EVENT: Marketing Compliance (Session Code: 421)
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 Quickbite 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


Illinois Pricing:
Affiliate: $ 100.00
Non-Affiliate: $200.00

Out of State Pricing:
Regular: $ 150.00

Contact: Cheryl Washington (Illinois Credit Union League)
Phone: 630-983-3417
Fax: 630-983-3212
Email: cheryl.washington@ilcusys.org


Speaker: Rob Rutkowski
Speaker Bio:
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.

Location(s):

Location 1:
Telephone - February 04, 2014: 10:00 am CT
Duration: 11:00 am CT

Online registration for this event has ended.