Accelerate compliant revenue growth with sales operations, and regulatory strategy.
In an era of hyper-personalized outreach and automated sales cadences, the line between effective communication and legal liability is thinner than ever. For professionals in regulated B2B spaces, Understanding CAN-SPAM and How to Stay Compliant is more than a legal briefing it is a strategic necessity. This course provides a deep dive into the Federal Trade Commission's (FTC) requirements, moving beyond the basics to explore how Sales Operations and marketing leaders can build bulletproof processes that protect their brand while maximizing outreach effectiveness.
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Why Lorman?
Over 39 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Decoding the Can-Spam Act: Essential Definitions
- Identifying Commercial vs. Transactional vs. Relationship Messaging
- Defining Primary Purpose and Why It Matters for Multi-Purpose Emails
The Seven Pillars of Compliance
- Deceptive Headers and Subject Lines: The Transparency Requirement
- Physical Address Disclosures: Why and Where to Include Them
- Opt-out Mechanics: Requirements for the 'Clear and Conspicuous' Unsubscribe Link
Operations and Execution
- Managing Opt-out Requests Within Your CRM
- The 10-Business-Day Rule: Workflow Automation for Compliance
- Third-Party Marketing: Monitoring Agencies and Contractors Acting on Your Behalf
Enforcement and Risk Mitigation
- The Cost of Non-Compliance: Understanding Civil Penalties
- Building a Culture of Compliance by Design
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Why Lorman?
Over 39 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on June 2, 2026.
Call 1-866-352-9540 for further credit information.
- AR CLE 1.0
- This course has been approved for 1.0 hour(s) of CLE by the Arkansas CLE Board.
- Arizona CLE 1.0
- The Arizona State Bar does not pre-approve or pre-certify MCLE programs. However, records of this program and attendance will be maintained by Lorman Education Services/Noggin Guru for auditing purposes. This activity may qualify for up to 1.0 hour(s) toward your annual CLE requirement for the State Bar of Arizona.
- CA MCLE 1.0
- Lorman Education Services/Noggin Guru is a State Bar of California approved MCLE sponsor and this course qualifies for 1.0 CLE hour(s) of participatory credit.
- CT CLE 1.0
- Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. This course has been approved for CLE credit in jurisdictions aside from CT and therefore it automatically meets the content and delivery requirements in Connecticut. Credit is based on a 60 minute credit hour and shall be awarded as follows: 1.0 CLE credit(s).
- GA CLE 1.0
- This program has been approved by the Georgia Commission on Continuing Lawyer Competency for 1.0 CLE hour(s).
- HI CLE 1.0
- This program was approved by the Hawaii State Board of Continuing Legal Education for 1.0 CLE credit hour(s).
- MO CLE 1.3
- This course qualifies for self-study CLE credit in Missouri.
- NH MCLE 1.0
- NH MCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. Lorman Education Services/Noggin Guru believes this Ondemand course meets the requirement of NH Supreme Court Rule 53 and may qualify for CLE credit(s). Program Length: 64 Minutes.
- NJ CLE 1.2
- This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.2 hour(s) of total CLE credit.
- PA CLE 1.0
- This Distance Learning program has been approved by the Pennsylvania Continuing Legal Education Board for 1.0 hour(s) of substantive law, practice and procedure CLE credit.
- VT CLE 1.0
- This self-study program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.0 hour(s) of CLE credit. Please note: Attorneys may only claim 12 credits per compliance period in this format. This course is considered "Non-Moderated Programming without Interactivity".
- WI CLE 1.0
- This program qualifies for 1.0 hour(s) of ondemand CLE through the WI Board of Bar Examiners.
- WV MCLE 1.3
- This program has been approved by the West Virginia State Bar MCLE Commission for 1.3 MCLE hour(s).
To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
MP3 Download
- Arizona CLE 1.0
- CA MCLE 1.0
- CT CLE 1.0
- HI CLE 1.0
- VT CLE 1.0
- WV MCLE 1.3
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Credit
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Why Lorman?
Over 39 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Shannon J. Gregg, PhD,MBA
Cloud Adoption Solutions
Dr. Shannon J. Gregg
- President, Cloud Adoption Solutions
- Leads a woman-owned Salesforce partner specializing in regulated industries, helping firms navigate the intersection of technology, sales process, and regulatory compliance
- Doctorate in Community Engagement: Authored a dissertation on how Change Management and Adult Learner User Adoption theories impact CRM usage, providing a unique behavioral lens to legal and technical compliance.
- Recognized expert who has stood up multiple Sales Operations teams in VC/PE-backed environments, specializing in streamlining global sales processes and pricing methodologies
- Published Author & Educator: Co-author of Sales Ops Design Shop: How to Grow Revenue without Adding Headcount and a part-time instructor of Professional Selling at Point Park University
- Recognized as a Top 10 Most Influential Woman in Technology and host of the Life Sciences Sales Lab podcast, focusing on the unique challenges of selling in highly regulated markets
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More Program Information
Why Lorman?
Over 39 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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