Developing Sound Email, Social Media and Mobile Device Policies

Download this Event to your Calendar

Developing Sound Email, Social Media and Mobile Device Policies 
Tuesday, March 12, 2013

12:00 pm – 1:30 pm PT
1:00 pm – 2:30 pm MT
2:00 pm – 3:30 pm CT
3:00 pm – 4:30 pm ET

Email, social media, and mobile devices dramatically increase banks’ exposure to costly and protracted risks, including lawsuits, regulatory investigations, security breaches, mismanaged business records, damaged reputations, productivity drains, and PR nightmares. This webinar will review the electronic risks facing community banks and provide best-practice-based rules, policies, and procedures to reduce the likelihood of online disasters, while increasing compliance and enhancing communication.

Learn why and how to develop and implement a strategic e-policy program that combines written rules, employee training, and technology tools. As a value-added bonus, you’ll receive a fill-in-the-blanks policy template, a sample policy audit questionnaire, and other valuable materials. Join us for this session and learn how to minimize email, social media, and mobile device risks.


  • How a strategic e-policy program can anticipate and deflect costly legal liabilities, regulatory disasters, security breaches, PR disasters, and other risks triggered by employees emailing, blogging, posting,      texting, etc.
  • Developing best-practice-based policies to ensure compliance
  • Why and how to use policy to preserve, protect, and produce valuable electronic business records
  • ABCs of effective policy writing – a three-step formula for policy-writing success
  • How to conduct a policy audit
  • Content control:  maximizing communication while minimizing risk
  • Applying the “3-Es” of electronic risk management to protect your Bank’s assets, reputation, and future
  • Tips for effective policy training
  • Supporting policy with best-in-class technology tools
    • Fill-in-the-blanks sample policy template
    • Sample e-policy audit questionnaire
    • Social media rules:  guidelines for developing effective social media policy
    • Writing Effective Policies whitepaper

This informative session is a must for those responsible for creating and enforcing business policies. HR managers, compliance officers, IT directors, and anyone who communicates via email, social media, Smartphones, or other mobile devices will benefit.

Continuing Education: Attendance verification for CE credits upon request

Nancy Flynn

The ePolicy Institute™