• mpercyrobb

Key Deadlines - Managing a Team Calendar

We recently discussed with a client, their requirements to complete, on time, their hundreds of regulatory filings each year.

  • deadlines change

  • team accountabilities change

  • team members change

  • late filings result in fines

Ethidex Compliance Office contains a team tool called "Calendar" that can help meet these requirements.

Each regulatory filing can be set up as an "event" that repeats with an owner and a reviewer. Deadline prompts can be configured and completion evidence can be stored. Changes can be made as circumstances change.

If you would like to know more, please reach out to discuss.

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