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.
Bill is nationally known for his expertise in consumer
lending and operations. He is recognized as the nation's 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
Bill joined CUNA Mutual in 1986 as assistant counsel and has held
various positions in CUNA Mutual's 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
Bill served for 11 years on the board of directors of a
Madison based credit union, including two years as chair of the board.
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.
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
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.
Kristen is Vice President of COMPASS 4 CUs,
LLC, a credit union service organization owned by Belvoir FCU, where Kristen
serves as senior compliance officer. COMPASS specializes in providing compliance
and regulatory assistance to credit unions of all sizes. Kristen began her
career with COMPASS in February 2011. Prior to joining the COMPASS team, she was
the compliance and regulatory affairs director for the Virginia Credit Union
League for more than 20 years. Kristen was responsible for providing compliance
assistance to credit unions through publications, training and direct contacts.
She developed all of the compliance training programs used by league staff and
served as the liaison to the league's Regulatory Response Committee and
Kristen is a CUNA certified Credit Union Compliance
Expert (CUCE) and a certified Bank Secrecy Act Compliance Specialist (BSACS).
She has presented programs for CUNA's national Regulatory Compliance Schools, as
well as the Delaware, Georgia, Kentucky, Montana, North Carolina, Ohio, South
Carolina and Virginia Leagues.