Where's PolicyWorks?

The PolicyWorks team shares its expertise at conferences, schools and webinars throughout the country.

PolicyWorks upcoming events:

2019 Nebraska Credit Union League Annual Meeting

June 11 - June 12 in Lincoln, NE

Accelerate Financial Inclusion in Your Community

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June 25 - June 26 in Chicago, IL

Based on over 20 years of experience with the Juntos Avanzamos program and the work of organizations such as Coopera, Inclusiv and PolicyWorks, financial institutions have the opportunity to drive financial inclusion, serve underserved markets, and operationalize ITIN Lending in a series of free workshops hosted around the U.S. in 2019.

PolicyWorks Director of League Services, Erin O'Hern, will be speaking on ITIN lending compliance in this workshop. 

Join us in Chicago for this free event on June 25-26. Register today.

Accelerate Financial Inclusion in Your Community

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July 16 - July 17 in New York City, NY

Based on over 20 years of experience with the Juntos Avanzamos program and the work of organizations such as Coopera, Inclusiv and PolicyWorks, financial institutions have the opportunity to drive financial inclusion, serve underserved markets, and operationalize ITIN Lending in a series of free workshops hosted around the U.S. in 2019.

PolicyWorks Director of League Services, Erin O'Hern, will be speaking on ITIN lending compliance in this workshop. 

Join us in New York City for this free event on July 16-17. Register today.

Accelerate Financial Inclusion in Your Community

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August 20 - August 21 in San Francisco, CA

Based on over 20 years of experience with the Juntos Avanzamos program and the work of organizations such as Coopera, Inclusiv and PolicyWorks, financial institutions have the opportunity to drive financial inclusion, serve underserved markets, and operationalize ITIN Lending in a series of free workshops hosted around the U.S. in 2019.

PolicyWorks CEO, Miriam De Dios Woodward, will be speaking on ITIN lending compliance in this workshop. 

Join us in San Francisco, CA for this free event on August 20-21. Register today.

CUNA Regulatory Compliance Certification School

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September 8 - September 13 in Dallas, TX

Come hear from PolicyWorks' Jeremy Smith.

CUNA Regulatory Compliance Certification School is composed of two schools, Introduction and Update. The Introduction School offers a fundamental education in credit union compliance, while the Update School provides experienced compliance professionals the opportunity to dive into current compliance issues and expert-level topics.

Accelerate Financial Inclusion in Your Community

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September 24 - September 25 in Austin, TX

Based on over 20 years of experience with the Juntos Avanzamos program and the work of organizations such as Coopera, Inclusiv and PolicyWorks, financial institutions have the opportunity to drive financial inclusion, serve underserved markets, and operationalize ITIN Lending in a series of free workshops hosted around the U.S. in 2019.

PolicyWorks CEO, Miriam De Dios Woodward, will be speaking on ITIN lending compliance in this workshop. 

Join us in Austin, TX for this free event on September 24-25. Register today.