Michael is a compliance attorney for PolicyWorks where he assists credit unions across the country with ensuring their compliance programs conform to federal rules. Additionally, he helps credit unions strategically plan for upcoming compliance changes, provides counsel relative to current laws and regulations and offers training and education services to credit union professionals. Michael brings more than 17 years of experience in the financial services has also earned CUNA's Credit Union Compliance Expert Designation (CUCE).
Frank is a partner at the Raleigh-based firm of Smith Debnam Narron Drake Saintsing & Myers LLP where he concentrates his law practice in the areas of creditors' rights, creditors' bankruptcy and commercial litigation. Combining 30 years of practical legal experience with a robust, energetic communication style, Frank lectures from his sizeable repertoire of topics, typically of interest to those in the financial industry. Frank has worked with credit unions, banking and financial institutions, consumer and commercial lenders and student loan agencies to enforce contracts, minimize losses and fight fraud. As federal regulatory compliance has become increasingly complex, he also assists lenders with difficult compliance issues.
Woody is the founder of W & D Adventures, LLC and Regulations A-Z & More. He has been a national compliance presenter for more than 20 years and recently retired as the national compliance manager from Addison Avenue Federal Credit Union after 28 years. Addison Avenue FCU started out serving the employees of Hewlett Packard and now serves dozens of other high tech companies. Managing the collection and compliance departments, Woody spent 17 years at HP Rocky Mountain Federal Credit Union in Loveland, Colorado, which eventually merged with the other HP credit unions to form Addison Avenue FCU.
Jared is senior assistant general counsel in Credit Union National Association's (CUNA) Regulatory Advocacy department. He is currently focusing his efforts on consumer protection regulations and developments, and follows the activities of the Federal Reserve Board, the Consumer Financial Protection Bureau, NCUA and other agencies in this context. Jared also monitors mortgage lending legal and regulatory issues as they relate to the area of consumer protection, and the potential impact to credit union lending and operation functions. Jared serves as the primary staff liaison to CUNA's Consumer Protection Subcommittee.
Tammie has worked in the financial industry for over 15 years, most recently as a compliance consultant at the Michigan Credit Union League and Affiliates. Her expertise includes a background in credit union compliance and operations as well as information technology. She is a Certified Credit Union Compliance Expert and is an experienced developer of both technical and training resources, as well as training delivery. Tammie provides compliance consulting services to credit unions throughout Michigan that include onsite shared staffing support and project-based engagements and trainings.
Tyler is a nationally recognized speaker on financial institution operational and compliance topics, who over the last 20 years has taught compliance programs for 45 Credit Union Leagues, the Credit Union National Association (CUNA), the National Credit Union Administration (NCUA) and numerous credit unions and financial institutions. In addition to conducting extensive training on all deposit account subjects, he assists credit unions with comprehensive account systems that help them achieve all six of their key goals (i.e., excellent service, income generation, expense reduction, loss prevention, loss recovery and compliance).
Attorney, author, consultant and nationally recognized speaker, David is a partner in the law firm of Reed and Jolly, PLLC and founder of CU Doctor, a full service credit union consulting practice. Through Reed and Jolly, David provides guidance to credit unions concerning a variety of matters including the establishment and revision of credit union policies and procedures, organizational compliance, collections, security, contractual agreements, regulatory matters and corporate governance. David is particularly noted as an expert in the areas of credit union operations, bankruptcy and collections. He has been selected to train NCUA Field Examination and Audit Staff on numerous issues including ID Theft Red Flags, S.A.F.E Act, Third Party Contract Management and Bankruptcy matters.