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Description: Advertising and social media are an ever-growing component in the banking industry. This webinar will address regulatory requirements, UDAAP concerns, and industry best practices for marketing your banks products and services. We will talk about marketing triggers, disclosures, and examples in areas of both lending and deposits.
CE Credits: CRCM 1.25, CFMP 1.25
Suggested Audience: Senior Management, Compliance Officer, Marketing staff and Internal Auditors
Presenter: Julia A. Gutierrez, Compliance Officer
Julia A. Gutierrez brings years of financial industry experience to the Compliance Alliance team. She began her career in banking in 2000 while receiving her Bachelor of Business Administration degree in Finance from the University of Alabama. Julia has served as a Risk Management and BSA Officer, assisted in the development of an enterprise wide risk management and compliance program for a de novo institution, assisted in the compliance remediation efforts for an institution referred to the DOJ, and was a Senior Compliance Advisor for a large regulatory compliance consulting firm. In addition to her experience in the financial industry, Julia also serves as a commissioned officer in the United States Army Reserves.
As a Compliance Officer with Compliance Alliance, Julia works in the Education Department where she is a presenter for compliance training, seminars, workshops and conferences nationwide. She also assists with policy and document reviews, research and development of new training material, and product development.