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2025 Marketing & Advertising Compliance Series
October 15, 2025 - November 04, 2025
Program Overview
This is a three-part webinar series that covers the comprehensive landscape of marketing and advertising compliance requirements. In these webinars, we’ll provide many examples of how the rules apply as well as recommendations on how to deal with all the requirements. We’ll cover not only the UDAP/UDAAP aspects of advertising but also the many technical requirements of the deposits and loan regulations that deal with marketing and advertising. As well, we’ll cover the many marketing program-specific rules that cover campaigns; for instance, what are the rules when you send emails? Use the phone? We’ll also talk about using data and customer information in marketing, such as privacy rules and regulations.
Finally, we’ll also delve into the technical aspects of marketing and advertising: using artificial intelligence, algorithms, and auto-decisioning. We’ll also discuss various media, including social media and digital channels.
As the compliance environment becomes more complex, your marketing department must stay on top of all the rules and regulations. These sessions will help.
Dates & Times
October 15, October 22, and November 4
Zoom Login 9:50AM | Webinar Start 10:00AM | Webinar Concludes 12:00PM
Session Information
COMING SOON!
Who Should Attend?
Marketing Managers, Auditors, Compliance Managers / Officers
Continuing Education
6 CE Credits
Questions? Check out our FAQs or contact registrations@massbankers.org
Agenda
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October 22 Session Registration
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$590.00 | |
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October 15 Session Registration
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$590.00 | |
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November 4 Session Registration
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$590.00 |
Speakers
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Carl Pry
<p>Carl Pry, a Senior Advisor at Asurity Advisors, is a seasoned executive with banking law, corporate finance, and regulatory compliance experience in Fortune 500 institutions, regional banks and industry consulting firms. Carl advises clients on consumer and commercial compliance, fair lending, operations, risk, corporate treasury, and risk management.</p><p>Over the last thirty years, Carl has held senior leadership positions including Managing Director and Senior Advisor at a boutique regulatory compliance consulting firm, Senior Vice President and Compliance Manager for the Compliance and Control Division at KeyBank, Manager of Finance and Performance Management Service Line at Accenture, and Vice President of Regulatory Services at Kirchman Corporation. With strong knowledge and experience as a banking attorney and officer, Carl is a frequent contributor to and currently serves as the Co-Chair of the Editorial Advisory Board for the ABA Bank Compliance magazine. As a featured speaker for numerous banking, compliance, and state bar associations, he has led hundreds of training sessions across the country. Carl has served as an instructor at FDIC examiner school and back-up instructor for NCUA examiner school. He has authored training programs covering consumer and commercial compliance, Compliance Management Systems, audit, quality control, tax, privacy and risk management. He also serves as a frequent expert witness in litigation matters.</p><p>Carl is a regular columnist for the ABA Bank Compliance magazine. He has authored scores of articles on financial issues and developed testing and support materials for both the ABA’s Certified Regulatory Compliance Manager (CRCM) and BAI’s Anti-Money Laundering Professional (AMLP) certifications, and served as subject matter expert for web-based compliance and audit educational testing programs for banking training firms. He is the author of “Internet Banking Manual”, a comprehensive guide to business planning, risk analysis and maintaining a presence for financial institutions on the Internet. For LexisNexis, he also authored “The New RESPA Rule: Navigating New Disclosures” and “The Evolution of Reg. Z: Increased Duties and Responsibilities for Lenders,” among other publications.</p><p>Carl holds a JD and an MBA from the University of Toledo and a BSBA from Bowling Green State University. He is also a Certified Regulatory Compliance Manager (CRCM) and Certified Risk Professional (CRP).</p>
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Asurity Advisors | - |