Write much? This session is essential for anyone who writes on the job, from entry-level staff corresponding with accountholders, to managers being groomed for leadership, to C-level executives communicating with decision-makers. If you rely on email and traditional business documents to communicate, you cannot afford to miss out on the unique bonus that comes with this session! Whether you are composing formal business documents, emails, or social media posts, the goal is to write with as much power, precision, and persuasion as possible. Scrambled sentences, grammar goofs, punctuation problems, and stylistic slipups undercut professionalism and credibility. Effective business writing is key to career advancement and organizational success. In the quest to command readers’ attention, documents that communicate clearly and convey competence always come out on top. Don’t let ineffective writing muddle your messages, confuse your accountholders, or derail your career. Designed for those who seek real and immediate improvement in their business writing, this program delivers the skills and strategies necessary to write clear, compelling, correct documents. You’ll learn how to use AI writing tools effectively. A must for anyone who writes on the job, this program is an investment in your career and your financial institution’s assets, reputation, and future.
Bonus: Within two weeks after viewing the live or on-demand webinar, each participant may submit one brief writing sample (three pages maximum) to writing coach Nancy Flynn for professional review, critique, and comments. This is a one-of-a-kind opportunity to receive individual guidance from a leading writing instructor!
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
- Write with purpose, creating strategic, on-target business documents and email
- Compose with precision, using appropriate tone and language, correct grammar, and effective style
- Utilize AI writing tools strategically and successfully
- Communicate powerfully and persuasively with accountholders, colleagues, and consumers
- Deliver complex financial information clearly
- Respond to challenging questions effectively
- Employ plain English that anyone — regardless of background or education — can understand
- Use a clear, convincing, conversational voice
- Write for results, persuading even the most reluctant readers to act
TAKE-AWAY TOOLKIT
- Tip Sheet: Great Grammar in Seven Steps
- Whitepaper: Use Pronouns to Support Diversity & Inclusion
- Fact Sheet: Sales Writing Simplified
- Tip Sheet: Proofreading Pointers & Editing Tips
- Fact Sheet: Business Writing Rules: Strengthen—and Speed—Employee Writing with Style Sheets
- Employee training log
- Interactive quiz
- PDF of slides and speaker’s contact info for follow-up questions
- Attendance certificate provided to self-report CE credits
WHO SHOULD ATTEND?
This informative session is essential for anyone who writes on the job, including executives, managers, human resources personnel, loan officers, sales and marketing staff, legal and compliance professionals, content managers, and others who communicate with external and internal readers.
NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.
MEET THE PRESENTER
Nancy Flynn, Founder & Executive Director, The ePolicy Institute™, Business Writing Institute™, Marijuana Policy Institute™

A recognized expert on workplace policy, communication, and compliance, Nancy Flynn is the founder and executive director of The ePolicy Institute, Business Writing Institute, and Marijuana Policy Institute. She provides training, writing, and consulting services to clients seeking to minimize compliance risks and maximize communication skills. Nancy is the author of 13 books, including
Writing Effective E-Mail, The ePolicy Toolkit, and
The Social Media Handbook. An in-demand trainer, she conducts seminars, webinars, and one-on-one coaching for financial institutions, financial services firms, and other clients worldwide. She also serves as an expert witness in litigation related to electronic and workplace policies and procedures.
THREE REGISTRATION OPTIONS – WHAT YOU GET
1. LIVE WEBINAR 2. ON-DEMAND WEBINAR 3. BUNDLE & SAVE
- Unlimited live connections with shareable access within your institution
- Available to view on desktop, mobile & tablet devices
- Take-away toolkit
- Live Q&A session & the presenter's contact info for follow-up questions
- Access the webinar training from your User Portal
- Unlimited and shareable access to the recording within your institution, starting two business days after the live date
- Available to view 24/7 on desktop, mobile & tablet devices
- Take-away toolkit
- Ability to download the webinar video and toolkit items
- Presenter's contact info for follow-up questions
- Access the webinar training from your User Portal
- Save when you Bundle the Live + On-Demand Webinar Registration
- Includes all the items listed above
- Full registration descriptions can be found here