Format: Webcast/Audio Conference/Interview/Podcast |
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| Title: |
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Recorded |
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Webcast |
Description:
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Is your institution taking a leading role and jumping into new channels of communication, such as Facebook, LinkedIn, blogs, and Twitter? Or are you taking a wait-and-see approach to see how things will shake out? Taking the defensive approach might not be the best move, since the most sought-after demographic, young affluent professionals, are proficient in these communication channels and have come to expect their financial institutions to reach out in these new and exciting ways.
Besides, you may already have a presence and not even know it. Do your employees mention your institution on their own web pages or tweets? Are you even aware of what is being said about your institution on these new channels? And what about the compliance implications?
Technology has always been in front of regulation, so we have to adapt current regulatory requirements to these new methods of communication. Do you have a risk management review process that accounts for these types of communications? We'll talk about the challenges that should be addressed when considering social media as a customer service tool within your institution, as well as giving you the awareness as to how to handle these issues now and in the future.
Covered Topics Include:- Advertisement requirements in Regs Z, DD, FDIC membership, FHA, and non-deposit retail investment, as well as fair lending implications
- Record retention and management - what do we have to retain here?
- Information security issues - protecting customer information, phishing attacks, and fraud/ID theft
- Payment channels - this is closer than you think
- Developing policies and procedures around employee and sales staff usage
- Issues to consider when employees act on their own
- Public ratings of how your bank is viewed in cyberspace
Who Should Attend
Anyone at your institution that has a hand in how social media and networking contributes to your institution's image and bottom line, including compliance officers, counsel, marketing, sales staff, IT, and senior management will be particularly interested in this webinar's material.
The Presenter
Carl Pry is a Certified Regulatory Compliance Manager (CRCM) and Certified Risk Professional (CRP) who is a Vice President and Compliance Manager for a large financial institution in Ohio. Through his working career, as well as through his experience as a banking attorney and officer, he has provided a variety of regulatory compliance and financial performance services to financial institutions and other clients throughout the country. He has written extensively regarding consumer and commercial compliance, tax, audit, and financial institution legal issues, and is a frequent contributor to and currently serves on the Editorial Advisory Board for the ABA Bank Compliance magazine. He has spoken at dozens of banking, compliance, and state bar associations, and has conducted training sessions for financial institutions across the country.
Cannot Attend The Live Presentation?
This presentation is also available as a recorded Internet webcast after the initial showing until 9/23/2010. |
| About Webcasts / Audio Conferences / Podcasts: |
Webcasts, audio conferences, and podcasts are presentations that you attend via the Internet, phone, or mobile device at a specified date and time for "live" versions, or at your convenience for "recorded" and "On-Demand" versions.
The live versions are interactive, meaning that participants can ask questions in real time, plus are a very cost-effective form a training because 1) you receive fast, convenient learning without any out-of-office time; 2) you can invite as many colleagues as you'd like to listen in on a single phone line; 3) you incur no travel expenses; and 4) you and your colleagues are back at work immediately after the session ends!
And though with recorded versions you do lose the ability to ask questions, you gain the ability to hear the presentation numerous times and to share it with others in your office.
Handout materials and the phone number for live presentations are made available to you prior to the event via email from the presenter and from the "MyAccount" link on the menu bar. Copies of the presentations are included with recorded versions. |
| About The Provider: |
The staff at Total Training Solutions have been working with the financial industry since 1983. Total Training Solutions is able to deliver training in any format you desire, from classroom to web-based.
Total Training Solutions has produced dozens of videotapes, CD-Roms, DVD's and web-based training modules. In addition to off-the-shelf products, Total Training Solutions also develops custom training products and consults with financial institutions to develop their own training curriculum.
For timely delivery of training topics, webinars or web conferencing is an unbeatable option. We now offer over 70 live programs per year and you can even purchase the recorded session if you are unable to attend the live program.
We have worked exclusively with the financial industry since our founding. Because of this, we understand the needs of training departments in financial institutions and are alert to changes which affect the industry. |
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