Social Media is not the same curiosity or luxury in financial services that it may have been five years ago and must be viewed today as a critical dual-edged sword. On the one hand, banks and credit unions are leveraging Social Media as both a competitive advantage and Marketing tool as important as any in their arsenal. On the other hand, the regulatory requirements and risk exposure makes Social Media a costly communication channel that must be managed carefully at all times.

This very important Social Media training from Lisa Beck, President of Cypress Resources, gives bank and credit union professionals what they need to know to ensure their institution has a solid Social Media foundation to confront and win in this space for 2019 and beyond.

You and your team will not want to miss this very topical 2-part bank webinar series! 


Social Media 2019 – Strategies for Banks and Credit Unions

Most business bankers and branch managers understand that the days of coffee, lunch, golf, repeat are dying.  In the highly commoditized financial industry, it is important to differentiate your institution and yourself but how do you do it?

The utilization of social media can have a strong impact in positioning you and your institution as an expert, a resource, to support an individual or a company with their finances.  In fact, The Financial Brand states that content marketing generates three times as many leads as traditional marketing. And that, 70% of people would rather learn about a company from an article over an advertisement.

But, who has time to generate content?  What if you could learn a system that would help you target prospective clients, engage with content that is already being generated on social media platforms and have conversations with your community online?

In this social media webinar, we will spend an hour walking through a system that will help you engage in conversation with your community online.  This system isn’t stalking because no one likes a stalker.  It is a method of providing value that engages your target customer and demonstrates your expertise resulting in a connection and a relationship.

Click Here to Register for Part 1 ONLY for $249


Social Media 2019 – Basic Do’s and Don’ts

Learning to work within the parameters of your social media policy doesn’t have to be challenging.  You can engage on social media platforms as a business banker or branch manager and stay within the confines of your institutions social media policy.

Spend an hour understanding the parameters within the FFIEC manual as it pertains to social media.  Learn how to join your community online with more than pictures of events the bank sponsors which maintains awareness but doesn’t attract new customers.

This timely and relevant agenda will look at:

  • FFIEC Compliance Overview
  • Do’s and a few Don’ts
  • Examples of policy
  • Training and Oversight
  • A few ideas and takeaways…

Click Here to Register for Part 2 ONLY for $249


  • Lisa Beck

    Lisa Beck

    Renasant Bank / Sr Vice President, Regional Director Sales and Service

    Lisa Beck is a nationally recognized strategic marketing executive and business development professional with an extensive background in the financial services and mid-sized business arena. She has successfully transitioned brands and created a national brand with three unique business units. Lisa’s experience encompasses a broad spectrum of financial industry knowledge, skills and experience. Skilled at developing and leading teams to successfully achieve growth plans, she demonstrates a proven success creating sales and marketing strategies on a national platform evolving brands to match business objectives.


2.0 CPE Credits & 2.4 AAP Credits