Posts tagged with "social media webinar"

Social Media 2019: Best Practices for Banks and Credit Unions (2-Part Series)

Register Now

Social Media is not the same curiosity or luxury in financial services that it may have been five years ago and must be viewed today as a critical dual-edged sword. On the one hand, banks and credit unions are leveraging Social Media as both a competitive advantage and Marketing tool as important as any in their arsenal. On the other hand, the regulatory requirements and risk exposure makes Social Media a costly communication channel that must be managed carefully at all times.

This very important Social Media training from Lisa Beck, President of Cypress Resources, gives bank and credit union professionals what they need to know to ensure their institution has a solid Social Media foundation to confront and win in this space for 2019 and beyond.

You and your team will not want to miss this very topical 2-part bank webinar series!

PART 1

Social Media 2019 – Strategies for Banks and Credit Unions

DATE: Friday, June 14, 2019

  • 12:00 – 1:00 pm ET
  • 11:00 – 12:00 pm CT
  • 10:00 – 11:00 am MT
  • 9:00 – 10:00 am PT

Most business bankers and branch managers understand that the days of coffee, lunch, golf, repeat are dying.  In the highly commoditized financial industry, it is important to differentiate your institution and yourself but how do you do it?

The utilization of social media can have a strong impact in positioning you and your institution as an expert, a resource, to support an individual or a company with their finances.  In fact, The Financial Brand states that content marketing generates three times as many leads as traditional marketing. And that, 70% of people would rather learn about a company from an article over an advertisement.

But, who has time to generate content?  What if you could learn a system that would help you target prospective clients, engage with content that is already being generated on social media platforms and have conversations with your community online?

In this social media webinar, we will spend an hour walking through a system that will help you engage in conversation with your community online.  This system isn’t stalking because no one likes a stalker.  It is a method of providing value that engages your target customer and demonstrates your expertise resulting in a connection and a relationship.

PART 2

Social Media 2019 – Basic Do’s and Don’ts

DATE: Friday, June 14, 2019

  • 2:00 – 3:00 pm ET
  • 1:00 – 2:00 pm CT
  • 12:00 – 1:00 pm MT
  • 11:00 – 12:00 pm PT

Learning to work within the parameters of your social media policy doesn’t have to be challenging.  You can engage on social media platforms as a business banker or branch manager and stay within the confines of your institutions social media policy.

Spend an hour understanding the parameters within the FFIEC manual as it pertains to social media.  Learn how to join your community online with more than pictures of events the bank sponsors which maintains awareness but doesn’t attract new customers.

This timely and relevant agenda will look at:

  • FFIEC Compliance Overview
  • Do’s and a few Don’ts
  • Examples of policy
  • Training and Oversight
  • A few ideas and takeaways…

Pricing

$395 for both sessions plus playbacks*
$249 for individual sessions plus playback*

*Playbacks do NOT expire and may be shared internally
Register for Session 1 ONLY
Register for Session 2 ONLY

Credits per Session

  • 1.2 AAP Credits
  • 1.0 CPE Credits

Your Speaker

Lisa Beck
President – Cypress Resources

About Lisa Beck

Lisa Beck is a nationally recognized strategic marketing executive and business development professional with an extensive background in the financial services and mid-sized business arena. She has successfully transitioned brands and created a national brand with three unique business units. Lisa’s experience encompasses a broad spectrum of financial industry knowledge, skills and experience. Skilled at developing and leading teams to successfully achieve growth plans, she demonstrates a proven success creating sales and marketing strategies on a national platform evolving brands to match business objectives.

Register Now Pay by Check

Social Media 2019: Best Practices for Banks and Credit Unions (2-Part Series)

Register Now

Social Media is not the same curiosity or luxury in financial services that it may have been five years ago and must be viewed today as a critical dual-edged sword. On the one hand, banks and credit unions are leveraging Social Media as both a competitive advantage and Marketing tool as important as any in their arsenal. On the other hand, the regulatory requirements and risk exposure makes Social Media a costly communication channel that must be managed carefully at all times.

This very important Social Media training from Lisa Beck, President of Cypress Resources, gives bank and credit union professionals what they need to know to ensure their institution has a solid Social Media foundation to confront and win in this space for 2019 and beyond.

You and your team will not want to miss this very topical 2-part bank webinar series!

PART 1

Social Media 2019 – Strategies for Banks and Credit Unions

NEW DATE: Monday, March 18, 2019

  • 12:00 – 1:00 pm ET
  • 11:00 – 12:00 pm CT
  • 10:00 – 11:00 am MT
  • 9:00 – 10:00 am PT

Most business bankers and branch managers understand that the days of coffee, lunch, golf, repeat are dying.  In the highly commoditized financial industry, it is important to differentiate your institution and yourself but how do you do it?

The utilization of social media can have a strong impact in positioning you and your institution as an expert, a resource, to support an individual or a company with their finances.  In fact, The Financial Brand states that content marketing generates three times as many leads as traditional marketing. And that, 70% of people would rather learn about a company from an article over an advertisement.

But, who has time to generate content?  What if you could learn a system that would help you target prospective clients, engage with content that is already being generated on social media platforms and have conversations with your community online?

In this social media webinar, we will spend an hour walking through a system that will help you engage in conversation with your community online.  This system isn’t stalking because no one likes a stalker.  It is a method of providing value that engages your target customer and demonstrates your expertise resulting in a connection and a relationship.

PART 2

Social Media 2019 – Basic Do’s and Don’ts

NEW DATE: Monday, March 18, 2019

  • 2:00 – 3:00 pm ET
  • 1:00 – 2:00 pm CT
  • 12:00 – 1:00 pm MT
  • 11:00 – 12:00 pm PT

Learning to work within the parameters of your social media policy doesn’t have to be challenging.  You can engage on social media platforms as a business banker or branch manager and stay within the confines of your institutions social media policy.

Spend an hour understanding the parameters within the FFIEC manual as it pertains to social media.  Learn how to join your community online with more than pictures of events the bank sponsors which maintains awareness but doesn’t attract new customers.

This timely and relevant agenda will look at:

  • FFIEC Compliance Overview
  • Do’s and a few Don’ts
  • Examples of policy
  • Training and Oversight
  • A few ideas and takeaways…

Pricing

$395 for both sessions plus playbacks*
$249 for individual sessions plus playback*

*Playbacks do NOT expire and may be shared internally
Register for Session 1 ONLY
Register for Session 2 ONLY

Credits per Session

  • 1.2 AAP Credits
  • 1.0 CPE Credits

Your Speaker

Lisa Beck
President – Cypress Resources

About Lisa Beck

Lisa Beck is a nationally recognized strategic marketing executive and business development professional with an extensive background in the financial services and mid-sized business arena. She has successfully transitioned brands and created a national brand with three unique business units. Lisa’s experience encompasses a broad spectrum of financial industry knowledge, skills and experience. Skilled at developing and leading teams to successfully achieve growth plans, she demonstrates a proven success creating sales and marketing strategies on a national platform evolving brands to match business objectives.

Register Now Pay by Check

Sweet Spot of Social Media – Mitigate Risk to Reap Rewards

Register Now

Social Media strategy75% of banks think that social media is important. However, recent studies show that many banks are failing to take advantage of social media as a sales and marketing tool.  Many times this lack of engagement is due to the fear of legal and regulatory compliance risks.

  • How do you mitigate the risks associated with social media?
  • How do you engage in social media activities without allowing “legalese” to ruin effectiveness?

In this banking webinar, presenters will discuss the legal and regulatory risks of social media and more importantly, how to address those risks to reap the rewards that result from an effective social media strategy.  Led by a bank attorney and bank marketing expert, this social media webinar will show examples of institutions that are “getting it right” and those that have “gotten it wrong.”

Takeaways that Attendees will Leave Understanding include:

  • Current uses of social media by financial institutions
  • The major legal and compliance risks involved with those uses
  • Risk mitigation techniques and their “pros” and “cons” from both the legal/compliance perspective and the branding/marketing perspective
  • Suggested approaches to finding the middle ground between “no risk” and “too much risk”
  • Examples of “getting it right” and “getting it wrong”

Date of Event

Thursday, March 14, 2019
12:00 – 1:00 pm ET
11:00 – 12:00 pm CT
10:00 – 11:00 am MT
9:00 – 10:00 am PT

Pricing
$249 for Webinar plus playback*
*Playbacks do NOT expire and may be shared internally.

