The Credit Union League of Connecticut League InfoSight Orientation August 21, 2012 Alan L. Darbe,...
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The Credit Union League of Connecticut League InfoSight Orientation August 21, 2012 Alan L. Darbe, Product Manager
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Transcript of The Credit Union League of Connecticut League InfoSight Orientation August 21, 2012 Alan L. Darbe,...
The Credit UnionLeague of Connecticut
League InfoSight OrientationAugust 21, 2012
Alan L. Darbe, Product Manager
Agenda1. Introduction2. Home Page3. Search Page 4. Compliance Calendar5. Newsletter6. Channel Overview7. Topic Overview8. Channel Discussion9. Questions
Page 2
2. Channels (Major
Grouping)
6. Introductory Videos
1. Link Back to CT Home Page
3. Search
4. Newsletters5. Print View
Page 3
2. Site Map 3. Client Support
4. CU PolicyPro Registration
1. Checklist List
Page 4
5. Search Results
4. Search ‘InfoSights’ or Categories
3. Search Help Or Tips2. Search Text
Page 5
1. Search Text
6. Sort Options
7. Highlight Search Term
“Search“
Page 6
Compliance Calendar
1. Calendar View
2. Dodd Frank
3. Other Reminders
4. Complete Year Calendars
Compliance eNewsletterPage 7
2. Compliance Calendar
1. Highlight
3. Training Calendar
4. Compliance News
Sample Channel OverviewPage 8
2. Calendar o
f Upcoming
Compliance Dates for th
e
Channel
1. List of Channel Topics
Sample Topic OverviewPage 9
2. Links to Other Material
1. Title and Date Last Reviewed
3. Compliance Requirements
Sample Topic OverviewPage 10
2. Embedded Links to Other Material
1. “Bread Crumbs”
Channel Review
AccountsACH/Electronic Payments
AdvertisingBank Secrecy Act
Bankruptcy and CollectionsBusiness Continuity Planning
EmploymentField of Membership
InvestmentLoans and Leasing
Model Policies (CU Policy Pro)Record Retention
SecurityTax Issues
Page 11
What Questions do you have?
Page 12
Page 13
Contact Information:Ed Zagorski
Director of CommunicationsCredit Union League of Connecticut
(203) [email protected]
Alan L. Darbe, Product ManagerCU Solutions Group800-262-6285 x-265
Print View example
Page 14
Search Help
Page 15
Calendar View Compliance CalendarPage 16
1. Return to List View
4. Click for More Information
3. Month/Year Selection
2. Other Reminders
Calendar View Compliance CalendarPage 17
2. Date
1. Event Name
3. Description
4. Additional Resources
