Release date: April 2, 2019
Duration: 70 minutes
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.
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.