Credits

  • 1.2 AAP Credits
  • 1.0 CPE Credits

Your Speakers

Lisa Beck
President – Cypress Resources

Kevin Funnell

Kevin Funnell
Of Counsel – Shapiro Bieging Barber Otteson LLP

About the Speakers

Lisa Beck is a nationally recognized strategic marketing executive and business development professional with an extensive background in the financial services and mid-sized business arena. She has successfully transitioned brands and created a national brand with three unique business units. Lisa’s experience encompasses a broad spectrum of financial industry knowledge, skills and experience. Skilled at developing and leading teams to successfully achieve growth plans, she demonstrates a proven success creating sales and marketing strategies on a national platform evolving brands to match business objectives.

Kevin Funnell has over 43 years of experience working with companies on complicated business and regulatory matters, including business law, commercial transactions, financial institutions regulations, mergers and acquisitions, mortgage banking, privacy, Internet and electronic commerce, outsourcing, and information technology services. Kevin has worked with financial institutions and other companies on electronic commerce, data acquisition, management, and processing, information technology services, and developing issues related to the Internet. He has also served as an in-house counsel to a large financial institution and understands complex business and legal issues from the perspective of the corporate legal department.

Register Now Pay by Check

How to Talk to your CEO about Social and Digital Marketing

Register Now

Social Media and Digital Marketing are now considered traditional marketing, yet many CEO’s and senior management teams are still balking at implementing marketing campaigns through these channels. Instead, institutions are posting pictures of their oldest customer with their birthday cupcake or reminding everyone the bank will be closed on President’s Day. All positive posts, but social channels can do so much more for your institution.

Unfortunately, financial institutions, especially smaller ones, still lag significantly behind the larger competitors with developing, implementing and achieving goals related to social media. This is particularly evident in an ABA study that showed just how much financial institutions are lagging in leveraging social media.

“There’s clearly work to be done. Only a minority of respondents strongly agreed with the following statements that characterize a robust social media strategy:
• We have developed a clear statement of the goals we want to accomplish through social media. (17%)
• We have implemented a plan for what time of day we post on social media. (18%)
• We have implemented a plan for how frequently we post. (33%)
• The social media channels we use align with the target audience we are trying to reach. (23%)”
“State of Social Media in Banking”, (c) 2017, American Banking Association, p13
https://www.aba.com/Products/Endorsed/Documents/ABASocialMedia_Report.pdf

Attendees to this social media event will leave with a better understanding of questions and statements such as:

  • Why can’t I see our posts on Facebook? -this is a SMH question, but I know CEO’s ask so we’ll give an answer
  • With the new Facebook algorithm no one is going to see what we do anyway.
  • How do we avoid compliance issues?
  • Our customers don’t want to engage on social, we don’t even have many Facebook followers
  • Our current messaging platform works just fine — yet they can’t define fine and say they want more customers, so it must not be working so fine

Over the course of an hour, attendees to this timely banking webinar will get answers for the statements and questions your CEO puts forth as the barrier to your institution joining the 21st century and prepare yourself.

This will be fun and helpful and you’ll walk away with verbiage to help you have a conversation with your C-suite about social media interaction.

Date of Event

Wednesday, December 5, 2018
12:00 – 1:00 pm ET
11:00 – 12:00 pm CT
10:00 – 11:00 am MT
9:00 – 10:00 am PT

Pricing
$249 for Webinar plus playback*
*Playbacks do NOT expire and may be shared internally

Credits

  • 1.2 AAP Credits
  • 1.0 CPE Credits

Your Speaker

Lisa Beck
President – Cypress Resources

Register Now Pay by Check

About Lisa Beck

Lisa is a nationally recognized strategic marketing executive and business development professional with an extensive background in the financial services and mid-sized business arena. She has successfully transitioned brands and created a national brand with three unique business units. Lisa’s experience encompasses a broad spectrum of financial industry knowledge, skills and experience. Skilled at developing and leading teams to successfully achieve growth plans, she demonstrates a proven success creating sales and marketing strategies on a national platform evolving brands to match business objectives.

Sweet Spot of Social Media – Mitigate Risk to Reap Rewards

Register Now

Social Media strategy75% of banks think that social media is important. However, recent studies show that many banks are failing to take advantage of social media as a sales and marketing tool.  Many times this lack of engagement is due to the fear of legal and regulatory compliance risks.

