Social Media Policies & Procedures - Best Practices to Minimize Risk & Manage Content/Records

Instructor: Nancy Flynn
Product ID: 703639
  • Duration: 90 Min

recorded version

1x Person - Unlimited viewing for 6 Months
(For multiple locations contact Customer Care)
Recorded Link and Ref. material will be available in My CO Section
Last Recorded Date: Oct-2014

Training CD / USB Drive

One CD/USB is for usage in one location only.
(For multiple locations contact Customer Care)
CD/USB and Ref. material will be shipped within 15 business days

Customer Care

Fax: +1-650-362-2367


Read Frequently Asked Questions

This webinar with Nancy Flynn, an internationally acclaimed social media policy expert, will take you through efficient policy making to protect both employers and employees and highlight the risks of neglecting to comply with these social media policies. The subjects addressed are broad as they include electronic compliance and e-discovery risks and rules.

Why Should You Attend:

This social media training will arm you with the tools necessary to develop a strategic social media management program, designed to minimize risks, maximize compliance, and manage behavior. Additionally, the course will focus on:

  • Acclimatizing attendees to social media risks, rules, policies, and procedures.
  • Providing a clear understanding of the potentially costly and protracted social media risks—including workplace lawsuits and regulatory investigations—facing your financial institution.
  • Tips to develop and implement a strategic compliance management program that combines best practices-based policy, employee training, and technology tools.
  • Minimizing social media risks, maximize compliance, and manage electronic business records, social media use, and content for financial institutions.

Social media is a window into how employees live their lives and conduct their professional (and personal) business. Employee privacy in the digital age is one of the most troubling questions facing the financial services industry today.

The webinar will discuss and validate ethical questions regarding employees’ personal time in social forums. It will also address social media monitoring—the challenge of balancing employees’ privacy expectations with management’s monitoring rights—among other timely issues.

Learning Objectives:

  • Deliver a cost-effective way to recognize and manage social media risks facing individual users and financial institutions as a whole.
  • Serve as a timely program for those who want to ensure that their financial institutions’ electronic risks, records, content, social media use, policies, and procedures are managed in compliance with federal and state laws, regulatory guidelines, and organizational rules.

Areas Covered in the Webinar:

  • Understanding social media risks facing the financial industry.
  • How to recognize, anticipate, and prevent legal liabilities, regulatory investigations, security breaches, mismanaged business records, PR nightmares, and other social media risks.
  • Learning from real-life social media disaster stories in the financial services world.
  • How to develop best practice-based policies and procedures to help ensure compliance with federal and state laws.
  • How to develop best practice-based policies and procedures to help ensure compliance with industry and government regulators including SEC, FINRA, FDIC, NCUA, E-SIGN,GLBA, and SOX among others.
  • E-discovery risks and rules. Failure to produce electronic evidence can cost millions in court sanctions, legal settlements, and regulatory fines. What you should do today to prevent social media e-discovery disasters tomorrow?
  • How and why must you preserve, protect and produce electronic business records created by social media and other electronic business communications tools.
  • Electronically stored information (ESI) creates electronic DNA.
  • How and why to conduct an annual social media policy audit.
  • How policy, supported by training and technology, can help support your legal position.
  • Why you must manage social media use, content and records at work, home, and on the road.
  • Monitoring social media: reconciling privacy expectations with legal realities.
  • Content control: maximizing communication while minimizing risks.
  • Applying the 3Es of electronic risk management to protect your assets, reputation, and future.
  • Timely information, expert advice and best practices that you can implement immediately.

Who Will Benefit:

This webinar will be highly beneficial for professionals employed in banks, credit unions, brokerage firms, insurance companies/carriers, accounting firms/CPAs, and consulting firms who provide accounting/financial services in various capacities including:

  • HR managers
  • Compliance officers
  • Lawyers
  • Records managers
  • IT professionals
  • Risk managers
  • Operations managers

Instructor Profile:

An internationally recognized expert on workplace email, social media, and internet policy, compliance, and communication, Nancy Flynn is founder and executive director of The ePolicy Institute™. Around 10,000 worldwide members of The ePolicy Institute turn to Nancy Flynn for help implementing strategic, best practices-based policy and training programs in her areas of expertise.

Ms. Flynn is the author of 13 books including The Social Media Handbook; The ePolicy Toolkit; The e-Policy Handbook, 2nd Ed; Writing Effective Email,3rd Ed; E-Mail Rules; Blog Rules; Instant Messaging Rules; and E-Mail Management. Her books are published in six languages: English, German, Spanish, Russian, Vietnamese, and Chinese.

An in-demand speaker and corporate coach, her clients include The World Bank, Universal Studios, OhioHealth, Microsoft, Symantec, Cintas, Yahoo! Canada, KPMG, Nationwide Insurance, World Airlines Customer Relations Association, American Bar Association, Federal Bar Association, Ohio Supreme Court, Federal Trade Commission, State of New Mexico, International Association Administrative Professionals, and other corporations and government entities worldwide.

She also serves as an expert witness for the federal government and law firms engaged in email and internet-related litigation. Ms. Flynn has been featured by Fortune, Time, The New York Times, Newsweek, BusinessWeek, Forbes, Wall Street Journal, BBC, CNN Anderson Cooper 360, and Fox Business News and numerous other leading news sources.

Topic Background:

From Twitter and Facebook to blogs and smartphones, employees’ access to social media—and employers’ exposure to potentially costly and protracted risks—is greater than ever. Whether responding to inquiries via Twitter, networking on LinkedIn, or promoting business services on YouTube, social media dramatically increase potentially costly risks including workplace lawsuits, regulatory violations, security breaches, mismanaged business records, productivity drains, and PR nightmares. Online slip-ups can sink revenues and ravage careers. Regardless of whether your financial institution currently has a social media presence, best practices call for the establishment of effective social media policies governing what employees may (and may not) post on business (and personal) social media sites.

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Refund Policy

Registrants may cancel up to two working days prior to the course start date and will receive a letter of credit to be used towards a future course up to one year from date of issuance. ComplianceOnline would process/provide refund if the Live Webinar has been cancelled. The attendee could choose between the recorded version of the webinar or refund for any cancelled webinar. Refunds will not be given to participants who do not show up for the webinar. On-Demand Recordings can be requested in exchange.

Webinar may be cancelled due to lack of enrolment or unavoidable factors. Registrants will be notified 24hours in advance if a cancellation occurs. Substitutions can happen any time.

If you have any concern about the content of the webinar and not satisfied please contact us at below email or by call mentioning your feedback for resolution of the matter.

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