Print Page   |   Your Cart   |   Sign In   |   Request an Account
Site Search
Sign In

Forgot your password?

Haven't registered yet?

Latest News
Mobile Device Risks & Compliance Rules: Managing Your Credit Union's BYOD & COPE Policies 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.
« Go to Upcoming Event List  

Employees increasingly are using smartphones, tablets, and other mobile devices to conduct credit union and personal business.  Some use personal, unsecured smartphones to conduct credit union business.  Others use credit union-owned phones to hold private, nonbusiness-related conversations.  Either way, mobile device use increases legal, security, regulatory, and productivity risks.  To help manage potentially costly risks, best practices call for the adoption of Bring Your Own Device (BYOD) and Company-Owned Personally Engaged (COPE) policies, supported by employee education and technology tools. 

This webinar will review the mobile/electronic risks facing financial institutions and will provide best-practices-based rules, policies, and procedures to help reduce the likelihood of online disasters, while increasing compliance and enhancing communication.  Learn why and how to develop and implement a strategic mobile device policy program, combining written rules, employee training, and technology tools.  Don’t let smartphone slip-ups and mobile missteps blemish your credit union’s reputation, damage relationships, or sink your career. 


  • Managing mobile device risks and compliance with best-practices-based policy
  • Writing and implementing effective BYOD and COPE policies
  • Safeguarding member financials and credit union data on personal and credit union-owned mobile devices
  • Communicating clearly, compliantly, and effectively with internal and external audiences via smartphones
  • Choosing the "right” communications channel and tone to communicate credit union business
  • Preserving, protecting, and producing electronic business records created by mobile devices
  • Anticipating and preventing costly legal liabilities, regulatory disasters, security breaches, PR nightmares, and other mobile risks
  • Applying best practices to help ensure legal, regulatory, and organizational compliance
  • Instituting content rules to enhance mobile communication and compliance
  • Enforcing personal-use rules to minimize risks and maximize productivity
  • Applying the "3-Es” of mobile compliance management
  • Monitoring:  reconciling privacy expectations with legal realities
  • Real-life mobile disaster stories
    • Sample smartphone and mobile device policy
    • Content and netiquette rules fact sheet
    • Whitepaper on how to write effective electronic policies
    • Employee training log
    • Quiz you can administer to measure staff learning and a separate answer key
    • Attendance verification for CE credits provided upon request.

Who Should Attend?
This informative session will benefit HR managers, compliance officers, lawyers, records managers, IT professionals, risk managers, operations managers, and others responsible for protecting the credit union’s assets, reputation, and future.

ABOUT THE PRESENTER – Nancy Flynn, The ePolicy Institute™ & Business Writing Institute™
A recognized expert on workplace policy, communication, and compliance, Nancy Flynn is the founder and executive director of The ePolicy Institute and Business Writing Institute.  She provides training, coaching, and consulting services to clients seeking to minimize compliance risks and maximize communication skills.  Nancy is the author of 12 books including The Social Media Handbook and Writing Effective E-Mail.  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 workplace email and web use.

Educational Investment:

IT Council Members receive 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.