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.
Bill is director, Regulatory Compliance in the Lending Solutions area of the CUNA Mutual Group in Madison, Wisconsin. In that role, he is responsible for consumer regulatory compliance for LOANLINER, loanliner.com, and other products.
He is nationally known for his expertise in consumer lending and operations and is recognized as the nations expert on open-end multi-featured lending. He has spoken at numerous conferences focusing on credit union and financial institution issues, was a main teacher in a team chosen by the NCUA to train state and federal examiners in consumer lending, and is a regular contributor and columnist in various publications on lending related issues.
First joining CUNA Mutual in 1986 as assistant counsel, Bill has held various positions in CUNA Mutuals Legal Department and business areas. Before joining CUNA Mutual, Bill maintained a private practice, concentrating on commercial and business law. He graduated magna cum laude from the University of Wisconsin in 1978 with a BA in History and received his Juris Doctor in 1981. He is a member of both the Wisconsin and American Bar Associations.
Bill served for 11 years on the board of directors of a Madison based credit union, including two years as chair of the board. The CUNA Mutual Group is headquartered at the Credit Union Center in Madison, Wisconsin, and provides insurance and financial services to credit unions and their members throughout the world.
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.
Teri is special counsel at Rogers Townsend Law firm and specializes in Business Banking & Professional Practices. Teri concentrates her practice in commercial real estate transactions and banking and finance. In addition to her background as a real estate transactions and litigation attorney, she is also the former state counsel for a national title insurance company, as well as a former commercial lender. Teri utilizes her expansive knowledge of banking and title insurance to assist her clients in minimizing risk. Teri is an Adjunct Professor at the USC School of Law, teaching Real Estate Transactions II, and is a frequent lecturer and contributing author for continuing legal education seminars relating to real estate law and title insurance for the South Carolina Bar and Palmetto Land Title Association, among others.
Jeff serves as regulatory counsel at Policyworks, LLC. In working with individual credit unions on a variety of federal regulatory compliance matters, Jeff provides strategic compliance direction while assisting credit unions with the day-to-day implementation and understanding of federal laws and regulations. Jeff also helps credit unions by reviewing disclosures and other materials, as well as conducting training to support credit unions compliance efforts.
Prior to joining PolicyWorks, Jeff worked at the Dickinson Law Firm in the banking and business law groups and focused his practice on helping financial institutions of all sizes meet their regulatory compliance responsibilities.