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Social Media for Financial Institutions 2018 (2-Part Series)

January 24 @ 12:00 pm - 1:00 pm EST

|Recurring Event (See all)

An event every week that begins at 12:00pm on Wednesday, repeating until January 31, 2018


Register Now

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 2018 and beyond.

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


Social Media 2018 – Strategies for Banks and Credit Unions

Wednesday, January 24, 2018

  • 12:00 – 1:00 pm ET
  • 11:00 – 12:00 pm CT
  • 10:00 – 11:00 am MT
  • 9:00 – 10:00 am PT

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 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.

Leveraging social media to make connections and grow your institution.


Social Media 2018 – Basic Do’s and Don’ts

Wednesday, January 31, 2018

  • 12:00 – 1:00 pm ET
  • 11:00 – 12:00 pm CT
  • 10:00 – 11:00 am MT
  • 9:00 – 10:00 am PT

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.


$395 for both sessions plus playbacks*
$249 for individual sessions plus playback*

*Playbacks do NOT expire and may be shared internally
Register for Session 1 ONLY
Register for Session 2 ONLY


  • 2.4 AAP Credits
  • 2.0 CPE Credits

Your Speaker

Lisa Beck
President – Cypress Resources

Register Now Pay by Check

About Lisa Beck

Lisa 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.


January 24
12:00 pm - 1:00 pm
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