Advertising and Marketing Compliance: 2-Part Series

A credit union's marketing and compliance departments don't have to have an adversarial relationship. These sessions explain the compliance issues regarding advertising and marketing the various products credit unions offer. We'll also address digital advertising pitfalls credit union marketers need to consider when using social media and websites to advertise the credit union's products and services.

This is the series sign up page. To register for either session individually, click on the titles below. You will be routed to the individual registration/detail page.


Covered Topics

When advertising the credit union's share account products, there are terms you can use, terms you can't use, triggering and triggered terms. We'll discuss the regulatory requirements for advertising share accounts and offer some suggestions regarding advertising best practices.

Covered Topics:
  • Truth-in-Savings requirements
  • Advertising share insurance coverage
  • UDAAP concerns
  • Social media considerations
Like advertising share accounts, when you advertise the credit union's loan products, there are very specific requirements regarding how you describe loan terms and conditions. We'll discuss the regulatory requirements for advertising various loan products and discuss some points to consider in developing a compliant marketing program.

Covered Topics:
  • Truth-in-Lending requirements
  • Fair Lending requirements
  • UDAAP concerns
  • Social media considerations

Who Should Attend?

Compliance officers, marketing staff members and CEOs will benefit from attending this program