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Can I Call My Customer? How the D.C. Circuit's TCPA Decision Affects Banks

Aired: Thursday, May 17, 2018

2.00 CRCM

Banks regularly distribute time-critical, non-telemarketing communications , but the FCC's rules interpreting the Telephone Consumer Protection Act (TCPA) make it difficult for them to promptly and efficiently call their customers. The D.C. Circuit Court of Appeals recently struck down two key elements of these rules.

Learn what this means for your institution, compliance tips, and strategies you may need to defend against TCPA litigation.

Discussion Highlights:

  • How to assess whether certain calling devices are an "autodialer" under the court's decision
  • How to draft customer agreements to minimize TCPA liability
  • How the court's decision affects banks' calling practices
  • Strategies for defending against a TCPA lawsuit
  • Prospects for the FCC to reform its interpretations of the TCPA


  • Charles Kennedy, The Kennedy Privacy Law Firm
  • Cynthia N. Jon-Ubabuco, Senior Counsel, eCommerce Technology Information & Global Services (eTIGS), Wells Fargo Law Department
  • Jonathan Thessin, Senior Counsel, Center for Regulatory Compliance, American Bankers Association

 Continuing Education Credits


ABA Professional Certifications has approved this program for 2.0 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 • $235
Non-Member • $365



  • Compliance Officers
  • Compliance Managers
  • Analysts
  • Legal Counsel
  • Chief Operating Officers
  • Senior Bank Management
  • Compliance Personnel
  • CRCMs and CPAs

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