Event Calendar

Wednesday, March 6, 2019

Federal Requirements for Tech-Based Marketing: Websites, Social Media, Robo Calls & More

Start Date: 3/6/2019 1:00 PM MST
End Date: 9/6/2019 2:30 PM MDT

Organization Name: Independent Bankers of Colorado

Tara F. Hunter
Phone: 303-832-2000

Federal Requirements for Tech-Based Marketing: Websites, Social Media, Robo Calls & More
1:00 pm – 2:30 pm MT

Financial institutions spend significant time and resources marketing to consumers online, including on their smartphones. This webinar will identify common issues and outline compliant use of technology to reach new and existing accountholders. Compliance requirements for electronic advertisements, websites, social media, and email marketing will be examined, including focus on managing UDAAP risks, meeting CAN-SPAM Act requirements, and using the “one click” rule to provide disclosures. Marketing campaigns using text messages, remarketing and retargeting, and auto-dialers will also be analyzed. Join us to learn the regulatory requirements and best practices to reduce risks, while successfully promoting your institution’s products and services.

  • Compliance requirements for tech-based marketing
  • When and how the “one-click” rule can be used in electronic advertisements
  • CAN-SPAM Act requirements for email marketing
  • Telephone Consumer Protection Act’s requirements for marketing calls or texts
  • Best practices when promoting online sweepstakes or drawings
    • Requirements for obtaining prior express written consent under the TCPA
    • Employee training log
    • Quiz to measure staff learning and a separate answer key
This informative session is designed for marketing teams, social media specialists, operations staff, compliance personnel, and auditors.

Continuing Education: Attendance verification for CE credits upon request.

NOTE:  All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only.


Steven Van Beek, Esq., NCCO
Howard & Howard Attorneys PLLC
Steve Van Beek is an attorney at Howard & Howard Attorneys PLLC where he concentrates his practice in the area of financial regulations. He assists financial institutions throughout the country with managing and reducing compliance, legal, 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.