the credit union league of connecticut league infosight orientation august 21, 2012 alan l. darbe,...
TRANSCRIPT
![Page 1: The Credit Union League of Connecticut League InfoSight Orientation August 21, 2012 Alan L. Darbe, Product Manager](https://reader038.vdocuments.net/reader038/viewer/2022103112/551b6079550346ae7a8b5a8b/html5/thumbnails/1.jpg)
The Credit UnionLeague of Connecticut
League InfoSight OrientationAugust 21, 2012
Alan L. Darbe, Product Manager
![Page 2: The Credit Union League of Connecticut League InfoSight Orientation August 21, 2012 Alan L. Darbe, Product Manager](https://reader038.vdocuments.net/reader038/viewer/2022103112/551b6079550346ae7a8b5a8b/html5/thumbnails/2.jpg)
Agenda1. Introduction2. Home Page3. Search Page 4. Compliance Calendar5. Newsletter6. Channel Overview7. Topic Overview8. Channel Discussion9. Questions
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2. Channels (Major
Grouping)
6. Introductory Videos
1. Link Back to CT Home Page
3. Search
4. Newsletters5. Print View
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2. Site Map 3. Client Support
4. CU PolicyPro Registration
1. Checklist List
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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“
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Compliance Calendar
1. Calendar View
2. Dodd Frank
3. Other Reminders
4. Complete Year Calendars
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Compliance eNewsletterPage 7
2. Compliance Calendar
1. Highlight
3. Training Calendar
4. Compliance News
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Sample Channel OverviewPage 8
2. Calendar o
f Upcoming
Compliance Dates for th
e
Channel
1. List of Channel Topics
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Sample Topic OverviewPage 9
2. Links to Other Material
1. Title and Date Last Reviewed
3. Compliance Requirements
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Sample Topic OverviewPage 10
2. Embedded Links to Other Material
1. “Bread Crumbs”
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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
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What Questions do you have?
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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
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Print View example
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Search Help
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Calendar View Compliance CalendarPage 16
1. Return to List View
4. Click for More Information
3. Month/Year Selection
2. Other Reminders
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Calendar View Compliance CalendarPage 17
2. Date
1. Event Name
3. Description
4. Additional Resources