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Creating a Social Media Policy & Strategy That Everyone Can “Like” Webinar
View Registrations Tell a Friend About This EventTell a Friend

When: Archive only
Where: In Your Credit Union
Contact: Kristina Kirchmer

Online registration is closed.
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Whether your financial institution has been using social media for years, is just getting started now that the FFIEC has finally issued their formal guidance, or is still "on the fence” about whether or not social media is right for you, one thing is for sure:  social media is here to stay – at least in the consumers’ eyes. 

It’s becoming an accepted part of people’s daily routine as people post updates, tweet activities, check in at local businesses, and post photos documenting every aspect of their lives.  But as a financial institution, in a regulated and compliance-focused world, how can you be sure you are spending your time wisely and connecting with your fans, followers, and community while remaining compliant?  This webinar will address key policy elements and how to develop a strategy that ensures maximum engagement, while complying with the FFIEC guidelines.


  • Main elements of the FFIEC and their final guidance on social media – and what that means for your financial institution
  • Learn "what’s new” to help you further build engagement with popular social networks like Facebook, LinkedIn, Twitter, and YouTube
  • New social networks that are gaining popularity like Instagram, Pinterest, Snapchat, etc. – are they worth your attention?
  • How to measure your ROE (return on engagement) to determine which efforts are paying dividends and worth continuing
  • Will paid promotion (especially on Facebook) need to be part of your 2014 plan to increase the chances your message will be heard?
  • Ways to leverage your workforce and turn them into a social media salesforce to increase exposure and amplify your message to the rest of the social world
    • Excel-based risk/readiness assessment tool
    • Employee training log
    • Quiz you can administer to measure staff learning and a separate answer key

Attendance verification for CE credits provided upon request.

This informative session is designed for senior management, marketing, retail sales, and IT staff.

ABOUT THE PRESENTER – Eric Cook, WSI Internet Consulting
During a successful 15-year banking career, Eric Cook was the "driving force” behind many of his bank’s strategic technology initiatives, taking his community bank online in 1995 as one of the first "hometown” banks in the nation with a presence on the web. He brought customers real-time online banking capability and a variety of other online conveniences.  Starting as a teller, when Eric left banking in 2007, he was regional president for a Michigan-based, publicly-traded community bank.

Today Eric owns his own Internet consulting practice, focused on helping community financial institutions better understand and leverage the Internet’s power as a strategic business tool.  His hands-on experience is combined with state-of-the-art Internet solutions to help clients achieve success online through creative web development, online marketing, and social media strategies.  Eric serves financial consumers nationwide and is a sought-after speaker for social technology and online business topics.


Educational Investment:

Marketing Council Members receive a 10% discount.


Asset Size Archive Only
Over $75 million


$25 - $75 million


Under $25 million


Education Scholarship

Scholarships are available for all KCUA education events. Scholarships pay 100% of registration fee for credit unions under $25M, 50% for credit unions between $25-$75M and 25% for credit unions over $75M.



Upon registration, you will receive an email confirmation that you can print for your records.