Mobile Device Risks, Records & Rules: Using Policy to Manage Legal & Regulatory Compliance

IT & Cybersecurity Compliance Human Resources Managers & Supervisors

On-Demand Webinar:

StreamedJun 1, 2026Duration90 minutes

Unlimited & shareable access starting two business days after live stream
Available on desktop, mobile & tablet devices 24/7
Take-away toolkit
Ability to download webinar video
Presenter's contact info for questions

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Mobile devices pose growing legal and compliance risks in today’s hybrid workplace.

Financial institutions must protect confidential information, preserve records, and manage device use under strict regulatory standards. Join policy expert Nancy Flynn to learn how a well‑crafted mobile device policy strengthens compliance, supports records management, and mitigates risks tied to employee communications, AI‑generated content, and BYOD practices. Gain practical insights and takeaway tools, including sample policy, records retention fact sheet, and writing guidelines to strengthen organizational safeguards.

KEY WEBINAR TAKEAWAYS

Best practices-based mobile device policy
Managing business records generated by mobile devices
Communicating effectively and compliantly in AI-generated text messages and email
Minimizing litigation risks triggered by unlawful content and inappropriate use

BONUS MATERIALS

Sample confidential and sensitive information policy for the financial industry
AI rules: Guidelines for Creating Effective AI Policy & Procedures
Records retention rules: Best Practices for Preserving, Protecting, Producing & Purging E-Business Records
Business writing in the age of AI: Dos & Don’ts for ChatGPT & Other AI Writing Tools

WEBINAR DETAILS

Managing mobile devices has become increasingly challenging, especially with millions working from home, far from the watchful eyes of management. Regardless of whether employees are working onsite or remotely, financial institutions are obligated to safeguard confidential data and sensitive information. You must protect the privacy of accountholders and employees, and you are required to preserve, protect, produce, and purge business records generated by mobile devices. Failure to manage mobile use could result in lawsuits, regulatory audits, disgruntled accountholders, and lost revenues. The risk of discriminatory or otherwise unlawful content in text messages and email is higher with the use of ChatGPT and other AI tools. Do not allow bring-your-own device (BYOD) users to play fast-and-loose with content created, transmitted, posted, retained, and deleted via mobile devices. Attend this session to learn how best practices-based mobile device policy can help reduce online disasters, increase legal compliance, and enhance communication.

WHO SHOULD ATTEND?

HR
Records management
Legal
Compliance
Managers
Executives
Staff
Anyone communicating via mobile device

TAKE-AWAY TOOLKIT

Employee training log
Interactive quiz
PDF of slides and speaker’s contact info for follow-up questions
Attendance certificate provided to self-report CE credits

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