Compliance Webinar: Getting the Most from CU PolicyPro Part 2

Thursday, March 28, 2019

10:00am  to  11:00am


NJCUL FREE Compliance Webinar: Getting the Most from CU PolicyPro – Part 2

 

Thursday, March 28, 2019
 

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

 

Summary:

Ready to take the next step in managing your policies? This 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.
 

Please note: this session does assume that users have a good working knowledge of the CU PolicyPro system.

 

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.