Marketing in 2023: Digital and Social Media Compliance Considerations

Wednesday, February 1, 2023
11:00 am - 12:30 pm Eastern

Social media posts are a great way to communicate with existing customers and gain new ones as well, but what can we post? What disclosures must be provided? How do we respond to a consumer complaint received via social media? In this session, we will answer those questions and more, and provide you with tools to help craft your institution’s social media policy. We will review the compliance considerations for both lending and deposit products. We will also discuss how best to market through Social Media. And we will talk about how to market to "today's" consumer.

What You Will Learn:

• Reviewing technical requirements of TIL and TISA, including examples of the do’s and don’ts
• Assessing the risks and incorporating them into your risk management program
• A detailed review of the compliance regulations to consider when posting
• Best practices for responding to consumer complaints
• Recommended policies for employee use of social media sites
• Tips when utilizing third parties to manage your social media
• Auditing your program for compliance and effectiveness

Who Should Attend? 

This informative session is designed for Marketing Officers, Compliance Officers, and Internal Auditors.

Instructor

Dawn Kincaid

Dawn Kincaid began her banking career while attending The Ohio State University. She has 19 years of experience in client service, operations, information technology, administrative and board relations, marketing, and compliance. Most recently Dawn served as the Senior Vice President of Operations for a central-Ohio-based community bank, where she created and refined policies and procedures, conducted self-audits and risk assessments, and organized the implementation of new products and services. Dawn has served in the roles of Compliance, BSA/AML, CRA, Privacy, and Security Officer. She has led training initiatives, prepared due diligence information, completed a variety of regulatory applications, coordinated internal and external audits, and exams, and presented for numerous state associations.

Attendance verification for CE credits provided upon request.

Webinar Sponsored by OnCourse Learning (Total Training Solutions)

If you are having issues with registering online, please contact CBAO's Education, Training & Special Event Coordinator, Malia Widder, (614) 610-1877.