Agenda

Aug 31, 2026
11:00 am - 12:30 pm EST

Don’t let unmanaged Teams, Zoom, and other videoconferencing tools undermine your legal, regulatory, and organizational compliance. Just as inappropriate email can expose business records, nonpublic personal information (NPI), and personally identifiable information (PII), so too can unlawful and objectionable videoconference content and conversations. Whether videoconferencing from home or the office, it’s essential to keep content, appearance, and surroundings professional when communicating with accountholders, consumers, and colleagues. Thanks to a lack of formal rules, 24% of companies have fired staff for e-collaboration slipups. Could your institution survive a costly legal settlement courtesy of inappropriate videoconference conversations and content? Enhance compliance and communications by keeping videoconferences compliant with federal and state laws and government and industry regulations.

Attend this webinar for a review of videoconference risks, rules, records, and responsibilities. Leave with a strategy for creating and enforcing must-have policies and procedures including e-collaboration policy, records retention policy, content and netiquette rules, videoconference dress code, and videoconference background guide. You’ll leave with value-added tools including a Netiquette Rules fact sheet and a three-part whitepaper on E-Collaboration Tools & Rules.

Topics

KEY WEBINAR TAKEAWAYS:

• Best practices-based e-collaboration policy to manage business-appropriate Teams, Zoom, and other videoconferencing use by onsite and remote staff
• Minimizing risks, managing behavior, and maximizing compliance with written rules plus tech tools
• How to preserve, protect, and produce NPI, PII, and business records with records retention policy
• Netiquette and content rules to battle discrimination and privacy claims, while hosting respectful, effective videoconferences

Speaker(s)

Nancy Flynn
ePolicy Institute™

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.

Fees

Live Webinar - $279

• Unlimited connections for your institution
• Available on desktop, mobile & tablet
• Take-away toolkit
• Presenter’s contact info for questions

On-Demand Webinar - $279

• Unlimited & shareable access starting two business days after live stream
• Available on desktop, mobile & tablet devices 24/7
• Take-away toolkit
• Ability to download webinar video
• Presenter's contact info for questions

Live + On-Demand - $379

Get the best of both and save when you Bundle the Live & On-Demand Webinar registration! This option includes all the items listed above.

**100% surcharge applied to non-members.

Association Contact