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 issues.
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 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.
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.
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 Tatlock, CUCE
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 Resolutions Committee.
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.