Wednesday, August 17, 2022
3:00 pm – 4:30 pm Eastern
If you are part of the policy patrol, do you know how to manage the risks, records, and rules for e-collaboration platforms? Learn best practices for creating and implementing e-meeting platform policies and procedures with this jam-packed, can’t-miss program!
Microsoft Teams, Zoom, Slack, and other e-collaboration platforms escalate legal, regulatory, records, e-discovery, privacy, security, and other risks for financial institutions. Fully 27% of survey participants report one or more employees have used Teams to circumvent compliance requirements. Adding to the problem, remote staff may be tempted to play fast and loose with language when Zooming from home, increasing the likelihood of harassment, discrimination, and hostile work environment claims. When it comes to risks, records, and rules, e-collaboration tools are no different from email and social media. Failure to safeguard PII, NPI, consumer privacy, and business records could trigger regulatory audits, lawsuits, disgruntled accountholders, and decreased revenues.
You must act now to manage videoconferencing and meeting platforms with strategic e-policies and procedures. Attend this webinar to learn how to create and implement best practices-based policies and procedures to manage content, use, and records on Microsoft Teams, Zoom, Slack, and other e-collaboration tools. As a bonus, you’ll receive a three-part whitepaper designed to help your financial institution implement an e-collaboration policy program designed to minimize risks, manage use, and maximize compliance at the financial institution, employees’ homes, and elsewhere.
This informative session is a must for legal, compliance, human resources, records management, information governance, IT, training, privacy, and security professionals. Anyone who communicates via videoconferencing and messaging tools will benefit, as will anyone responsible for writing, implementing, and enforcing e-policies.
Nancy Flynn, Founder & Executive Director, The ePolicy Institute™
A recognized expert on electronic and workplace policy, communication, and compliance, Nancy Flynn is the founder and executive director of The ePolicy Institute™, Business Writing Institute™, and Marijuana Policy Institute™. Nancy is a professional trainer, policy writer, and consultant who helps employers worldwide minimize potentially costly electronic risks, including lawsuits and regulatory fines.
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 and other clients worldwide. She also serves as an expert witness in litigation related to electronic policies and procedures.
Attendance verification for CE credits provided upon request.
If you are having issues with registering online, please contact CBAO's Education, Training & Special Events Coordinator, Malia Widder, (614) 610-1877.