Professional Bank Services

What Professional Bank Services does

Professional Bank Services, operating commercially as ProBank Education Services, is a U.S. regulatory compliance training and continuing education provider for banks and credit unions, established approximately 40 years ago (with founding-year sources citing both 1978 and 1984). The company operates as an education services division of Forvis Mazars, LLP, a top-10 U.S. accounting and advisory firm with approximately 7,000 team members across all 50 states and a global network spanning 100+ countries. ProBank Education Services delivers curriculum covering BSA/AML, fair lending, HMDA, TRID, CRA, UDAAP, deposit operations, lending compliance, ACH, and risk management to banks, credit unions, and the state and national associations that serve them. Scale references cite 10,000+ financial industry employees trained annually and 200,000+ professionals trained over the operating history.

ProBank's product portfolio spans in-person and virtual seminars, live and on-demand webinars (with 180-day streaming access), the annual five-day Fall Regulatory Compliance Conference, customized in-house training, and a publications line that includes topic-specific compliance manuals, Quick Compliance Guides, and the InCompliance™ quarterly newsletter. The proprietary ProBank Advisor® platform provides on-demand regulatory guidance, templates, job aids, and direct access to seasoned compliance advisors via secure login. Programs are registered with NASBA for CPE credit and qualify for ABA Professional Certifications including CRCM, CAFP, CERP, CFMP, and CISP. Pricing is transactional and per-seat: on-demand webinars $335-$785 per license, state deposit documentation manuals $135 per state, the InCompliance newsletter $295/year, and the annual conference $2,295 per attendee (early-bird).

The business model blends multi-channel distribution with predominantly transactional and modestly recurring revenue streams. Channels include direct enterprise sales via a 800.523.4778 inquiry line, self-service on-demand webinar purchasing through the website, live inside-sales webinars, event-driven demand generation through the annual conference and quarterly Compliance Conversations webinars, and channel/reseller delivery through 20+ state, community, and independent banking associations plus credit union leagues that co-brand turnkey programming. Customer segments span financial institutions (the primary segment), compliance and risk professionals, lending professionals, operations and frontline staff, executive management and directors, and state banking associations themselves. Geographic reach is domestic (nationwide U.S.), with latent international upside from Forvis Mazars Global membership.

Name

Professional Bank Services

Legal name

Forvis Mazars, LLP

Website

https://probank.com

Company type

Private

Founded year

1984

Operating status

Operating

Headcount range

51–100 employees

Short description

Professional Bank Services (ProBank Education Services) provides regulatory compliance training, continuing education, and reference content to U.S. banks and credit unions through seminars, webinars, on-demand courses, publications, and customized in-house programs, operating as a division of Forvis Mazars, LLP.

Ownership category

akta.pro rank

Product category

Financial Regulatory Compliance Training & Education

NAICS

Colleges, Universities, and Professional Schools (6113), Colleges, Universities, and Professional Schools (611310)

akta.pro primary industry

Financial Services (Non-Banking) (EDABALAK)

akta.pro secondary industries

Finance, Banking & Capital Markets (EDAAAPAG), Financial Services & Insurance (FINRA, CFP, IAR, Insurance CE) (EDAAALAJ), Banking, Credit & Lending (Underwriting, Credit Risk) (EDABAJAH)

Keywords

• Regulatory compliance training
• Banking compliance education
• BSA AML training
• Financial institution webinars
• Compliance publications

Headquarters

HQ city

Louisville

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Seminars and Webinars: In-person regulatory compliance seminars held in hotel conference facilities across the United States, live virtual webinars multiple times weekly, and on-demand webinar recordings. Pricing varies by format, duration, and number of user licenses (individual or group discounted pricing). On-demand webinars priced $335-$785 per license.
2. Annual Conferences: Five-day Fall Regulatory Compliance Conference offering training on deposits, BSA, and lending compliance mixed with leadership topics. Early Bird Price of $2,295 per attendee (Expires July 1, 2026).
3. Publications and Manuals: Quarterly InCompliance newsletter ($295/year), topic-specific compliance manuals, and Quick Compliance Guides sold as electronic downloads or physical products. Prices range from $60-$335 per publication.
4. Customized In-House Training: Tailored on-site regulatory compliance training programs delivered at financial institutions. Customized to align with institution's regulatory environment, operational structure, and technology systems.
5. Association-Sponsored Programs: Turnkey seminars presented under auspices of banking associations, credit union leagues, and industry groups. Associations receive promotional support and can integrate logo and link to trainings.

