While this level setting discussion covers key regulatory bodies, advertising ... challenges that the world of online ad
Currin Insurance Compliance Symposium – May 11-12, 2017 – Cincinnati, OH Tentative Agenda (subject to change)
THU - May 11, 2017 Session Title
Description
1:00p – 2:10p
Check-in & Welcome
Check-in and join us for some light refreshments as we get to know one another. We’ll do some ice breakers and group brainstorming to create specific learning goals for this event and get you hungry for the main event!
2:15p – 3:15p
Life & Annuity Advertising Fundamentals BREAK Online Advertising: Let’s Get Social
While this level setting discussion covers key regulatory bodies, advertising regulations, and standards, it’s not your average sit-back-and-zone-out experience. Inspired by America’s Gameshow Wheel of Fortune, teams will compete to solve puzzles as we establish a baseline of information that builds throughout the event.
3:15p – 3:30p 3:30p – 5:30p
5:30p – 5:45p 5:45p – ?
BREAK 1-on-1 Meetings
FRI - May 12, 2017
Session Title
7:30a – 8:30a 8:30a – 10:30a
BREAKFAST Hands-on Ad Review: Websites & Online Ads BREAK DOL Rule and Online Advertising Retaining Control in a Personalized World LUNCH Hands-on Ad Review - Social Media & Social Networks
10:30p – 10:45p 10:45a – 11: 45a
12:00p – 1:00p 1:00p – 3:15p
3:15p – 3:30p
As an advertising compliance professional, you probably know all too well how hard it can be to get the right language and disclosures added to copy. Well, what if the entire ad is limited to 140 characters? How do you review a hashtag? Wouldn’t it be so much easier if you could just Google the answer? In this session, we’ll discuss the unique compliance challenges that the world of online advertising, social media, and social networking presents. Learn how to evaluate ads distributed on a virtual channel and best practices for online content. Chances are you’ll have work to do while attending our conference – let us help you stay on top of things! Schedule a 15 minute 1-on-1 meeting with one of our compliance heroes and we can help you with your specific online and social media questions. You can send in materials to us in advance!! When possible, this is recommended to best utilize your 1-on-1 time. Please email your question(s) and materials to
[email protected].
Description It’s time to apply what you learned the day before. We’ll break into small groups to review a variety of online ads in-depth: websites, landing pages, and email campaigns for compliance, documentation, and filing requirements. After each review, we’ll come together to discuss the issues found, proposed changes, and why. Targeted and personalized messaging is a huge part of online advertising. For qualified funds, this can pose some unique advertising challenges, as making a personalized recommendation can be the key trigger for when a sale must meet the DOL Fiduciary Rule requirements. We’ll talk through a process to review ads through a DOL Fiduciary Rule lens so your company and agents remain in control of when the content triggers any additional requirements. Likes, tweets, and hashtags – oh my! Once again we’ll break into small groups to work through a variety of advertisements for social media and social networking platforms. After each review, we’ll regroup to discuss the ads, the issues found, the decisions made, and why.
Closing
© 2017 Currin Compliance Services, Inc.
2017 CICS-Q2
