AI/ChatGPT, Email, Social, E-Collaboration, Web & Mobile Policies

Date:

Jul 10, 2025

Register

When it comes to AI/ChatGPT, email, social media, e-collaboration tools, the web, and mobile devices, financial institutions face enormous legal, regulatory, and HR risks.

It’s not uncommon for regulators and courts to impose hefty fines and legal judgments on organizations that mismanage electronic content, violate consumer privacy, mishandle business records, or fail to turn over subpoenaed email and other electronically stored information (ESI). Can you afford to miss this webinar?

Agenda

Thursday, July 10th, 2025
90 minutes
11:00 am EDT

Financial institutions cannot afford to play fast and loose with legal and regulatory compliance. This program will reveal why and how you must develop and implement strategic electronic policies and procedures designed to deliver comprehensive compliance with the ever-increasing guidelines of federal/state courts and industry/government regulators — or face costly consequences, including litigation, monetary fines, security breaches, malicious intruder attacks, lost productivity, business interruptions, and lost revenue.

Join us to gain the know-how to create effective best practices-based e-policies. You’ll leave with tips, tools, and other valuable resources to help your financial institution minimize risks, manage use, and maximize compliance.

Topics

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Create effective best practices-based policies and procedures governing AI/ChatGPT, email, social media, e-collaboration tools, the web, and mobile devices
  • Minimize risks, manage use, and maximize compliance
  • Manage and maintain all-important electronic business records
  • Safeguard sensitive/confidential information and consumer privacy
  • Apply proven tips, tools, and techniques to enhance compliant communication with internal and external parties
  • Reduce the likelihood of harassment, discrimination, and other costly legal claims
  • Put best practices-based strategies and expert advice to work for your financial institution

TAKE-AWAY TOOLKIT:

  • Records retention rules: Best Practices for Preserving, Protecting, Producing & Purging E-Business Records
  • AI rules: Guidelines for Creating Effective AI Policy & Procedures
  • Mobile device rules: Guidelines for Creating Effective Mobile Device Policy
  • Social media rules: Guidelines for Creating Effective Social Media Policy
  • Three-part whitepaper: E-Collaboration Tools & Rules
  • 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
Speaker(s)

A recognized expert on workplace policy, communication, and compliance, Nancy Flynn is the founder and executive director of The ePolicy Institute, Business Writing Institute, and Marijuana Policy Institute. She provides training, writing, and consulting services to clients seeking to minimize compliance risks and maximize communication skills.

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, financial services firms, and other clients worldwide. She also serves as an expert witness in litigation related to electronic and workplace policies and procedures.

Additional Information

Who Should Attend?

This informative session is a must for everyone who communicates electronically on behalf of the financial institution. Executives, managers, staff, records managers, lawyers, compliance officers, marketing professionals, human resources directors, and content creators will benefit from this program.

Fees

$279.00

Available Upgrades

  • On-Demand $279.00 per person
  • Live Access + On-Demand $379.00 per person
Association Contact

Elizabeth DeHaven
Education Manager
o: 317-387-9380 
d: 317-333-7169
edehaven@indiana.bank