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Wisconsin Credit Union Foundation

E-Compliance Rules, Policies & Best Practices for Email, Web, Mobile & Social Media

Join us to learn how to implement strategic electronic compliance management that combines policy, training, and technology.

Aug 15, 2019 02:00 PM   -­­  Aug 15, 2019 03:30 PM


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Type of Event
On Demand Webinar

Who Should Attend
  • On-Demand Webinars
  • Live Webinars
  • Fraud, Security & Technology
  • Human Resources
  • Executive Management
  • Compliance



Financial institutions have long known they cannot afford to play fast and loose with legal and regulatory compliance with email, web, mobile, and social media management – and the steep costs of noncompliance. The organizations penalized for electronic mismanagement reads like a who’s who of the industry. It’s not uncommon for industry regulators and courts to impose hefty fines and legal judgments on financial institutions that mismanage electronic content, violate consumer privacy, fail to secure business records, or are slow to turn over subpoenaed email and other electronically stored information (ESI). Don’t risk the costly consequences of litigation, regulatory audits and fines, security breaches, business record mismanagement, lost productivity, business interruptions, and public embarrassment. Join us to learn how to implement strategic electronic compliance management that combines policy, training, and technology.

Learning Objectives

  • How a strategic e-compliance management program can help anticipate and deflect legal liabilities, regulatory disasters, security breaches, and other electronic risks
  • Best practices to ensure legal, regulatory, and organizational compliance 
  • Why and how you must preserve, protect, and produce electronic business records
  • Creating effective email, web, mobile device, and social media policies and procedures
  • Conducting an annual e-policy audit
  • Best practices to manage content, use, records, and risks
  • Putting the three Es of electronic compliance management to work
  • Enforcing e-policies at work, home, and on the road
  • Tips for effective e-policy training
  • Supporting policy with best-in-class technology tools
  • Monitoring rules – reconciling privacy expectations with legal realities
  • Real-life electronic disaster stories
  • Timely information, expert advice, and best practices to implement immediately


Nancy Flynn, The ePolicy Institute & Business Writing Institute



Live and recorded webinar, handouts, quiz with answer key and training log are included.