CUNA Marketing Compliance eSchool

CUNA Marketing Compliance eSchool
08/01/2021 To 09/03/2021
Product Code:
  • $895.00
    $695.00 CUNA Member Price
  • Early bird discount valid through July 02, 2021
  • Non Member Price $1,790.00
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Credit union advertising and marketing campaigns are integral to your success. The campaigns you share are constantly under scrutiny by both examiners and consumers. This exposure can lead to a higher risk for your credit union. Take action to mitigate your credit union’s risk by joining other credit union compliance and marketing peers at this eSchool.

All registered attendees will receive a complimentary copy of CUNA's Compliance and Marketing eGuide (PDF).

Who Should Attend

This eSchool is beneficial for marketing and compliance professionals as well as individuals responsible for their credit union’s go-to-market strategies.


Prework: The ABC’s of Advertising Compliance
Speaker: Suzanne D Vesper

An overview of the advertising rules and requirements all credit unions must follow.

Learning objectives:

  • The NCUA/ NCUIS logo
  • The “must knows” for advertising credit union products and services
  • The CAN-SPAM Act and your commercial message
  • Understand Weblinking, and the “One Click Away” rule
  • Advertising through Social Media
  • TV and Radio Ads
  • ADA website compliance overview

Regulations addressed:

  • NCUA Rules & Regulations including Part 707 and Part 740
  • CAN-SPAM Act
  • Americans with Disability Act

Prework: The 123’s of Advertising your Loan Products - Fundamentals
Speaker: Suzanne D Vesper

Understand the basics that apply when advertising loan products.

Learning objectives:

  • Basic overview of the Truth in Lending Disclosure Requirements
  • HUD’s Equal Housing Lender and Equal Housing Opportunity logos and why it matters
  • Overview of the Fair Credit Reporting Act’s influence on your advertisements

Regulations addressed:

  • Regulation Z 1026.24 and 1026.16, NCUA Part 701.31
  • Fair Credit Reporting Act (FCRA)

Deposit Products Advertising Rules
August 20, 2021 // 1:00-2:30 p.m.
Speaker: Suzanne D Vesper

Don’t assume all advertising laws apply only to loan products.

Learning objectives:

  • Trigger Terms and Resulting Disclosures
  • Requirements for advertising Non-Deposit Investment Products
  • When is “Free” really “Free”?

Regulations addressed:

  • NCUA Rules and Regulations including Part 707 and Part 740

Closed-End Lending Advertising Rules
August 27, 2021 // 1:00-2:30 p.m.
Speaker: Suzanne D Vesper

Closed End lending isn’t just about mortgages. Advertising for auto, boat and personal loans matter too.

Learning objectives:

  • Trigger Terms and Resulting Disclosures
  • Prohibited Acts or Practices
  • Loans secured by dwelling
  • Secure vs. Unsecured Loans

Regulations addressed:

  • Regulation Z 1026.24
  • Regulation N

Open-End Lending Advertising Rules
September 3, 2021 // 1:00-2:30 p.m.
Speaker: Suzanne D Vesper

Perhaps the most complex and tricky area of advertising law. We will break down the regulations in easy to understand categories to help you advertise your open-end lending products.

Learning objectives:

  • Trigger Terms and Resulting Disclosures
  • Special rules for HELOC loans
  • Understand the difference in advertising rules for home secured and non-home secured loans
  • Learn how to advertise introductory and promotional rates for open-end loans
  • Advertising to college students

Regulations addressed:

  • Regulation Z 1026.16

Also Available

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.

This eSchool is available to CUNA Training Bundle users at no additional cost.

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