SEMINAR OVERVIEW

Gone are the days when you could market savings or lending products without regard to regulatory compliance. This seminar will help marketing and compliance professionals avoid the regulatory traps and pitfalls associated with marketing your products.

• Know the advertising rules for share accounts and related products
• Learn what the trigger terms are under Truth in Savings and what constitutes full disclosure
• Understand what constitutes an advertisement under TILA
• Learn the difference between disclosures for open-end and closed-end credit
• Understand the rules for marketing investments
• Get an overview of Regulation B, Fair Housing Act, and state laws

LOCATION
OHIO CREDIT UNION SYSTEM
10 W. Broad Street
Suite 1100
Columbus, OH 43215
Phone: (800)486-2917
Fax: (614)336-2895

LODGING DETAIL
This training event is held at the Ohio Credit Union League. A Marriott Courtyard is conveniently located nearby. Room reservations and fees are the responsibility of the registrant.

Marriott Courtyard Columbus Dublin
5175 Post Road
Dublin, Ohio 43017
Phone: 614-764-9393
Fax: 614-764-9825

INSTRUCTORS
Robert Rutkowski
Robert is a partner of Weltman, Weinberg & Reis Co., L.P.A. and manages the firm's credit union department and the corporate and financial services practice group. Robert served on the board of directors for the Lake County Educational Federal Credit Union for four years. He was recognized as an Ohio Rising Star in 2006 by "Law and Politics" and "Cincinnati" magazines. He has been published in Credit Union Magazine, Credit Union Management Magazine, and The Cleveland Bar Journal. Robert is the producer and co-host of the "current issues in credit unions" podcast and the author of "that credit union blog."

WHO SHOULD ATTEND
Whether you're in operations, compliance, lending, or management, you'll benefit from learning how to prevent fraud and improve your knowledge of legal and compliance issues.

FREE PUBLICATIONS
Try one of these publications free when you register for this program!

• Credit Union Magazine (6 months free!)
• Directors Newsletter (6 months free!)

Find out more about these publications

CANCELLATIONS
Cancellations received in writing (via fax 608-231-4327) seven or more days before the start of the program are eligible for a refund of the amount paid minus a $50 administrative fee. No refunds will be granted if cancellation is received six days or less before a program begins. 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.