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Advertising Compliance
Presented by: David Dickinson

We know how difficult it is to comply with bank advertisement regulations. This webinar will provide a reference of virtually every regulation affecting bank advertisements. The rules on what you can say, cannot say and what you must say are technical and can be confusing.

This 2-hour webinar will help keep the rules straight and will provide useful checklists and other compliance tools.
Advertising Rules for Lenders
Presented by: Jack Holzknecht

The lending area has several unique advertising requirements that are contained in the Fair Housing Act and the Truth in Lending Act. Recently a lot of attention has been focused on problems arising from the Federal Trade Commission's Deceptive Acts and Practices Rule. This program explains the rules as they apply to various advertising media, including websites.
CAN SPAM and Do Not Call, Addressing these marketing rules
Presented by: Andy Zavoina

Many bankers are up in arms as they receive a request for their Do Not Call policy and a request to be put on their DNC list. Heck, they haven't been calling anyone and didn't plan to. But they soon found out they did have some requirements and avoiding litigation can be expensive. What are you required to have, and to do for email solicitations, telephone calls and faxes that advertise your products and services? These are the questions we'll answer in this "more than marketing" webinar.

Contests, Bonuses, Sweepstakes and Lotteries: How to push the envelope and still be legal
Presented by: John Burnett and Andy Zavoina

As the pressure to attract new customers gets intense, bankers are often tempted to try sales gimmicks to capture market share. Often there is confusion about what legal and regulatory limits are put on these sales efforts. The rules are complex and strict. You can't get away with just anything you want to do. So if you're going to use these lures to attract customers, you'll want to be sure to attend this webinar.

ExSelling: A Sales Workshop for Calling Officers
Presented by: Honey Shelton

This program is about excelling at selling. ExSelling, is about providing calling officers with the information, techniques and strategies they need to carve out the time and invest the effort to keep the best customers and add new ones.

Overdraft Marketing and Policies – Adapting to the New Rules
Presented by: Ken Golliher and John Burnett

Two recent regulatory issuances significantly influence financial institutions marketing Overdraft Protection Programs. There are also provisions that can affect the overdraft policies and procedures at all institutions, and make changes in advertising requirements for deposit accounts. Regulatory guidance on ODP programs and recent amendments to Regulation DD combine to affect virtually every institution in some way.