A tailored course, built for your situation
Becoming the Go-To Practitioner in Global B2B Payments Architecture
Position yourself as the internal benchmark for cross-border B2B solutions
$199 one-time
24-hour access provisioning
30-day money-back guarantee
Hand-built implementation playbook
12 modules. 12 chapters per module. 144 chapters total.
12 modules, each with 12 chapters (144 chapters total), text-based, plus downloadable templates and a hand-built implementation playbook delivered alongside course access.
The situation this course is for
Who this is for
Mid-senior level IC in fintech or the firm, operating at the intersection of product, compliance, and integration architecture
Who this is not for
Managers looking for team-wide training, executives seeking board-level narratives, or engineers focused solely on implementation code
What you walk away with
- Consistently assigned to high-visibility cross-border deal architecture
- Known as the first call for partner integration design questions
- Internal benchmark for structuring compliant, margin-aware B2B payment flows
- Repeatable artefacts that reflect your methodology and are shared across teams
- Elevated visibility in renewal and upsell conversations due to trusted-positioning
The 12 modules (with all 144 chapters)
Module 1. Defining Your Signature Scope
Establish what you own by design, not default. Identify the specific decision boundaries where your input becomes indispensable in B2B payment structuring.
12 chapters in this module
- Mapping deal touchpoints
- Identifying control points
- Defining zone of ownership
- Differentiating from legal
- Separating from product
- Aligning with compliance
- Positioning beyond ops
- Choosing focus markets
- Setting boundary language
- Documenting scope claims
- Articulating trade-offs
- Versioning your mandate
Module 2. Building Recognition Through Artefacts
Create internal reference materials that become the default starting point for new engagements and are cited in cross-functional reviews.
12 chapters in this module
- Naming your framework
- Designing signature templates
- Including jurisdictional flags
- Embedding FX logic
- Adding compliance checkpoints
- Structuring for reuse
- Version control approach
- Internal citation practice
- Packaging for adoption
- Linking to SLAs
- Referencing in deals
- Archiving for audit
Module 3. Earning the First Call
Structure your availability and response patterns so teams default to consulting you before finalizing integrations or terms.
12 chapters in this module
- Being present early
- Setting response norms
- Creating intake filters
- Documenting common asks
- Building referral paths
- Tracking inbound volume
- Measuring escalation depth
- Reducing loop time
- Increasing first-contact resolution
- Shaping intake language
- Becoming the filter
- Owning the handoff
Module 4. Commanding the Integration Narrative
Lead the conversation when partners propose technical designs, ensuring alignment with margin, compliance, and scalability.
12 chapters in this module
- Interpreting API proposals
- Assessing reconciliation design
- Evaluating fallback flows
- Challenging latency claims
- Validating retry logic
- Testing dispute triggers
- Reviewing webhook security
- Scoping idempotency
- Auditing retry intervals
- Flagging balance risks
- Demanding proof of concept
- Requiring fallback paths
Module 5. Structuring Cross-Border Margin Logic
Embed financial intelligence into architectural decisions so optimization happens at design time, not remediation.
12 chapters in this module
- Mapping FX touchpoints
- Identifying spread leaks
- Benchmarking settlement time
- Negotiating netting terms
- Pricing currency layers
- Documenting corridor rules
- Tracking fee pass-through
- Avoiding double hedging
- Calculating cost floors
- Building margin alerts
- Sharing rate sources
- Versioning pricing models
Module 6. Owning Compliance by Design
Anticipate regulatory scrutiny by baking traceability, reporting, and jurisdictional logic into the architecture upfront.
12 chapters in this module
- Mapping AML triggers
- Designing audit trails
- Embedding KYC checks
- Structuring entity mapping
- Setting transaction thresholds
- Flagging high-risk corridors
- Documenting exemption logic
- Logging source of funds
- Tagging entity roles
- Enabling regulator queries
- Generating audit packs
- Versioning compliance rules
Module 7. Scaling Through Reusable Patterns
Turn one-off solutions into repeatable templates that accelerate delivery and reinforce your role as architect.
