Compliance Webinar: Getting the Most from CU PolicyPro Part 1

Thursday, March 14, 2019

10:00am  to  11:00am


NJCUL FREE Compliance Webinar: Getting the Most from CU PolicyPro – Part 1

 

Thursday, March 14, 2019
 

10:00 a.m. - 11:00 a.m. (EST)

 

Summary:

Learn how to get the most from CU PolicyPro, an online resource with more than 230 credit union specific model operations policies. Because your credit union is unique, CU PolicyPro not only includes the model policy content, but a full policy management system that lets you customize any model policy to fit your credit union’s individual operations.
 

Many New Jersey Credit Union League-member credit unions have already registered for CU PolicyPro and have accessed the model policies. The session is designed to help users take full advantage of CU PolicyPro’s policy management system. Take this time to learn how to customize the model policies for your credit union, including defining key fields, best practices for formatting, and how to publish policies to share with your staff, board members, and examiners. The session will also include a question and answer session to allow you to ask your questions about specific ways to best use CU PolicyPro in your credit union. This is a great workshop for users new to the policy management system or those who need a refresher on adding and editing policies in CU PolicyPro.
 

Then join us onMarch 28th for Getting the Most from CU PolicyPro – Part 2

Ready to take the next step in managing your policies? Click here to register for the hour-long webinar focuses on the tools available in CU PolicyPro to keep them up to date. Covered in this session are best practices for using editor notes effectively, and understanding the available date fields. We will also take an in-depth look at the content update process and how to use the CU Policies Report to audit your policies and keep them up to date. Both new and seasoned users are sure to learn something new!

 

Presenters:
Mary Ann Koelzer, CU Solutions Group
Mary Ann Koelzer is the Technology Product Manager and works with several hundred credit union clients throughout the country. In addition to providing client support, Mary Ann assists with product development with an emphasis on improving the user experience. She has been with CU Solutions Group since its inception and has spent over 19 years working in the credit union industry. Mary Ann received her bachelor’s degree from Michigan State University.

Questions: Contact Nicola Foggie, NJCUL Senior Vice President Compliance & Regulatory Affairs at nfoggie@njcul.org.