Telephone Consumer Protection Act Compliance


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Registration Investment:
FREE for Power Learner Passport
$200 for Affiliates Non-PLP
Non-Affiliated Contact Leslie Poole

Program Description

Every credit union that uses a telephone or text messages to contact members should be familiar with the TCPA and its prohibitions, exceptions, and required disclosures.  When can you contact a member on his/her cell phone?  Is it OK to text fraud alerts?  Under what circumstances?  Can you send marketing messages?  Is the credit union’s phone system a “automatic telephone dialing system?”  In this program, Mr. Loritz will cover all of this, plus hot topics and emerging issues.

Program Length: 70 Minutes

Who Should Attend

  • Compliance
  • Operations
  • Marketing
  • Business Development
  • Collections

Meet The Presenter:

As Managing Partner of Okun Loritz LLP, attorney Dan Loritz assists the firm’s clients with bond/insurance claims, business and consumer deposit and lending documentation, contract review and negotiation, regulatory compliance, employment law and personnel issues, and privacy matters.

Dan is a frequent speaker at credit union industry events concerning legal and compliance topics and is the author of numerous publications. Prior to practicing law, Dan worked as a personal banking officer at a major California bank. He is a member of the State Bar of California and the Financial Institutions Committee of the State Bar of California.


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