Agenda

Sep 8, 2026
11:00 am - 12:30 pm EST

Every advertisement issued by a financial institution has the potential to create legal and regulatory risk. Whether promoting a checking account, certificate of deposit, auto loan, HELOC, credit card, or mortgage product, financial institutions must navigate numerous federal laws governing advertising content and required disclosures. In Part 1 of this two-part series, this session will provide a comprehensive review of the laws governing financial institution advertising and explain how those requirements apply to specific products and promotional campaigns. Participants will gain practical guidance for creating advertisements that are accurate, compliant, and examination-ready.

Topics

KEY WEBINAR TAKEAWAYS:

• Federal laws governing financial institution advertising
• Truth in Lending (Regulation Z) advertising requirements for consumer credit products
• Trigger terms that require additional disclosures and how to properly advertise APYs, interest rates, bonuses, introductory offers, and promotional incentives
• How to avoid deceptive advertising claims

Speaker(s)

Shelli Clarkston, JD, LLM
Spencer Fane LLP

Shelli Clarkston is an attorney with Spencer Fane LLP where she provides financial institutions with proactive legal counsel on regulatory and compliance matters. She received her law degrees from the University of Missouri – Kansas City and her undergraduate degree from the University of Nebraska – Lincoln. In addition, she has a master’s degree from Doane University.

Before joining Spencer Fane, Shelli was the Risk and Compliance Officer for a financial services technology platform with one of the world’s largest technology companies. She oversaw the platform’s regulatory compliance and handled all risk-related matters. She also has experience as general counsel for a community bank, where she managed all legal, regulatory, compliance, and corporate matters.

Fees

Live Webinar - $279

• Unlimited connections for your institution
• Available on desktop, mobile & tablet
• Take-away toolkit
• Presenter’s contact info for questions

On-Demand Webinar - $279

• Unlimited & shareable access starting two business days after live stream
• Available on desktop, mobile & tablet devices 24/7
• Take-away toolkit
• Ability to download webinar video
• Presenter's contact info for questions

Live + On-Demand - $379

Get the best of both and save when you Bundle the Live & On-Demand Webinar registration! This option includes all the items listed above.

**100% surcharge applied to non-members.

Association Contact