Reviewing Marketing Materials for Compliance
For additional training on compliance issues register for the CUNA Regulatory Compliance eSchool: Update which starts October 28, 2009.
Click here for more information.
ARCHIVE OPTION AVAILABLE
Can't attend at this time? Click here for the archived version.
December 16, 2009
2:00–3:30 p.m. Central Time
(3:00–4:30 p.m. EST, 1:00–2:30 p.m. MST, 12:00–1:30 p.m. PST — Confirm the relative time in your area by visiting www.time.gov)
Tuition: $219 for the live webinar (includes live and 6 months access to the archive)
ABOUT THIS WEBINAR
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.
TOPICS & OBJECTIVES
Reviewing Marketing Materials for Compliance
You will learn:
- How to create an efficient advertising review policy
- What constitutes an advertisement
- The top 5 advertising compliance risks
- The basics of advertising disclosures
- How to create a bulletproof advertising checklist
WHO SHOULD ATTEND
Regualtory 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.
For more program content information, call 800-356-9655, ext. 4249 or e-mail training@cuna.coop. For registration questions, call 800-356-9655, ext.4400 or e-mail reginfo@cuna.coop.
INSTRUCTORS
David Reed
David Reed, founder of CU Doctor, has nearly two decades of collections and bankruptcy experience representing both debtors and creditors. He is a former bankruptcy attorney, vice president, and general counsel for a large credit union.
WEBINAR OVERVIEW
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.
CANCELLATIONS
Cancellations received in writing (via fax 608-231-4327) before the end of business on December 8, 2009 are eligible for a refund of the amount paid minus a $50 administrative fee. No refunds will be granted for cancellation requests received after December 8, 2009. 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.
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