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Wisconsin Credit Union Foundation

Webinar Calendar

Our League webinars offer training on topics for all aspects of credit union operations. You'll have the choice to participate in the live webinar only, purchase the recorded webinar or both. Included with all League webinars are the training log, quiz and answer key. 

Download a printable list of upcoming 2019 webinars >>

From time-to-time our webinar calendar will also show webinars from system partners. This is done as a courtesy to further your learning options and you should contact the system partner for details on those webinars.


Auditing E-Policies & Procedures: Risks, Rules & Records

Attend this webinar to learn how to conduct on-target audits and create effective policies and procedures. You’ll be armed with best practices and an expertly designed audit questionnaire to create effective electronic P&Ps.

Sep 05, 2019 02:00 PM   -­­  Sep 05, 2019 03:30 PM
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Type of Event
On Demand Webinar

Who Should Attend
  • On-Demand Webinars
  • Live Webinars
  • Compliance

Register

Description

Before writing or updating your institution’s electronic policies and procedures (P&Ps), best practices call for implementing a comprehensive e-policy audit of current email, social media, mobile device, web, record retention, and other electronic policies, practices, and programs. An e-policy audit will provide a clear-eyed look at electronic risks, communication, and compliance. It will also focus your attention on the pertinent legal and regulatory risks and rules to ensure compliance with federal/state laws, industry/government guidelines, and organizational rules governing electronic content, use, and records. An effective e-policy audit will illuminate employees’ use of employer-owned and personal email accounts, social media sites, and mobile devices –during and after business hours. Attend this webinar to learn how to conduct on-target audits and create effective policies and procedures. You’ll be armed with best practices and an expertly designed audit questionnaire to create effective electronic P&Ps.

Learning Objectives

  • Understanding an e-policy audit
  • Why and how every financial institution should conduct an annual e-policy audit
  • Using comprehensive e-policy audits to minimize legal liabilities, regulatory disasters, privacy violations, record mismanagement, and other electronic risks
  • Differences between policies and procedures
  • Developing insightful audit questionnaires to uncover essential information
  • Auditing employees’ business and personal use, content, and tools –at work and home
  • Uncovering technology challenges and security concerns through audits
  • Using audit results to write effective best-practices-based electronic P&Ps
  • Managing email, web, mobile device, and social media content, use, and records with P&Ps
  • Motivating employees to participate in the audit process
  • Training employees to comply with new, updated policies and procedures
  • Real-life electronic disaster stories

Speaker

Nancy Flynn, The ePolicy Institute™

Investment

$259.00