Education & Events

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

Mar 06, 2019
Program Overview: 

Wednesday, March 6, 2019, 3:00 - 4:30 pm

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

ABOUT THE PRESENTER – 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 manage and reduce 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.




This informative session is designed for marketing teams, social media specialists, operations staff, compliance personnel, and auditors.














Live Webinar
    $255.00 Single Location
    $150.00 Each Additional Location

Recorded Webinar & Free Digital Download

Premiere Package (Live & Recorded Webinar with Free Digital Download)

Additional Information: 

DON’T MISS THESE RELATED WEBINARS - More information to come!

E-Compliance Rules, Policies & Best Practices for Email, Web, Mobile & Social Media
Wednesday, August 21, 2019

12 Key Elements of an Effective Digital Marketing Strategy
Tuesday, October 29, 2019

Association Contact: 

If you have any questions or need additional information, please contact Marcy Borden at 317-387-9380 or

Cancellation Policy: 

Within three or more business days prior to the day of an educational program, no cancellation charge will be assessed. If your bank is unable to participate after registering, you can select to purchase the on-demand presentation.

Webinar Options: 

1.  Live Webinar
The LIVE WEBINAR option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered.  You may have as many people as you like listen from your office speaker phone. Registrants receive a toll-free number & pass code that will allow entrance to the seminar. Seminar materials, including instructions, pin number, and handouts will be emailed to you prior to the broadcast.  You will need the most current version of Adobe Reader available free at

2.  Recorded Webinar & Free Digital Download
Can’t attend the live webinar?  The recorded webinar & Free Digital web link is a recording of the live event, including audio, visuals, & handouts. We even provide the presenter’s email address so you may ask follow-up questions.  Approximately one week prior to the webinar, you will receive an email with the web link.  This web link can be viewed anytime 24/7, beginning 6 business days after the webinar and will expire 6 months after the live program date.  

LIMITED AVAILABILITY:  The Recorded Webinar & Free Digital Download web link may ONLY be ordered for 6 months following the webinar.

3.  Both Live Webinar & Recorded Webinar & Free Digital Download
Includes options 1 and 2 above

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