Third Parties, Marketing and Privacy

An in-depth review of the rules surrounding information-sharing

On-Demand Webcast Available Until April 26, 2018

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Using and sharing information about members and potential members is critical to successful third-party relationships, but first you must understand the restrictions and requirements of Regulation P. Join this webcast to learn when it's permissible to share members' personal information, what protections must be in place, and how your credit union can use information it receives from third parties. In addition, you'll review latest updates about the current state of the privacy rules and pending regulations.


SPONSORED BY NAFCU Services Corporation's 2016 Innovation Award Winners logo


Key Takeaways

  • Review the restrictions and uses of member data under Regulation P
  • Learn how to properly share information with your credit union vendors
  • Discover how to utilize member information so you can market effectively
  • Know a member's right to opt out of information sharing

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Already registered? Go to the Online Training Center to view live.

Who Should Attend?

  • Boards of Directors and Supervisory Committee Members
  • Chief Executive Officers, Presidents and Vice Presidents
  • Chief Operating Officers
  • Chief Financial Officers
  • Chief Risk Officers
  • Chief Lending/Loan Officers
  • Compliance, Legal, Paralegal, Attorney and Risk staff
  • Lending staff
  • Marketing/Advertising/PR staff
  • Open to all credit unions, regardless of membership or charter type!

Your Instructor

Elizabeth LaBerge
Elizabeth LaBerge, NCCO, NCRM, CIPP/US
Senior Regulatory Compliance Counsel, NAFCU

Registration Fees

 On-Demand Version*
NAFCU Member
(Webcast Only)
$350
NAFCU Member
(Webcast + CD)
$400
NAFCU Nonmember
(Webcast Only)
$450
NAFCU Nonmember
(Webcast + CD)
$500

On-demand webcast expiration date: April 26, 2018.

*On-demand webcasts are available for up to 12 months after the live broadcast, and are included in your registration price.

Education Credits

Earn NAFCU Certified Compliance Officer credits NCCOwill receive 1.5 CEUs for participating in this webcast.

NCRM logo NCRMs can earn 1.5 CEUs for participating in this webcast.

Earn CPE CreditsCPA credit information is below; recommended 1.5 CPE credits.

CPA Certification Credit Information

  • Reviewer: Josie Collins, Education Manager, NAFCU
  • Learning Objectives: Join this webcast for an in-depth review of the restrictions and uses of member data under Regulation P. You'll learn how to properly share information with your credit union vendors, and discover how to utilize member information so you can market effectively. In addition, you'll discuss the rights members have to opt out of information sharing.
  • Program Level: Basic
  • Prerequisites Needed: None
  • Advance Preparation Needed: None
  • Delivery Method: Group Internet-Based
  • Recommended CPE Credits: 1.5 credits
  • Recommended Field of Study: Regulatory Ethics

NASBA SponsorNational Association of Federal Credit Unions (NAFCU) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Learn more.

About Our Webcasts

Our webcasts are streamed live from NAFCU headquarters near Washington, D.C. Your audio/video feed of the presenters includes presentation slides and downloadable handouts. You can easily submit your questions to the presenters at any time during the live broadcast, with no dialing over the phone! The audio and video stream directly through your computer.

Refund Policy

To qualify for a refund, cancellations must be processed prior to the live webcast date. Cancellations can be processed after the live webcast date, but refunds will no longer be issued and transfers would only be considered. Please email NAFCU's Member Service Center with your request for cancellation to msc@nafcu.org.