Social Media Compliance and Best Practices

Social media posts are a great way to communicate with existing customers and gain new ones as well, but what can we posts? What disclosures must be provided? How do we respond to a consumer complaint received via social media? In this session we will answer those questions and more, and provide you with tools to help craft your institution’s social media policy.

Community banks have never been on the cutting edge of technology. In fact, we’ve always been more like the dull butter knife in the back of the drawer, but it’s 2021-and at the risk of losing customers to larger, tech-savvy institutions, many of us have now taken the leap into electronic services, including developing a social media presence. In this session, we will provide best practices for developing your social media strategy and policy. In addition, we will dive into the compliance requirements, including Truth-in-Savings, Reg Z, and UDAAP.

Program Highlights
Defining social media to assess which platforms best fit your goals
Using posts for more than just advertising your products
Assessing the risks and incorporating into your risk management program
Detailed review of the compliance regulations to consider when posting
Best practices for responding to consumer complaints
Recommended policies for employee use of social media sites
Tips when utilizing third-parties to manage your social media
Auditing your program for compliance and effectiveness

Who Should Attend?
IT Officers, Marketing Officers, Compliance Officers and anyone responsible for managing your bank’s social media activities.

Presenter

Dawn Kincaid began her banking career while attending The Ohio State University. She has 19 years’ experience in client service, operations, information technology, administrative and board relations, marketing, and compliance. Most recently Dawn served as the Senior Vice President of Operations for a central-Ohio-based community bank, where she created and refined policies and procedures, conducted self-audits and risk assessments, and organized implementation of new products and services. Dawn has served in the roles of Compliance, BSA/AML, CRA, Privacy, and Security Officer. She has led training initiatives, prepared due diligence information, completed a variety of regulatory applications, coordinated internal and external audits and exams, and presented for numerous state associations.

Registration Options

Live Plus Five (days) – $265
OnDemand Recording – $295
CD-ROM – $345
Live Plus Six (months) – $365
Premier Package – $395

Date

Jan 13 2022
Expired!

Time

10:00 am - 11:30 am

Cost

$265.00

More Info

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