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Marketing & Compliance: Better together. Seriously!

Aired: Wednesday, April 4, 2018

1.25 CFMP, 1.25 CRCM

Is there a disconnect between your compliance officer and marketing department? The increase in regulations, the rapidly changing landscape of "what is advertising" and a definite shift from traditional media can cause compliance and marketing to feel they are not on the same page. However, a strong partnership between the two areas can actually increase and create more loyal and satisfied clients.

Discussion Highlights:

  • How to create a seamless review process and increase efficiency by defining responsibilities
  • Why fostering a compliant culture is important and who should have a seat at the table
  • Industry practices for avoiding missteps, and the one thing that will help eliminate errors
  • You are a consumer too! How to view advertising from the other side of the table
  • Real life examples on finding common ground and ways to say "yes"


  • Charles LeFevre, CRCM, Senior Vice President, Chief Compliance Officer, Fidelity Bank
  • Tammy Gennusa O'Shea, Senior Vice President, Chief Marketing Officer, Fidelity Bank

 Continuing Education Credits


ABA Professional Certifications has approved this program for 1.25 CFMP and 1.25 CRCM continuing education credits for the live program and the recording.

CPE logoRecordings are not eligible for CPE credits. 

American Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

​Questions? Please contact Linda Shepard / Cari Hearn for more information.

 Pricing & Purchasing


Streaming Online Recording
Now Available

ABA Member • $210
Non-Member • $310



  • Marketing Managers
  • Marketing Directors
  • Marketing Research Analysts
  • Data Managers
  • Directors of Strategic Planning
  • Compliance Officers and Managers
  • Legal Counsel
  • CRCMs and CFMPs

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