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

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Presentation transcript:

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

Agenda 1.Introduction 2.Home Page 3.Search Page 4.Compliance Calendar 5.Newsletter 6.Channel Overview 7.Topic Overview 8.Channel Discussion 9.Questions Page 2

2. Channels (Major Grouping) 6. Introductory Videos 1. Link Back to CT Home Page 3. Search 4. Newsletters 5. 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 Tips 2. 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 eNewsletter Page 7 2. Compliance Calendar 1. Highlight 3. Training Calendar 4. Compliance News

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

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

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

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 Page 11

What Questions do you have? Page 12

Page 13 Contact Information: Ed Zagorski Director of Communications Credit Union League of Connecticut (203) Alan L. Darbe, Product Manager CU Solutions Group x-265

Print View example Page 14

Search Help Page 15

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

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