WEBINAR

Compliance and Communications:
Balancing Member Engagement with Regulatory Requirements


October 9, 2025 | 1:00 PM EST

Learn how credit unions can modernize member communications with digital-first strategies while maintaining compliance considerations.


Credit unions are embracing digital-first communication to meet members where they are — but how do you balance modernization with responsible practices? There are important considerations beyond legal and compliance obligations that must be considered and incorporated into your strategies, including trust and member expectations.

In this webinar, Amy Brown, Chief Compliance Officer at BECU, and TrueML’s Chief Legal Officer, Kelly Knepper-Stephens, will explore how credit unions can evolve their communication strategies to stay relevant, build stronger member relationships, and maintain confidence by following responsible digital practices

Register for our webinar and walk away with:

  • Digital-First Strategies: Learn how credit unions are shifting to modern communication channels to meet member expectations.
  • Balancing Trust and Innovation: Discover how to enhance engagement while maintaining member confidence and responsible practices.
  • Real-World Success Stories: See examples of how peer credit unions are successfully using digital communications for member outreach.
  • Practical Next Steps: Walk away with actionable ideas to evolve your digital communication strategy.

Kelly Knepper-Stephens

Chief Legal Officer

TrueML

Amy Mertz Brown

SVP, Chief Compliance & Privacy Officer

BECU

About Retain

Retain is a white-labeled digital debt collection software powered by machine learning that helps businesses reduce losses and OpEx costs by optimizing customer communications and improving repayment rates.

TrueML Products is a fintech software company developing machine learning-driven products that enable intelligent, digital communication and prioritize customer experience for consumers seeking financial health.