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Social Media Advertising, Security, Privacy and Compliance

September 25, 2023
All day
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Event Details

Credit unions use social media in a variety of ways, including marketing, providing incentives, facilitating applications for new accounts, inviting feedback from the public, and engaging with existing and potential members. Using social media is a convenient (and inexpensive) way to advertise products and communicate with members but it is not without risks. Credit unions need to understand the rules that apply to advertising also apply to advertising on social media. Additionally, there can be privacy, membership information security, and physical security risks involved in using social media. This session will discuss these issues and provide some best practices credit unions can incorporate to help reduce the various risks involved when using social media.

Topics to be addressed in this webinar include:

  • Review of advertising compliance requirements
  • Privacy and security risks involved in credit union use of social media
  • Privacy and security risks involved in staff use of social media
  • Best practices when using social media

Who should attend:

  • Compliance staff
  • Marketing staff
  • CU Management



Kristen Tatlock, Senior Compliance Manager 

Kristen Tatlock is a nationally-known speaker and compliance consultant with over 28 years of experience in the credit union compliance arena. Kristen assists credit unions with issues ranging from advertising rules to bylaws, from Social Media compliance matters to Regulation Z, and just about every regulation and compliance concern in between. 

 Kristen has earned Compliance and Bank Secrecy Act certifications from the two national credit union trade associations. She regularly presents compliance training programs for CUNA, NAFCU, and many state Leagues around the country.  She has also edited and revised numerous compliance training courses and modules for CUNA CPD and has authored several articles for various CUNA publications. 

Aux is a CUSO (Credit Union Service Organization) located in Lakewood, Colorado, near Denver. Our company has been around since 1992, originally founded to assist credit unions with shared branching and service centers. Although we have evolved over the past two decades into something much more complex and diverse, one thing remains the same: our core reason for existence. We are here to help the people “who help the people,” as the old credit union saying goes – to help credit unions help their members.


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