  • How do you mitigate the risks associated with social media?
  • How do you engage in social media activities without allowing “legalese” to ruin effectiveness?

In this banking webinar, presenters will discuss the legal and regulatory risks of social media and more importantly, how to address those risks to reap the rewards that result from an effective social media strategy.  Led by a bank attorney and bank marketing expert, this social media webinar will show examples of institutions that are “getting it right” and those that have “gotten it wrong.”

Takeaways that Attendees will Leave Understanding include:

  • Current uses of social media by financial institutions
  • The major legal and compliance risks involved with those uses
  • Risk mitigation techniques and their “pros” and “cons” from both the legal/compliance perspective and the branding/marketing perspective
  • Suggested approaches to finding the middle ground between “no risk” and “too much risk”
  • Examples of “getting it right” and “getting it wrong”

Date of Event

Monday, October 29, 2018
2:00 – 3:00 pm ET
1:00 – 2:00 pm CT
12:00 – 1:00 pm MT
11:00 – 12:00 pm PT

Pricing
$249 for Webinar plus playback*
*Playbacks do NOT expire and may be shared internally.

Credits

  • 1.2 AAP Credits
  • 1.0 CPE Credits

Your Speakers

Lisa Beck
President – Cypress Resources

Kevin Funnell

Kevin Funnell
Of Counsel – Shapiro Bieging Barber Otteson LLP

About the Speakers

Lisa Beck is a nationally recognized strategic marketing executive and business development professional with an extensive background in the financial services and mid-sized business arena. She has successfully transitioned brands and created a national brand with three unique business units. Lisa’s experience encompasses a broad spectrum of financial industry knowledge, skills and experience. Skilled at developing and leading teams to successfully achieve growth plans, she demonstrates a proven success creating sales and marketing strategies on a national platform evolving brands to match business objectives.

Kevin Funnell has over 43 years of experience working with companies on complicated business and regulatory matters, including business law, commercial transactions, financial institutions regulations, mergers and acquisitions, mortgage banking, privacy, Internet and electronic commerce, outsourcing, and information technology services. Kevin has worked with financial institutions and other companies on electronic commerce, data acquisition, management, and processing, information technology services, and developing issues related to the Internet. He has also served as an in-house counsel to a large financial institution and understands complex business and legal issues from the perspective of the corporate legal department.

Register Now Pay by Check

How to Talk to your CEO about Social and Digital Marketing

Register Now

Social Media and Digital Marketing are now considered traditional marketing, yet many CEO’s and senior management teams are still balking at implementing marketing campaigns through these channels. Instead, institutions are posting pictures of their oldest customer with their birthday cupcake or reminding everyone the bank will be closed on President’s Day. All positive posts, but social channels can do so much more for your institution.

Unfortunately, financial institutions, especially smaller ones, still lag significantly behind the larger competitors with developing, implementing and achieving goals related to social media. This is particularly evident in an ABA study that showed just how much financial institutions are lagging in leveraging social media.

“There’s clearly work to be done. Only a minority of respondents strongly agreed with the following statements that characterize a robust social media strategy:
• We have developed a clear statement of the goals we want to accomplish through social media. (17%)
• We have implemented a plan for what time of day we post on social media. (18%)
• We have implemented a plan for how frequently we post. (33%)
• The social media channels we use align with the target audience we are trying to reach. (23%)”
“State of Social Media in Banking”, (c) 2017, American Banking Association, p13
https://www.aba.com/Products/Endorsed/Documents/ABASocialMedia_Report.pdf

Attendees to this social media event will leave with a better understanding of questions and statements such as:

  • Why can’t I see our posts on Facebook? -this is a SMH question, but I know CEO’s ask so we’ll give an answer
  • With the new Facebook algorithm no one is going to see what we do anyway.
  • How do we avoid compliance issues?
  • Our customers don’t want to engage on social, we don’t even have many Facebook followers
  • Our current messaging platform works just fine — yet they can’t define fine and say they want more customers, so it must not be working so fine

Over the course of an hour, attendees to this timely banking webinar will get answers for the statements and questions your CEO puts forth as the barrier to your institution joining the 21st century and prepare yourself.

