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
Speaker: Rob Rutkowski Attorney, blogger, podcast producer and nationally-recognized speaker, Rob Rutkowski has recently migrated from being a partner in a law firm to being a speaker and solo practitioner. Rob advises credit unions on compliance, contract negotiation and employment law as well as a vast array of other legal issues. Rob is a well-known lecturer nationwide on topics such as lending compliance, social media and cloud computing, director and officer liability, disaster recovery, identity theft, credit union accounts and other laws impacting credit unions, such as the Bank Secrecy Act. He is a regular speaker at credit union leagues across the United States and has served as a speaker for CUNA, NAFCU and CUES.
Marketing Council Members receive a 10% discount.
Over $75 million - $109 per telephone connection
$25-$75 million - $89 per telephone connection
Under $25 million - $59 per telephone connection
An audio archive is available at no additional charge and can be accessed for 60 days after the live session. Instructions on accessing the archive will be sent with your connecting instructions and confirmation.
Scholarships are available for all KCUA education events. Scholarships pay 100% of registration fee for credit unions under $25M, 50% for credit unions between $25-$75M and 25% for credit unions over $75M.
Upon registration, you will receive an email confirmation that you can print for your records. Connecting instructions will be emailed to you approximately two days before the event.
Sorry, no cancellations are allowed after connecting instructions and handout materials have been sent to registrants. Substitutions are welcomed and encouraged.