Industry & Scale Target growth opportunities within financial services firms that combine accounting, assurance and regulatory training services, leveraging Forvis Mazars US ProBank Education Services' positioning as part of a global professional services network with a mid-sized US team.

Regulatory Training Capitalize on the existing emphasis on AML/CFT/BSA and fraud compliance training, highlighting opportunities to expand training offerings (online and in-person) for financial institutions seeking ongoing regulatory education and risk management.

Conference Presence Leverage active conference participation and hosting capabilities to generate demand through partnerships, sponsored sessions, and exclusive content for attendees at AML/CFT/BSA and fraud compliance events.

Tech Enablement Position as a tech-forward provider by integrating the current tech stack (MySQL, Shopify, video hosting, fonts and optimization tools) into customer success playbooks, offering scalable online training, LMS integrations and e-commerce enabled service delivery.

Mid-Market Focus Target mid-market financial services firms and regional banks seeking regulatory training, compliance optimization and capital advisory services, aligning value drivers with a firm that has partnerships and an expansive professional network to accelerate implementation.