Pricing tiers

Go-to-market motion4 records

Distribution channels7 records

Marketing channels8 records

Core offering

Professional Bank Services, operating as ProBank Education Services, provides regulatory compliance training and continuing education to U.S. banks and credit unions. Its core offerings include in-person seminars, live and on-demand webinars, an annual Fall Regulatory Compliance Conference, customized in-house training programs, association-sponsored seminars, compliance publications and manuals, and the ProBank Advisor® on-demand compliance resource platform with regulatory guidance, templates, and access to seasoned advisors.

Product overview

ProBank Education Services is a regulatory compliance training and continuing education provider for the financial services industry, operating as part of Forvis Mazars. The company offers a comprehensive suite of educational products including in-person seminars, virtual webinars, on-demand training, multi-day conferences, and customized in-house training programs. Core offerings include regulatory compliance seminars covering BSA/AML, Fair Lending, TRID, HMDA, CRA, ACH, and lending topics; ProBank Advisor® as an on-demand compliance resource with tools and templates; and publications including the InCompliance™ quarterly newsletter and various Quick Compliance Guides. Training formats include live instruction, recorded webinars (with 180-day access), in-person conferences, and association-sponsored seminars. The company is NASBA-approved for CPE credit and programs qualify for ABA Professional Certifications including CRCM, CAFP, CERP, CFMP, and CISP.

Differentiator

Problem solved

Functional benefit

Brands

• ProBank Advisor®: An on-demand compliance resource platform providing regulatory guidance, tools, and insights to support day-to-day decision-making for financial institutions.

Products and services

• Regulatory Compliance Seminars

Quantifiable outcome

• Trains 10,000+ financial industry employees annually through tailored compliance programs
• +2 more outcomes

Named customers20 records

Segments6 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

25 partnerships are on record, tiered core.

• Independent Community Bankers of ColoradocoreChannel Partner/ Reseller/ DistributorAssociation-sponsored seminars and webinars delivered to member banks. Turnkey programs where ProBank handles speaker selection, topic development, and promotional support.
• Independent Bankers Association of TexascoreChannel Partner/ Reseller/ DistributorAssociation-sponsored seminars and webinars delivered to member banks. Programs designed to address regulatory compliance topics including Deposits, Lending, AML/CFT/BSA, ACH, Fair Lending, UDAAP, CRA, and IRAs.
• Community Bankers of IowacoreChannel Partner/ Reseller/ DistributorAssociation-sponsored seminars and webinars for community bank members. Programs include customizable content tailored to basic, intermediate, or advanced levels.
• Community Bankers of MichigancoreChannel Partner/ Reseller/ DistributorAssociation-sponsored seminars and webinars for community bank members.
• Iowa Bankers AssociationcoreChannel Partner/ Reseller/ DistributorLong-standing partnership for association-sponsored regulatory compliance training programs.
• Community Bankers of IllinoiscoreChannel Partner/ Reseller/ DistributorAssociation-sponsored seminars and webinars for community bank members.
• Kentucky Bankers AssociationcoreChannel Partner/ Reseller/ DistributorAssociation-sponsored training programs for member banks with nationally recognized instructors.
• Louisiana Bankers AssociationcoreChannel Partner/ Reseller/ DistributorAssociation-sponsored seminars and webinars for member banks.
• New Jersey Bankers AssociationcoreChannel Partner/ Reseller/ DistributorAssociation-sponsored regulatory compliance training programs.
• New York Bankers AssociationcoreChannel Partner/ Reseller/ DistributorAssociation-sponsored seminars and webinars with state-specific deposit documentation training.
• North Carolina Bankers AssociationcoreChannel Partner/ Reseller/ DistributorAssociation-sponsored training programs for member banks including state-specific deposit documentation.
• Michigan Bankers AssociationcoreChannel Partner/ Reseller/ DistributorAssociation-sponsored seminars and webinars for member banks.
• Community Bankers of OklahomacoreChannel Partner/ Reseller/ DistributorAssociation-sponsored seminars and webinars for community bank members.
• South Carolina Bankers AssociationcoreChannel Partner/ Reseller/ DistributorAssociation-sponsored regulatory compliance training programs for member banks.
• Tri-State League of Financial InstitutionscoreChannel Partner/ Reseller/ DistributorAssociation-sponsored seminars and webinars for multi-state league members.
• Virginia Bankers AssociationcoreChannel Partner/ Reseller/ DistributorAssociation-sponsored training programs including state-specific deposit documentation for member banks.
• Ohio Bankers LeaguecoreChannel Partner/ Reseller/ DistributorAssociation-sponsored seminars and webinars for member banks.
• Community Bankers of West VirginiacoreChannel Partner/ Reseller/ DistributorAssociation-sponsored seminars and webinars for community bank members.
• West Virginia Bankers AssociationcoreChannel Partner/ Reseller/ DistributorAssociation-sponsored regulatory compliance training programs for member banks.
• New Hampshire Bankers AssociationcoreChannel Partner/ Reseller/ DistributorAssociation-sponsored training programs for member banks.
• Indiana Bankers AssociationcoreChannel Partner/ Reseller/ DistributorAssociation-sponsored seminars and webinars including state-specific deposit documentation.
• New Mexico Bankers AssociationcoreChannel Partner/ Reseller/ DistributorAssociation-sponsored regulatory compliance training programs for member banks.
• National Association of State Boards of Accountancy (NASBA)coreStrategic or Co-development PartnerProBank Education Services is a registered sponsor of continuing professional education on NASBA's National Registry of CPE Sponsors. Programs approved for CPE credit with complaints regarding registered sponsors submitted through nasbaregistry.org.
• American Bankers Association (ABA) Professional CertificationscoreStrategic or Co-development PartnerPrograms approved for ABA Professional Certification credits including CRCM, CAFP, CERP, CFMP, and CISP certifications.
• Forvis Mazars GlobalcoreOthersProBank Education Services operates as a division of Forvis Mazars, LLP, an independent member of Forvis Mazars Global. The global network spans 100+ countries, territories, and markets.

