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

Regular price $258.48 (tax included)

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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

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

PLEASE NOTE: 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.

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.

Originally recorded on March 6, 2019.

Recorded webinar is available until September 30, 2019.

Free Digital Copy included with purchase to download and view beyond link expiration date.

Price includes sales tax.