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Marketing & Advertising Compliance
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8/14/2019
When: Wednesday, August 14, 2019
12:30 PM
Where: United States
Contact: Mike Bintner
303-825-1575

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Covered Topics

 

  • What impact does the CFPB have on advertising and marketing, even if you're not a big bank?
  • Regulatory Focus: Attention to unfair, deceptive, and abusive acts and practices (UDAAP).  Plus - what may be considered abusive? How can you stay clear of trouble? Don't miss the forest for the trees.
  • Advertising rules under Reg. Z for both mortgage loans and open-end plans from the Credit CARD Act
  • UDAAP standards from the FTC on mortgage loans
  • Consumer deposit products in Truth in Savings
  • Rules for consumer loan products in Regulation Z
  • Fair lending when marketing lending products
  • "Equal Housing Lender" statement and the logo - when must these be used?
  • Advertising over the Internet and social media - different standards?
  • Soliciting via the phone and e-mail: the Telemarketing Sales Rule (TSR), including caller ID requirements, Junk Fax, and CAN-SPAM
  • Privacy implications - sharing information under Privacy regulations and FCRA
  • Testimonials - FTC standards
  • Promotions - drawings, giveaways, bonuses, etc.
  • Tax implications, and what not to say when talking about tax breaks
This webinar is a breakout session from the Core Compliance Suite. A subscription to the Core Compliance Suite (CCS) includes a quarterly, two-hour webinar focused on the most recent changes to the compliance landscape as well as access to six core compliance webinars presented by Carl Pry which are essential to your annual compliance training. For more information on theCore Compliance Suite visit ttsComplianceSuite.com. You can email questions to info@ttsTrain.com or talk with a representative by calling 1-800-831-0678.

 

Who Should Attend?

Anyone involved in developing and marketing your institution's products and services, including the marketing department, compliance officers, auditors, business managers, sales and service staff, and anyone else whose duties involve promotion.

"For a first time Marketing professional learning the in's and out's of compliance the resources and content given were very good and easily understandable for someone like myself without much knowledge." -- Kate Rozumialski, Community First Bank

"Carl is a wealth of knowledge in all things compliance and I would not have passed my CRCM exam if it wasn't for listening to many of his webinars along the way." -- Don Savino, SVP Risk Management, Pacific Western Bank


      
      
      
      
      
Additional Locations
Want your branches to participate? Facilities within your organization will be able to participate without the travel costs of coming to one location.
Each additional location adds $75 to your registration and can be entered on the next screen as you confirm your order.

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