Writing Policies & Procedures

 Human Resources  Compliance/Regulatory

Registration and Pricing Information

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Registration Investment:
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$200 for Affiliates Non-PLP
Non-Affiliated Contact Leslie Poole

Program Description

Do you know the special techniques and skills you need for crafting your credit union’s policies and procedures?
The challenge of policy writing can be a daunting and demanding task, especially if your credit union is limited by staff size or access to policy-writing resources.

This webinar is designed to help small credit unions that may have such limitations, but larger credit unions may also want to know the answers to these questions:

  • What is the difference between policies and procedures?
  • What are the basic elements of a policy?
  • Which policies do you need to have, and which are just nice to have?
  • Once a policy or procedure is created, what must you do to maintain it?

Plus, the speaker will guide you through the development of a policy from start to finish!
If there is a particular policy or procedural issue you would like the speaker to discuss, or if you would like to examine a certain policy, you may email the speaker in advance at mheighes@cuaskme.com.

Program Length: 91 minutes

Who Should Attend

This webinar is particularly appropriate for smaller credit unions, but larger credit unions may also find the program content to be pertinent to their needs.

  • Board of Directors
  • CEOs
  • Senior Management
  • Volunteers
  • Human Resource Staff
  • Operations Officers
  • Compliance Officers

Meet The Presenter:

Mary-Lou Heighes is President and founder of Compliance Plus, Inc., which has been helping financial institutions with the development of compliance programs since 2000. She provides compliance training all over the country for various trade associations and financial institutions, and also speaks at numerous financial institution conferences throughout the country. Mary-Lou has been an instructor at regulatory compliance schools and conducts dozens of webinars for organizations throughout the country.


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