> Webinar: Electronic Compliance: Tools, Policies & Best Practices for Email, Internet, & More

Tuesday, August 13, 2013
3:00 PM Eastern Daylight Time
4:30 PM

Webinar: Electronic Compliance: Tools, Policies & Best Practices for Email, Internet, Mobile & Social Media

Email, social media, mobile devices, and the web dramatically increase credit unions’ exposure to costly and protracted risks including lawsuits, regulatory investigations, security breaches, mismanaged business records, damaged reputations, productivity drains, and public relations nightmares. This webinar will review the electronic risks facing credit unions and provide best-practices-based rules, policies, and procedures to help reduce the likelihood of online disasters, while increasing compliance and enhancing communication. Learn why and how to develop and implement a strategic-policy-based compliance management program that combines written rules, employee training, and technology tools.

HIGHLIGHTS

  • How a strategic compliance management program can help you anticipate and deflect legal liabilities, regulatory disasters, security breaches, and other electronic risks
  • Best practices to ensure legal, regulatory, and organizational compliance
  • Why and how you must preserve, protect, and produce electronic business records
  • Creating effective email, web, social media, and mobile device policies
  • Conducting an annual e-policy audit
  • Best practices to manage content, use, records, and risks
  • The “3-Es” of electronic compliance management
  • Enforcing e-policies at work, home, and on the road
  • Tips for effective e-policy training
  • Supporting policy with best-in-class technology tools
  • Monitoring rules: reconciling privacy expectations with legal realities
  • Learning from real-life disaster stories

TAKE-AWAY TOOLKIT

  • Sample mobile device policy
  • Sample e-policy audit questionnaire
  • Social Media Rules tip sheet
  • Writing Effective Policies whitepaper
  • Electronic training log
  • Quiz you can administer to measure staff learning and a separate answer key

WHO SHOULD ATTEND?
This informative session is a must for HR managers, lawyers, compliance officers, IT directors, and others who are responsible for the credit union’s electronic policy and compliance management program. In addition, anyone who communicates via email, social media, mobile devices, or the web will benefit.

ABOUT THE PRESENTER – Nancy Flynn, The ePolicy Institute & Business Writing Institute
A recognized expert on workplace policy, communication, and compliance, Nancy Flynn is the founder and executive director of The ePolicy Institute and Business Writing Institute. She provides training, coaching, and consulting services to clients seeking to minimize compliance risks and maximize communication skills.  

Nancy is the author of 12 books including The Social Media Handbook and Writing Effective E-Mail. 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 workplace email and web use.

PLEASE NOTE: Your registration fee allows you to have one telephone connection. However, as many people as you like may listen from your office speaker phone.  If you register for the webinar, your registration fee also includes one internet connection from a single computer terminal.

THREE REGISTRATION OPTIONS
1.  LIVE WEBINAR

The LIVE WEBINAR option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered. You may have as many people as you like listen from your office speaker phone.  Registrants receive a toll-free number and pass code that will allow entrance to the seminar. The session will be approximately 90 minutes, including question and answer sessions. Seminar materials, including instructions, pin number, and handouts will be emailed to you prior to the broadcast. You will need the most current version of Adobe Reader available free at www.adobe.com.

2.  ON-DEMAND WEB LINK** AND FREE CD ROM*
Can't attend the live webinar?  The ON-DEMAND WEB LINK** is a recording of the live event including audio, visuals, and handouts. We even provide the presenter's email address so you may ask follow-up questions. Approximately 1 week prior to the webinar, you will receive an email with the web link. This web link can be viewed anytime 24/7, beginning 6 business days AFTER the webinar and will expire 6 months after the live program date.  But there's more . . . AS AN ADDED BONUS, you will also receive a FREE audio/visual CD ROM.* The CD ROM includes the original audio/visual presentation, the question and answer sessions, and the handouts. Use the on-demand link or this "off-the-shelf" training program for those that could not attend the live seminar and for future training.

3.  BOTH LIVE WEBINAR AND ON-DEMAND WEB LINK** (INCLUDES FREE CD-ROM*) Includes options 1 and 2 above
*CD Rom for PC use only
**All materials are subject to copyright and intended for your credit union's use only.

NEW! Listen on your iPad, iPhone, or Android. Instructions will be emailed to you with the on-demand link.

INVESTMENT:
$199.00 Webinar per connection
$199.00 Archived On-Demand Web Link & Free CD ROM
$249.00 Both Live Webinar & Archived On-Demand Web Link & Free CD ROM

TIME: 3:00 p.m. - 4:30 p.m.

To register and pay by check, email Mary Zelinsky at mzelinsky@njcul.org and your credit union will be invoiced. To register and pay online, click here