CU Compliance Mastermind Group- TISA Compliance: Why Can They Advertise “CDs” and I Can’t?


January 19, 2023


01:00 PM - 02:00 PM




Who loves the marketing regulations for deposit accounts?

Since the answer is EVERYONE, we can all have a party and talk about them!

As a recovering bank compliance geek, I believe in collaboration and growing the bonds between credit unions, particularly small to mid-sized ones. It is vital we see each other not as competition, but as a resource. This notion has led to this initiative – collaborate through forums, sessions, roundtables – whatever they are called. In this case a mastermind group.

This kickoff meeting is the first of many. It is steered towards marketing professionals. We will go over some basic deposit ad compliance and will try to make that as painless as possible.

This is an interactive event in which you can comment, ask questions and try to stump the compliance geek. While there will be a focus on credit union compliance, all are welcome

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