12 chapters in this module
- Identifying pattern candidates
- Abstracting deal logic
- Creating template libraries
- Documenting constraints
- Defining implementation guardrails
- Training others safely
- Tracking pattern usage
- Measuring adoption rate
- Updating across versions
- Deprecating legacy flows
- Standardizing naming
- Versioning with clarity
Module 8. Elevating Internal Influence
Shift from contributor to reference point by shaping how teams think about B2B payment design beyond your direct mandate.
12 chapters in this module
- Presenting at design forums
- Writing internal briefs
- Hosting office hours
- Curating deal examples
- Sharing negotiation wins
- Documenting failures
- Building peer trust
- Shaping new hires
- Influencing product roadmap
- Setting precedent
- Creating ripples
- Tracking indirect impact
Module 9. Shaping Partner Expectations
Lead the onboarding conversation with partners so integration expectations are set by your standards, not negotiated downward.
12 chapters in this module
- Setting integration terms
- Requiring documentation
- Demanding test coverage
- Validating retry logic
- Inspecting webhook security
- Enforcing idempotency
- Requiring compliance attestations
- Reviewing dispute readiness
- Assessing fallbacks
- Setting SLA benchmarks
- Auditing reconciliation
- Enforcing change controls
Module 10. Documenting Decisions That Stick
Create decision records that persist beyond memory, making your judgment the default path for future teams.
12 chapters in this module
- Writing rationale memos
- Capturing trade-offs
- Storing in shared drives
- Linking to deals
- Referencing in onboarding
- Updating with changes
- Tagging by use case
- Building searchable index
- Versioning decisions
- Archiving sunset rules
- Sharing decision filters
- Measuring reuse
Module 11. Positioning for Upsell and Renewal
Ensure your contributions are visible in commercial reviews, linking technical design to revenue retention and expansion.
12 chapters in this module
- Linking architecture to renewal
- Documenting scalability wins
- Highlighting uptime gains
- Quantifying risk reduction
- Tying design to margin
- Including in renewal packs
- Shaping client narratives
- Informing upsell paths
- Tracking expansion triggers
- Measuring client reliance
- Building case studies
- Attributing savings
Module 12. Becoming the Internal Benchmark
Establish the conditions under which your work becomes the reference standard others compare to, across deals, partners, and quarters.
12 chapters in this module
- Defining benchmark criteria
- Measuring peer adoption
- Tracking citation frequency
- Elevating in reviews
- Becoming the comparison
- Hosting internal showcases
- Publishing scorecards
- Setting new norms
- Receiving unsolicited feedback
- Observing imitation
- Measuring influence spread
- Owning the evolution
How this maps to your situation
- When structuring a new cross-border deal
- After a partner proposes an integration
- Before renewal or upsell discussions
- When onboarding new team members
Before vs. after
Before
Contributing to B2B payment design as one voice among many, with influence limited to direct assignments.
After
Being the first name mentioned when structuring complex deals, with your frameworks cited across teams and cycles.
What's included with your purchase
- 12 modules with 12 chapters each (144 chapters)
- Downloadable templates and worked examples for every module
- Hand-built implementation playbook delivered alongside course access
- 30-day money-back guarantee
Delivery and format
- Course and learning environment access provisioned within 24 hours of purchase
- Hand-built implementation playbook delivered alongside course access
Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside course access.
Time investment: Approximately 3 hours per module, designed to be completed incrementally alongside active projects.
How this compares to the alternatives
Unlike generic fintech courses, this program focuses on the specific intersection of B2B payments, compliance, and architectural influence, giving you recognition that compounds across deals and quarters.
Frequently asked
Who is this course for?
Mid-senior ICs in fintech or payments who want to become the go-to person for structuring cross-border B2B solutions.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will I get access to templates?
Yes, every module includes downloadable templates and worked examples you can adapt immediately.
$199 one-time. Approximately 3 hours per module, designed to be completed incrementally alongside active projects..
Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.
30-day money-back guarantee·
144 chapters·
Hand-built playbook included·
Account access within 24 hours