As the financial services marketplace continues to evolve, marketing will play an increasing important role for credit unions hoping to differentiate themselves. Unfortunately, there has always been a conflict between marketing and compliance when it comes to creating the advertising. This session will examine some possibilities for creating a streamlined and efficient process for advertising compliance reviews.

CUNA Webinars enable staff to pick up new skills and keep up with daily responsibilities. Just like in face-to-face classes, students see and hear a presentation, ask questions of the instructor, and refer to handouts. You need only a speakerphone and computer with Internet connection. And if you have a computer projection screen, it's easy to provide this training to a whole roomful of staff!

Use our webinars as part of a full day of training. Gain knowledge and ideas at the webinar, then spend some time discussing how the new information applies to your credit union.

CUNA Webinars use WebEx to provide an interactive and convenient online learning environment. Whether you are a first time WebEx user, or simply need a refresher, take a short tour of WebEx to help you get the most from CUNA Webinars. You'll learn how to effectively interact with the presenter and your peers during live webinars.

For additional training on compliance issues register for the CUNA Regulatory Compliance eSchool: Update which starts October 28, 2009.

Attend this webinar live on December 16, 2009

Access this archived webinar

Reviewing Marketing Materials for Compliance

Through this webinar, you will learn:

• How to create an efficient advertising review policy
• What constitutes an advertisement
• The top five advertising compliance risks
• The basics of advertising disclosures
• How to create a bulletproof advertising checklist

This webinar is beneficial for compliance professionals at credit unions and leagues or anyone interested in the specifics of the topics discussed in each session.

Affiliation with CUNA/League is required for attendance.

David Reed

Attorney, author, consultant and nationally recognized speaker, David is a partner in the law firm of Reed and Jolly, PLLC and founder of CU Doctor, a full service credit union consulting practice. Through Reed and Jolly, David provides guidance to credit unions concerning a variety of matters including the establishment and revision of credit union policies and procedures, organizational compliance, collections, security, contractual agreements, regulatory matters and corporate governance.

David is particularly noted as an expert in the areas of credit union operations, bankruptcy and collections. He has been selected to train NCUA Field Examination and Audit Staff on numerous issues including ID Theft Red Flags, S.A.F.E Act, Third Party Contract Management and Bankruptcy matters.

The last day for cancellations was December 15, 2009. Substitutions are accepted anytime prior to December 16, 2009 at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing.