Social Media FFIEC Guidance and a Credit Union Perspective webinar

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EW182614

Aug. 26, 2014 1:00 - 2:30 p.m. CT

There's a lot of information available regarding social media, including guidance from the Financial Institutions Examination Council (FFIEC). The FFIEC Social Media Guidance serves as a tool for financial institutions to understand and manage risks in the social media area. Maybe you have read the guidance once or twice, maybe you've started using social media for your credit union, maybe you haven't. Chances are you have questions. Compliance and other areas of the credit union need to work closely with each other to construct a risk-based program and assessment based on the guidance and recommendations.

Are you struggling with next steps, have specific questions about the guidance, looking for best practices and lessons learned? Join this session and hear from Jamie Goodson NCUA Office of Consumer Protection, Richard Schwartz FDIC, and Elizabeth Khalil FDIC staff member who was part of the working group that drafted the FFIEC's Social Media Guidance, as they walk you through key points within the guidance and answer your questions. You'll also hear from Cheryl Hart, compliance officer with TruMark Financial Credit Union. Cheryl played a key role in implementing the guidance at her credit union; she will share their story including best practices and lessons learned.

What you can look forward to during this webinar:

  • Understand the key points of the FFIEC Social Media Consumer Compliance Risk Management Guidance
  • Understand how to incorporate the Guidance into your credit union's overall compliance management approach
  • Hear a credit union's implementation perspective, best practices, and lessons learned

Takeaway: Risk assessment template

Resources:

This webinar is part of CUNA Social Media Webinar Series, which starts August 19, 2014. Purchase the entire webinar series and SAVE $219 over the regular price for each individual session.

CUNA Operations, Sales & Service CouncilThis event is produced by the CUNA Center for Professional Development and endorsed by the CUNA Operations, Sales & Service Council and CUNA Marketing & Business Development Council.

CUNA Marketing & Business Development CouncilWho Should Attend

This webinar is beneficial for credit union compliance, marketing and operations staff. Affiliation with CUNA/League is required for attendance.

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EW182614

Aug. 26, 2014 1:00 - 2:30 p.m. CT

Jamie Goodson

Jamie is the director of the Division of Consumer Compliance Policy and Outreach in the Office of Consumer Protection of the National Credit Union Administration (NCUA). The Division is responsible for consumer compliance policy and rulemaking, fair lending policy and examinations and interagency coordination on consumer compliance issues.

Prior to joining NCUA, Jamie was a counsel at Relman, Dane & Colfax PLLC and advised financial institutions regarding compliance with fair lending laws. Her practice focused on mortgage lending and credit card lending. From 2007-2011, she was an attorney in the Regulations branch of the Federal Reserve Board’s Division of Consumer and Community Affairs. During her tenure with the Board, Jamie developed regulations and provided guidance to compliance officers, examiners, lawyers and other interested parties regarding consumer protection and fair lending laws then implemented by the Board, including the Truth in Lending Act, the Equal Credit Opportunity Act and the Home Mortgage Disclosure Act.

Jamie also served as a senior policy counsel for the Center for Responsible Lending, where she worked from 2004 through 2006 to promote fair and responsible lending in the mortgage lending and payday lending markets. She also worked for three years as an associate in the Real Estate Practice Group of the law firm of Arnold & Porter.

Elizabeth Khalil

Elizabeth KhalilElizabeth is a senior policy analyst in the Supervisory Policy Branch of the FDIC’s Division of Depositor and Consumer Protection in Washington, D.C. She serves as the chair of the FFIEC working group that drafted the FFIEC’s social media compliance guidance. Before joining the FDIC, she was a senior associate in the Financial Institutions Group and Privacy Working Group of Hogan Lovells US LLP (formerly Hogan & Hartson). Prior to that, she was a senior attorney at the Office of the Comptroller of the Currency. She is the co-author and co-editor of the Financial Institutions Answer Book, a treatise on banking regulation published by the Practising Law Institute. She also contributes a crossword puzzle to the American Bankruptcy Institute’s monthly ABI Journal. She is a member of the International Association of Privacy Professionals, the American Bankruptcy Institute and the Federal Communications Bar Association.

Richard Schwartz

Richard SchwartzRick has been a counsel in the Federal Deposit Insurance Corporation (FDIC) Legal Division since 1989. He has been in the Division’s Consumer/Compliance Unit since August, 2003. Among his numerous assignments, Rick has specialized in matters dealing with information security, identity theft, social media, prepaid cards, electronic fund transfers and the Community Reinvestment Act.

Prior to his move to “open bank” work, Rick was in the Receivership Goodwill Section, where he represented the agency in its role as receiver in multi-party litigation in the United States Court of Federal Claims and the United States Court of Appeals for the Federal Circuit. Before that, he was counsel in the FDIC and RTC Professional Liability Sections. In those Sections, he managed and supervised litigation in United States District Courts throughout the United States and Puerto Rico relating to complex tort actions against bank and thrift insiders, professionals and insurance carriers. Prior to his work for the FDIC, Rick worked in the Regulations and Legislation Section of the Federal Home Loan Bank Board, in the Office of Information of Privacy of the United States Department of Justice and for the Benefits Review Board of the United States Department of Labor.

Cheryl Hart

Cheryl HartCheryl began her career in compliance at what is now Wells Fargo Bank. She started at Trumark Financial Credit Union in Trevose, PA, about seven years ago as the compliance officer for a $700 million credit union which has now become a $1.5 billion 17 branch credit union.

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EW182614

Aug. 26, 2014 1:00 - 2:30 p.m. CT

Recorded Event

All live event registrations include credit union access to the recorded event. You may also purchase the recorded event separately. Click here to see more about purchasing the recorded event.

Recorded events can be accessed by anyone at a registered credit union through My Programs.

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EW182614

Aug. 26, 2014 1:00 - 2:30 p.m. CT

CUNA is a leading provider of webinars to the credit union movement. Just like face-to-face classes, CUNA webinars allow you to see and hear a presentation, ask questions of the speaker and refer to handouts. With topics spanning all credit unions' business areas, CUNA Training Bundle affordably provides unlimited access to all CUNA webinars, eSchools and audio conferences for all staff, managers and board members.

Registration includes credit union access to the recorded event through My Programs.

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You need a phone and a computer with an Internet connection. Event connection details will be emailed to registered attendees 24-48 hours prior to the event. If you register for an event on the day it is being held, please call 800-356-9655, ext. 4249 or email for assistance.

Recorded Event

All registrations include credit union access to a recording of this event. Recorded events are available within 48 hours of the live event. Recorded events can be accessed by logging into My Programs using your CUNA website username and password.

Discounts

CUNA Council members and CUNA Volunteer Network members receive a $50 discount. Credit unions with less than $50 million in assets receive a $50 discount by applying promo code CUSMALL during checkout. Your final price will be visible at checkout. Only one discount applies.

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CUNA is committed to providing a quality learning experience. If for some reason you are not fully satisfied, contact us and we'll provide you a full tuition refund or credit.

Cancellations

Cancellations received in writing (via fax 608-231-4327) seven or more days before the start of the program are eligible for a refund of the amount paid minus a $30 administrative fee. No refunds will be granted if cancellation is received six days or less before a program begins. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing. Cancellation fees do not apply for free or complimentary programs.

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