic continuity
Board priorities survive director turnover because the curriculum and documentation outlive any single seat.
Source-anchored
Every release that touches a supervisory topic cites the underlying regulator or examiner statement.
For the executive team
For the executive team preparing the board for what's next.
Director Nexus 365™ is built as much for the people who own the board education agenda — CEOs, CROs, general counsel, corporate secretaries — as for the directors themselves.
More productive board conversations
Directors arrive fluent on the topics that drive the agenda.
Stronger documentation
Minutes-appendix language and an evidentiary record without manual lift.
Less examiner friction
A defensible record on digital-governance topics before the next exam cycle.
A calendar you don't have to build
A structured education year you can hand to the board, not assemble from scratch.
How the platform delivers
A system that runs on structure, not on one person being in every room.
The 365 engagement runs on a quarterly rhythm tied to the products your directors actually use. The curriculum, documentation, and tooling carry the program — Aleesha is the architect, not the bottleneck.
Q1 delivers
Reset
Annual board retreat session. Curriculum recalibrated to the year's supervisory themes, charter changes, and strategic priorities. Updated risk-appetite language.
Q2 delivers
Build
Audit & Risk committee intensive. Tabletop on AI / cyber / third-party. Quarterly themed Boardroom Reps bundle.
Q3 delivers
Test
Mid-year readiness review. Scenario work for the next examination cycle. Documentation walkthrough with the corporate secretary.
Q4 delivers
Document
End-of-year governance memo, minutes-appendix language for the annual board record, and director self-assessment support.
Boardroom Reps™
Ongoing micro-trainings released throughout the year keep the rhythm between briefings.
Quarterly briefings
Live sessions delivered on a known calendar.
On Call access
On-demand preparation tool for every enrolled director.
Documentation toolkit
Minutes language, question sheets, escalation rubrics.
Investment
Choose your engagement level.
Director Seat
$1,500/ year / director
For individual directors serving on boards that aren't yet ready for an institutional engagement.
- —Boardroom Reps™ released throughout the year
- —Quarterly virtual director briefings
- —Archive access (personal use)
- —Annual director self-assessment
Institutional Program
$36,000/ year, up to 12 directors
The full Director Nexus 365™ engagement for a community or mid-size bank board.
- —Everything in the Director Seat, for every director
- —Four live quarterly briefings
- —One half-day annual retreat session
- —On-call interpretation for chair / CEO / secretary
- —Documentation toolkit and minutes-appendix language
- —Onboarding pack for newly seated directors
Additional director seats at $1,200 each.
Request a ProposalHolding Company / Association
From $75,000/ year
Multi-board engagements for bank holding companies, multi-charter institutions, and banking associations.
- —Customized curriculum across multiple boards
- —Up to 8 live briefings / retreat sessions per year
- —Branded Boardroom Reps™ delivery available
- —Annual education summit option
- —Dedicated program lead
Scope and seat count drive final investment.
Plan a Multi-Board EngagementAll tiers are annual. Engagements renew on the institution's board calendar, not the calendar year.
Frequently Asked
Common questions.
- Is this a subscription or an engagement?
- Both. Director Nexus 365™ is a 12-month engagement with a defined annual calendar, scoped to your institution, that includes ongoing access to Boardroom Reps™ and the documentation toolkit.
- What's the difference vs. Digital Money Fluency™ alone?
- Digital Money Fluency™ is a single briefing, workshop, or retreat. Director Nexus 365™ wraps that delivery in an annual rhythm — Boardroom Reps released throughout the year, quarterly briefings, an annual retreat, and on-call interpretation between examinations.
- Can we start mid-cycle?
- Yes. The program is built around your board's annual calendar, not ours. We typically begin with the next regularly scheduled board or committee meeting.
- Do you replace our existing board education?
- No. Director Nexus 365™ is the digital-governance layer. It sits alongside your existing director education on credit, ALCO, BSA/AML, fair lending, and governance — and gives the board a defensible record on the topics those programs don't cover well.
- Is this advice?
- No. The program is educational. It is designed to support informed boardroom discussion and does not constitute legal, regulatory, audit, tax, cybersecurity, or compliance advice.
Educational only
Director Nexus 365™ 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.
Next step
Plan your year of board education.
Most engagements begin with a scoping call with the chair, CEO, or corporate secretary. We'll come back with a tailored annual calendar within ten business days.