Marketing Compliance eSchool 2024
Marketing Compliance eSchool 2024
Overview
As much as we would love a “one size fits all” approach to marketing compliance, it just doesn’t exist. Each product and service your credit union advertises may need numerous disclosures that are triggered by what language you use and what loan terms you talk about. However, it is possible for your credit unions’ advertisements and marketing materials to be clever, colorful, creative, and compliant. This 4-part series is designed to provide credit union marketing professionals with knowledge of the major rules and requirements for marketing credit union products.
Take away: Attendees will get downloadable PDF of the “Compliance and Marketing Guide” (value of $44.95)
Who should attend?
This program is beneficial for anyone fulfilling or reviewing your Credit Union's marketing and advertising materials. We welcome all compliance and marketing professionals to attend.
This learning opportunity is part of the complete Training Bundle series. Subscribe to get immediate access to this webinar or eSchool, along with over 80+ webinars & eSchools covering critical topics for you and all your staff.
Schedule
Sessions
Speaker: Kristen Tatlock
When advertising share accounts, there are several rules and regulations that must be considered. We’ll talk about NCUA share insurance advertising requirements and Truth in Savings triggers and required disclosures. We’ll also discuss UDAAP implications for advertising share accounts.
- Understand requirements for notice of share insurance coverage
- Discover what terms can and can’t be used to describe various accounts
- Identify language in share account advertisements that may trigger additional disclosures
- Learn what share account advertising disclosures can be “one click” away
Speaker: Kristen Tatlock
The requirements for advertising the credit union’s lines of credit, credit cards, and HELOCs can be complex. In this session, we’ll review the triggering terms and required disclosures under Truth in Lending/Regulation Z and the Fair Housing Act. We’ll also talk about potential fair lending and UDAAP traps when advertising the credit union’s open-end lending products.
- Discuss required disclosures when advertising a rate
- Review special requirements for promotional credit cards and HELOCs
- Learn what open-end lending advertising disclosures can be “one click” away
Speaker: Kristen Tatlock
Closed-end loan advertising compliance rules are different than those for open-end. In this session, we’ll talk about Truth in Lending/Regulation Z rules for closed-end credit loans and requirements under the Fair Housing Act for advertising dwelling-related loans. We’ll also talk about potential fair lending and UDAAP traps when advertising the credit union’s closed-end lending products
- Review closed-end loan trigger terms and subsequent disclosures
- Examine mortgage loan advertising disclosures
- Learn what closed-end lending advertising disclosures can be “one click” away
Speaker: Kristen Tatlock
For this session, we’ll talk about potential social media traps and why your credit union staff needs social media training. We’ll also review some general UDAAP considerations and discuss making risk-based decisions about UDAAP disclosures. We’ll ask attendees to share some successes and failures related to advertising compliance.
- Share ideas with other credit union marketers.
- See alternate ways to advertise credit union products and services,
- Reinforce primary marketing compliance issues.
- Review ADA Marketing Considerations
Pricing & Registration
Member
Non-Member
Marketing Compliance eSchool 2024 | On Demand
Marketing Compliance eSchool 2024 | On Demand
Member Discounts
All credit unions are invited to register for this event. Members receive a significant discount.
Additional discounts available to member credit unions:
- Less than $50 million in assets save 20%
- Council members save 10%
- League staff save 20%
- Multi-Attendee discount - Register 4 attendees get the 5th free
- Please include all registrations on the same order for the discount to apply
Only one discount can be applied per registration. If a registration qualifies for more than one discount, the highest-value discount will be applied.
Other non-credit union attendees should contact us to confirm eligibility.
Attendee Info
Our webinars and webinar series use various platforms, including Adobe Connect, Pheedloop Meet & Stream, and Zoom. All of these platforms are web conferencing technology that allows for live virtual meetings. Whether this is your first time attending a webinar or webinar series, or you simply need a refresher, review these helpful steps and frequently asked questions below.
Access instructions for webinars and webinar series
Code of Conduct
We want everyone's event experience to be welcoming, respectful and safe. Check out our Code of Conduct for more information.
Cancellations
Webinars, Schools, and Online Events
All cancellations must be received in writing. Please explain the cancellation briefly and submit it via email to hello@americascreditunions.org.
Cancellations received more than seven days before the event are subject to a 25% administrative fee on the order total. No refunds will be granted for cancellations received on or after seven days before the event. Substitutions are accepted before the start of the program. Additional costs may apply. Please provide the event name, current participant, and new participant name to hello@americascreditunions.org.
