Compliance Checkup to Protect Your Marketing, Sales, and Customer Journey
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.
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.
More Events are Coming!
CreditCon 2026
Join IDIQ and CreditBuilderIQ at CreditCon 2026! Discover how IDIQ and CreditBuilderIQ are helping businesses grow with smarter credit solutions. Stop by to explore new alternative tradelines, see how our platform drives engagement and retention, and learn how you can deliver more value to your customers while increasing revenue.
As part of this year’s CreditCon speaker lineup, the IDIQ team will be sharing practical, proven strategies you can implement right away to attract more clients, strengthen relationships, and improve results. Whether you are looking to scale your business or enhance your current offerings, our sessions are designed to give you actionable insights you can put to work immediately.
Session 1: Turn Lenders and Realtors into a Referral Engine
- Presented by: Tiffany Cross, VP of Sales at IDIQ
- Tuesday, May 5th at 1:00pm PT
Session 2: Behind the Screens: Credit Monitoring & Data Privacy
- Presented by: Rick Eggleton, Head of SMB Sales and Account Management at IDIQ
- Wednesday, May 6th at 1:00pm PT
Session 3: The Credit Pro Marketing System
- Presented by: Sarah Williams and Madison Ervin, B2B Marketing at IDIQ
- Wednesday, May 6th at 2pm PT
If you haven’t registered yet and want to attend, you can use IDIQ100 for a discount.
