Marketing Compliance eSchool: The Compliance Compass 2026
Marketing Compliance eSchool: The Compliance Compass 2026
Overview
Marketing in a regulated environment requires more than creativity; it demands a strong understanding of the rules that govern how products and services are promoted. This four-part eSchool guides credit union marketers, communicators, and compliance partners through the evolving landscape of advertising regulations, helping you identify risks early and align campaigns with regulatory expectations. Through practical guidance and real-world examples, you’ll learn how to balance engaging marketing with responsible, compliant practices that protect member trust and your credit union’s reputation.
What you’ll learn
- Key advertising requirements for share accounts and loans
- How to identify trigger terms and apply required disclosures under Truth in Savings (TIS) and Truth in Lending/Regulation Z
- UDAAP considerations and how they apply to marketing and advertising
- Fair Housing Act requirements and common marketing pitfalls
- Best practices for social media and electronic marketing compliance
- How to review and create compliant marketing materials with confidence
Who should attend
Credit union marketers, marketing leaders, communicators, and compliance staff, especially those new to marketing roles or seeking a refresher on advertising regulations, are responsible for creating, reviewing, or approving marketing content.
Attendees of this event can earn CPE credits. Visit the Attendee Info tab for details.
This learning opportunity is part of the complete Center for Professional Development (CPD) eSchools & Webinars series. Subscribe to get access to this webinar or eSchool, along with over 80+ webinars & eSchools covering critical topics for you and all your staff.
Sessions
Monday, June 22, 2026 | 1:00 - 2:00 p.m.
When it comes to marketing share and deposit accounts, knowing which direction to take is essential. In this session, we’ll navigate NCUA share insurance advertising requirements and Truth in Savings (TIS) triggers and disclosures. We’ll also explore UDAAP considerations that can impact how your credit union promotes these products.
With this session, you’ll be able to:
- Plot the right course for notice of share insurance coverage.
- Distinguish which terms steer you toward compliance—or into risk.
- Spot trigger language that requires additional disclosures.
- Know when share account disclosures can safely be “one click” away.
Tuesday, June 23, 2026 | 1:00 - 2:00 p.m.
Open-end loan advertising can feel like navigating rough regulatory waters. This session helps you steer confidently through the requirements of Truth in Lending/Regulation Z and the Fair Housing Act. We’ll also spotlight potential fair lending and UDAAP hazards that could pull your marketing off course.
By the end of this session, you’ll be able to:
- Recognize rate advertising disclosures that keep you on the right path.
- Navigate special requirements for promotional credit cards and HELOCs.
- Understand when open-end loan disclosures can safely be “one click” away.
Wednesday, June 24, 2026 | 1:00 - 2:00 p.m.
Closed-end loan advertising follows a different map entirely. In this session, we will guide you through Truth in Lending/Regulation Z requirements and Fair Housing Act rules for dwelling-related loan promotions and other closed-end loan products. We’ll also discuss how to avoid compliance detours tied to fair lending and UDAAP risks.
You’ll learn how to:
- Identify trigger terms and required disclosures unique to closed-end credit.
- Navigate the key disclosure requirements for mortgage loan advertising.
- Determine when closed-end loan disclosures can be provided “one click” away.
Thursday, June 25, 2026 | 1:00 - 2:00 p.m.
Even the best marketing strategy needs a reliable compass. In this final session, we’ll explore how to stay oriented in an evolving landscape of social media, digital content, and disclosure requirements. We’ll discuss social media traps and UDAAP risk-based decisions, and address a few marketing/advertising issues unrelated to shares and loans.
This session will help you:
- Reinforce key compliance principles for consistent direction.
- Navigate lotteries/promotions, trademarks, registered marks, and prescreened credit offers.
- Identify additional UDAAP, social media, electronic advertising, and website issues.
Pricing & Registration
Virtual price includes access to On Demand.
Members in multiple categories receive the lowest price.
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 25%
- League staff save 20%
- Multi-Attendee discount - Register four attendees and get the 5th free
Please include all registrations in 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.
Need help accessing member pricing? Contact 800-356-9655 or hello@americascreditunions.org.
Attendee Info
Code of Conduct
We want everyone's event experience to be welcoming, respectful, and safe.
How to access
America’s Credit Unions hosts events on the following platforms:
Zoom: All live and hybrid virtual events, eSchools, and webinars are hosted on Zoom, a web conferencing platform that supports live, interactive sessions. Some on-demand events are also hosted on Zoom.
Vimeo: Some on-demand hybrid and virtual events, eSchools, and webinars are hosted on Vimeo, a video streaming platform.
Whether this is your first time attending a webinar or eSchool, or you simply need a refresher, review these helpful steps and frequently asked questions below.
Access instructions for webinars and eSchools
Virtual cancellations
All cancellations must be received in writing. Please provide a brief explanation for the cancellation and submit via email to hello@americascreditunions.org. Cancellations received more than 7 days prior to the event are subject to a 25% administrative fee on the order total. No refunds will be granted for cancellations received on or after 7 days prior to the event. Substitutions are accepted prior to the start of the program. Additional costs may apply. Please provide the event name, current participant, and new participant name to hello@americascreditunions.org.
On Demand cancellations
Once a purchase is completed, it is considered final. We do not offer refunds or exchanges for these products unless they are defective or not as described. Defective Products: If you receive a defective product, please contact us within 48 hours of receipt. We will arrange for a replacement or provide a refund at our discretion. Incorrect Item Received: If you receive an incorrect item, notify us within 48 hours of delivery. We will provide instructions for returning the item and issue a refund or replacement. For all questions, please contact hello@americascreditunions.org.
CPE details
In order to be awarded the full credit hours, you must attend each live session and complete the polling questions.
|
Live participants will earn |
Field of study |
Delivery method |
|---|---|---|
4.0 CPE credits |
Regulatory Ethics - Technical |
Group Internet-Based |
