Utilizing Technology for the Compliance Officer

Utilizing various tools and features within readily available technology are a must for the compliance officer. Join us as we share many tools and tips to help the compliance officer tackle their responsibilities!

Recorded Wednesday,
July 12th, 2023
Presented by Molly Stull
1h 30m total length
2.5 CRCM Credits
$279.00 or 1 Token

Includes: 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Compliance
  • Risk Management/Legal
  • Compliance Officer
  • Risk Manager

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An effective compliance officer must gather and share information efficiently across the organization. Often this role includes developing presentations, identifying weaknesses, tracking exceptions, recognizing changes and conducting training sessions. It is essential that compliance officers utilize technology to stay organized and effectively communicate within the bank. Join us as this session is designed to share many tools to help accomplish these tasks.

What You'll Learn

  • Utilizing Track Changes in Microsoft Word to identify changes when policies and procedures are updated.
  • Identifying changes in documents by utilizing Microsoft Word’s Compare and Contrast features.
  • Enhance an exception log by automating cell colors to change in conjunction with text updates.
  • Take advantage of bullets within a Microsoft Excel cell to generate lists.
  • Develop an electronic file system that organizes files in chronological order.
  • Capture document images through free software that contains editing tools. A great tool for sharing where compliance exceptions occurred!
  • Make use of animations and shortcuts during PowerPoint presentations to keep the audience focused and to effectively refer to a specific slide.
  • Reinforce training through an interactive game that is easy to create and mobile-friendly. Just one of many types of technology available to enhance your training program.

Who Should Attend

This webinar is designed for compliance officers and risk managers.

Molly Stull

Instructor Bio

Molly began her banking career on the teller line while working on her undergraduate degree and has continued working in the financial industry ever since. Some of her experience includes roles in operations, business resumption planning, consumer compliance, and conducting audits. Her favorite role is ensuring that her audience, whether on the sports field or in the financial industry, understands the "why" behind the rule. Her wealth of financial knowledge and her numerous years of experience enable her to relate the material to the audience.

Continuing Education Credit Information

Utilizing Technology for the Compliance Officer has been approved for 2.5 CRCM credits. This statement is not an endorsement of this program or its sponsor. Credits are redeemable for both Live and OnDemand viewing. For questions on certificates, please email support@oncourselearning.com. Certification holders must report these credits at https://aba.csod.com.