What's New Webinar Series

We pride ourselves on the fact that many of our top system enhancements have stemmed  from ideas provided by our clients. One way we keep the lines of communication open between our clients and our team is through our monthly, interactive What’s New Webinar series. We utilize this time to share our most recent system updates, projects that are in-the-works and the latest courses added to our e-learning catalogs. Do you have an idea of how we can further improve our system? Please submit your feedback by completing following survey:

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What’s New at Quest CE

July 15 @ 12PM

With remote work becoming the new normal, many compliance officers are left searching for trusted digital solutions to replace some, or all of, their paper-based processes. During this time, we’ll show you how to easily add and assign new services to your account. We’ll also share some tips and best practices on using our Email Blast Utility Tool.

What’s New at Quest CE

June 10 @ 12PM

In this webinar, we’ll demonstrate the two new reports we briefly touched on last month that provide firms with a statistical summary of their overall exam/quiz performance, with the added ability to drill into individual responses and exam retake percentages. We’ll also remind administrators how to preview a course, as well as copy a course into Course Builder to be edited.

What’s New at Quest CE

May 13 @ 12PM

In this webinar, we’ll demonstrate several new system enhancements, including the ability to import firm-wide system settings and email address changes. We’ll also share two new statistical reports that give a detailed analysis of how your entire user population performed on each question of an exam/quiz, as well as some new navigational capabilities found within our questionnaire technology.

What’s New at Quest CE

March 11 @ 12PM

In this “What’s New at Quest CE” webinar, we’ll discuss two updates to the Branch Audit Tool. The first gives auditors the ability to view the branch’s previous audit responses during their current audit cycle. The second update is a new audit question type that provides firms with the option to download their own firm-specific file during an audit that can then be edited and re-uploaded to the system. Finally, we’ll touch on some security/privacy updates coming in 2020, as well as some new course options.

What’s New at Quest CE

February 12 @ 12PM

This month we’ll demonstrate the ability to add audio files to an interactive element in Course Builder, as well as how to benefit from some additional automation added to the Branch Audit Tool. We’ll also discuss an upcoming change to the Branch Audit Tool which will allow auditors to compare questionnaire responses to the previous year’s audit.

What’s New at Quest CE

January 8 @ 12PM

During this webinar, we’ll walk through a new Google Maps integration which allows Branch Audit Tool users to easily view the status of each branch location on a geographical map of the United States. We’ll also demonstrate how to bulk import upcoming audits, as well as how to override a single branch’s audit frequency. Lastly, we’ll provide a sneak peek of our 2020 content calendar.

What’s New at Quest CE

November 13 @ 12PM

In this webinar, we’ll focus on several Branch Audit Tool enhancements, including a new Application Log, the ability to efficiently replace audit assignments for terminated auditors and an update to the display for individual’s user data. We’ll also demonstrate how program administrators can now re-open a user’s previously “ended” disclosure and return it to its prior approved status.

What’s New at Quest CE

September 11 @ 12PM

In this webinar, we’ll walk through the process of how to create, save and use custom email templates in the Branch Audit Tool. We’ll also demonstrate some new functionality that allows you to administer a public exam and track the completions in our system.