On-Demand Webinars

Learn the additional controls needed to protect your financial institution and red flags for reporting suspicious activity.

Learn what financial institutions should do to ensure the necessary steps are being taken to secure accountholder information, comply with industry regulations, and leverage the benefits of cloud computing.

A well-prepared credit union can reduce stress and increase the exam efficiency by telling your story effectively rather than defensively. Join credit union attorney and examination veteran, David Reed, as he cuts through the regulatory speak and guides you through each examination priority and how your credit union can highlight its understanding and risk management processes for each.

This webinar will address the regulatory requirements and best practices to reduce the risks of tech-based marketing, while successfully promoting the institution’s products and services. Marketing campaigns using text messages and auto-dialers will be analyzed. Compliance requirements for electronic advertisements, websites, social media, and email marketing will be examined. Specific focus will be on using the “one click” rule to provide disclosures, the CAN-SPAM Act requirements, and managing risks related to unfair, deceptive, or abusive acts or practices (UDAAP)

This webinar will focus on the elements that are making households unhappy enough to switch and will show the differences by area (region, state, and locality) and demographics (millennials, high income households, women, etc.). If you are interested in gaining more members or learning what your accountholders really think of you, this will be a very productive webinar for you.