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Advertising Compliance: Market with Confidence

For as low as $37.25*, credit union representatives can attend the one-day session Advertising Compliance in Kansas City and St. Louis. Most credit unions have a website, offer special promotions and interact with members using social media. But what are the risks associated with these activities? Never doubt yourself again. This workshop is perfect for marketers, managers and anyone else who's involved with communication. 

The agenda includes:

  • Issues in advertising, risk and risk avoidance
  • Common website mistakes
  • Ownership: trademarks and copyrights
  • Marketing policies and procedures
  • Rules according to NCUSIF, TISA, TILA and Reg. B
  • Caveats and disclaimers: why and how we use them
  • Regulators: FTC, CFPB, NCUA and state agencies

Meet the Instructor
Todd Sherpy, Esq.
Todd Sherpy is a founding partner in the South Carolina law firm Sherpy & Jones, P.A. He is dedicated to serving all legal needs of credit unions and has attained a national reputation for his legal-auditing and compliance work. Sherpy is the author of CUNA’s RegTrac Compliance Modules on Consumer, Real Estate Lending, and Member Business Lending; White Paper on Privacy; Guide to Compliance with Revised Article Nine; CSG’s Volunteers Achievement Program on Directors’ Liability, and many other credit union resources. He is also the editor of the periodical “Credit Union Legal News©.”

*MCUA tiered pricing includes the following asset-sized discounts:

Asset Size Discount Price
< $10M 75% $37.25
$10 - <$20M 50% $74.50
$20-$30M 25% $111.75

Questions: Call 888.800.6287 or 314.542.1331 or send us an e-mail at

Conference Locations

September 18
MCUA Office
6220 Blue Ridge Cut-Off Ste. 300
Kansas City, MO 64133

September 19
MCUA Office
2055 Craigshire Rd.
St. Louis, MO 63146

8:30 a.m.  Registration and breakfast
9 a.m.   Session begins
Noon   Lunch - provided
4 p.m.  Session ends

Click here to register for Kansas City Advertising Compliance.

Click here to register for St. Louis Advertising Compliance.