Hi. I’m Brett Walker, and I’m a New Business Development Manager here at PolicyWorks, focusing on the eastern half of the country. Read more »

In February, I had the opportunity to visit Ecuador in a World Council of Credit Unions exchange visit with members of the Iowa Credit Union League. The experience was eye-opening. Read more »

Hi. I’m Mark Boehm, New Business Development Manager for PolicyWorks. Not only am I new to PolicyWorks, I’m also new to the credit union industry, so I wasn’t quite sure what to expect when one of my first tasks on the job was to attend the CUNA Governmental Affairs Conference – GAC – in Washington. Read more »

Credit unions often tell us they run into trouble when it comes to their social media, creating friction between the marketing team and the compliance team. Social media is a great way to reach members and promote products and services to potential members, but it is a common area of compliance confusion. Read more »

Death, taxes and HMDA reporting requirements -- as the government shutdown grinds on, few things remain as constant as these three absolutes. Read more »