Advertising Compliance: Web, Text, Print, TV & Radio

Date:

Sep 10, 2025

Register

What you don’t say can be a compliance violation!

What you do say can be a compliance violation! Confusing? Absolutely! The regulations for advertising deposit and loan products are as varied as the promotions themselves. This session will address the dos and don’ts and how to avoid those costly compliance violations. Make a splash with your advertising, confident that it checks all the boxes.

Agenda

September 10, 2025
11:00am - 12:30pm EST

Whether it is electronic advertisements, print media, radio, TV, lobby posters, or brochures, multiple regulations and data privacy concerns impact the advertisements your institution uses and how you use them. You must be knowledgeable to avoid a compliance violation. This webinar will cover numerous rules and regulations that restrict advertising content and mandate specific disclosures and advertising methods. In addition, it will address the general form and content for all advertising to ensure your advertising isn’t deemed unfair or discriminatory.

Topics

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Explain the restrictions when advertising online, including social media
  • Understand what constitutes a “trigger” term under Reg Z which requires additional disclosures when advertising loans
  • Determine when express consumer consent is required for certain advertising practices
  • Explain what are deemed to be unfair, deceptive, or abusive advertising practices
  • Create compliant advertisements
Speaker(s)

Shelli Clarkston
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.

Additional Information

WHO SHOULD ATTEND?

This informative session is designed for marketing and advertising personnel, compliance officers, legal officers, auditors, and managers.

 

TAKE-AWAY TOOLKIT

  • Sample consumer consent to receive electronic disclosures
  • Advertising compliance checklist
  • Employee training log 
  • Interactive quiz
  • PDF of slides and speaker’s contact info for follow-up questions
  • Attendance certificate provided to self-report CE credits

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.

Fees

Live Webinar - $255

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

On-Demand Webinar - $255

  • 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 - $375

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

Katie Yates
Education Coordinator
o: 317-387-9380
d: 317-333-7162
kyates@indiana.bank