Managing a compliance program is a lot like gardening. You may need to do some weeding from the previous year, your program likely isn’t going to spring up overnight, and even the most carefully tended plans can go belly-up if not nurtured properly. In our upcoming webinar, we’ll share several tips and best practices to remind returning compliance administrators how to roll up their sleeves and successfully launch their Quest CE program.

During this webinar, Quest CE’s Account Executive Manager, MacKenzie Lindblom, will walk through the steps of implementing a thriving compliance program. Specifically, she’ll demonstrate how to assign services to your account users. She’ll additionally showcase how to roll out your program using the Email Blast Tool, while uncovering several essential reports. Join the discussion June 16, 2022 at 12PM CT.


Prune and Prepare: How Did 2021 Go?

  • Review Turnover/Exam Findings
  • Evaluate your “Peaks and Valleys”
  • Round-up your 2022 Compliance Goals

Laying Down Roots: Setting up your Account

  • Assign your Services (Bulk Load vs. Individual User)
  • Build the Perfect Message
  • How to Create a Program Launch Email

Help it Grow: Program Maintenance

  • How to Send Reminder Emails in the System
  • Monitoring Progress: Reporting Essentials
  • Tips for Program Upkeep


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 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.