Overview
Your institution is contemplating or has already entered the world of Social Media – Facebook, X, Instagram. Now what? What are the advertising rules? Exceptions? What regulations are triggered? What are the regulatory risks? What should our Social Media Program look like?
The Social Media Boot Camp will answer those questions and more. Join this full-day seminar to learn the ins and outs of the federal regulations and guidance that should be considered to help avoid costly products or risks when leveraging social media for marketing and/or customer feedback. We will highlight what your Social Media Program should include, the regulatory risks, including the FFIEC Guidance, Advertising, Privacy, FCRA, National Labor Relations Act, One-Click, Complaints – to name but a few.
Here is What You Will Learn
- What is Social Media
- FFIEC Guidance
- Social Media Program
- Risk Assessment
- Policy
- Procedures
- Monitoring/Audit
- Reporting
- Complaints
- Regulatory Risks
- Advertising highlights
- Exceptions for social media
- One-click rule
- Endorsements
- Substantiation
- Fair Lending
- FCRA Consumer Reports
- Privacy
- RESPA Section 8
- CAN SPAM
- BSA/AML
- COPPA
- Fair Debt Collections Practices Act (FDCPA)
- UDAP/UDAAP
- National Labor Relations Act (NLRA)
- Advertising highlights
- Additional Areas of Risk
- Reputational
- Legal
- Operational
- Best Practices
- Test your knowledge with examples!
Who Should Attend
This program will be of value to marketing staff, trainers, product development staff, CSRs, branch managers, compliance officers, audit, and monitoring teams. Your third-party marketing vendors are also encouraged to attend.
Registration Fees
Attendees: $445
Each Additional Attendee: $395
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?
December 3, 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*
- 6.5 CPE
- 6.75 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.

