ComplianceOne "Topic of the Month"

Once a month, a software trainer will conduct a live instructor led web training session on lending and deposit topics.

Who Should Attend: These sessions are intended for current ComplianceOne Lending and/or Deposit users.
 
Fee: $149 per session, per connection. Additional registrations are required to log in from additional computers or locations.

Session Length: 1½ hours

Hour: 10:00-11:30 CST.


2015 Topics:

o August 5
Templates -
This session will help you improve your loan templates within ComplianceOne. This session will provide tips, hints and shortcuts when creating and using templates within ComplianceOne.

o October 7
Repayment Methods -
This session will discuss the different payment options available and how the options affect the loan documents. We will also explore the use of irregular payments and preferred rate lending, how to use these features and how it will look on your loan documents.

o December 2
Administration Tips and Best Practices -
This session will provide the information on making the most of ADMIN setting and learning about recent changes that have occurred in ADMIN. We will discuss ways to assist in making ADMIN more efficient for your institution and help you understand the cause and effect of selections.
If you have questions about any of the sessions, please contact your Wolters Kluwer Financial Services Account Executive, call 1-800-274-2711 ext. 1124002, or email sues@wolterskluwer.com.