CUNA Marketing Compliance eSchool

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ES4MC13

Jul. 10 - 31, 2013 2:00-4:00 p.m. CT

Gain an understanding of the regulatory requirements that pertain to marketing your products. Do you have questions on what should be included in a marketing piece for your credit union's new car loan program? Pulling your hair out over what triggers additional information that must be included in that ad? How about size and spacing requirements?

Join your credit union peers for CUNA Marketing Compliance eSchool and learn what you need to know to keep your ads in compliance. You'll learn what requirements apply for print, radio and webpage ads. As well as what disclosures must appear in ads and what triggers specific disclosures. As a bonus, you'll receive a PDF copy of the CUNA Compliance & Marketing Guidebook that can be used as an additional resource during sessions. You may also be interested in CUNA Regulatory Compliance School, held April 21-26, in New Orleans, LA.

This event is produced by the CUNA Center for Professional Development and endorsed by the CUNA Marketing & Business Development Council.

During this eSchool, you will:

Learn basic regulatory requirements for all forms of advertisements
Discuss ads for all credit union products - loan to deposit accounts
Learn how to spot common mistakes
Apply what you learn using samples of your credit union's ads

Who Should Attend

This eSchool is beneficial to credit union compliance and marketing professionals. Affiliation with CUNA/League is required for attendance.

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ES4MC13

Jul. 10 - 31, 2013 2:00-4:00 p.m. CT

This eSchool contains four sessions. These individual sessions cannot be purchased separately from this eSchool.

Session dates include:

July 10 - 2:00-4:00 p.m. CT
July 17 - 2:00-4:00 p.m. CT
July 24 - 2:00-4:00 p.m. CT
July 31 - 2:00-4:00 p.m. CT

Buy Now Schedule

Buy Now $795.00

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ES4MC13

Jul. 10 - 31, 2013 2:00-4:00 p.m. CT

Andrea Stritzke, CUCE

As vice president of Regulatory Compliance for PolicyWorks, Andrea is responsible for the delivery of PolicyWorks' regulatory services and new product development while also working with individual credit unions to provide them with training and counsel on certain regulatory matters. In addition, Andrea assists credit unions with strategic compliance program management and is a nationally recognized speaker on credit union compliance issues. Prior to joining PolicyWorks, Andrea worked as a judicial clerk for the Iowa Court of Appeals.

Kyle Woodmansee

Kyle is a Compliance Specialist at PolicyWorks'. He works with individual credit unions to develop and review compliance procedures, perform compliance reviews related to the Bank Secrecy Act, conduct web audits, review policies and help credit unions ensure compliance with state and federal regulations. Prior to joining PolicyWorks, Kyle was involved in a variety of compliance capacities related to collections and bankruptcy at Wells Fargo Financial for over 3 years. During this time he also headed up implementation processes, developed efficiencies, and built operating procedures that helped Wells Fargo Financial deal with the ever changing financial environment.

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ES4MC13

Jul. 10 - 31, 2013 2:00-4:00 p.m. CT

Recorded Event

All live event registrations include credit union access to the recorded event. You may also purchase the recorded event separately. Click here to see more about purchasing the recorded event. Recorded events can be accessed by anyone at a registered credit union through My Programs.

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Buy Now $795.00

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ES4MC13

Jul. 10 - 31, 2013 2:00-4:00 p.m. CT

CPE Credits logo CUNA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

CPE Credits: You can earn 9 group Internet-based credits for this eSchool. No advance preparation or prerequisites are required. For more information regarding administrative policies, such as complaint and refund, please contact CUNA at 800-356-9655, ext. 4249. To view all programs that offer CPE credits, click here.

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ES4MC13

Jul. 10 - 31, 2013 2:00-4:00 p.m. CT

To provide more credit union staff the opportunity to hear detailed information regarding their credit union duties, CUNA adapts many of its face-to-face schools into eSchools. Just like face-to-face classes, CUNA eSchools allow attendees to see and hear a presentation, ask questions of the speaker and refer to handouts. With topics spanning all credit unions business areas, CUNA Training Bundle affordably provides unlimited access to all CUNA webinars, eSchools and audio conferences for all staff, managers and board members.

Registration includes credit union access to the recorded event through My Programs.

Connecting to Your eSchool

CUNA webinars use Adobe Connect to provide an interactive and convenient online learning environment. Whether you are a first-time Adobe Connect user, or simply need a refresher, take a short tour. You'll learn how to effectively interact with the speakers and your peers during eschools.

You need a phone and computer with Internet connection. Event connection details will be emailed to registered attendees 24-48 hours prior to the event. If you register for an event on the day it is being held, please call 800-356-9655, ext. 4249 or email for assistance.

Recorded Event

All registrations include credit union access to a recording of this event. Recorded events are available within 48 hours of the live event. Recorded events can be accessed by logging into My Programs using your CUNA website username and password.

Discounts

Discounts may apply. Your final price will be visible at checkout. Only one discount available per registration.

100% Guarantee

CUNA is committed to providing a quality learning experience. If for some reason you are not fully satisfied, contact us and we'll provide you a full tuition refund or credit.

Cancellations

Cancellations received in writing (via fax 608-231-4327) before the end of business on June 10, 2013 are eligible for a refund of the amount paid minus a $200 administrative fee. No refunds will be granted for cancellation requests received after June 10, 2013. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing. Cancellation fees do not apply for free or complimentary programs.

Buy Now Schedule

Buy Now $795.00

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