This is a rebroadcast of a session that was originally recorded on the 1st of December 2016.
When you register for this Webinar, you will receive the following twelve (12) supplemental handouts & a bonus Excel workbook-- these materials are so rich in content that they alone are worth the program's price!
- Truth in Savings - Overdraft
- Truth in Savings - APY
- Truth in Savings - Advertising
- Truth in Lending - Appendix Deferred Interest Offer Clauses
- Truth in Lending - Open End Credit
- Truth in Lending - Closed End Credit
- Truth in Lending - Closed End Credit Interpretations
- Advertising Definitions
- FDIC Advertisement of Membership Rules
- Member FDIC Exception List
- Fair Housing - Equal Housing Lender
- Equal Credit Opportunity Act - Discrimination
Bonus: You will also receive the "Advertising Cheat Sheet - Excel Workbook"
Advertising is an important part of any business, drawing awareness and brand recognition to your institution. Advertising by a financial institution, however, comes with many regulatory limitations and considerations. The last few years have brought even more attention to this area with the growing spotlight of regulations shining on your marketing materials. This increased scrutiny makes it more important than ever for you to understand what rules apply to the ads that are being sent out into the world.
- What qualifies as an "advertisement"? We will review traditional examples such as television ads, billboards, brochures, as well as modern examples such as your website, mobile applications, and email blasts.
- What rules apply - Truth in Lending, Truth in Savings, Equal Housing, etc?
- Who oversees advertising and marketing regulations? What roles are played by the CFPB, FDIC, OCC, and NCUA?
- How can I apply the requirements to my marketing materials?
- What do the examiners expect of my advertising?
- How does UDAAP and Reg B/ ECOA affect advertisements?
- How does my website and mobile banking factor in?
- How do the rules apply to my social media presence?
- What are some common issues?
- And much, much more . . .
Who Should Attend
This informative session is designed for Marketing Managers and Staff, Compliance Officers and Staff, Retail Operations Managers and Staff, Customer Service Managers and Staff, Branch Management, Risk Managers and Staff, Electronic Services Managers and Staff, and Internal Audit Managers and Staff.