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Description:
Join us for a webinar on Section 1033 of the Dodd-Frank Act, where we will explore the regulatory landscape surrounding personal financial data rights. This session will cover a summary of the rule including what a data provider is, what covered consumer financial products and services are, and the requirements of making covered data available including access rights. Additionally, we will cover third party obligations and the effective and compliance dates of the final rule.
Key Takeaways: General understanding of the scope of the rule, effective and compliance dates, and a summary of the various components of the rule including coverage of data providers, covered consumer financial products and services, and data access requirements.
People Who Should Attend:
Compliance Officers and personnel, Operations personnel, Accounting personnel, and IT Staff.
Presenter:
Matthew Jones
Compliance Advisor
Matt Jones serves as Compliance Advisor on the Compliance Hub team. He brings 20 years of banking experience, most recently serving as Senior Vice President, Deposit Compliance Officer and Information Security Officer for a community bank. During this time, he managed compliance activities, as well as served as a strategic leader for business continuity and disaster recovery planning, information security officer, and vendor management team lead. Throughout his career, he has managed the SAR committee, internal audits, and the consumer complaint program working to enhance regulatory compliance and customer satisfaction.
Like many of C/A’s advisors, Matt has seen many aspects of banking, starting as a Teller and then Personal Banker before moving into Opera