Federal Requirements for Tech-Based Marketing:
Websites, Social Media, Robo Calls & More
Webinar OR Recorded Webinar + Free Digital Download
Wednesday, March 6, 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
Financial institutions spend significant time and resources marketing to consumers online, including on their smartphones. This webinar will identify common issues and outline compliant use of technology to reach new and existing accountholders. Compliance requirements for electronic advertisements, websites, social media, and email marketing will be examined, including focus on managing UDAAP risks, meeting CAN-SPAM Act requirements, and using the “one click” rule to provide disclosures. Marketing campaigns using text messages, remarketing and retargeting, and auto-dialers will also be analyzed. Join us to learn the regulatory requirements and best practices to reduce risks, while successfully promoting your institution’s products and services.
HIGHLIGHTS
- Compliance requirements for tech-based marketing
- When and how the “one-click” rule can be used in electronic advertisements
- CAN-SPAM Act requirements for email marketing
- Telephone Consumer Protection Act’s requirements for marketing calls or texts
- Best practices when promoting online sweepstakes or drawings
- TAKE-AWAY TOOLKIT
- Requirements for obtaining prior express written consent under the TCPA
- Employee training log
- Quiz to measure staff learning and a separate answer key
DON’T MISS THESE RELATED WEBINARS!
E-Compliance Rules, Policies & Best Practices for Email, Web, Mobile & Social Media
on Wednesday, August 21, 2019
&
12 Key Elements of an Effective Digital Marketing Strategy
on Tuesday, October 29, 2019
Attendance verification for CE credits provided upon request.
WHO SHOULD ATTEND?
This informative session is designed for marketing teams, social media specialists, operations staff, compliance personnel, and auditors.
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, Esq., NCCO, 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 |
