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Leveraging Technology – Take your ERM/Compliance Program to the Next Level

November 2, 2020 @ 1:00 pm 2:00 pm

The world of Enterprise Risk Management (ERM)/Compliance can provide challenges to even the most experienced compliance and risk professionals. Does your compliance or risk team feel overwhelmed juggling multiple projects at once? Are you curious to learn how other credit unions are streamlining their compliance and risk programs?

If so, I invite you to join us for an upcoming town hall hosted by PolicyWorks for a discussion about the impact technology can have on the performance of your compliance and risk programs.

  • Learn about best practices and effective ways to leverage technology to help support your ERM/Compliance Management programs.
  • See how technology can help streamline existing processes and save hours of chasing down information and reporting.
  • Learn how to get control of your compliance and risk data quickly.

Meet the Speakers

John ‘Ogie’ Sheehy – Global CIO and CEO – European Business, PolicyWorks

Ogie is the Global CIO and CEO – European Business for PolicyWorks. With a degree in Applied Physics and Electronics from the Institute of Technology Tralee, Ogie spent more than 16 years working through the ranks of companies such as Hewlett Packard, IBM and Dell. In 2008, Ogie founded ViClarity, a technology solutions company that makes managing governance, risk and compliance (GRC) programs easy with their unique fully automated GRC platform. In 2020, ViClarity was acquired by PolicyWorks and maintains a portfolio of more than 300 global clients of all sizes.

Jovilyn Herrick –Director of Compliance Consulting Services, PolicyWorks

Jovilyn is the Director of Compliance Consulting Services for PolicyWorks. With over 20 years of credit union experience and expertise in areas such as compliance, risk, operations, marketing, and management, Jovilyn today assists credit unions with their audit and compliance needs and provides support to PolicyWorks’ affiliated credit union leagues and partners. Prior to joining PolicyWorks, Jovilyn was worked with several credit unions in California in a variety of leadership roles.

Crystal Sagum—Compliance Officer, PolicyWorks

Crystal is a Compliance Officer for PolicyWorks. With 12 years of financial services experience, Crystal has a focus in mortgage and consumer lending. In her past roles, Crystal’s responsibilities included conducting lending risk assessments, writing policies and procedures and overseeing consumer complaint tracking. In her current role with PolicyWorks, Crystal supports California/Nevada credit unions as a member of the hotline support team.

Free