Social Media ABCs from Reg B to Reg Z

Understand the risks because it’s riskier to do nothing!

Webinar Description

Failing to figure out the regulatory issues is what’s holding over 75% of banks and credit unions back from using social media.  With concerns ranging from Regulations B to Z to reputational risk, it’s only a matter of time before financial regulators turn their focus to addressing social media. The time to prepare is now!

This interactive webinar will discuss the proper steps to ensure sound social media compliance. Hear directly from bank and credit union executives as they share lessons learned during their own institution’s social media implementation.

Gain a broader understanding of social media’s benefits, risks and regulatory requirements including:

• What are you missing out on by not using social media?
• You don’t need to reinvent the wheel! Social media can enhance your current objectives.
• What does a sound policy look like? Who & what needs to be included?
• Go from NO to YES in a few easy steps! Implementation can be easy and automated.

By viewing this recorded webinar, you will receive:

• Clarity on the current regulatory ambiguity
• A framework to build your own effective social media policy, step by step
• How to ensure compliance when using various forms of social media
• Lessons learned from bank and credit union executives that have implemented social media at their institutions
• The opportunity to learn how you can automate the entire social media compliance process

About the Presenters

Bradley Will, Marketing Communications Specialist – Peoples State Bank – Brad has over 15 years of marketing experience, starting his career in the agency ranks working with local and regional brands. Brad has spent the last 7 years as a Marketing Communications Specialist at Peoples State Bank located in Wausau, Wisconsin. At Peoples he has successfully integrated social media into their marketing mix creating a voice for Bank outside of their normal communication tactics.

Eric Acree, Executive Vice President – Vantage Credit Union – Eric has spent 19 years in consumer financial services and currently works as the Executive Vice President of Operations at Vantage Credit Union in St. Louis, Missouri. In September of 2009, Eric and a team from Vantage introduced “TweetMyMoney,” the world’s first transactional banking service that people use via Twitter. This innovation has helped Vantage engage its membership, pursue a niche segment in mobile banking and further position the credit union’s brand as a leader in technology innovation.

Jim Kisch, Chief Strategic Officer – Continuity Control – Jim has more than 20 years of banking experience, including positions as CEO of Business IQ, President of the MBA Consulting Group and CTO for the Minnesota Bankers Association. His focus has been in the disciplines of bank operations and information technology management. He is a faculty member at Graduate School of Banking (GSB), CU-Boulder and past faculty member at the GSB, UW-Madison. Jim’s been a speaker and teacher at numerous banking education programs including Texas Bankers School of Operations and Minnesota Bankers School of Operations. He obtained his BS in Economics from U of M – Minneapolis and a degree from the Graduate School of Banking, UW-Madison.

Karen Licker, Founder – SBS – Karen has combined her 20 years in retail banking with an enthusiasm for easy, efficient marketing to become one of the few financial services executives with social media expertise. As the Social Media Expert for Continuity Control’s online community and as an Advisory Board Member for Virtual Banking Systems, Karen has the opportunity to stay current with real-time questions, issues, challenges and is shaping the future of online marketing for community and national banks. In her 3 years leading bankerstuff.com, Karen saw a recurring need among bankers who requested assistance nailing down customized online strategies. She founded SBS in 2010 to deliver to bankers the online tools and tactics they thirsted for in the areas of sales, service, marketing and social media