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Marketing Compliance: Avoiding Violations in Print & Digital Advertising

Whether your marketing promotions are digital, print, or televised, multiple compliance regulations strictly prescribe what can be said, the elements that should be included, and how they should be displayed.

Upcoming
Wednesday, May 14th, 2025
10:00 am - 12:00 pm
Presented by Dawn Kincaid
2.5 CRCM Credits
$299.00 or 1 Token

Includes: Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Compliance
  • Deposit Compliance
  • Lending Compliance
  • Risk Management/Legal
  • Branch Manager
  • Compliance Officer
  • Deposit Operations Manager/Specialist
  • Marketing Officer/Business Development
  • Risk Manager
  • Senior Management
  • Training Manager
  • Trainer

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As financial institutions continue to take the leap into digital marketing, many questions remain. What can we post? What disclosures must be provided? What should be considered if we would like to target our marketing campaign?

In this session, we will discuss the answers to these questions and more, as well as provide you with tools to help craft a social media policy. The session will also review the compliance considerations for both lending and deposit products.

What You'll Learn

  • Reviewing technical requirements of TIL and TISA, including examples of the do’s and don’ts
  • Assessing marketing risks and incorporating them into your risk management program
  • Understand the new FDIC signage requirements
  • Detailed review of the compliance regulations to consider when posting
  • Best practices for responding to consumer complaints
  • Recommended policies for employee use of social media sites
  • Tips when utilizing third-parties to manage your social media
  • Auditing your program for compliance and effectiveness

Who Should Attend

This session is ideal for marketing officers, marketing department personnel, social media managers, and compliance officers.

Dawn Kincaid

Instructor Bio

Dawn Kincaid began her banking career while attending The Ohio State University. She has 19 years of experience in client service, operations, information technology, administrative and board relations, marketing, and compliance. Most recently Dawn served as the Senior Vice President of Operations for a central-Ohio-based community bank, where she created and refined policies and procedures, conducted self-audits and risk assessments, and organized the implementation of new products and services. Dawn has served in the roles of Compliance, BSA/AML, CRA, Privacy, and Security Officer. She has led training initiatives, prepared due diligence information, completed a variety of regulatory applications, coordinated internal and external audits, and exams, and presented for numerous state associations.

Continuing Education Credit Information

Marketing Compliance: Avoiding Violations in Print & Digital Advertising has been approved for 2.5 CRCM credits. This statement is not an endorsement of this program or its sponsor. Credits are redeemable for both Live and OnDemand viewing. For questions on certificates, please email support@oncourselearning.com. Certification holders must report these credits at https://aba.csod.com.

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