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Looking for additional webinars? Plan ahead and view the 2016 Webinar Schedule.
WEBINAR OR ON-DEMAND WEB LINK
Tuesday, December 6, 2016
1:00 p.m. - 2:30 p.m. (AZ/CO/WY)
Consumers continue to spend more time and perform more transactions online, so your institution needs to effectively advertise using online media. However, there are overlapping regulatory and best practice guidelines to ensure your marketing is compliant. From remarketing and cookie advertising campaigns to Facebook promotions or auto-dialer telephone campaigns, your institution must successfully manage the risks of tech-based marketing before jumping in with both feet. Further, the potential for claims of unfair, deceptive, or abusive acts or practices (UDAAP) increases the need to use upfront, clear, and transparent marketing practices. This webinar will identify common issues and outline how to use technology in a compliant manner to reach new and existing consumers.
*Analysis of compliance requirements when conducting tech-based marketing
*Examples of social media advertisements properly using the “one-click” rule
*Best practices for disclosing an institution’s usage of online remarketing campaigns
*Telephone Consumer Protection Act’s requirements when using an auto-dialer for marketing calls
*Best practices when promoting online sweepstakes or drawings
*Requirements for obtaining prior express written consent under the TCPA
*Sample language for providing notice and opportunity to opt-out of remarketing campaigns
*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 marketing teams, social media specialists, operations staff, and compliance and audit personnel.
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. ON-DEMAND WEB LINK
(Beginning January 1, 2016, CDs replaced with digital download*)
Can’t attend the live webinar? The archived webinar is a recording of the live event, including audio, visuals, and handouts. We even provide the presenter’s email address so you may ask follow-up questions. Approximately two days prior to the webinar, you will receive an email with the archived webinar link. This webinar link can be viewed anytime 24/7, beginning 6 business days after the webinar and will expire 6 months after the live program date. The archived webinar may ONLY be ordered for 6 months following the webinar. It will not be available after this time.
3. BOTH LIVE WEBINAR AND ON-DEMAND WEB LINK
** Includes options 1 and 2 above.
*All materials are subject to copyright and intended for your financial institution’s use only.
Tuesday, December 6, 2016 1:00 PM - 2:30 PMMountain Standard Time
At Your Desk!602-264-6701 ext 2238
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