When it comes to AI/ChatGPT, email, social media, e-collaboration tools, the web, and mobile devices, financial institutions face enormous legal, regulatory, and HR risks. It’s not uncommon for regulators and courts to impose hefty fines and legal judgments on organizations that mismanage electronic content, violate consumer privacy, mishandle business records, or fail to turn over subpoenaed email and other electronically stored information (ESI). Financial institutions cannot afford to play fast and loose with legal and regulatory compliance. This program will reveal why and how you must develop and implement strategic electronic policies and procedures designed to deliver comprehensive compliance with the ever-increasing guidelines of federal/state courts and industry/government regulators — or face costly consequences, including litigation, monetary fines, security breaches, malicious intruder attacks, lost productivity, business interruptions, and lost revenue. Join us to gain the know-how to create effective best practices-based e-policies. You’ll leave with tips, tools, and other valuable resources to help your financial institution minimize risks, manage use, and maximize compliance. Can you afford to miss this webinar?
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
- Create effective best practices-based policies and procedures governing AI/ChatGPT, email, social media, e-collaboration tools, the web, and mobile devices
- Minimize risks, manage use, and maximize compliance
- Manage and maintain all-important electronic business records
- Safeguard sensitive/confidential information and consumer privacy
- Apply proven tips, tools, and techniques to enhance compliant communication with internal and external parties
- Reduce the likelihood of harassment, discrimination, and other costly legal claims
- Put best practices-based strategies and expert advice to work for your financial institution
TAKE-AWAY TOOLKIT
- Records retention rules: Best Practices for Preserving, Protecting, Producing & Purging E-Business Records
- AI rules: Guidelines for Creating Effective AI Policy & Procedures
- Mobile device rules: Guidelines for Creating Effective Mobile Device Policy
- Social media rules: Guidelines for Creating Effective Social Media Policy
- Three-part whitepaper: E-Collaboration Tools & Rules
- 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 a must for everyone who communicates electronically on behalf of the financial institution. Executives, managers, staff, records managers, lawyers, compliance officers, marketing professionals, human resources directors, and content creators will benefit from this program.
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
