5 tracks · 25 lessons

The full curriculum.

5 tracks. 25 lessons. Built so a community FI treasury team can go from "we have it but no one uses it" to a confidently-run program that drives non-interest revenue and protects deposits.

Track 01 Available now

Foundations

For FIs that don't have Positive Pay yet, or treasury staff new to the role. By the end of these six lessons you'll be able to explain Positive Pay to your CEO, your TMO, and your toughest commercial client.

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01 What Positive Pay actually is in 20268 min

02 Two products in one: fraud engine + adoption product7 min

03 Check vs ACH vs Payee Match: which to lead with9 min

04 The state of business payment fraud8 min

05 Direct vs. partner: how community FIs actually buy10 min

06 The Positive Pay Buyer's Guide12 min

Track 02 Coming soon

The Adoption Playbook

Why your PP program stalled, and the 4 levers that get business clients from enrolled to engaged. The fraud-as-trigger enrollment script. File-format friction. Pre-built ACH rules. Onboarding your first 30 business clients.

01The 5 metrics that define a healthy PP program8 min

02The fraud-as-trigger enrollment script7 min

03Solving file-format friction at onboarding9 min

04Pre-built ACH rules that eliminate day-one overwhelm8 min

05Your first 30 business clients: a 60-day plan10 min

Track 03 Coming soon

The Sales Motion

For TMOs, Relationship Bankers, and Cash Management Officers. The joint TMO + RB sales call. Conversation scripts. Objection handling. The 3-email outreach sequence.

Track 04 Coming soon

Revenue & Retention

For CROs, CFOs, CEOs, VP Operations. Pricing models, NII math, the retention moat, loss reimbursement policy as a lever, the board memo template.

Track 05 Coming soon

Operations & Compliance

For Operations, IT, BSA/Compliance. Disclosures, default decisions, cutoffs, core and digital banking integration, examiner readiness, reporting.

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