The Marketing Compliance Playbook from Industry Experts

The Marketing Compliance Playbook from Industry Experts

Industry experts share their playbooks on building a marketing compliance program, from a simple two-step approach to UDAAP to fair lending compliance, and everything in between.

2022 Playbook Header Background Image
2022 Playbook Header Background Image


Over the years, we’ve had the chance to connect with and learn from many industry experts at COMPLY, industry conferences and events, and virtual roundtables and webinars.

We’ve heard from leading regulatory, marketing, compliance, and risk veterans on how they tackled specific challenges at their organization and compiled their insights and advice into one comprehensive playbook your company can easily adopt into its compliance program.


This playbook shares insights on...

  • Building a Marketing Compliance Program in 90 Days or Less
  • 5 Key Components of a Robust Compliance Program
  • Leveraging Consumer Complaints for a Stronger Compliance Program
  • Effectively Managing Third-Party Partners and Compliance
  • Allowing for Creativity on Social While Still Ensuring Compliance
  • The Simple 2-Step Process for Compliance
  • Preparing for BNPL Regulation: Steps You Can Take Now to Protect Consumers
  • Taking a Proactive Approach to Fair Lending Compliance
  • When to Invest in a Marketing Compliance Software

Featured Industry Experts

John Henson_BW

John Henson

Jordan Smith_BW

Jordan Smith
Even Financial

Rich Cordray_BW

Richard Cordray
Former CFPB Director


Rhonda McGill

LaSalle Vaughn_BW

LaSalle Vaughn

Eammon Moran

Eamonn Moran
Morgan, Lewis & Bockius LLP