A focused course, tailored for you
Investment Bank Executive Director Engagement Playbook
An integrated Executive Director engagement playbook for US investment bank EDs in 2026: customer-side post-CRR-3 calibration, customer-side IFRS 18 integration, customer-side EU AI Act customer-facing platform, customer-side ESG integration.
Investment bank EDs balance customer-side post-CRR-3 calibration, customer-side IFRS 18 integration, customer-side EU AI Act customer-facing platform, customer-side ESG integration. The course delivers the integrated playbook.
$199 one-time
Tailored to your situation. Access within 24 hours. 30-day money-back.
Includes a hand-built implementation playbook delivered alongside course access, generated for your specific situation.
Why this course
Executive Directors at US investment banks carry 18-to-25 active client relationships. Each client asks the same five questions: post-CRR-3 calibration, IFRS 18 integration, EU AI Act customer-facing platform, ED-portfolio reporting, ESG integration. The default ED reconstructs the answer for each client cycle. The ED time burns. The portfolio review surfaces the time-cost.
The course delivers the integrated playbook. Post-CRR-3 calibration framework. IFRS 18 integration framework. EU AI Act customer-facing platform framework. ED-portfolio reporting framework. ESG integration framework. Customer-side data-platform integration. Customer-side workforce integration. Customer-side governance integration. Customer engagement structure. ED-portfolio reporting cadence. Twelve modules with deliverables. Plus a hand-built playbook for your account mix.
The 12 modules
Module 1. The 2026 US investment bank ED landscape
Walkthrough of the 2026 US investment bank ED landscape. The the firm ED profile. The the firm Chase ED profile. The Goldman Sachs ED profile. The Citi ED profile. The Bank of America ED profile. The competitive landscape across US investment bank EDs. Plus the integration with the customer's existing programme cadence.
Module 2. Post-CRR-3 calibration framework
Build the post-CRR-3 calibration framework. The output-floor implementation. The standardised approach calibration. The internal-models approach restrictions. The integration with the client's existing capital-planning cadence. The integration with the client's existing stress-test cadence. Plus the worked example for the ED's first three client post-CRR-3 calibrations.
Module 3. IFRS 18 integration framework
Build the IFRS 18 integration framework. The new income-statement structure. The categorisation framework. The MPM disclosure framework. The aggregation and disaggregation framework. The integration with the client's existing IFRS reporting framework. The integration with the client's existing investor-relations cadence. Plus the worked example for the ED's first three client IFRS 18 reporting cycles.
Module 4. EU AI Act customer-facing platform framework
Build the EU AI Act customer-facing platform framework. The customer-facing platform high-risk classification. The customer-facing platform technical-documentation framework. The customer-facing platform human-oversight framework. The customer-facing platform audit-trail integration. The customer-facing platform compliance committee briefing. Plus the worked example for the ED's first three client customer-facing platform implementations.
Module 5. ED-portfolio reporting framework
Build the ED-portfolio reporting framework. The integrated portfolio dashboard. The portfolio-level engagement-status dashboard. The portfolio-level revenue dashboard. The portfolio-level risk dashboard. The integration with the customer-side ED cadence. The integration with the investment bank's existing portfolio-management cadence. Plus the worked example for the ED-portfolio briefing pack.
Module 6. ESG integration framework
Build the ESG integration framework. The customer-side scope-1 reporting. The customer-side scope-2 reporting. The customer-side scope-3 reporting. The customer-side governance disclosure. The customer-side ISSB S1 and S2 alignment. The customer-side EU CSRD overlay. Plus the worked example for the ED's first three client ESG integration cycles.
Module 7. Customer-side data-platform integration
Build the customer-side data-platform integration. The customer's existing data-warehouse integration. The customer's existing data-lake integration. The customer's existing trading-platform integration. The integration with the customer's existing data-governance framework. The integration with the customer's existing data-quality framework. Plus the worked example for the customer's typical data-platform footprint.
Module 8. Customer-side workforce integration
Build the customer-side workforce integration. The customer-side workforce-planning framework. The customer-side workforce-development framework. The customer-side change-management framework. The customer-side talent-acquisition framework. The customer-side talent-retention framework. Plus the worked example for the customer's first 18 months of workforce integration. Plus the worked example for the customer's typical operating model under the integrated framework and the reference pattern from peer customer organisations.
Module 9. Customer-side governance integration
Build the customer-side governance integration. The customer-side strategic-planning committee integration. The customer-side audit committee integration. The customer-side risk-management committee integration. The customer-side compliance committee integration. The customer-side AI governance committee integration. Plus the worked example for the customer's typical multi-committee governance cadence.
Module 10. Customer engagement structure
Build the customer engagement structure. The discovery phase. The diagnostic phase. The transformation phase. The sustainment phase. The renewal conversation. The customer-side programme-governance committee integration. The integration with the ED's existing portfolio-management cadence. Plus the worked example for a 12-month customer engagement and the pricing framework.
Module 11. ED-portfolio reporting cadence
Build the ED-portfolio reporting cadence. The monthly portfolio review framework. The quarterly portfolio review framework. The annual portfolio review framework. The customer-side communication framework. The integration with the customer-side Geo Managing Partner cadence. Plus the worked example for the ED-portfolio annual cycle.
Module 12. Your 10-week build plan
Week by week. Weeks 1-2: landscape and post-CRR-3 calibration framework. Weeks 3-4: IFRS 18 integration and EU AI Act customer-facing platform framework. Weeks 5-6: ED-portfolio reporting framework and ESG integration. Weeks 7-8: data-platform, workforce, governance integration. Weeks 9-10: customer engagement structure, ED-portfolio reporting cadence. Deliverable: a reusable ED engagement playbook ready for the next portfolio review.
How this addresses your situation
Specific modules that map to what you said you are dealing with.
Post-CRR-3 client → Module 2.
IFRS 18 client → Module 3.
EU AI Act customer-facing platform → Module 4.
ED-portfolio reporting → Module 5.
ESG client → Module 6.
Data platform → Module 7.
Workforce → Module 8.
Governance → Module 9.
Who it is for
For Executive Directors at US investment banks, principal EDs at peer US investment banks.
Who this is NOT for. Pure non-investment-banking practitioners. Practitioners with no ED-level context.
How it arrives
Text-based course via LMS, plus downloadable templates and worked examples and the hand-built playbook.
Time investment. Roughly 18 hours of reading and 60 to 120 hours of build effort across the 10-week plan.
Why $199 is the right number
External investment bank ED enablement programmes charge from 100,000 to 500,000 USD. 199 USD buys the focused playbook and the implementation document for your account mix.
FAQ
Does this cover ECM-specific patterns?
Module 1 covers ECM adjacency.
What about DCM-specific patterns?
Module 1 covers DCM adjacency.
Does this cover M&A-specific patterns?
Module 1 covers M&A adjacency.
What is in the implementation playbook for me specifically?
ED engagement playbook tuned to your account mix.
30-day money-back guarantee. If after a week of working through the materials this is not what you needed, reply to the receipt email and a full refund is processed. No questions, no forms.
