Marketing personnel aren't always experts with technical advertising requirements in various regulations.
Those responsible for regulatory compliance aren’t usually invited to the advertising creativity party; rather, they often become involved after the advertisement is published.
We’ll focus on complying with advertising requirements in the regulations below. We’ll also address how advertisements can cross the line between “luring” someone and not deceiving them (UDAAP). Included will be examples of what you can say, can’t say, when to say it, etc. Real life examples of advertising errors will also be shared.
Additionally, we’ll focus on recognizing key compliance production elements and controls with respect to an advertisement from creation to publication. Learn how to keep rules straight with useful checklists and other compliance tools we’ll provide to make your job easier, whether you’re a compliance professional, an auditor, or an ad designer in a marketing department.
- FDIC signage and advertising rules
- The Fair Housing Act
- Deposit Insurance
- Truth in Lending
- Truth in Savings
- Sample Rate Sheet
- Non-Deposit Investments
- Lobby Disclosures
- Web Sites
- Note: Lotteries and sweepstakes won’t be covered.
Anyone who produces or reviews advertisements.
“David made compliance education fun to listen to.” - Brittany H, Bucks County Bank
David Dickinson’s banking career began as a field examiner for the FDIC in 1990. He later became a Loan Officer for a 110-million dollar 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. David is also a trainer for hundreds of webinars and is a Certified Regulatory Compliance Manager (CRCM). The American Bankers Association honored David with their Distinguished Service Award in 2016.
David and his wife Karen have 3 adult children (none of whom live at home!) & 3 cats (which Dave is allergic to). They live on a lake in Nebraska and when possible, Dave can be found fishing or in the water. David plays the guitar & piano and enjoys singing with Karen. Together they lead worship at their church.
Institute of Certified Bankers: Visit http://www.icbmembers.org/login.aspx for instructions regarding self-reporting. Estimated credits: 2.5 CE Credits
- Live Webinar which includes 5 Day On-Demand - $265
- Six Month On-Demand – $295
- Live plus Six Month On-Demand – $365
- CD-ROM (Includes Six Month On-Demand) – $325
- Premier (Includes all options) – $395
- Additional Locations – $75
Online: Click here.
Phone: Call Total Training Solutions at (800) 831-0678
Register online up to day of event. Earlier registration allows time to check your computer for an optimal experience.