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The More That Things Change, The More That UDAAP Continues to Be an Issue

July 23, 2018 @ 2:00 pm - 3:00 pm EDT


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Every bank and credit union is trying to differentiate itself.  Every institution wants products and services that compete.  Every executive wants to make a profit but is faced with interest margin squeeze.  Every banker is seeking new fee sources or ways to increase existing fees; however, regulators, at congressional urging, have curtailed some fees.  And the new measurement for the bank services and products is UDAAP.

This Lending Webinar will discuss what to consider when developing new products or services, increasing fees, or merely evaluating existing products or services in the UDAAP world.  We will include real life examples from regulatory actions and play a “UDAAP/not UDAAP” quiz during the session.


$249 for Webinar and Playback*
*Playback has no expiration and may be shared internally

Dates of Event

Monday, July 23, 2018

  • 2:00 – 3:00 pm (Eastern Time)
  • 1:00 – 2:00 pm (Central Time)
  • 12:00 – 1:00 pm (Mountain Time)
  • 11:00 – 12:00 pm (Pacific Time)


  • 1.2 AAP Credits
  • 1.0 CPE Credits

Your Speaker

John Moniak CRCM
Sr Manager
Wipfli CPAs and Consultants

About the Speaker

With over 20 years of experience, John Moniak’s extensive financial institution background gives him firsthand knowledge of day-to-day operations and insight into what examiners expect from a well-managed, risk-based compliance program.

For the past ten years, his focus has been on assisting clients with developing, implementing, and maintaining comprehensive risk-based compliance management programs.  In addition to assisting clients navigate the ever-changing and complex regulatory compliance minefield, John has worked with examiners and clients to resolve issues discovered during the examination process.

John’s diverse financial institution experience and his dedication to keeping informed of industry developments give him the ability to analyze and answer the most complex compliance questions and be proactive in communicating potential changes to or the impact on compliance programs.

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July 23, 2018
2:00 pm - 3:00 pm
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