Successful Strategies for Social Media

ABA Briefing/Webcast Series*

The American Bankers Association announces a series of four Webcasts on the ever-changing dynamics and policies surrounding Social Media. These ninety-minute briefings/webcasts are designed to help you recognize what your bank is doing correctly and make the changes needed to ensure your institution’s social media is working effectively and communicating the way you desire.

Keep me informed

Program Date Part 4: Thursday, July 24, 2014 • 2:00 - 3:30 p.m. ET
Recordings Now Available for Parts 1 - 3
Per Registration Fees** $225 ABA Member/Service Member • $355 Non-Member
(Each individual registration purchased for each program)
Registration Register Online for individual programs: 
Part 4 
Registration Online for the 4-part series   (PDF)
Group-live event; no prerequisites required to participate.
Recording Order Online for individual programs:
Part 1    Part 2   Part 3   Part 4
Order Online for the 4-part series
Please note recordings are not eligible for CPE credits for CPAs.

Is It Time to Re-evaluate Social Media Operational Efficiencies? How to Use Different Channels for Content Delivery

Thursday, July 24, 2014 • 2:00 - 3:30 p.m. ET
Register online    Order Recording Online

Whether you are brand new or a veteran to utilizing social media as a marketing tactic, it’s easy to become overwhelmed at the daunting task of creating content that’s relevant and valuable to your followers. Social media managers have to determine what content to push out, when to push it out, who responds on behalf of the bank, and how to determine if it is working. This webcast is intended to highlight ways to become more efficient at managing your social presence.

  • Setting the right expectations (with your fans and your executive team)
  • Creating and/or repurposing content
  • Managing your content schedule
  • Utilizing archiving tools
  • Utilizing monitoring tools.

Leading the Social Media Charge – Getting Leadership Buy-in and Building Excitement for Others in Your Bank

Originally Aired: November 19, 2013 • Recording Now Available 
Order Recording Online

Social media is being adopted by several banks as an extension of their marketing and communications strategies, yet some organizations still struggle with getting their leadership team on board with social media. This audio recording of the Webcast held on November 19, 2013 highlight ways to get your executives and other teams members excited about social media and on board with the opportunities it can bring to the bank.

  • Assessing opportunities
  • Fulfilling objectives with a well thought-out social media strategy
  • Incorporating the right culture
  • Setting up a social media committee
  • Mitigating risk
  • Communicating activity and success

Let's Talk Social Media Compliance and Risk: A Review of Policy Do's and Don'ts, and the FFIEC Guidance on Social Media

Originally Aired: January 23, 2014 • Recording Now Available
Order Recording Online

For several years, bank marketers and compliance officers have debated what should and should not be done in social media. The shifting goal is to innovate while staying ahead of the reputation risks and managing compliance with the many banking regulations as well as proposed FFIEC social media guidance. In this webcast, you will hear real life examples from a banker, a marketer, a banking regulator (invited) and ABA’s social media guru as to what should be considered in order to reduce risk and remain compliant as you implement a dynamic social media marketing strategy.

  • Understanding the many federal regulators that govern social media use by banks – it isn’t just the FDIC, OCC and FRB.
  • Familiarity with the FFIEC guidance – What does it reveal about regulatory expectations of bank use of social media and managing risk?
  • Reviewing the rules, regulations, interpretive letters, and guidance that govern bank use of social media.
  • Development of social media policies and procedures.
  • Managing social media risk: cyber security, HR & labor law, third party liability, reputation.
  • Preparing for Exams: Recordkeeping, Archiving, Monitoring.
  • Identifying and managing complaints.


  • Amber Farley, Executive Vice President at Financial Marketing Solutions
  • Jamie W. Guise, Executive Vice President, Chief Client Delivery Officer, United Bank & Trust
  • Denyette DePierro, Senior Counsel, American Bankers Association (Moderator)

Value and ROI in Social Media - Attracting New Fans and Retaining Existing Fans!

Originally Aired: April 24, 2014 • Recording Now Available
Order Recording Online

Social media managers are often tasked with the challenge of getting new fans, keeping the existing ones interested and monitoring how effective their social presence is for the organization. Each item takes a specific strategy and implementation. This briefing/webcast is meant to highlight the difference between acquiring and retaining your fans/followers, as well as how to communicate the effectiveness of your social presence to your executive team.

  • Defining your goals and objectives
  • Bringing value to your fans/followers
  • Implementing a contest/sweepstakes
  • Measuring effectiveness

Who Should Attend?

  • Marketing Managers
  • Marketing Directors
  • Marketing Research Analysts
  • Data Managers
  • Directors of Strategic Planning

Get the Credit You Deserve!

The Institute of Certified Bankers (ICB) is dedicated to promoting the highest standards of performance and ethics within the financial services industry. The group-live programs and audio recordings of the "Successful Strategies for Social Media Telephone Briefing/Webcast Series"  are eligible for ICB continuing education credits. Each Webcast in the series has been approved for 2.0 CFMP continuing education credits. The January 23, 2014 Webcast has been approved for 2.0 CFMP and 2.0 CRCM continuing education credits.

The group-live programs in this series have been approved for the following CPE credit hours: January 23 approved for 1.5 CPE credit hours (Regulatory Ethics); April 24 approved for 1.5 CPE credit hours (Marketing); July 24 Webcast approved for 1.5 CPE credit hours (Marketing). Please note: audio recordings are not eligible for CPE credits for CPAs.

CPE logoAmerican Bankers Association 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:


*ABA's Telephone Briefings include reference materials and telephone audio. Telephone/Streaming/Webcast Briefings include reference materials, telephone audio, and simultaneous webcast presentation (all major operating systems including Windows 2000 or later, Mac OS 10.4 or later, Linux, Android, and iOS) are supported. Adobe Flash Player 11 or later (unless you are using a mobile device – instead, download the omNovia application from the App Store or Android Market); Broadband Internet connection (256 Kbps or more). No network blocks or filters that disable streaming media).

**Each site license (registration fee) entitles you to one connection (when there is a simultaneous webcast presentation) where an unlimited number of listeners can participate.

Any transmission, retransmission or republishing of the audio or Web portions of this briefing is strictly prohibited.

    ​Questions? Please contact Linda Shepard / Cari Hearn for more information.