The Credit Union Marketer's Compliance Playbook
The Credit Union Marketer's Compliance Playbook
Overview
By attending this eSchool, credit union marketers will gain a comprehensive understanding of the compliance challenges they face when promoting products and services. You’ll leave with the tools to craft compliant marketing strategies that engage members, avoid legal pitfalls, and uphold your credit union’s reputation.
Stay compliant. Stay confident. Ensure your marketing efforts drive results while protecting your credit union from potential legal, compliance, and reputation risks.
Educates them on the topic requirements and how to stay in compliance on covered topics. It develops the basic knowledge needed to create marketing content around their products. It gives an understanding of what regulations need to be checked to determine compliance with those advertisements
This learning opportunity is part of the complete Training Bundle series. Subscribe to get access to this webinar or eSchool, along with over 80+ webinars & eSchools covering critical topics for you and all your staff.
Schedule
The Credit Union Marketer’s Compliance Playbook
In today’s fast-paced financial landscape, credit union marketers must balance creativity with compliance to ensure their campaigns are effective and legally sound. This 4-part eSchool provides a deep dive into marketing compliance issues specific to credit unions, equipping marketing teams with the knowledge they need to safeguard their institution while maximizing outreach efforts.
Monday, June 16, 2025 | 1:00 - 2:00 p.m. CT
Effective marketing of share and deposit accounts can attract new members and strengthen relationships with existing ones. However, it’s critical to navigate the regulatory landscape to avoid potential pitfalls. This session will cover essential compliance guidelines, including truth-in-savings regulations, disclosures, and the proper handling of promotional offers related to deposit products. Learn how to craft messages that comply with all necessary rules and still engage your target audience.
Wednesday, June 18, 2025 | 1:00 - 2:00 p.m. CT
Open-end loans, such as lines of credit and credit cards, offer flexibility for borrowers but require careful attention to compliance. This session will focus on advertising open-end loans, highlighting key regulations including the Truth in Lending Act (TILA) and specific advertising rules for credit products. We’ll cover how to disclose important terms, present clear and accurate information, and avoid misleading claims while promoting your open-end loan products.
Monday, June 23, 2025 | 1:00 - 2:00 p.m. CT
Closed-end loans, including mortgages, auto loans, and personal loans, have their own set of compliance challenges. This session will delve into the complexities of marketing closed-end loans, ensuring you meet all required disclosure obligations. Topics will include loan term disclosures and the legal requirements of advertising specific loan products to avoid deceptive practices and protect your institution from fines.
Wednesday, June 25, 2025 | 1:00 - 2:00 p.m. CT
In this final session, we’ll explore additional compliance considerations that apply across all credit union marketing efforts. From social media marketing to digital ads and member communications, this session will cover general advertising rules, privacy concerns, and red flags to watch out for in your campaigns. We’ll also advertising sweepstakes/contests, UDAAP disclosure considerations, general website compliance issues, and others.
Pricing & Registration
Member
Non-Member
The Credit Union Marketer's Compliance Playbook
The Credit Union Marketer's Compliance Playbook
The Credit Union Marketer's Compliance Playbook | On Demand
The Credit Union Marketer's Compliance Playbook | On Demand
On Demand Only Option
Order the The Credit Union Marketer's Compliance Playbook | On Demand
Member Discounts
All credit unions are invited to register for this event. Members receive a significant discount.
Additional discounts available to member credit unions:
- Less than $50 million in assets save 20%
- Council members save 10%
- League staff save 20%
- Multi-Attendee discount - Register four attendees and get the 5th free
Please include all registrations in the same order for the discount to apply
Only one discount can be applied per registration. If a registration qualifies for more than one discount, the highest-value discount will be applied.
Other non-credit union attendees should contact us to confirm eligibility.
Need help accessing member pricing? Contact 800-356-9655 or hello@americascreditunions.org.
Attendee Info
Code of Conduct
We want everyone's event experience to be welcoming, respectful, and safe. For more information, see our Code of Conduct.
How to access
Our webinars and eSchools use various platforms, including Adobe Connect, Pheedloop Meet & Stream, and Zoom. All of these platforms are web conferencing technology that allows for live virtual meetings. Whether this is your first time attending a webinar or eSchool, or you simply need a refresher, review these helpful steps and frequently asked questions below.
Access instructions for webinars and eSchools
Cancellations
All cancellations must be received in writing. Please provide a brief explanation for the cancellation and submit via email to hello@americascreditunions.org. Cancellations received more than 7 days prior to the event are subject to a 25% administrative fee on the order total. No refunds will be granted for cancellations received on or after 7 days prior to the event. Substitutions are accepted prior to the start of the program. Additional costs may apply. Please provide the event name, current participant and new participant name to hello@americascreditunions.org.
