We’re bringing the heat this summer with some hot tips on how to successfully launch and maintain your compliance program. Tune into our upcoming webinar where Quest CE’s Account Executive Manager, MacKenzie Nold, will outline four easy steps for getting your annual compliance training program up and running. During this time, MacKenzie will walk through Quest CE’s compliance management system and showcase some best practices for preparing your program, assigning training, scheduling email reminders, monitoring progress, and much more! Join the discussion June 23, 2021 at 12PM CT.
– REGISTER BELOW –
AGENDA:
Preparing your Annual Program
- Consider Training Options & Content Customization
- Review/Update User Profiles
- Set Timeline Expectations
Assigning Training
- Assign by User
- Assign by Training Title
- Assign by Data Import
Launching your Program
- Create your Message (Templates)
- Launch your Emails
- Schedule your Reminders
Monitoring your Firm Members
- Reporting Access
- Manage/Update User Details
- Resources (i.e. Knowledge Base Center)
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 make your request here.
