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The Credit Union League of Connecticut

The Credit Union League of Connecticut. League InfoSight Orientation August 21, 2012 Alan L. Darbe, Product Manager. Agenda. Introduction Home Page Search Page Compliance Calendar Newsletter Channel Overview Topic Overview Channel Discussion Questions. 1. Link Back to CT Home Page.

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The Credit Union League of Connecticut

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  1. The Credit UnionLeague of Connecticut League InfoSight Orientation August 21, 2012 Alan L. Darbe, Product Manager

  2. Agenda Introduction Home Page Search Page Compliance Calendar Newsletter Channel Overview Topic Overview Channel Discussion Questions

  3. 1. Link Back to CT Home Page 3. Search 5. Print View 4. Newsletters 2. Channels(Major Grouping) 6. Introductory Videos

  4. 1. Checklist List 2. Site Map 3. Client Support 4. CU PolicyPro Registration

  5. 1. Search Text “Search“ 3. Search Help Or Tips 2. Search Text 4. Search ‘InfoSights’ or Categories 6. Sort Options 5. Search Results 7. Highlight Search Term

  6. Compliance Calendar 1. Calendar View 2. Dodd Frank 3. Other Reminders 4. Complete Year Calendars

  7. 1. Highlight 2. Compliance Calendar 3. Training Calendar 4. Compliance News Compliance eNewsletter

  8. 1. List of Channel Topics 2. Calendar of Upcoming Compliance Dates for the Channel Sample Channel Overview

  9. 1. Title and Date Last Reviewed 2. Links to Other Material 3. Compliance Requirements Sample Topic Overview

  10. 1. “Bread Crumbs” 2. Embedded Links to Other Material Sample Topic Overview

  11. Channel Review Accounts ACH/Electronic Payments Advertising Bank Secrecy Act Bankruptcy and Collections Business Continuity Planning Employment Field of Membership Investment Loans and Leasing Model Policies (CU Policy Pro) Record Retention Security Tax Issues

  12. What Questions do you have?

  13. Contact Information: Ed Zagorski Director of Communications Credit Union League of Connecticut (203) 608-7060 ctcuacomm@culct.coop Alan L. Darbe, Product Manager CU Solutions Group 800-262-6285 x-265 Alan.darbe@cusolutionsgroup.com

  14. Print View example

  15. Search Help

  16. 1. Return to List View 2. Other Reminders 3. Month/Year Selection 4. Click for More Information Calendar View Compliance Calendar

  17. 1. Event Name 2. Date 3. Description 4. Additional Resources Calendar View Compliance Calendar

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