2020 Compliance Officer Retreat - By Invitation Only: Agenda

Thursday, February 27 (8am) - Friday, February 28, 2020 (1:30pm US/Pacific)
Fairmont Scottsdale Princess
7575 East Princess Drive
Scottsdale, AZ 85255-5802

All events take place in room Moor 3

Thursday February 27, 2020

8:30-9:30 Breakfast

9:30-10:00 Welcome and Introductions

10:00- 12:00 Income Representations Discussion

Typicality – How can this be conveyed without having a chilling effect on dynamic marketing?
Income Disclosure Statements: How to structure; how and when to convey; use by the salesforce in social media posts and other properties
How to account for expenses when the salesforce is making income representations
Leveraging technology to train, monitor and enforce standards
How can compliance departments work synergistically with legal, marketing and other aspects of a company?

12-12:15 Break

12:15-1:30 Lunch and Open Discussion to include FTC Enforcement Updates

1:30-2:00 Challenges with Former Distributors: best practices to remove claims from online platforms where the poster is not a current distributor

2:00-3:00 Products Claims Discussion

3:00-3:15 Break

3:15-4:00 How DSA and member companies collaboratively work together to create content that will compliment and strengthen the work of compliance officers

6:00 PM Networking Dinner

Friday February 28, 2019

8:30-9:30 Breakfast

9:30-11:00 DSSRC Update

We will be joined by the DSSRC’s Peter Marinello and he will provide a report on the previous year of DSSRC cases and what can be gleaned from his team’s observations.

11:00-12:00 Best practices for Third-Party and Unauthorized Sales Issues

12:00-1:00 Lunch

1:00 Adjournment