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PROGRAM DESCRIPTION

Spelling Out the Regulatory Alphabet:
Regulation DD (NCUA 707): Truth in Savings Act

In the ever changing regulatory environment we can’t overlook the basics. Truth in Savings is receiving attention once again from examiners due to mergers and acquisitions as well as product changes to maintain a competitive edge and better serve your members.  Please join Tonia Taylor, Compliance Manager from PolicyWorks, LLC to discuss Truth in Savings requirements for disclosures, account opening process, overdraft coverage and advertising.

Topics to be addressed in this webinar include:

  • New account opening disclosure content and timing
  • Periodic statement requirements and advertising
  • Overdraft plan disclosures and advertising pitfalls
  • Advertising do’s and don’ts
  • Electronic disclosures and online account opening

Who should attend?

  • Managers and supervisors in these departments:
  • Member Service
  • Operations
  • Marketing
  • Business Development
  • Compliance
  • Training & Staff Development

Meet the presenter:
As Senior Compliance Officer, Chris Collver is responsible for assisting credit unions with their compliance needs. He is a resource for communicating new compliance-related requirements, responding to compliance questions, and writing and reviewing policies. Chris provides a comprehensive resource of federal credit union regulations and offers training and education services to credit union professionals.

Chris has more than 14 years of compliance experience and has been working in the credit union movement for more than 30 years. Chris previously worked as Manager of Research & Compliance as well as Senior Regulatory and Legislative Analyst for the California and Nevada Credit Union Leagues. Chris brings extensive knowledge of laws and regulations affecting credit unions' compliance and operations. Chris most recently held the position of Vice President of Compliance and ERM at a large credit union in California where he was responsible for developing, implementing and maintaining the credit union's compliance program, encompassing BSA/AML, consumer protection laws and regulations, vendor management and fraud investigation.

 
Registration Investment: $195 for League Members
You must be a member of your state league to attend this presentation.
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Webinar to participate in: eTrain: Regulation DD: Truth in Savings Act (TISA)
 
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