On July 14, 2008 the Federal Reserve Board published final revisions to Regulation Z, which, for the most part, take effect on October 1, 2009. This program focuses on the new rules for open-end credit, including home equity lines of credit.
Workshop Resources: This program covers all of the new Regulation Z advertising rules that impact open-end credit and places the changes in context of the existing Regulation Z advertising requirements. Program participants receive a detailed manual, accompanied by a 48 minute video webcast.
In that capacity he developed loan and deposit form systems and software. He also developed and presented training programs to bankers in 43 states. He developed and delivered compliance training for the FDIC and OTS for ten years. He is a Certified Regulatory Compliance Manager and a member of the National Speakers Association.
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Upon completion of the program participants will understand new rules for open-end credit, including home equity plans, including:
Upon completion of the program participants will understand new rules for open-end credit, including home equity plans, including:
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Rules for promotional rates and payments;
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Tax implications disclosure;
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Clear and conspicuous requirements including:
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Various media - Internet, television, radio, or other;
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Prominence and proximity rules
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Requirements for a reasonably current index and margin.
Workshop Resources: This program covers all of the new Regulation Z advertising rules that impact open-end credit and places the changes in context of the existing Regulation Z advertising requirements. Program participants receive a detailed manual, accompanied by a 48 minute video webcast.
Expected Audience: The program is designed for marketing officers, compliance officers and others involved in marketing/advertising loan products.
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Speaker: Jack Holzknecht, is a principal with Pegasus Educational Services, LLC, a training firm headquartered in Louisville, Kentucky. He is an experienced consultant who has provided training to thousands of bankers and examiners for twenty-eight years. He has the ability to identify the key compliance issues from each regulation. Jack's career began in 1976 as a federal bank examiner. He later headed the form and software and education divisions of a regional consulting company. |
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