Gaining and Maintaining Members through Proper Notices & Disclosure webinar

Gaining and Maintaining Members through Proper Notices & Disclosure webinar
11:00 A.M. - 12:30 P.M. CT
Product Code:
  • Free
    CUNA Member Price
  • Non Member Price Free
  • Learn how to become a member here:

Proper notices and disclosures are the foundation of your relationship with your members. Account notices and disclosures help your members make informed decisions to choose the best financial products and services to meet their needs. Privacy notices allow your member to feel confident that their personal information is safe with the credit union, while the NCUA share insurance sign assures them that their funds are protected by the full faith and credit of the federal government. In this session we will review the federal requirements to comply with privacy, share insurance and deposit account disclosures and advertising.

Learning Objectives:

  • Review credit unions’ obligations under the Children’s Online Privacy Protection Act (COPPA), The Right to Financial Privacy, and the Gramm-Leach-Bliley Act Privacy requirements.
  • Explore NCUA’s share insurance notices and advertising rules, as well as tips to increase members’ insurance coverage.
  • Use CUNA’s Privacy Notice Opt-out Check List to determine when your credit union is required to send privacy and/or opt-out notices.
  • Discuss deposit account disclosures and advertising content, as well as how and when disclosures must be delivered.

This webinar is part of CUNA Small CU Compliance Overview eSchool which starts September 30, 2021. CUNA members gain access to the entire series for $595.

This event is sponsored by Credit Union Compliance Management System™.

Who should attend?

This webinar is beneficial for compliance officers, compliance staff, senior staff and CEOs at small credit unions.

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

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