Co-presented with Greenspoon Marder LLP, this session covers the compliance topics credit businesses are most likely to face in 2026 and the steps that help teams stay protected while they grow.

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We’ll share what regulators are focusing on and how to tighten up ads, scripts, contracts, and client files.  

Key takeaways:

• Understand what regulators are focused on right now and what that means for your daily operation.

• Apply CROA and TSR rules to fees, disclosures, proof of work, and recordkeeping with fewer gray areas.

• Tighten up state-by-state requirements that impact licensing, contracts, and cancellation windows.

• Keep marketing and sales compliant while still converting by setting clear expectations on timelines and outcomes.

• Build clean consent and documentation habits so client files are ready for review at any time.

• Spot emerging risk areas early, including business credit offers and AI use in marketing and operations.

• Use a simple checklist to review lead flow, call controls, disclosures, contracts, and oversight.

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