Learn to identify problems and provide a solid and clear email data policy to protect your company.
Email gives us a valuable written record - but that same trail can also create risk. Each message has the potential to trigger legal, financial, reputational, or ethical consequences. With changes in federal policy and increased scrutiny on digital communication, it’s more important than ever to ensure your organization is sending messages that meet legal requirements and reflect professionalism. This session provides a practical look at key concerns and a roadmap for creating (or updating) your email policy. You’ll walk away with an updated checklist you can use before hitting send - because prevention is always easier than damage control.Learning Objectives
- You will be able to identify potential concerns.
- You will be able to review how to minimize liability.
- You will be able to discuss how to create and enforce an email policy.
- You will be able to describe best practices and evolving technology.
Agenda
Potential Concerns- Free Speech, Discrimination, and Harassment Protections
- Privacy, Confidentiality, and Electronic Recordkeeping
- Ethics, Public Information, and Organizational Risk
- Compliance, Legal Exposure, and Litigation Readiness
- Minimizing Liability, Hacking Risks, and Legal Claims
- Managing Employee Use, Misuse, and Oversight of Email Systems
- Safeguarding Privacy, Proprietary Information, and Trade Secrets
- Meeting Updated Retention and Compliance Obligations
- Protecting Brand Integrity, Accuracy, and Reputation
- Avoiding Spam Violations, Misinformation, and Privacy Breaches
- Considering the Impact of Personal vs. Organizational Email Accounts
- Document Retention and Destruction Guidelines
- Addressing Privacy, Confidentiality, and Access Controls
- Navigating EEO, ADA, IRS, and FCC Regulatory Requirements
- Tone, Formatting, and Intent Across Devices
- AI-Generated Text, Emojis, and Other New Norms
- Cross-Platform Messaging (Email, Slack, Teams, etc.)
Speaker(s)
Sherry PrindleProfessional Coach Academy
- Founder of the Professional Coach Academy – Certifying life and executive coaches since 2008
- Lead Trainer and Content Developer – PTR Performance Training Resources
- Author of multiple articles and book chapters dealing with communication
- Founder and host of the Star Marketing Summit biannual event for speakers and coaches
- Certified as a professional trainer, master coach, and gamification master craftsman
- Interdisciplinary Master of Arts degree in Business, Communications, and Linguistics from University of Texas at Arlington
