8c. ALL – Electronic Communications & Social Media


This panel will focus on the rapidly changing world of communication conducted via social media and email. Conversations and illustrations will center around the constant evolution of electronic client and outside contact against the drawbacks of regulations.
Advanced Preparation: None
Pre-requisites for participation: None
Learning Objectives:
• Understanding the effectiveness and limitations of your firm’s current business social media use policies and procedures.
• Examining the various forms of social media contact; the common archiving pitfalls; and what is possible under current regulations.
• Addressing industry best practices for email and texting surveillance, including maintenance of your key words/phrases lexicon.
• Determining how to best leverage the “tech savvy” with continuing to explore social media connections and this growing dynamic field of communication.

Sponsored by:

Panel                        Program Level: Intermediate Date: October 22, 2019 Time: 3:45 pm - 5:00 pm Deborah Lamb Jeff Ziesman