Multimedia Marketing: Conquering the Compliance Challenge

Webcast: Wednesday, May 7, 2008
2:00 p.m. – 3:30 p.m. EDT

Compliance with the new

Every credit union produces hundreds, maybe thousands of marketing and advertising materials each year. It is vital that the content and the message of these materials be in compliance with federal laws and regulations.

This is a credit union marketer’s most challenging job, particularly with the emerging multimedia marketing options that are making the rules governing marketing and advertising materials more complex. Coupled with the issue of varying requirements depending on the product being promoted and the media being used, compliance can be a big challenge.

This webcast will review the current regulatory requirements as they relate to particular loan and share products and will identify exceptions and partial exceptions that are permitted for particular types of media. In addition, you will learn proposed regulatory changes and how those proposed rules may affect your marketing efforts going forward.

Speakers:

Jane Pannier, Esq., NCCO, Partner, The Rochdale Group

Jane Pannier is a partner with The Rochdale Group, formerly Counter Intelligence Associates.  The Rochdale Group (TRG) is a full service consulting firm for financial institutions.  Prior to joining TRG, Ms. Pannier served as Senior Compliance Counsel for NAFCU and Director of their Regulatory Compliance Department.  While at NAFCU, Ms. Pannier developed and implemented the NAFCU Certified Compliance Officer (NCCO) program.

Her knowledge in all areas of legal and regulatory compliance for financial institutions brings a wealth of information to clients of TRG.  In addition to her expertise in these fields, Ms. Pannier has had experience as a credit union CEO and, prior to that was employed by credit unions in the positions of credit manager, director of research and development, and vice president of marketing.

Moderator:

Anthony Demangone, Esq., NCCO, Director of Compliance, NAFCU 

Broadcast live from NAFCU’s Headquarters in Arlington, VA.

Who Should Participate:

NCCOs will receive 1.5 continuing education units for participation.

Early bird registration deadline: April 30, 2008

Archived webcasts are available for up to 6 months after the live broadcast and are included in the registration fee.

Note: A $50 fee applies to all cancellations. Registrations must be cancelled by May 5, 2008.