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Record Retention Rules for Zoom, Microsoft Teams, Slack & Other E-Collaboration Platforms

Jul 25 2:00 PM - Jul 25, 2022 3:30 PM
Jul 25, 2022 2:00 PM - 3:30 PM
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If you don’t already have record-retention policies governing Zoom, Microsoft Teams, Slack, and other e-collaboration platforms, you may be an easy mark for regulatory audits, unhappy accountholders, and more. Learn best practices for how to handle this emerging horizon in the world of record retention.

Learning Objectives

  • Establish records rules for Zoom, Microsoft Teams, Slack, and other videoconferencing and meeting tools
  • Understand why Zoom is no different than email when it comes to records
  • Create policies governing onsite, hybrid, and remote e-collaboration records, content, and use
  • Safeguard PII, NPI, and privacy in compliance with GLBA and other government/industry regulators
  • Protect e-records with the right archiving, retention, and data-protection technology
  • Educate onsite and work-from-home staff about e-records risks, rules, and roles
  • Minimize legal and regulatory liabilities by putting best practices to work

Microsoft Teams, Zoom, Slack, and other e-collaboration platforms escalate records risks for financial institutions. You can’t afford to ignore records created, transmitted, and retained by onsite, hybrid, or remote employees using videoconferencing and meeting tools. Mismanaged, misplaced, and missing records are a liability. Over 49% of surveyed employers have faced e-discovery requests for Teams content; 30% have produced Teams evidence during regulatory audits; and 24% have discovered staff using unsanctioned e-collaboration tools to circumvent compliance rules.

You must preserve, protect, produce, and purge records in compliance with federal and state laws, government and industry regulations, and organizational policy. Failure to safeguard PII, NPI, and consumer privacy could trigger regulatory audits, lawsuits, disgruntled accountholders, and decreased revenues. Do not leave e-records retention to chance. Join us to learn best practices for implementing comprehensive policies and procedures governing Microsoft Teams, Zoom, Slack, and other e-collaboration tools. As a bonus, participants will receive a three-part whitepaper designed to help your financial institution implement an e-collaboration and records retention policy program governing these platforms.



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




Your registration includes unlimited locations, making it easier to share and learn with remote staff.

Please note: You may share the link with others at your credit union, however the confirmation will be sent to one primary contact at your credit union. It will be up to the primary contact to share the material with others.

Additional Info

Event Type

On-Demand Webinar

Topics Covered

  • On-Demand Webinars
  • Human Resources
  • Compliance