SEMINAR OVERVIEW

Are you really helping your credit union with a great campaign if your project is not in compliance? It's a detail you can't afford to miss. Gone are the days when a financial institution can market their products without regard to regulatory compliance. Significant constraints exist concerning marketing under federal and state law. You may be putting your credit union at risk if you haven't brushed up on your marketing compliance awareness within the past year. Now is the time to update your skills and protect your credit union. In this session you will:

• Explore the various laws for website, print, and social media advertising
• Discuss advertising rules for share accounts and related products
• Review the common regulations to be aware of when putting together advertisements and website promotions
• Identify how traditional legal principles of copyright, defamation, trade libel, tortuous interference with a business relationship and privacy create challenges with use of social media by a business
• Review sample websites, social media, and print advertising to examine common compliance and legal mistakes
• Leave with a checklist to better guide you when developing marketing promotions

Schedule
12:00 - 1:00 p.m. Registration
1:00 - 4:00 p.m. Session

LOCATION
HOLIDAY INN FRENCH QUARTER
10630 Fremont Pike
Perrysburg, OH 43551
Phone: (419) 874-3111
Fax: (419) 874-0198

INSTRUCTORS
Rob Rutkowski
Rob Rutkowski is the "jack of all trades"- an attorney, blogger, podcast producer, nationally-recognized speaker and managing partner of the credit union department of Weltman, Weinberg & Reis Co., L.P.A. Through his work at WWR, Rob advises credit unions on compliance, contract negotiation, and employment law as well as a vast array of collection and legal issues. Rob is a well-known lecturer nationwide on topics such as marketing, lending, compliance, director and officer liability, disaster recovery, identity theft, credit union accounts and a variety of laws impacting credit unions, such as the Bank Secrecy Act.

A former member of the Board of Directors for the Lake County Educational Federal Credit Union, Rob remains very involved wih the legal issues that matter to the credit union movement. He is the producer and co-host of the monthly Current Issues in Credit Unions podcast and the author of That Credit Union Blog, which is dedicated to covering timely credit union legal news. He hasalso been published in Credit Union Magazine, Credit Union Management Magazine, The Cleveland Bar Journal and The National List.

WHO SHOULD ATTEND
This workshop is essential for all marketing and compliance professionals who are charged with developing marketing and/or examining marketing promotions for compliance.

CANCELLATIONS
Cancellations received in writing (via fax 608-231-4327) before the end of business on November 10, 2010 are eligible for a refund of the amount paid minus a $50 administrative fee. No refunds will be granted for cancellation requests received after November 10, 2010. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing. Cancellation fees do not apply for free or complimentary programs.