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Wisconsin Credit Union Foundation

Navigating Compliance Issues for Promotions, Bonuses, Contests & Sweepstakes

Marketing, compliance and audit teams: Get the ability to analyze and assess compliance risks related to marketing campaigns.

Jan 18, 2018 02:00 PM   -­­  Jan 18, 2018 03:30 PM


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Type of Event
On Demand Webinar

Who Should Attend
  • On Demand
  • Webinars
  • Marketing
  • Human Resources
  • Compliance



Catching a member’s eye and retaining their attention with your credit union’s latest offer is difficult enough. Now, add the complex, detailed, regulatory requirements related to promoting special offers, bonuses, and sweepstakes – plus the always-present UDAAP risks. As regulators continue to focus closely on specific offers and messages to members, credit unions must ensure their advertisements and promotions meet regulatory requirements and clearly explain the steps members must take to qualify for the offer.

This webinar is designed to provide marketing, compliance, and audit teams with the ability to analyze and assess compliance risks related to marketing campaigns. By understanding the risk in advance, you can ensure the disclosures are upfront, clear, and transparent.

Learning Objectives

  • Specific requirements for introductory or promotional rate offers for open-end credit products
  • Additional Truth in Savings disclosure requirements for bonuses
  • Analysis of gambling restrictions and the impact on sweepstakes offers
  • Best practices for institution-run contests
  • Compliance and legal risks related to UDAAP
  • Tips on using the “one-click rule” to advertise on websites and in social media


Steven Van Beek, Howard & Howard Attorneys, PLLC

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