The 30-minute school compliance walkthrough
What you'll see
Thirty minutes, four workflows, one live Q&A
- Screening workflow — roster intake, match review, decision templates, audit trail.
- OFAC licensing engine — General / Specific License assessment and drafting, license tracking, retroactive alerts.
- Flagged-payor response — the first-24-hours workflow that produces the right audit artifact.
- Evidence pack anatomy — what your auditor will see, line by line.
- Education Launch — how a school goes from kickoff to production-grade program in 30 days.
- Live Q&A — your scenario, answered on the call.
Monthly, live
Reserve your institution's seats
Invite your CFO, compliance lead, head of school, and general counsel. Recording sent to registrants whether or not they attend.
Reserve a seatSee Education LaunchNo commitment. Recording sent after.
Designed for institutional buying
Consume the case with your committee
Independent and boarding schools buy compliance tooling the same way they buy insurance — committee-approved, documented, reviewed by counsel. A live walkthrough lets procurement, finance, compliance, and head-of-school roles watch together and ask the question that matters to their seat. No relay through a note-taker.
Bring the whole committee
CFO / Business Officer
For the tuition-revenue-protection and audit-posture lens.
Compliance Lead / General Counsel
For the program-design, adjudication, and licensing review.
Head of School
For the institutional risk and governance frame.
Advancement Director
For the donor and sponsor screening workflow.
Registrar / Admissions Lead
For the roster lifecycle and CSV import reality.
IT / Security Lead
For SSO, SCIM, API, and data-retention architecture.
Related
Before the webinar, skim these
Sample Evidence Pack
See the artifact the walkthrough will open in front of you.
Learn moreEducation Launch
The 30-day implementation offer we walk through on the call.
Learn moreOFAC Licensing
The revenue-preservation workflow in detail.
Learn moreFlagged Payor Workflow
The first-24-hours response we demo on the call.
Learn moreEducation White Paper
The full compliance guide for schools and universities.
Learn morePlans & Pricing
Standard, Plus, Enterprise — with licensing engine on Plus and above.
Learn moreWebinar — FAQ
Common questions before reserving.
Reserve seats for your committee
Register once — bring CFO, compliance lead, head of school, and counsel on the same call. Recording sent after.