Experience & Expertise

• Lawsuits• RegulatoryFines• RecordMismanagement• E-DiscoveryDisasters• SecurityBreaches• Miscommunication

• MediaScrutiny• RuinedReputations• WastedResources• LostProductivity• DamagedCareers

We Help You Recognize and Reduce Risks

ELECTRONIC & HR POLICY TRAINING, CONSULTING & EXPERT WITNESS SERVICES

TheePolicyInstitute™istheworld’sleadingelectronicandHRpolicytrainingandconsultingfirm.Weprovideonsiteandonlinetraining,policywriting,andexpertwitnessservicestoclientsworldwide.FromAlabamatoAbuDhabi,clientsrelyontheePolicyInstitutetohelpmaximizecomplianceandminimizerisksthroughtheimplementationofbestpractices-basedemail,web,mobiledevice,socialmedia,recordretention,andotherelectronic&HRpolicies.GlobalclientsincludegovernmentagenciessuchastheUnitedStatesDepartmentofDefense,multinationalcorporationsincludingMitsubishiMotors,legalentitiessuchastheFederalBarAssociation,andeducationalinstitutionsincludingTheOhioStateUniversity.Inaddition,Microsoft,Symantec,Yahoo,andothertechgiantshavehiredtheePolicyInstitutetoeducateusersintheUS,UK,EU,Australia,Canada,andAsiaaboutelectronicandHRrisks,records,policies,andbestpractices.TheePolicyInstituteisadivisionofNancyFlynnPublicRelations,Inc.,awoman-ownedsmallbusiness(WOSB)foundedin1988.

Seminars, Webinars, Keynotes • Writing Effective & Compliant Email • Writing & Implementing Effective

Electronic & HR Policies and Procedures• Electronic Business Records: 7-Step Strategy

for Effective & Compliant Record Management• Electronic Compliance Rules, Records, Policies

& Best Practices for Email, Internet, Mobile & Social Media

• Developing Effective Email, Social Media & Mobile Device Policies to Manage Behavior, Mitigate Risks & Maximize Compliance

• Mobile Device Risks, Records & Compliance Rules: Managing Strategic BYOD Policy

• Social Media Risks, Records, Policies & Procedures

• Monitoring Employees’ Work-Related & Personal Social Media Legally and Ethically

• Netiquette Rules: Writing Civil, Compliant, Conversational Email

Healthcare Topics• HIPAACompliance:WhatHealthcare

ProvidersNeedtoKnowAboutEPHI&PaperMedicalRecords

• HowHIPAAImpactsEmail&Texting:CommunicatingCompliantlywithPatients&Peers

• ElectronicBusinessRecords:7-StepStrategyforManagingEmail,EPHI&BusinessRecords

Financial Topics • MaintainingCompliantFDICRecords,Including

RelatedEmail&SocialMediaRetentionRules• ManagingE-Sign,E-Statements&E-Disclosures• AvoidingtheTop10Legal&Compliance

MistakesintheE-StatementProcess• Writing&ImplementingEffective

andCompliantE-Disclosures

Expert Witness ServicesTrustedforherintegrityandknowledge,ePolicyInstituteFounderNancyFlynnservesasanexpertwitnessinpolicy-relatedlitigationforthefederalgovernmentandlawfirms.

Respected National SurveysSince2001,theePolicyInstitutehascollaboratedwithAmericanManagementAssociation,US News & World Report,andothersonhighlyrespectedsurveysofworkplacepoliciesandmonitoring.

TRAINING TOPICS:

NancyFlynnisanindustrypioneer.In2001,shefoundedtheePolicyInstitute,theworld’sfirstelectronicpolicytraining,consulting,andexpertwitnessfirm.ThatyearsawthepublicationofherbookThe e-Policy Handbook,thefirsttoproviderulesandbestpracticesforthemanagementofemailandotherelectronicmessagingtools.Inaglowingreview,Trainingmagazinesaid,“Youmightnotfindamoreusefulbusinessbookthisyear,ornext,thanthisone.”In1998,NancyFlynnwroteWriting Effective E-Mail.Thefirstbookto

addresselectronicwriting,itnowisinitsthirdedition.NancyFlynnhaswritten13bookspublishedinsixlanguages:English,Chinese,German,Russian,Vietnamese,andSpanish.HertitlesincludeThe ePolicy Toolkit,The Social Media Handbook,andE-Mail Rules.Trustedforherintegrityandknowledge,NancyFlynnservesasanexpertwitnessinpolicy-relatedlitigationforthefederalgovernmentandlawfirms.Ago-tomediasource,sheoftenisinthenews.NancyFlynnhasservedasanadjunctfacultymemberatOhioStateUniversity,whereshepursuedaPh.D.inEnglish.

NAICS CODES611430 Professional&Management DevelopmentTraining541611 AdministrativeManagement &GeneralManagement Consulting541612 HRConsultingServices541613 MarketingConsulting Services541820 PRAgencies561410 DocumentPrepServices711510 IndependentArtists, Writers&Performers

COMPANY DESIGNATIONS• CorporateName:

NancyFlynnPublicRelations,Inc.• DBA:TheePolicyInstituteTM

• DBA:BusinessWritingInstituteTM

• DUNS:933029808• CAGECode:66LY9• Woman-OwnedSmallBusiness• For-ProfitCorporation• Established1988• Incorporated1992• AllMajorCreditCardsAccepted

Nancy@ePolicyInstitute.com 2300 Walhaven Ct. Columbus, Ohio 43220614-451-3200 (Office)614-312-7491 (Mobile)

ePolicyInstitute.comBusinessWritingInstitute.orgNancyFlynnPublicRelations.com

Nancy Flynn Public Relations, Inc.For a Quote, Contact Nancy Flynn

Nancy Flynn Wrote the Book on Workplace Policy, Communication & Compliance

NANCY FLYNN ePolicy Pioneer, Author, Expert Witness

GOVERNMENT:USDept.ofDefense,FederalTradeCommission,WorldBank,DCWater&SewerAuthority,StateofNewMexico,OhioDept.Transportation,OhioElectronicRecordsCommitteeEDUCATION:OhioStateUniversity,UniversityofPittsburgh,ColumbusCitySchools,OhioAssociationSecondarySchoolAdmins,TheNewSchoolCORPORATE:MitsubishiMotorsR&DofNorthAmerica,UniversalStudios,LimitedToo,TransAlta,Hy-TekMaterialHandlingHEALTHCARE:OhioHealth,CardinalHealth,Smith&Nephew,AnalogDevices,OntarioHospitalAssoc.,UnitedHealthcare,HealthcareSystems,Hospitals,Hospices,andHomecareProvidersNationwide

TECHNOLOGY: Microsoft,Symantec,Yahoo!Canada,RPost,Vaporstream,IronMountain,Akonix,Cintas,ArcMail,MessageLabsFINANCIAL SERVICES: NationwideInsurance,CroweHorwath,OCC,WahaCapital,WestLBBank,AssurexGlobal,MABankersAssoc,OhioBankersLeague,Banks&CreditUnionsNationwideASSOCIATIONS: SHRM,ARMA,IAAP,WorldAirlinesCustomerRelationsAssociation,ALBankersAssoc.,IndianaHealthcareAssoc.,PropertyCasualtyInsurersofAmericaLEGAL & LAW ENFORCEMENT:FederalBarAssociation,OhioSupremeCourt,OhioJuvenileDetentionDirectors,OhioAssoc.CourtAdministrators,AmericanBarAssoc.,City,State,andFederalBarAssociations

MAJOR CLIENTS: PAST PERFORMANCE