Apr 2

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

Registration Options & Pricing

Please select your membership status.

Recorded Webinar Includes

  • Recording of the Live Webinar
  • Available 6 business days following Live date
  • Available for 6 months following Live
  • Handout and Take-Away Toolkit
  • Available on Desktop, Mobile & Tablet
  • Free Digital Download, yours to keep
  • Share link with anyone at your credit union
  • Presenter’s contact info for follow-up

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

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.

Attendance certificate provided to self-report CE credits.


  • 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


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.


NOTE:  All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only.


ePolicy Institute™, Business Writing Institute™ & Marijuana Policy Institute™
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