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CU PolicyPro Training: Get Your Policies on Track for 2022
Wednesday, December 01, 2021, 10:00 AM - 11:30 AM EST
Category: Compliance

Learn how to get the most from CU PolicyPro on December 1st from 10:00 a.m. to 11:30 a.m. The CU PolicyPro system was completely rebuilt in April 2021 and now includes more tools to help you customize, maintain, audit, and distribute your policies. This session will prepare you to take the next step and take full advantage of CU PolicyPro’s policy management system. We will cover how to customize and format the model policies for your credit union, best practices for using the auditing tools, assigning policy reviews, and how to publish policies to share with your staff, board members, and examiners. 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. 

Register with Chris Whalen at [email protected].

Contact: [email protected]