Charting the Course for Enterprise Social Media in a Regulated Industry

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Our SpeakersJoanna Belbey As Social Media and Compliance Specialist for Actiance, Inc, Joanna Belbey helps regulated firms use social media effectively while complying with rules and regulations. Joanna is an enthusiastic user of social media and her background includes leading the development and delivery of more than 350 educational programs per year for Financial Industry Regulatory Authority (FINRA). Follow her on twitter: @Belbey

Tom Chernaik, CEO of CommandPost/CMPLY, Inc. For more than 20 years, Tom Chernaik has worked with leading brands focusing on innovation and insight in marketing, law, social media and entrepreneurship. With a vision for addressing marketer concerns regarding compliance, Tom initially launched CMP.LY in 2009. Since then, he has grown the company – rebranded as CommandPost – into a comprehensive social media solutions provider. @CMPLYTom

DeShelia Spann is Digital Marketing Manager at Eaton and directs their employee advocacy initiative. Through the Eaton Brand Advocacy Program employees are inspired to engage their networks with relevant content promoting Eaton’s business and the power management industry while gaining insight to company and departmental news. Follow her blog Life UnDoc’dand on twitter @DeSheliaSpann

Paul Gillin, moderator, is a writer, speaker and online media consultant who specializes in social media and content marketing. He is a prolific writer who has published five books and more than 300 articles since 2007, including the monthly New Channels column in BtoB magazine for 7 years. Paul is a veteran technology journalist with more than 25 years of editorial leadership experience. His website is gillin.com & he blogs at paulgillin.com & Newspaper Death Watch. Twitter: @pgillin 

5

Wikis

Public Instant

Messaging

IndustryNetworks

WebUnified

Communication

Future

Social NetworksCollaboration

Today’s social business can’t use just one

collaborative technology to keep its

employees connected

– it needs to use them all.

@belbey #SMTLive

6

Leads to Several Challenges

COMPLIANCE

• Regulations• Corporate Policies• Legal Hold

SECURITY

• Feature Control • Data Leakage• Incoming Threats

ENABLEMENT

• Complexity• Adoption• ROI

@belbey #SMTLive

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1. Keep adequate records2. Have an appropriate use policy and

train employees3. Supervise and monitor

Your Action Plan for Social Media Compliance

@belbey #SMTLive

COMMON MYTHS

• We are regulated, therefore we can’t engage in social media

• Regulators have not given clear guidance

• I can’t enable my employees without creating unnecessary risk

• We can’t share interesting/relevant 3rd party content

• We can’t measure the ROI of social media

For More Information: www.GetCommandPost.com

REGULATOR ACTIVITY - WOM & SOCIAL• FTC Testimonial and Endorsement Guidelines (2009)• FTC .Com Disclosure Update (March 2013)• FINRA Regulatory Notice 10-06 (Jan 2010)• FINRA Regulatory Notice 11-39 (Aug 2011)• FFIEC Final Guidance (Dec 2013)• SEC Guidance Update (March 2013)• SEC Netflix Report (April 2013)• SEC JOBS Act related updates (Summer 2013)• SEC Hyperlinked Disclosures CDI (May 2014)• FDA Social Media Guidance Drafts (June 2014)• NLRB (ongoing)

For More Information: www.GetCommandPost.com

COMMON REGULATOR THEMES

• Social media is subject to the same rules that apply to traditional media

• Establish documented policies and procedures

• Train representatives and agencies - aware of responsibilities

• Disclose/disclaim to avoid entanglement & adoption

For More Information: www.GetCommandPost.com

Eaton is a leading power management company We help the world use

electrical, fluid and mechanical power more reliably, efficiently, safely and sustainably

We provide reliable, efficient, safe and sustainable power management for…

Buildings

Transportation

Industrial and Machinery

Information Technology

Infrastructure

Energy and Utilities

Pu

blic

an

d pr

iva

te s

ect

ors

Eaton and social media compliance• Through its focus on compliance, Eaton strives

to:– Adhere to the global guidelines for social media

rules and regulations– Protect intellectual property and privacy issues,

both internally and for third parties– Maintain financial disclosure for securities laws

and regulations, etc.– Educate employees on Eaton’s social media policy

Thanks to Our Sponsor

@Actiance actiance.com

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