(ON DEMAND) Cyber Series: Meeting Federal Requirements for Tech-Based Marketing: Websites, Social Media, Robo Calls & More

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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.

HIGHLIGHTS
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

TAKE-AWAY TOOLKIT
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? Marketing teams, social media specialists, operations staff, and compliance and audit personnel.

ABOUT THE PRESENTER – Steven Van Beek, Esq., NCCO, Howard & Howard Attorneys PLLC, is an attorney 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.

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