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.

Register here or contact Christy Clark for more information and login details.

Contact Christy Clark for questions or assistance.

Christy Clark
Christy Clark Director, Member Success and Communications E: cclark@ohiocul.org
Contact Us

Other Movement News

Government Affairs

League offers support to updates to both state and federal rules

Ensuring a competitive dual charter system exists is what allows you to evaluate the best ways to grow, reach, and serve your members. That is why the League took the […]
Regulatory

Register for Ohio Credit Union Day; April 3 at inVest48

Three days, two events, and one amazing opportunity! On April 3, the 2023 inVest48 Conference kicks off with the annual Ohio Credit Union Day. The Ohio Division of Financial Institutions, […]
Member Benefits

What’s New in InfoSight?

InfoSight, a League member benefit, is known for providing up-to-date operational and compliance information to assist staff in all areas of the credit union. Trending topics include:   Trusts: This […]