Advertising Compliance

Wednesday, August 5, 2020 
11:00 am – 1:00 pm Eastern

Advertising compliance is often a challenge for many institutions. Marketing personnel aren't always experts with the technical advertising requirements established within the various regulations. And, those responsible for regulatory compliance are often excluded from the process until after an advertisement has been published. The challenge doesn’t end with just the technical components of an advertisement. UDAAP is also a huge concern. You have to be aware of the differences of luring someone vs. deceiving them (UDAAP).

This webinar will help you learn what you can say, what you can't say, when to say it, etc. Several examples of real-world advertising errors will also be included.

Topics Covered:

• FDIC signage and advertising rules
• The Fair Housing Act
• Deposit Insurance
• Truth in Lending
• Truth in Savings
• Sample Rate Sheet
• Non-Deposit Investments
• Lobby DisclosuresWeb Sites
• UDAAP
  **Lotteries and sweepstakes will not be covered.

Who Should Attend?   

This webinar is for anyone responsible for either producing or reviewing advertisements for compliance.

Instructor

David Dickinson

David’s banking career began as a field examiner for the FDIC in 1990. He later became a Compliance Officer and Loan Officer for a small bank. In 1993, he established Banker’s Compliance Consulting. Along with his amazingly talented Team, he has written numerous compliance articles for prestigious banking publications and has developed compliance seminars that Banker’s Compliance Consulting produces.

He is an expert in compliance regulations. He is also a motivational speaker and innovative educator. His quick wit and sense of humor transforms the usually tiring topic of compliance into an enjoyable educational experience. David is on the faculty of the Center for Financial Training, the American Bankers Association National Compliance Schools and is a frequent speaker at the ABA’s Regulatory Compliance Conference. He is also a trainer for hundreds of webinars, is a Certified Regulatory Compliance Manager (CRCM) and has been a BankersOnline Guru for many years. The American Bankers Association honored David with their Distinguished Service Award in 2016.

David and his wife Karen have 3 adult children and 2 grandsons (none of whom live at home!) and 3 cats (of which Dave is allergic … the cats, not the children!). They live on a lake in Nebraska and when possible, he can be found fishing or making sawdust in his shop. David plays the guitar & piano and enjoys singing with Karen. They occasionally lead worship at their church.

Attendance verification for CE credits provided upon request.

Webinar Sponsored by Total Training Solutions

If you are having issues with registering online, please contact CBAO's Education, Training & Special Event Coordinator, Patti Webb, (614) 610-1877.