Overview
Advertisements can provide a great first impression to customers and potential customers. You can inform them of the products and services you provide, any specials you are offering, and your support and involvement in local community activities.
Technical compliance with the laws and regulations may seem relatively straightforward.
- Clear
- Conspicuous
- Fair
Financial organizations are not trying to confuse and mislead consumers. However, enforcement actions and examination trends show that organizations are struggling with getting it right.
Join our Advertising Boot Camp to learn the ins and outs of the federal rules and regulations. We will dive into regulatory guidance and best practices that support a compliant advertising program with an interactive workshop to provide practical application.
Here's What You'll Learn
- What is an advertisement
- Advertising channels
- Regulatory considerations
- Advertising FDIC & NCUA membership
- Non-Deposit investment products
- Unfair Deceptive and Abusive Acts and Practices
- Fair Lending
- CAN-SPAM
- And so much more…
- Advertising rules
- Deposit
- Loans
- Compliance Management Program
Who Should Attend
This program will be of value to marketing staff, trainers, product development staff, CSRs, branch managers, compliance officers, internal audit, and monitoring teams. We also encourage your third-party marketing vendors to attend.
Registration Fees
Attendees: $830
Each Additional Attendee: $755
Registration Policy: ProBank Education Services permits one participant per paid registration to access the program via a single internet connection at one physical location. Additional registrations are available at a discounted rate and may be registered online, by mail, or phone. Group viewings are not permitted. All unregistered participants will be invoiced. Please note we reserve the right to change speakers or reschedule/cancel seminars when necessary.
When
Where
Questions?
September 1, 2026 – September 2, 2026
- 9:00 AM – 4:00 PM ET
- 8:00 AM – 3:00 PM CT
- 7:00 AM – 2:00 PM MT
- 6:00 AM – 1:00 PM PT
Online
Contact registrareducationservices@us.forvismazars.com
800-523-4778 option 1
CE Information
A certificate of completion is available for each registrant. To obtain your certificate you must participate in the full duration of the program and enter all codewords given at random times. These items are required to receive your certificate. Please note each person must be a registered attendee to be eligible for credit.
CE Credits*
- 13 CPE
- 13.5 CRCM
Program Level
Intermediate
Prerequisite
Basic Knowledge of Compliance Regulations
Delivery Method
Group Internet Based
Field of Study
Specialized Knowledge
Advanced Preparation
None
*ProBank Education Services seminars and webinars are approved by the National Association of State Boards of Accountancy (NASBA) for Continuing Professional Education (CPE) credit, and certain topics may be eligible for Certified Regulatory Compliance Manager (CRCM) and other ABA designations through the ABA Professional Certifications process.
ABA Professional Certifications is dedicated to promoting the highest standards of performance and ethics within the financial services industry. Certain programs have been approved for certification credits, such as the CRCM certification. This statement is not an endorsement of these programs or its sponsor. Certification holders must report these credits at aba.csod.com.
If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at registrareducationservices@us.forvismazars.com.
ProBank Education Services 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. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through the web site: www.nasbaregistry.org.
