Looking for additional webinars? Plan ahead and view the 2016 Webinar Schedule.
Webinar OR Recorded Webinar + Free Digital Download
Thursday, January 5, 2017
1:00 p.m. - 2:30 p.m. (AZ/CO/WY)
Efforts to cross sell products and services continue to be a key operational goal for financial institutions. However, negative news stories on improper cross selling and opening fraudulent accounts have put cross-selling actions under a microscope. This focus increases the likelihood of future examination or auditor scrutiny, and requires that institutions review their practices to manage compliance and litigation risks.
This webinar will examine the impact of the Telephone Consumer Protection Act (TCPA) and the Fair Credit Reporting Act (FCRA) on cross-selling initiatives. Institutions must ensure they have a permissible purpose under FCRA to use a consumer’s credit report for cross-selling/marketing purposes. Further, the Federal Communication Commission’s (FCC) broad definition of an “autodialer” has dramatically increased litigation risks. Join us to learn the requirements necessary to obtain proper written consent from consumers prior to calling or texting with a marketing message.
*Restrictions on cross selling using previously obtained credit reports
*How to obtain a consumer’s written authorization to obtain and use reports for marketing purposes
*FCC’s definition of an “automatic telephone dialing system” (autodialer)
*Best practices for obtaining and updating TCPA consent
*Consumer consent revocation and risks related to updated or reassigned phone numbers
*Sample language to obtain consumer’s consent to use credit reports for marketing purposes
*Summary of the TCPA’s prior express written consent requirement
*Fact sheet outlining the type of consent required by the TCPA for each type of call or text
*Employee training log
*Quiz you can administer to measure staff learning and a separate answer key
Attendance verification for CE credits provided upon request.
WHO SHOULD ATTEND?
This informative session is designed for staff responsible for marketing operations and compliance, as well as audit teams.
Please note: The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered. You may have as many people as you like listen from your office speaker phone.
ABOUT THE PRESENTER – Steven Van Beek, Esq., NCCO, Howard & Howard Attorneys PLLC
Steve Van Beek is an attorney at Howard & Howard Attorneys PLLC where he concentrates his practice in the area of financial regulations. He has intimate knowledge of the operational issues facing financial institutions and the best practices they can follow to reduce compliance, strategic, and reputation risks. Prior to joining Howard & Howard, he served as the Vice President of Regulatory Compliance at the National Association of Federal Credit Unions (NAFCU). He received his Bachelor’s from Hope College and his J.D. from George Mason University School of Law and is a member of the American Bar Association.
THREE REGISTRATION OPTIONS
1. LIVE WEBINAR
The LIVE WEBINAR option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered. You may have as many people as you like listen from your office speaker phone. Registrants receive a toll-free number and pass code that will allow entrance to the seminar. The session will be approximately 90 minutes, including question and answer sessions. Seminar materials, including instructions, pin number, and handouts will be emailed to you prior to the broadcast. You will need the most current version of Adobe Reader available free at www.adobe.com.
2. RECORDED WEBINAR + Free Digital Download
Can’t attend the live webinar? This option provides a recording of the live event, including audio, visuals, and handouts. We even provide the presenter’s email address for follow-up questions. You will receive an email with the recorded webinar link two days prior, which can be viewed anytime 24/7, beginning 6 business days after the webinar. You will also receive instruction on how to download a free digital copy of the webinar to your PC, which you may keep and use indefinitely.
The recorded webinar may ONLY be ordered for 6 months following the live webinar. In addition, the download must be completed within 6 months of the live webinar date.
3. BOTH LIVE WEBINAR AND RECORDED WEBINAR + Free Digital Download
** Includes options 1 and 2 above.
*All materials are subject to copyright and intended for your financial institution’s use only.
Thursday, January 5, 2017 1:00 PM - 2:30 PMMountain Standard Time
At Your Desk!602-264-6701 ext 2238
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