Course description

Bank professionals face an evolving advertising landscape.  There are new modes of interaction, new media platforms, changing regulatory perspectives, and new players (hello FinTech!) creating a perfect storm for conflict.  Community institutions must rise to the challenge to stay competitive, relevant and nimble.  

Add to this mix an unpredictable real estate market and a highly competitive lending environment.  Do you have lenders leaving your employment because the mortgage broker world has “many more freedoms”?  Do you have lenders posting on social media as financial influencers?  If you don’t yet, you will! 

A multitude of advertising rules have been around a long time, but are they still appropriate?  The pressure is on to take a fresh look at rules’ interpretations and applications.  The FDIC is looking to modernize their advertising rules.  What is to come of it?

On top of it all, consumers have low / no attention spans and will quickly pass on ads that are “TLTR” (too long to read).  No wonder marketers are pushing the envelope more than ever before!  The “same old same old” doesn’t cut it anymore.  How should stale stuffy rules be applied sufficiently to these brave new times?

This webinar will offer helpful advice on fostering a strong relationship with marketing staff – rooted in credibility, communication, collaboration and consistency.  Attendees will also receive a review of the full plate of various advertising rules covering deposit, operational, and lending rules.  Pitfalls and pratfalls of social media and digital marketing will be highlighted too, with current and pertinent examples from the front line.

Join this two-hour program to cover these topics:  

  • Relationship builder:  Being approachable, credible, and reliable
  • Relationship builder:  Being respectful, helpful, and timely 
  • Relationship builder:  Professionalism is not passive-aggressive 
  • Relationship builder:  Show appreciation, genuinely
  • Relationship builder:  Allow people to Save Face
  • Relationship builder:  The power of humility and humor
  • FDIC Membership Advertising rules and modernization
  • Lots of “Nots” and a “May” 
  • Hybrid advertising between bank products and non-deposit products
  • Truth in Savings rules
  • Not so lucky in lotteries
  • Truth in Lending rules 
  • Feeling Triggered yet? 
  • Equal Housing rules
  • Fair Lending dangers
  • SAFE Act rules for NMLS usage
  • Joint Advertising and RESPA
  • UDAAP, always!
  • Throughout – Digital marketing, social media, and one-click-aways
  • The final say – Marketing or Compliance?


All of this information will be presented from the perspective and real-life experience of a veteran compliance pro (25 years!) who, like you, is in the trenches every day!



Compliance staff, marketing staff, bank managers, loan operations, deposit operations, and audit staff.


Rebekah Leonard

Rebekah F Leonard, CRCM is the Director of Compliance for a $6 Billion community bank in Montana, as well as the owner of Elucidate, LLC, a compliance training company based in Miles City, Montana. Rebekah has been in the finance and banking industry since 1995, beginning in private-lending before settling into banking, where she’s covered nearly all of it – from customer service and teller work, to loan processing and review, to security & business continuity, to ultimately overseeing CRA, BSA and all aspects of compliance as a senior leader. She has successfully navigated numerous FDIC Compliance, CRA, and BSA Exams. Rebekah has a bachelor’s degree in Organizational Leadership from Chapman University (Magna cum Laude), attended the American Bankers Association National Compliance School in 2003, and has held her Certified Regulatory Compliance Manager designation since 2006. She actually likes compliance (really!) and enjoys sharing her passion of it with others.

Course curriculum

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