A focused course, tailored for you
The Investment Bank MD Engagement Refresh
A reusable client-engagement playbook for investment bank Managing Directors in 2026: post-CRR-3 calibration, IFRS 18 integration, EU AI Act customer-facing platform, MD-portfolio reporting, customer-side ESG integration.
Investment bank MDs carry 12-15 active client engagements per cycle. Each client asks the same five questions. The reusable answer is not yet packaged.
$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
Managing Directors at US investment banks (the firm Chase, Goldman Sachs, the firm, Citi, Bank of America) carry 12-to-15 active client engagements per partner cycle. Each client asks the same five questions: post-CRR-3 calibration, IFRS 18 integration, EU AI Act customer-facing platform, MD-portfolio reporting, customer-side ESG integration. The MD answers each one from scratch. The MD time burns. The portfolio review surfaces the time-cost.
The course packages the reusable answer. The post-CRR-3 calibration framework. The IFRS 18 integration framework. The EU AI Act customer-facing platform framework. The MD-portfolio reporting framework. The customer-side ESG integration framework. The customer-side data-platform integration. The customer-side workforce integration. The customer-side governance integration. The customer engagement structure. The MD-portfolio reporting cadence. Twelve modules with deliverables. Plus a hand-built playbook for your specific account mix.
The 12 modules
Module 1. The 2026 US investment bank MD landscape
Walkthrough of the 2026 US investment bank MD landscape. The the firm Chase MD portfolio pattern. The Goldman Sachs MD portfolio pattern. The the firm MD portfolio pattern. The Citi MD portfolio pattern. The Bank of America MD portfolio pattern. The competitive landscape across MDs. The strategic decisions an MD faces in 12-month portfolio planning.
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 MD'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 MD'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 MD's first three client customer-facing platform implementations.
Module 5. MD-portfolio reporting framework
Build the MD-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 MD cadence. The integration with the investment bank's existing portfolio-management cadence. Plus the worked example for the MD-portfolio briefing pack.
Module 6. Customer-side ESG integration framework
Build the customer-side 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 MD'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 integration with the customer's existing programme cadence and the worked example for the customer's typical operating model under the integrated framework.
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 MD's existing portfolio-management cadence. Plus the worked example for a 12-month customer engagement and the pricing framework.
Module 11. MD-portfolio reporting cadence
Build the MD-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 MD-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: MD-portfolio reporting framework and customer-side ESG integration. Weeks 7-8: data-platform, workforce, governance integration. Weeks 9-10: customer engagement structure, MD-portfolio reporting cadence. Deliverable: a reusable MD 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.
MD-portfolio reporting → Module 5.
ESG client → Module 6.
Data platform → Module 7.
Workforce → Module 8.
Governance → Module 9.
Who it is for
For Managing Directors at US investment banks, principal MDs at peer investment banks, senior MDs at investment bank consulting practices.
Who this is NOT for. Pure non-investment-banking practitioners. Practitioners with no MD-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 MD 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?
MD 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.
