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

July 10, 2025

Compliance Frontline & New Accounts Human Resources Information Technology Lending Marketing Operations Security & Fraud Senior Management

Live Webinar

DateJul 10, 2025Duration90 minutes

08:00 AM PDT09:00 AM MDT

10:00 AM CDT11:00 AM EDT

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

On-Demand Webinar

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

See Registration Options

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?

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

WEBINAR DETAILS

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.

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.

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

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.