Mobile Device Risks, Records and Compliance Rules: Managing Your Financial Institution's BYOD Program and Policy

Instructor: Nancy Flynn
Product ID: 704436
  • Duration: 60 Min
This informative training session is a must for anyone who communicates via smartphones or other mobile devices. This session is a cost-effective way to recognize and manage mobile risks facing individual users and financial institutions as a whole. A timely program for professionals who want to ensure that their financial institution’s mobile/electronic content, use, risks, policies, records, privacy, and procedures are managed in compliance with the law, regulatory rules, and organizational guidelines.

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: Jan-2017

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

Why Should You Attend:

Employees regularly use smartphones, tablets, and other mobile devices to conduct business and personal conversations and transactions. Some use personal, unsecured smartphones to conduct the financial institution’s business. Others use company-owned phones to hold private, non-business-related conversations. Either way, mobile device use increases your financial institution’s legal, security, regulatory, records, and productivity risks.

To help manage potentially costly risks, best practices call for the adoption of a strategic Bring Your Own Device (BYOD) program, incorporating formal policy, supported by employee education and technology tools.

This webinar will review the mobile/electronic risks facing financial institutions—and will provide best practices-based rules, policies, and procedures to help employers reduce the likelihood of online disasters, while increasing compliance and enhancing communication. Learn why and how to develop and implement a strategic BYOD policy program, combining written rules, employee training, and technology tools. Don’t let smartphone slip-ups and mobile missteps blemish your financial institution’s reputation, damage customer relationships, or sink your career. Attend this session to help your financial institution minimize mobile device risks, while maximizing compliance and communication.

Areas Covered in the Webinar:

  • Anticipating (and in some cases preventing) potentially costly legal liabilities, regulatory disasters, security breaches, records mismanagement, PR nightmares, and other mobile risks
  • Managing mobile device risks and compliance with best practices-based policy
  • Writing and implementing effective BYOD policy
  • Safeguarding customer financials and financial institution data on personal and company-owned mobile devices
  • Communicating clearly, compliantly, and effectively with internal and external audiences via smartphones
  • Choosing the right communications channel and tone to conduct business
  • Preserving, protecting and producing electronic business records created by email and text messages via mobile devices
  • Understanding and adhering to e-discovery requirements
  • Applying best practices to help ensure legal, regulatory and organizational compliance
  • Monitoring mobile devices: Why and how
  • Reconciling monitoring rights with privacy expectations and legal realities
  • Instituting content rules to enhance mobile communication and compliance
  • Enforcing personal use rules to minimize risks and maximize productivity
  • Applying the 3-Es of mobile compliance management
  • Learning from real-life mobile device disaster stories
  • Applying tips, tools, and rules for compliant, secure, and productive mobile device use

Who Will Benefit:

  • HR managers
  • Compliance officers
  • Lawyers
  • Records managers
  • IT professionals
  • Risk managers
  • Operations managers
  • And others charged with writing policy and implementing compliance management programs to help protect the financial institution’s business records, safeguard consumers’ financial data, minimize electronic risks, and maximize compliance
Instructor Profile:
Nancy Flynn

Nancy Flynn
Owner, The ePolicy Institute

A recognized expert on electronic policy, compliance, and communications, Nancy Flynn is founder and executive director of The ePolicy Institute™. An international training and compliance management firm, The ePolicy Institute is dedicated to helping employers limit electronic risks, including litigation and regulatory investigations, through effective policy and employee education. The author of 13 books including The Social Media Handbook and The ePolicy Toolkit, Ms. Flynn is an in-demand speaker who conducts onsite and online training for banks, credit unions, financial services firms, legal professionals, and others worldwide. She also serves as an expert witness for the federal government and law firms engaged in email- and Internet- related litigation. Nancy Flynn has been featured by Fortune, Time, The New York Times, The Wall Street Journal, Businessweek, Forbes, BBC, NPR, ABC World News, CBS Early Show, CNN Anderson Cooper, and CNBC among other leading news organizations.

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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.

We respect feedback/opinions of our customers which enables us to improve our products and services. To contact us please email call +1-888-717-2436 (Toll Free).

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