Scale indicators7 records

Recent moves7 records

Expansion highlights7 records

Emerging players

• CU*Answers / CU Compliance Solutions: Compliance training and education offerings tailored to credit unions, overlapping with ProBank's credit union compliance practice on a smaller segment of the same buyer base.
• Ed Slott and Company (financial-services CPE niche): Specialized continuing-education provider for IRA and retirement-account compliance training serving financial institutions — partial overlap with ProBank's deposit and IRA compliance training topics.

Regional players

• Bankers Classroom: Compliance training focused primarily on community banks in specific regions with on-demand regulatory courses, overlapping ProBank's community-bank training niche on a more regional go-to-market.

Direct peers

• BankersHub: BankersHub provides compliance, lending, and operational webinars, on-demand courses, and conferences for community banks and credit unions — directly mirroring ProBank's seminar, webinar, and conference model.
• Opus Training Solutions: Opus delivers online compliance and regulatory training programs for banks, credit unions, and lenders with a focus on annual subscription-based content libraries — a near-direct competitor to ProBank's on-demand webinar and ProBank Advisor offerings.
• CareerLearning: CareerLearning offers regulatory compliance training courses for banks, credit unions, and mortgage lenders with online, on-demand delivery, mirroring ProBank's webinar and certification-aligned course catalog.
• BankersEdge (Computer Training Solutions): BankersEdge provides online compliance, security, and regulatory training courses specifically for banks and credit unions — directly overlapping with ProBank's on-demand webinar and e-learning curriculum for the same buyer.
• Bankers Consulting Group / Bankers Compliance Now: Specialized compliance consulting and training firm for community banks and credit unions, providing overlapping BSA, lending, and deposit compliance training and advisory services.

Broad incumbents

• ABA (American Bankers Association) Training & Education: ABA is the largest U.S. banking trade association and runs its own regulatory compliance training and CRCM/CAFP/CERP/CFMP/CISP certification programs that ProBank's content qualifies for — overlapping content, certifications, and customers.
• Wolters Kluwer Compliance Solutions (OneSumX): Wolters Kluwer provides regulatory compliance and risk management software plus training content to large financial institutions — overlapping both product (compliance content) and customer (banks and credit unions) with ProBank at a larger enterprise tier.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/probankaustin
• LinkedInlinkedin.com/company/958946

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Professional Bank Services