Compliance for the Credit Union Board of Directors

Let the system automatically track compliance requirements and keep you up to date. By combining the information carried in the other CUBoardMembers modules with the bylaws of the Credit Union, the system provides continuous reporting on compliance and advanced warning of possible issues.

  • Set how often Policies and Procedures must be reviewed and the system will warn you before an issue occurs

  • Establish time periods for recurring events and the system will check the CUBoardMembers calendar to insure compliance

  • Use record retentions so the system can identify documents in the online library that are eligible for destruction

  • Specify training requirements to document training compliance and provide warning when training will be needed

Keep the Board informed about ongoing compliance requirements and concerns before they become a problem.