Event Calendar

Tuesday, July 26, 2022

Record Retention Rules for Zoom, MS Teams, Slack & Other E-Collaboration Platforms Webinar

Start Date: 7/26/2022 1:00 PM MDT
End Date: 7/26/2022 2:30 PM MDT


Event Website: https://financialedinc.com/record-retention-rules-for-zoom-microsoft-teams-slack-other-e-collaboration-platforms

Organization Name: Independent Bankers of Colorado

Contact:
Maelynn Lewis
Email: mlewis@ibcbanks.org
Phone: (720) 607-7937

If you don’t already have record-retention policies governing Zoom, Microsoft Teams, Slack, and other e-collaboration platforms, you may be an easy mark for regulatory audits, unhappy accountholders, and more. Learn best practices for how to handle this emerging horizon in the world of record retention. Microsoft Teams, Zoom, Slack, and other e-collaboration platforms escalate records risks for financial institutions. You can’t afford to ignore records created, transmitted, and retained by onsite, hybrid, or remote employees using videoconferencing and meeting tools. Mismanaged, misplaced, and missing records are a liability. Over 49% of surveyed employers have faced e-discovery requests for Teams content; 30% have produced Teams evidence during regulatory audits; and 24% have discovered staff using unsanctioned e-collaboration tools to circumvent compliance rules. You must preserve, protect, produce, and purge records in compliance with federal and state laws, government and industry regulations, and organizational policy. Failure to safeguard PII, NPI, and consumer privacy could trigger regulatory audits, lawsuits, disgruntled accountholders, and decreased revenues. Do not leave e-records retention to chance. Join us to learn best practices for implementing comprehensive policies and procedures governing Microsoft Teams, Zoom, Slack, and other e-collaboration tools. As a bonus, participants will receive a three-part whitepaper designed to help your financial institution implement an e-collaboration and records retention policy program governing these platforms.
 
AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Establish records rules for Zoom, Microsoft Teams, Slack, and other videoconferencing and meeting tools
  • Understand why Zoom is no different than email when it comes to records
  • Create policies governing onsite, hybrid, and remote e-collaboration records, content, and use
  • Safeguard PII, NPI, and privacy in compliance with GLBA and other government/industry regulators
  • Protect e-records with the right archiving, retention, and data-protection technology
  • Educate onsite and work-from-home staff about e-records risks, rules, and roles
  • Minimize legal and regulatory liabilities by putting best practices to work
TAKE-AWAY TOOLKIT
  • Three-part whitepaper: E-Collaboration Tools & Rules: Policies & Best Practices for the Compliant Management of Microsoft Teams, Zoom, Slack & Other Videoconferencing & Meeting Tools
  • 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
WHO SHOULD ATTEND?
This informative session is a must for all staff who communicate via videoconferencing and messaging tools, including all those in records management, information governance, legal, compliance, IT, human resources, training, security, management, etc.
  
DON’T MISS THESE RELATED WEBINARS!
Board-Approved Policies: Managing, Updating, Record Retention & More, recording avaialble
Record Retention in the Digital Age: What to Keep, When to Destroy, What Holds Up in Court?, recording available

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your agency is prohibited. Print materials may be copied for eligible participants only.
 
MEET THE PRESENTER
Nancy Flynn, Founder & Executive Director, The ePolicy Institute™
A recognized expert on electronic and workplace policy, communication, and compliance, Nancy Flynn is the founder and executive director of The ePolicy Institute™, Business Writing Institute™, and Marijuana Policy Institute™. Nancy is a professional trainer, policy writer, and consultant who helps employers worldwide minimize potentially costly electronic risks, including lawsuits and regulatory fines. Nancy is the author of 13 books, including Writing Effective E-Mail, The ePolicy Toolkit, and The Social Media Handbook. 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 electronic policies and procedures.

THREE REGISTRATION OPTIONS – WHAT YOU GET
1. Live Webinar Includes
  • Unlimited connections within your institution to the Live Webinar
  • Handout and Take-Away Toolkit
  • Available on desktop, mobile & tablet
  • Presenter’s contact info for follow-up
 2. On-Demand Webinar Includes
  • Recording of the Live Webinar
  • Available two business days following Live date
  • Handout and Take-Away Toolkit
  • Available on desktop, mobile & tablet
  • Free Digital Download, yours to keep
  • Share link with anyone at your institution
  • Presenter’s contact info for follow-up
3. Purchase the BOTH Option to receive all the benefits listed above! Full registration descriptions can be found here.