This will be fun and helpful and you’ll walk away with verbiage to help you have a conversation with your C-suite about social media interaction.

Date of Event

Monday, April 23, 2018
12:00 – 1:00 pm ET
11:00 – 12:00 pm CT
10:00 – 11:00 am MT
9:00 – 10:00 am PT

Pricing
$249 for Webinar plus playback*
*Playbacks do NOT expire and may be shared internally

Credits

  • 1.2 AAP Credits
  • 1.0 CPE Credits

Your Speaker

Lisa Beck
President – Cypress Resources

Register Now Pay by Check

About Lisa Beck

Lisa is a nationally recognized strategic marketing executive and business development professional with an extensive background in the financial services and mid-sized business arena. She has successfully transitioned brands and created a national brand with three unique business units. Lisa’s experience encompasses a broad spectrum of financial industry knowledge, skills and experience. Skilled at developing and leading teams to successfully achieve growth plans, she demonstrates a proven success creating sales and marketing strategies on a national platform evolving brands to match business objectives.

Documenting Your Social Media Policy and Regulatory Expectations for Training

Register Now

The use of social media to entice and engage with customers can have a negative impact on the financial institution’s reputation and ability to comply with regulatory guidance. The use of social media among financial institutions has increased significantly over the past several years with convenient outlets including Facebook sites, Tweeting on Twitter, and publishing YouTube videos. In response to the social media frenzy, the FFIEC released the Social Media Consumer Compliance Risk Management guidance on December 11, 2013. The guidance requires institutions to develop a risk management program to address consumer compliance, operational, legal and reputational risks posed by social media activities.   How does your financial institution use social media? Do you understand the regulatory guidance and expectations? Have you trained your employees on this requirement? Don’t miss this social media webinar and get connected to your responsibilities to comply.

This social media webinar will cover:

  • Overview of Social Media Guidance
  • Regulatory Expectation on Risk Management Program
  • Common Audit Findings in Social Media Programs
  • Regulatory Expectations for Training

Pricing

$249 for Webinar and Playback*
*Playback has no expiration and may be shared internally
NOTE: Portions of this event may have been pre-recorded

Dates of Event

Monday, October 30, 2017

  • 12:00 – 1:00 pm (Eastern Time)
  • 11:00 – 12:00 pm (Central Time)
  • 10:00 – 11:00 am (Mountain Time)
  • 9:00 – 10:00 am (Pacific Time)

Credits

  • 1.2 AAP Credits
  • 1.0 CPE Credits

Your Speaker(s)

Terri Sands AAP CAMS

Founder, Secura Risk Management

Terri Sands

Register Now Manual Invoice

Documenting Your Social Media Policy and Regulatory Expectations for Training

Buy Playback Now

The use of social media to entice and engage with customers can have a negative impact on the financial institution’s reputation and ability to comply with regulatory guidance. The use of social media among financial institutions has increased significantly over the past several years with convenient outlets including Facebook sites, Tweeting on Twitter, and publishing YouTube videos. In response to the social media frenzy, the FFIEC released the Social Media Consumer Compliance Risk Management guidance on December 11, 2013. The guidance requires institutions to develop a risk management program to address consumer compliance, operational, legal and reputational risks posed by social media activities.   How does your financial institution use social media? Do you understand the regulatory guidance and expectations? Have you trained your employees on this requirement? Don’t miss this social media webinar and get connected to your responsibilities to comply.

This social media webinar will cover:

  • Overview of Social Media Guidance
  • Regulatory Expectation on Risk Management Program
  • Common Audit Findings in Social Media Programs
  • Regulatory Expectations for Training

Pricing

$249 for Webinar and Playback*
*Playback has no expiration and may be shared internally
NOTE: Portions of this event may have been pre-recorded

Dates of Event

Tuesday, June 20, 2017

  • 2:00 – 3:00 pm (Eastern Time)
  • 1:00 – 2:00 pm (Central Time)
  • 12:00 – 1:00 pm (Mountain Time)
  • 11:00 – 12:00 pm (Pacific Time)

Credits

  • 1.2 AAP Credits
  • 1.0 CPE Credits

Your Speaker(s)

Terri Sands AAP

Founder, Secura Risk Management

Terri Sands

Buy Playback Now Manual Invoice