Mobile Device Risks & Compliance Rules: Managing Your Credit Union’s BYOD & COPE Policies

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Member PriceNon-Member PriceDescription
$200.00 Archived Webinar + Free CD ROM
$169.00 For CUs Less Than $20M in Assets - Archived Webinar ONLY

Tuesday, April 15, 2014

9:00 am – 10:30 am HST
12:00 pm – 1:30 pm PT
1:00 pm – 2:30 pm MT
2:00 pm – 3:30 pm CT
3:00 pm – 4:30 pm ET

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.

Continuing Education: Attendance verification for CE credits upon request


  • 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


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.

Webinar content is subject to copyright and intended for your individual credit union’s use only.


Nancy Flynn
The ePolicy Institute™ & Business Writing Institute™

View Shopping CartView Registration Options and Pricing
Member PriceNon-Member PriceDescription
$200.00 Archived Webinar + Free CD ROM
$169.00 For CUs Less Than $20M in Assets - Archived Webinar ONLY