Tips to ‘Spring Clean’ Your 2020 Compliance Program
Does your Quest CE account require some “dusting off” before jumping into a new compliance cycle? In our upcoming webinar, Quest CE’s Account Executive Manager, MacKenzie Nold, will walk through some helpful best practices to take stock of your current account and make any necessary changes, before rolling out your 2020 program.
MacKenzie will also share some of her favorite spring cleaning tips, including resources to determine your firm’s training priorities for the year, steps to improve the accuracy of your account data, and how to run some helpful, “go-to” reports in the system. Join the discussion April 23, 2020 at 10AM CST.
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Planning Your Compliance Calendar
– A Look Back at 2019: What Went Well? What Could Improve?
– Evaluate your Training Options
– Solutions for Remote Workers
Freshen Up Your Account
– Start with Fresh Data
– Apply Updates (New Users/Terminations)
– Review Admin/Supervisor Access
Set it Up and Roll it Out
– Assign Training/Benefits of Lesson Plans
– Communicate Due Dates
– Monitor Your Program for Success
The seat limit per session is 100 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 our sales team at 877-593-3366 or firstname.lastname@example.org.
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 1,000 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.