Social Media & Financial Institutions: Balancing Engagement, Compliance & Risk
April 13, 2026
Live Webinar
DateApr 13, 2026Duration90 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
Social media drives visibility, but one wrong post can drive risk.
A powerful communication and marketing tool, active
social media engagement can quickly become a compliance and reputational
minefield for financial institutions. Learn how to confidently balance
creativity and compliance across platforms while alleviating UDAAP concerns,
mitigating risk, and strengthening your institution’s digital presence. It is
possible to protect your institution while building meaningful connections
online!
KEY WEBINAR TAKEAWAYS
- Applicable regulatory guidance and expectations for using social media
- Required disclosures and prohibited practices on social platforms
- How to respond to comments, messages, and complaints online, including when a complaint requires escalation
- Social media missteps seen by regulators, and risk mitigation strategies
BONUS MATERIALS
- Sample social media policy checklist
- Social media compliance risk assessment worksheet
WEBINAR DETAILS
Financial institutions can’t ignore social media,
but they also cannot afford to get it wrong. From marketing and accountholder
engagement to employee activity and third-party platforms, social media
presents a complex web of regulatory, reputational, and operational risks for
financial institutions. This webinar will provide a practical roadmap for
navigating social media use while maintaining compliance with applicable laws,
privacy requirements, advertising rules, and supervisory expectations.
Attendees will learn how to responsibly leverage social media as a business and
marketing tool without triggering compliance violations, UDAAP risk, or
supervisory criticism.
WHO SHOULD ATTEND?
- Compliance officers
- Marketing personnel
- Legal counsel
- Operations and IT personnel
- Senior management
TAKE-AWAY TOOLKIT
- 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.
Presented By
Spencer Fane LLP
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