LSCU COOP / Southeast Leadership Development Conference / Schedule At-A-Glance / How to Use PolicyPro to It’s Maximum Potential

How to Use PolicyPro to It’s Maximum Potential

Thursday | 5:45pm – 6:45pm
Mary Ann Koelzer | Product Manager, Technology Products | CU Solutions Group
Beachside

Learn how to get the most from CU PolicyPro, an online resource with nearly 200 credit union-specific model operations policies. In partnership with the League of Southeastern Credit Unions, affiliated credit unions now have access to CU PolicyPro from League InfoSight. This new user training session is designed to help you take full advantage of CU PolicyPro’s extensive features. Take this time to learn how to customize the model policies for your credit union; keep policies up-to-date; manage user access; and provide your staff, board members, and examiners access to your policies. This session will also include Q&A time to help you learn specific ways to best use CU PolicyPro in your credit union.

Mary Ann Koelzer

About the Speaker
Mary Ann Koelzer is the product manager for technology products and works with hundreds of credit union clients throughout the country. In addition to providing client support, she assists with product development with an emphasis on improving the user experience. She has been with CU Solutions Group since its inception and has spent more than 14 years working in the credit union industry.

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