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How to Stay out of UDAAP Jail

April 3 @ 12:00 pm - 1:00 pm EDT

$249

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

This banking webinar will discuss what to consider when developing new products or services, increasing fees, or merely evaluated existing products or services in the UDAAP world.  The instructor will include real life examples from regulatory actions and play a UDAAP/not UDAAP quiz during the session.

Course Outline

  • What is UDAAP?
  • Description and examples of unfair, abusive and/or deceptive acts and practices
  • Regulator Reaction
  • Examples and Focus Areas
  • Recent Enforcement Actions
  • Is it UDAAP?
  • How to avoid UDAAP concerns
  • What to look for

Pricing

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

Dates of Event

Wednesday, April 3, 2019

  • 12:00 – 1:00 pm (Eastern Time)
  • 11:00 – 12:00 pm (Central Time)
  • 10:00 – 11:00 am (Mountain Time)
  • 9:00 – 10:00 am (Pacific Time)

Credits

  • 1.2 AAP Credits
  • 1.0 CPE Credits

Your Speaker(s)

Melissa Blaser
Senior Manager, Wipfli CPAs and Consultants

About the Speaker

Melissa Blaser leads the regulatory compliance and Bank Secrecy Act practice for the firm. She assists financial institutions in navigating the complex requirements included within consumer federal bank regulations. Melissa has 25 years of experience in regulatory compliance, internal audit, and public accounting for the financial services industry within a Bank environment and within a public accounting/consulting firm.

Certifications

  • Certified Regulatory Compliance Manager
  • Certified Anti-Money Laundering Specialist
  • Certified Financial Services Auditor
  • Certified Fiduciary and Investment Risk Specialist
  • Certified Public Accountant

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