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TeleConference: Marketing Compliance


Tuesday, February 4, 2014 

10:00 - 11:00 am CST


Speaker: Rob Rutkowski, Attorney, blogger, podcast producer and nationally-recognized speaker


About the Program

Gone are the days when a financial institution could market a savings or lending product without regard to regulatory compliance. Significant constraints exist concerning marketing these products under federal and state law. This session will help marketing professionals and other credit union employees avoid the traps and pitfalls associated with marketing credit union products so that they can confidently get their message across to credit union members.


What you will learn:

  • Advertising rules for share accounts and related products
  • What trigger terms are under TIS and what constitutes full disclosure
  • What constitutes an advertisement under TILA
  • Differences between disclosures for open-end and closed-end credit
  • Marketing investment products
  • Regulation B
  • Fair Housing Act
  • Sample State Laws

Related Files
Printable Brochure (Adobe PDF File)

Related Links
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