Top 10 Compliance Mistakes in Advertising

Webinar OR Recorded Webinar + Free Digital Download

Thursday, November 7, 2019

12:00 pm – 1:30 pm Pacific

1:00 pm – 2:30 pm Mountain

2:00 pm – 3:30 pm Central

3:00 pm – 4:30 pm Eastern

Advertising requirements are difficult and often lead to disagreements between compliance and marketing teams. This webinar will address the top 10 advertising compliance mistakes and – just as importantly – how to fix them. The top 10 cover a variety of products, including checking accounts, credit cards, auto loans, and a variety of media, including print, social media, and online advertisements. This webinar is designed to teach marketing, compliance, and audit teams the requirements applicable to marketing campaigns. You’ll gain the tools and knowledge to ensure clear and compliant promotions.

HIGHLIGHTS

• Examples of common advertising mistakes and how to fix (and prevent) them
• A plain-English explanation of advertising requirements
• List of trigger terms and the additional disclosures required
• Sample loan repayment examples
• Tips on using the “one click” rule for online advertising – including websites and social media

• TAKE-AWAY TOOLKIT
  • Article outlining advertising review tips
  • List of 10 common compliance mistakes in advertising with regulatory citations
  • Checklists for introductory or promotional rate offers (lines of credit, HELOCs, and credit cards)
  • Employee training log
  • Interactive quiz

WHO SHOULD ATTEND?

This informative session is designed for marketing staff, compliance officers, risk managers, internal auditors, operations personnel, and management staff. Ideally, the marketing and compliance/audit teams should view the session together to ensure everyone is on the same page.

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Please note:  The live webinar option allows you to have one internet connection (from a single computer terminal).  You may have as many people as you like listen and watch from your office computer.

           ABOUT THE PRESENTER – Steven Van Beek, Howard & Howard Attorneys PLLC

Steve Van Beek is an attorney at Howard & Howard Attorneys PLLC where he concentrates his practice in the area of financial regulations. He assists financial institutions throughout the country manage and reduce compliance, legal, and reputation risks. Prior to joining Howard & Howard, he served as the Vice President of Regulatory Compliance at the National Association of Federal Credit Unions (NAFCU). He received his Bachelor’s from Hope College and his J.D. from George Mason University School of Law and is a member of the American Bar Association. 

THREE REGISTRATION OPTIONS

Note:  All materials are subject to copyright.  Transmission, retransmission, or republishing this webinar to other institutions or those not employed by your financial institution is prohibited.  Print materials may be copied for eligible participants only.

1. LIVE WEBINAR

The live webinar option allows you to have one internet connection from a single computer terminal.  You may have as many people as you like listen and watch from your office computer.  Registrants receive a website address and passcode that allows entrance to the seminar.  The session will be approximately 90 minutes, including question and answer sessions.  Seminar materials, including instructions, passcode, and handouts will be emailed prior to the broadcast.  You will need the most current version of Adobe Reader available free at www.adobe.com. 

2. RECORDED WEBINAR + FREE DIGITAL DOWNLOAD

Can’t attend the live webinar?  This option provides a recording of the live event, including audio, visuals, and handouts.  We even provide the presenter’s email address for follow-up questions. You will receive an email with the recorded webinar link, which can be viewed anytime 24/7, beginning 6 business days after the webinar.  You will also receive instruction on how to download a free digital copy of the webinar to your PC, which you may keep and use indefinitely.

The recorded webinar may ONLY be ordered for 6 months following the live webinar.  In addition, the download must be completed within 6 months of the live webinar date. 

3. BOTH LIVE WEBINAR & RECORDED WEBINAR + FREE DIGITAL DOWNLOAD

Options 1 and 2 described above.

 AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE