PolicyWorks Launches Pandemic Webinar Series for Credit Unions


PolicyWorks Webinar Series:  Pandemic - How to Mitigate 3 Common Operational Risks

  • Branch Security Risks – Preparing for heightened security threats
    • Explore credit union internal procedures to adopt to proactively prepare in case of a robbery.
    • Presenter: Jovilyn Herrick, PolicyWorks, Director Compliance Consulting Services
    • Date: Thursday, May 14 at 1:30 PM CST
  • Elder Financial Exploitation – Protecting your members and compliance
    • Review the red flags staff should be on the lookout for if they suspect a member is at risk.
    • Highlight measures your credit union can take to help prevent abuse during an ongoing pandemic.
    • Presenter: Ashley Cole, PolicyWorks, Compliance Consultant
    • Date: Monday, May 18 at 1:30 PM CST
  • Cross Training – Leveraging your team strengths while maintaining compliance
    • Learn what effective cross-training practices are necessary for your credit union to continue serving members through staff shortages
    • Identify areas where your credit union might benefit from cross-training opportunities.
    • Presenters:
      • Carrie Helmle, PolicyWorks, Manager Audit Services
      • Emina Hastings, Affiliates Management Company, HR Consultant
      • Jodi Allen, Iowa Credit Union League, Member Services Consultant
    • Date: Thursday, May 21 at 1:30 PM CST

Read more on the PolicyWorks website.

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