Tuesday, July 23, 2013
Eastern Daylight Time
Learn how to get the most from CU PolicyPro, an online resource with more than 200 credit union specific model operations policies. In partnership with the New Jersey Credit Union League, affiliated credit unions now have FREE access to CU PolicyPro from League InfoSight. 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. Your existing polices can also be added to and maintained within the system. CU PolicyPro’s publishing tool lets you compile multiple policies into one printable document that can be posted in read-only format for staff, board or examiners to view.
This new user training session is designed to help you take full advantage of CU PolicyPro’s extensive features. Take this time to learn how to customize the model policies for your credit union; keep policies up-to-date; manage user access; and provide your staff, board members, and examiners access to your policies. The session will also include a question and answer period to help you learn specific ways to best use CU PolicyPro in your credit union.
Speaker: Mary Ann Koelzer, Product Manager/Technology Products, CU Solutions Group
Mary Ann Koelzer is the product manager for technology products and works with hundreds of credit union clients throughout the country. In addition to providing client support, she 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 more than 14 years working in the credit union industry.
There is No Charge to Participate in this Webinar
Note: Attending this Webinar qualifies as education for the
Compliance Certification Program
The Webinar log-in instructions will be emailed to you directly from CU Solutions Group prior to the start date.
To register for this session, send an email to Mary Zelinsky at firstname.lastname@example.org.