There’s nothing like spending the time to make a cake from scratch and waiting for it to finish baking in the oven — only to realize it fell flat because you forgot to add the eggs. Much like rolling out the perfect training program for the year, there are many crucial preparation steps that must come first to have a successful launch. In our upcoming webinar ‘How to make your Program Launch a Piece of Cake!‘, we’ll lay out the entire training program recipe so yours doesn’t fall flat this year.
During this webinar, Quest CE’s Account Executive Manager, MacKenzie Lindblom, will walk through the steps of implementing a thriving compliance program and how to make the process a ‘piece of cake’. Specifically, she’ll demonstrate how to prepare both users and the content that your program will utilize for the year, along with a few refresher points about the Quest CE system and how to fully take advantage of the tools available. Join the discussion on June 21, 2023, at 12 PM CT.
Review Old Recipes: What Worked and What Didn’t?
- Look at Past Year Audit/Exam Findings
- Review Training Assignments & Review Quest CE’s Catalogs
- Sources for Content “Inspiration”
Ingredient Prep: Setting up your 2023 Program Year Account
- 2023 PY Access Activated – Dashboard Basics
- Update Existing Users/Add New Users/Term Old Users
- Review Unused Services Available
Combine In a Large Bowl: Load Assignments
- Grant Service Access to Users
- Options for Importing Data
- System Demo
Pop into the Oven: Launch Program
- Launch System Emails
- Schedule Reminders
- System Demo
The seat limit per session is 250 participants. The anticipated duration of this webinar is 45 minutes. If you or an associate is unable to attend the webinar but would still like a demonstration/copy of the presentation, please contact us here.
About Quest CE
For over thirty years, Quest CE has been the premier provider of compliance training and tracking solutions to the financial services industry. In addition to offering on-demand insurance and designation continuing education, Quest CE provides a complete spectrum of proprietary technology solutions for managing compliance risk exposures.
Serving more than 2,000 leading insurance carriers, broker-dealers, banks, and other financial institutions, Quest CE is committed to providing advanced custom solutions at cost effective rates, while providing a level of service that greatly surpasses that of our competitors. Quest CE is the single source solution for organizations’ training and compliance needs. For more information on Quest CE, visit www.questce.com.