A focused course, tailored for you
The Regional Bank Finance VP Reporting Refresh
A consolidated reporting framework for US regional bank Finance VPs in 2026: OCC pack reconciliation, audit committee pack, holding company group CFO pack, post-CRR-3 calibration translation.
US regional bank Finance VPs ship three reporting packs across Q1 that do not reconcile. The course delivers the consolidated framework.
$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
Vice Presidents in Finance at US regional banks ship three reporting packs across Q1 close. The OCC pack to satisfy the heightened standards examination cadence. The audit committee pack for the chair's review. The holding company group CFO pack for consolidated reporting. The reconciliation between the three is where last year's audit pressure lived. The default approach maintains the three tracks separately and reconciles manually. The Q1 close slips.
The course delivers the consolidated reporting framework. The OCC pack reconciliation. The audit committee pack integration. The holding company group CFO pack integration. The post-CRR-3 calibration translation. The integration with the customer-side audit-committee cadence. The integration with the customer-side group CFO cadence. The customer-side data-platform integration. The customer-side workforce integration. Twelve modules with deliverables. Plus a hand-built playbook for your specific portfolio.
The 12 modules
Module 1. The 2026 US regional bank finance landscape
Walkthrough of the 2026 US regional bank finance landscape. The OCC heightened standards on finance reporting. The Federal Reserve supervisory expectations. The FDIC supervisory expectations. The post-SVB regulatory pressure profile. The competitive landscape across US regional banks. The strategic decisions a Finance VP faces in 12-month consolidation planning.
Module 2. OCC pack reconciliation
Build the OCC pack reconciliation. The OCC examination pack structure. The OCC evidence chain. The OCC response framework. The integration with the customer's existing OCC examination preparation cadence. The integration with the customer's existing OCC-finance-team engagement. Plus the worked example for the customer's first reconciled OCC pack under the consolidated framework and the supporting documentation.
Module 3. Audit committee pack integration
Build the audit committee pack integration. The integrated dashboard. The exception-reporting framework. The trend-analysis framework. The forward-look framework. The integration with the customer's existing audit-committee cadence. The integration with the customer's existing chair engagement. Plus the worked example for the audit committee briefing pack that the chair signs.
Module 4. Holding company group CFO pack integration
Build the holding company group CFO pack integration. The entity-level-to-group reconciliation pattern. The group-level reporting structure. The group-level KPI framework. The integration with the customer's existing group-CFO cadence. The integration with the customer's existing investor-relations cadence. Plus the worked example for the customer's first integrated roll-up reconciliation.
Module 5. Post-CRR-3 calibration translation
Build the post-CRR-3 calibration translation. The capital-treatment translation. The output-floor implementation. The standardised approach calibration. The internal-models approach calibration. The integration with the customer's existing capital-planning cadence. Plus the worked example for the customer's first post-CRR-3 reporting cycle under the integrated framework.
Module 6. Customer-side data-platform integration
Build the customer-side data-platform integration. The customer's existing data-warehouse integration. The customer's existing financial-planning-and-analysis platform integration. The customer's existing consolidation platform integration. The customer's existing reporting-platform integration. The integration with the customer's existing data-quality framework. Plus the worked example for the customer's typical data-platform footprint.
Module 7. Customer-side workforce integration
Build the customer-side workforce integration. The Finance VP role evolution. The financial-controller role evolution. The accounting-analyst role evolution. The customer-side training framework. The customer-side competency-assessment framework. Plus the worked example for the customer's first 12 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 8. Customer-side governance integration
Build the customer-side governance integration. The customer-side enterprise risk management framework integration. The customer-side model-risk-management framework integration. The customer-side operational-risk-management framework integration. The customer-side compliance-management framework integration. The integration with the customer's existing audit-committee cadence. Plus the worked example for a regulated customer's typical governance cadence.
Module 9. IFRS 18 integration
Build the IFRS 18 integration. The new income-statement structure. The categorisation framework. The MPM disclosure framework. The aggregation and disaggregation framework. The integration with the customer's existing IFRS reporting framework. Plus the worked example for the customer's first IFRS 18 reporting cycle under the integrated reporting framework.
Module 10. Pillar 2 global minimum tax integration
Build the Pillar 2 global minimum tax integration. The qualifying domestic minimum top-up tax framework. The income inclusion rule framework. The undertaxed payments rule framework. The integration with the customer's existing global tax reporting framework. Plus the worked example for the customer's first Pillar 2 reporting cycle under the integrated reporting framework.
Module 11. 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 customer's existing finance-transformation programme cadence. Plus the worked example for a 12-month customer engagement and the pricing framework.
Module 12. Your 10-week build plan
Week by week. Weeks 1-2: landscape and OCC pack reconciliation. Weeks 3-4: audit committee pack integration and holding company group CFO pack integration. Weeks 5-6: post-CRR-3 calibration translation and data-platform integration. Weeks 7-8: workforce, governance, IFRS 18 integration. Weeks 9-10: Pillar 2 global minimum tax integration, customer engagement structure. Deliverable: a consolidated reporting framework ready for the next Q1 close.
How this addresses your situation
Specific modules that map to what you said you are dealing with.
OCC pack → Module 2.
Audit committee pack → Module 3.
Group CFO pack → Module 4.
Post-CRR-3 calibration → Module 5.
Data platform → Module 6.
Workforce → Module 7.
Governance → Module 8.
IFRS 18 → Module 9.
Pillar 2 → Module 10.
Who it is for
For Vice Presidents in Finance at US regional banks, principal finance consultants serving US regional banks.
Who this is NOT for. Pure non-banking practitioners. Practitioners with no regional-bank finance 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 regional bank finance reporting consultants charge from 100,000 to 500,000 USD. 199 USD buys the focused playbook and the implementation document for your specific portfolio.
FAQ
Does this cover G-SIB finance reporting?
Module 1 covers G-SIB adjacency.
What about community bank finance reporting?
Module 1 covers community bank adjacency.
Does this cover credit union finance reporting?
Module 1 covers credit union adjacency.
What is in the implementation playbook for me specifically?
Reporting framework tuned to your specific portfolio.
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.
