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During this one-hour webinar we will go through advertising do-s and don’t-s as it relates to both deposit and loan products. This will include paper, social media, e-mail and telephone advertising. We will walk through the requirements that must be met when “trigger terms” are used and requirements for sending emails or making telephone calls. This webinar’s training manual along will include sample advertisements for reference.
Key Takeaways:
· Deposit and loan advertising requirements of Regulation DD and Regulation Z
· CAN-SPAM overview as it relates to email marketing
· Telephone marketing
· Sample advertisements
People Who Should Attend: Marketing Specialists and Compliance Officers
Presenter:
Jessica Lamoreux, JD
Director of Education
Jessica Lamoreux, JD, works as Director of Education for Compliance Alliance. She first joined Compliance Alliance in 2023 as Associate Counsel. In addition to assisting members through the Compliance Hub Hotline, Jessica has also written a variety of articles, webinars, summaries, and newsletters.
Jessica graduated magna cum laude from Case Western Reserve University School of Law and also holds a Bachelor’s degree in Political Science from Kenyon College. She is licensed to practice in Ohio. She began in consumer financial services as the Compliance Attorney for a mid-size debt collection law firm and later as Associate Counsel for a consumer lender. More recently, Jessica was the Director of Risk & Compliance at an SaaS startup, where she advised on the design of software for managing the placement of defaulted receivables with third party collectors.