Mon.Jan 11, 2021

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A Pandemic Shift in Finances: Simplifying and Saving

Nerd Wallet

I’m not going to spend money like that anymore,” my millennial daughter told me recently, talking about past shopping sprees on handbags, jewelry, and yes, lattes. There is talk of moving out of the city, simplifying life and saving more money. Financial security is fun. Bundrick, CFP writes for NerdWallet. Email: hal@nerdwallet.com.

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Smart Money Podcast: COVID Scams and Small Goals

Nerd Wallet

Then we pivot to talking about small money goals and changes. This week’s episode starts with a discussion of COVID-related scams, how to avoid them and what to do if you’re victimized —including freezing your credit if you’ve revealed personal financial information. Liz Weston writes for NerdWallet. Email: lweston@nerdwallet.com.

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Marriott Rolls Out New Changes for 2021

Nerd Wallet

Here’s what you need to know about the changes. Marriott has announced several new incentives for Bonvoy members this year and the new initiatives will help members maintain elite status, save on award stays, reach top-tier status and earn elite nights faster in early 2021. Bonus Elite Night Credits Elite Night Credits for 2020 status.

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7th Circuit Challenges Whether Plaintiffs Had Standing in Recent District Court Cases

Troutman Sanders

The Seventh Circuit held that for a concrete injury to result from the dunning letter’s exclusion of a statement about accruing interest, the exclusion must have detrimentally affected the Spuhlers handling of their debts.

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Exploring the Overlap: Cost Optimization and Digital Transformation

Speaker: Alex Jiménez, Managing Principal, Financial Service Consulting for EPAM

Alex Jiménez is here to share his expertise, and will teach you more about: The differences between incremental change and digital transformation Why digital transformation is key to sustained cost optimization Key areas where digital transformation and cost optimization overlap Don't miss this exclusive session!

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Home Security Company Will Pay $600,000 Civil Penalty in FCRA Settlement for Failing to Provide Risk-Based Pricing Notice

Troutman Sanders

The required notice must include information about the customer’s consumer report, the identity of the provider of the report, and the customer’s rights under federal law to obtain a copy of the report and to dispute its accuracy, among other things.

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Facing A More Certain Future – A blog by Sue Chapple FCICM

CICM

For those less familiar with the intricate nature of the plot, it’s about a man caught in a time loop forcing him to relive a particular day repeatedly. I noted that over Christmas and the New Year they repeated (no pun intended) one of the seminal films of its generation, Groundhog Day.

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From Complexity to Clarity: Strategies for Effective Compliance and Security Measures

Speaker: Erika R. Bales, Esq.

When we talk about “compliance and security," most companies want to ensure that steps are being taken to protect what they value most – people, data, real or personal property, intellectual property, digital assets, or any other number of other things - and it’s more important than ever that safeguards are in place.

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Everything You Need to Know About Crypto

Speaker: Ryan McInerny, CAMS, FRM, MSBA - Principal, Product Strategy

Cryptocurrency and non-fungible tokens (NFTs) - what are they and why should you care? With 20% of Americans owning cryptocurrencies, speaking "fluent crypto" in the financial sector ensures you are prepared to discuss growth and risk management strategies when the topic arises.

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How to Attract Multiple Generations to Open New Accounts and Apply for Loans

Download and start exploring more about how to attract multiple generations today! What makes the group different in how they receive information? What types of digital technology should you employ to meet the needs of each generation?