Agenda

Sep 22, 2026
11:00 am - 12:30 pm EST

Creating a legally compliant advertisement is only one part of an effective compliance program. Financial institutions must also manage advertising risk across websites, social media, email, text messaging, third-party vendors, artificial intelligence, customer reviews, and other evolving marketing channels, all while satisfying increasing regulatory expectations surrounding UDAAP and consumer protection. In Part 2 of this two-part series, this session will focus on the governance, oversight, and compliance management practices necessary to reduce advertising risk before regulators or consumers identify problems.

Topics

KEY WEBINAR TAKEAWAYS:

• Advertising requirements for websites, mobile apps, social media, streaming media, email, and text messaging
• How to evaluate testimonials, accountholder or borrower reviews, and endorsements
• Compliance considerations when using artificial intelligence (AI) to create marketing content
• Effective advertising review, approval, and documentation procedures

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.

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