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Marketing Compliance

March 17th, 2010 9:00 AM – 4:00 PM

Consider the most prevalent compliance issues facing marketers today including privacy and online compliance Audit your marketing campaigns to avoid compliance problems.



  • Advertising and the NCUA official sign for federally insured credit unions.
  • Fair Housing Act
  • Truth in Savings
  • Truth in Lending
  • Special rules for advertising sweepstakes and prizes
  • Website advertising
  • Promoting “free” products

You will learn:

  • How to create an efficient advertising review policy
  • What constitutes an advertisement
  • The top 5 advertising compliance risks
  • The basics of advertising disclosures
  • How to create a bulletproof advertising checklist


Mary-Lou Heighes has been involved in the credit union movement since 1989.  She has been involved in all areas of credit union operations:  general operations, marketing, collections, lending, and compliance.  She is a CUNA certified Credit Union Compliance Expert (CUCE) and is president of Compliance Plus, Inc., which provides strategic planning, training, compliance, and consulting services to credit unions.  She was the senior research and information consultant for the California/Nevada Credit Union League for seven years, and since founding her company in 2000, has provided training for credit unions and leagues around the country.  Prior to her tenure at the league, she spent five years in the credit union trenches.  

Who should attend?

Marketing and compliance professionals and other credit union professionals with responsibility for marketing.


Andrews FCU
5711 Allentown Road
MS 900
Suitland, MD 20746

Event Info


March 17th, 2010 9:00 AM – 4:00 PM


Andrews FCU
5711 Allentown Road
MS 900
Suitland, MD 20746


Phone: 443-325-0766

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