Managing Zoom, Microsoft Teams, Slack & Other Collaboration

Managing Zoom, Microsoft Teams, Slack & 
Other Collaboration Platforms with Effective E-Policies 

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!


  • Write and implement best practices-based policies and procedures (P&Ps) as well as records retention policies for Zoom, Microsoft Teams, Slack, and other videoconferencing and meeting tools
  • Create policies governing content and use of onsite, hybrid, and remote e-collaboration records
  • Form an e-collaboration policy team to assess risks, rules, regulations, and records
  • Use P&Ps to cut the risk of hostile work environment, harassment, and discrimination claims
  • Safeguard PII, NPI, and privacy in compliance with GLBA and other industry regulators
  • Manage unlawful and inappropriate language with content rules
  • Support e-collaboration policy with the right archiving, retention, and data protection technology
  • Enforce e-collaboration P&Ps with employee training and best-in-class technology tools
  • Minimize legal and regulatory liabilities by putting best practices-based policies, expert advice, and compliance tips to work immediately


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.


  • Fact Sheet: eCollaboration Rules: Creating Effective ePolicies for Zoom, Teams, Slack, and other videoconferencing and meeting tools
  • Three-part whitepaper: E-Collaboration Tools & Rules: Policies & Best Practices for the Compliant Management of Microsoft Teams, Zoom, Slack & Other Videoconferencing & Meeting Tools
  • Employee training log 
  • Interactive quiz
  • PDF of slides and speaker’s contact info for follow-up questions
  • Attendance certificate provided to self-report CE credits


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.

Webinar Sponsored by Financial Education & Development

If you are having issues with registering online, please contact CBAO's Education, Training & Special Events Coordinator, Malia Widder, (614) 610-1877.

Registration Options (Member/Non-Member Pricing)
Live Webinar ($265/$400) – The live webinar option allows you to have unlimited connections within your institution to virtually attend the Live Webinar. The session includes question and answer sessions, handout and take-away toolkit, and the presenters contact information for follow-up, will all be emailed to you the morning of the live webinar.

On-Demand Webinar + Free Digital Download ($295/$450
– Can’t attend the live webinar? This option provides a recording of the live event, including audio, visuals, and handouts. We even provide the presenter’s email address for follow-up questions. You will receive an email with the recorded webinar link, which can be viewed anytime 24/7, beginning 2 business days after the live webinar. You will also receive instruction on how to download a free digital copy of the webinar to your PC, which you may keep and use indefinitely.

Both Live Webinar & On-Demand Webinar + Free Digital Download ($395/$600
– Includes Live Webinar and Recorded Webinar options above.


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