Education & Events

Mobile Device Risks, Records & Compliance Rules: Managing Your BYOD & COPE Policies & Procedures

Apr 04, 2019
Program Overview: 

Thursday, April 4, 2019, 3:00 - 4:30 pm

Financial institution employees and executives regularly use iPhones, tablets, and other mobile devices for business and personal communications.  Some use personal, unsecured smartphones to conduct business; others use employer-owned phones to hold private, nonbusiness conversations.  Either way, mobile device use increases your financial institution’s legal, regulatory, security, and productivity risks.

To help manage potentially costly risks, best practices dictate development of Bring Your Own Device (BYOD) and Company-Owned Personally Enabled (COPE) policies and procedures, supported by employee education and technology.  This session will review mobile risks facing financial institutions, including how best-practices-based policies and procedures can reduce the likelihood of online disasters, increase legal compliance, and enhance communication.  Don’t let smartphone slip-ups and mobile missteps blemish your institution’s reputation, damage accountholder relationships, or sink employees’ careers.  Join us to learn how to minimize mobile device risks, manage authorized use, and maximize legal and organizational compliance. 

  • Managing mobile device risks and compliance with best-practices-based policy
  • Writing and implementing effective BYOD and COPE policies
  • Educating employees about BYOD and COPE risks, records, policies, and procedures
  • Safeguarding consumer privacy and confidential institution data on mobile devices
  • Preserving, protecting, and producing electronic business records created by mobile devices
  • Choosing the right communications channel for your institution
  • Anticipating and preventing legal, regulatory, security, productivity, and other mobile risks
  • Content rules to enhance mobile communication and compliance
  • Enforcing personal-use rules to minimize risks and maximize productivity
  • Monitoring mobile devices:  reconciling privacy expectations with legal realities
  • Lessons learned from real-life mobile device disaster stories
  • Applying tips, tools, and rules for compliant, secure, and productive mobile device use

    • Compliance checklist:  Best Practices for Effective BYOD & COPE Programs
    • Sample mobile device policy
    • Employee training log
    • Quiz to measure staff learning and a separate answer key


      ABOUT THE PRESENTER – Nancy Flynn, The ePolicy 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, writing, and consulting services to clients seeking to minimize compliance risks and maximize communication skills.   

      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 workplace policies and Internet use.



      This informative session is a must for the C-suite, attorneys, compliance officers, records managers, HR personnel, IT staff, risk managers, operations managers, and others responsible for mobile device use, content, records, policy, and compliance.














      Live Webinar
          $255.00 Single Location
          $150.00 Each Additional Location

      Recorded Webinar & Free Digital Download

      Premiere Package (Live & Recorded Webinar with Free Digital Download)

      Association Contact: 

      If you have any questions or need additional information, please contact Marcy Borden at 317-387-9380 or

      Cancellation Policy: 

      Within three or more business days prior to the day of an educational program, no cancellation charge will be assessed. If your bank is unable to participate after registering, you can select to purchase the on-demand presentation.

      Webinar Options: 

      1.  Live Webinar
      The LIVE WEBINAR option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered.  You may have as many people as you like listen from your office speaker phone. Registrants receive a toll-free number & pass code that will allow entrance to the seminar. Seminar materials, including instructions, pin number, and handouts will be emailed to you prior to the broadcast.  You will need the most current version of Adobe Reader available free at

      2.  Recorded Webinar & Free Digital Download
      Can’t attend the live webinar?  The recorded webinar & Free Digital web link is a recording of the live event, including audio, visuals, & handouts. We even provide the presenter’s email address so you may ask follow-up questions.  Approximately one week prior to the webinar, you will receive an email with the web link.  This web link can be viewed anytime 24/7, beginning 6 business days after the webinar and will expire 6 months after the live program date.  

      LIMITED AVAILABILITY:  The Recorded Webinar & Free Digital Download web link may ONLY be ordered for 6 months following the webinar.

      3.  Both Live Webinar & Recorded Webinar & Free Digital Download
      Includes options 1 and 2 above