Training

The Learning Institute

Certifications, cohorts, workshops, and retreats for the people who serve as coordinators. The curriculum is built from the casework the firm carries, which means the standards taught in the room are the standards applied in the field.

Not sure which program fits? Book a 20-minute call

Formats

Four formats

Choose by what you need to show for it: a credential, a method, one closed gap, or a week in the room.

  • Assessed

    Certification

    Includes an assessment and a credential. Built for practitioners who need to evidence competence, not attendance.

  • Multi-day cohort

    Bootcamp

    An intensive multi-day cohort. You move through the framework with a group and finish with the method, not the theory.

  • One session

    Workshop

    A focused session on one skill or one framework. The fastest way to close a specific gap.

  • Five days

    Retreat

    The most immersive format. Five days, forty hours, small cohorts, and a room you cannot hide in.

    The two retreats

Every program

The catalog

In date order, with programs we schedule on request at the end. Filter by framework or format.

Framework

Format

The difference

What makes this different

Four things we hold to that most compliance training does not.

  1. Taught from live casework

    Every module is built from matters the firm is carrying now, not from a curriculum written once and refreshed only when the regulations force it.

  2. You are corrected, not just certified

    Practicums put your own drafts and decisions in front of a practitioner who marks them up. A certificate that follows correction means something a certificate of attendance does not.

  3. Small rooms

    Cohorts and retreats are capped so that everyone in the room is asked something. Scale is the enemy of the formats that actually change practice.

  4. You leave with instruments

    Templates, checklists, and decision frameworks you can use on Monday, licensed to your institution rather than watermarked to one person.

Independence

When a matter should not stay in-house

Training builds the team that runs most matters well. These four call for an investigator from outside the institution.

  • A senior leader is the respondentA president, provost, superintendent, coach, or anyone the in-house team reports to.
  • The investigator is conflictedAlready involved in the matter, a witness to it, or close to a party.
  • Litigation is running alongsideA lawsuit, a grievance, or a criminal matter that will read the same record.
  • A regulator is already watchingAn open OCR, EEOC, or state agency complaint, or a resolution agreement in force.

Terms

Before you register

Four things worth knowing before you book a seat.

  • Group rateFive or more registrants from the same institution get 10 percent off each seat. Register them together, or write to us and we will invoice the group.
  • TransfersA seat moves to another person at the same institution at no charge, any time before the program begins.
  • RefundsCohorts refund in full up to 14 days before the start date, and at 50 percent up to 7 days before. Workshops refund in full up to 48 hours before the start time.
  • CertificatesEvery program ends with a certificate of completion, and certification programs are assessed before it is issued. Neither is external accreditation. We provide hour-by-hour attendance documentation for self-submission.

Read the training questions

Not sure which

Not sure which format?

Tell us the role you hold and the gap you are trying to close. We will tell you which program fits, or that none of them does.

Trust, operationalized

Work with us

Engagements begin with a scoping conversation. We look at the portfolio you are carrying, the exposure you are managing, and the role you need covered, then we tell you plainly whether we are the right firm for it.

Book a call