E-Mail Risks, Rules & Regulations: Applying E-Mail Policy & Best Practices to Minimize Risk & Maximize Compliance

Date: Thursday, May 1, 2008
Time: 01:00 PM ET / 12:00 PM CT / 11:00 AM MT / 10:00 AM PT [Prevailing Time]
Presenter(s): Nancy Flynn, Founder and Executive Director of ePolicy Institute
Objective(s):
Learn to recognize, anticipate and deflect e-mail and other electronic business communications disasters. Prevent accidental and intentional e-mail misuse. Employ best practices to maximize employee compliance with organizational rules and policies. Identify, manage and retain electronic business records created by e-mail and other electronic business communications tools in anticipation of litigation and regulatory audits. Reconcile employee’s privacy concerns with the firm’s monitoring rights and help protect the organization’s assets, reputation and future through the successful implementation of a strategic e-mail policy and management program, based on proven best practices.
Field of Study: Business Management and Organization
Program Level: Basic
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based

No advanced preparation or prerequisites are required for this course.
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Course Description

As employers struggle to manage workplace e-mail, employees keep introducing risky new technology into the workplace. The latest high-risk tools to enter the workplace are Blackberries, instant messenger, text messaging, social networking sites and the blog. The potential for litigation, regulatory violations, lost productivity, and security breaches surrounding emerging technology is staggering. This session will reveal how a strategic e-mail management program – combining policy, training and technology – can help accounting firm managers accomplish their objectives.

Presenter and Moderator Bios
A recognized expert on workplace e-mail and Internet policy, management and communications, Nancy Flynn is founder and executive director of the ePolicy Institute. The ePolicy Institute is dedicated to helping employers limit e-mail related risks, including litigation, through effective e-mail and Internet policies and training programs. The author of eight books published in five languages, her list includes E-Mail Rules, Blog Rules, Instant Messaging Rules, The ePolicy Handbook, E-Mail Management and Writing Effective E-Mail.

Nancy is a popular speaker, trainer and seminar leader with clients worldwide. She also serves as an expert witness in e-mail related litigation. Since 2001, Nancy Flynn’s ePolicy Institute has collaborated with the American Management Association on an annual nationwide survey of workplace e-mail and Internet policies, procedures and best practices. A popular media source, Nancy has been interviewed by thousands of media outlets including Fortune, Forbes, Time, Newsweek, BusinessWeek, Wall Street Journal, US News & World Report, USA Today, Readers’ Digest, National Public Radio, CBS Early Show, CNBC, CNN Headline News, CNN Anderson Cooper 360, Fox Business News, NBC and ABC.

Cost
$25.00 for CPAFMA Members / $40.00 for Non-Members / Free for PAFMs

Delivery System

All programs are delivered using the Zoom platform.
Confirmations will include log-in instructions.
Participants are able to participate using any device with an Internet connect (if the device does not have speakers, the participant can also dial-in) or they can participate with audio only by dialing in.
All registrants will receive a link to the MAPCast’s recording by email within 48 business hours of event’s conclusion.
There will be assistance available to help with technical and connectivity issues up to 10 minutes prior to the start of the presentation.

All registration is done on-line with the names and email addresses of each individual guest. Log-in details will be emailed to all registrants approximately 1-2 days prior to each session.

CPAFMA will not issue refunds for MAPCasts. If a registrant is unable to participate in the MAPCast and sends written notice to info@cpafma.org 48 hours prior to the session, a credit will be provided for a future MAPCast. Alert the CPAFMA staff member monitoring the MAPCast if technical difficulties are encountered and technical support will be provided to eliminate problems with future MAPCasts.

Live participation is required for CPE credit and polling questions must be answered to show active participation. All registrants will receive an email following the session with links to the slides and/or handouts, and a link to the MAPCast recording (unless otherwise stated). If you are unable to participate in the live session, you can still watch the recorded session, but you will not be eligible for CPE credits.

For more information regarding CPAFMA MAPCasts or administrative policies such as complaint and refund, contact the CPAFMA Headquarters at 937-222-0030, or info@cpafma.org.

What is an CPAFMA MAPCast?
An CPAFMA MAPCast is a live, interactive 30 or 60-minute conference presented over the Internet. You can attend from any location that has Internet access from any device. You pay just one registration fee for as many participants as you wish at each location.

Note that high-speed Internet access is not mandatory.

Who presents at an CPAFMA MAPCast?
Your MAPCast will have one or more speakers who are recognized experts on the topic. MAPCasts typically include a Q&A session; you can ask questions by audio or chat options.

CPE Credits
CPAFMA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

MAPCasts with an HR focus have been approved for recertification credit hours toward PHR and SPHR recertification through the Human Resources Certification Institute (HRCI). For more information about certification or recertification, please visit the HRCI homepage at www.hrci.org.

MAPCasts qualify for Public Accounting Firm Manager (PAFM) continuing education credit through the CPA Firm Management Association (CPAFMA). For more information about certification or recertification, please visit the PAFM section of this website.

Why CPAFMA MAPCasts?

Fast.
No wasted time. Get right to the heart of the matter in a 30 or 60-minute session designed to easily fit into your busy schedule.

Convenient.
No airlines. No travel. No time out of the office. Listen and follow along from the comfort and convenience of your own device or conference room.

Easy.
A device with an Internet connection is all you need. If your device does not have sound capabilities, the ability to dial in from a telephone is available.

Ideal for multiple attendees.
Use a speakerphone and projector/monitor and invite as many people as you want to participate - at no extra cost to you.

Affordable.
CPAFMA MAPCasts are a fraction of the cost of travel and attendance fees for other high-priced conferences or seminars. PAFMs attend for free. PCPS members are able to register at the CPAFMA member rate.

CPAFMA has partnered with the AICPA PCPS to offer PCPS members the same member rate for MAPCasts. PCPS members should indicate their membership when registering.