All About Policies- CU PolicyPro

Published by: Christy Clark

June 3, 2021 | Compliance

Would you like a detailed walkthrough of your CU PolicyPro member benefit? Then you cant miss this virtual session, slated for Tuesday, June 15, from 10:00 to 11:15 a.m., which will focus specifically on the tools used to manage policies within CU PolicyPro. Learn how to add model policies to your CU Policies Manual and how to customize the model policies for your credit union’s operations. We will also cover how to define key fields, best practices for formatting, and how to publish policies to share with your staff, board members, and examiners. This workshop is excellent for users new to the policy management system or those who need a refresher on adding and editing policies in CU PolicyPro.

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