eSchool, Recorded

Marketing Compliance eSchool 2023

Recording Access Availability: July 12, 2023 to June 30, 2024

THIS ESCHOOL IS AVAILABLE TO TRAINING BUNDLE USERS AT NO ADDITIONAL COST.

Marketing Compliance eSchool 2024 starting soon.

As much as we would love a “one size fits all” approach to marketing compliance, it just doesn’t exist. Each product and service your credit union advertises may need numerous disclosures that are triggered by what language you use and what loan terms you talk about. However, it is possible for your credit unions’ advertisements and marketing materials to be clever, colorful, creative, and compliant. This 4-part series is designed to provide credit union marketing professionals with knowledge of the major rules and requirements for marketing credit union products.

Take away: Attendees will get downloadable PDF of the “Compliance and Marketing Guide” (value of $44.95)

Who should attend?

This program is beneficial for anyone fulfilling or reviewing your Credit Union's marketing and advertising materials. We welcome all compliance and marketing professionals to attend.

Tuesday, July 11, 2023 // 1:00 – 2:00 pm CT
Speaker: Kristen Tatlock

When advertising share accounts, there are several rules and regulations that must be considered. We’ll talk about NCUA share insurance advertising requirements and Truth in Savings triggers and required disclosures. We’ll also discuss UDAAP implications for advertising share accounts.

Understand requirements for notice of share insurance coverage,
Discover what terms can and can’t be used to describe various accounts,
Identify language in share account advertisements that may trigger additional disclosures,
Learn what share account advertising disclosures can be “one click” away.

Tuesday, July 18, 2023 // 1:00 – 2:00 pm
Speaker: Kristen Tatlock

The requirements for advertising the credit union’s lines of credit, credit cards, and HELOCs can be complex. In this session, we’ll review the triggering terms and required disclosures under Truth in Lending/Regulation Z and the Fair Housing Act. We’ll also talk about potential fair lending and UDAAP traps when advertising the credit union’s open-end lending products.

Discuss required disclosures when advertising a rate,
Review special requirements for promotional credit cards and HELOCs,
Learn what open-end lending advertising disclosures can be “one click” away.

Tuesday, July 25, 2023 // 1:00 – 2:00 pm
Speaker: Kristen Tatlock

Closed-end loan advertising compliance rules are different than those for open-end. In this session, we’ll talk about Truth in Lending/Regulation Z rules for closed-end credit loans and requirements under the Fair Housing Act for advertising dwelling-related loans. We’ll also talk about potential fair lending and UDAAP traps when advertising the credit union’s closed-end lending products.

Review closed-end loan trigger terms and subsequent disclosures,
Examine mortgage loan advertising disclosures,
Learn what closed-end lending advertising disclosures can be “one click” away.

Tuesday, August 1, 2023 // 1:00 – 2:00 pm
Speaker: Kristen Tatlock

For this session, we’ll talk about potential social media traps and why your credit union staff needs social media training. We’ll also review some general UDAAP considerations and discuss making risk-based decisions about UDAAP disclosures. We’ll ask attendees to share some successes and failures related to advertising compliance. We’re hoping attendees will also be willing to share some actual ads/flyers/brochures so everyone can apply what they’ve learned and review the submitted ads for compliance.

Share ideas with other credit union marketers.
See alternate ways to advertise credit union products and services,
Reinforce primary marketing compliance issues.

Additional Information

Need help accessing member pricing? Contact 800-356-9655 or hello@americascreditunions.org.