Crystal is Chief Operating Officer with DFTC, Inc. and a 20 plus year commercial lending professional. Crystal has successfully managed and directed individual commercial lending departments as well as regional commercial lending operations supporting $75MM to $250MM portfolios in both credit union and banking industries.

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Joe is an owner of DFTC, Inc. and a senior executive and commercial lending industry expert with over 26 years’ experience encompassing commercial credit underwriting, credit training, business operations and management, public accounting, sales and research focused on generating conservative, recurring and sustainable revenue growth.

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Jared is Chief Compliance Officer for CUNA, managing a staff who focus on providing compliance information to leagues and credit unions. He also provides assistance to CUNA's lobbyists and advocacy team members in assessing the impact of federal legislation and regulation on credit union operations.

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Whitney Nicholas serves as Senior Federal Compliance Counsel at Credit Union National Association (CUNA) where she provides compliance information and advice to credit unions on a range of regulatory issues impacting the industry. 

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Michelle is the Director of the Wisconsin SBDC at the University of Wisconsin Madison. The SBDC offers no-cost consulting and classes in entrepreneurial readiness and business leadership.

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Bob recently joined DFTC as an Executive Management Consultant where he provides independent loan review services and financial training and consulting to individual credit unions and Credit Union Service Organizations (CUSOs) in the areas of risk management and Member Business Lending (MBL) program management. 

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Dana worked as a commercial lender for over 30 years with some of the largest banks in the country and brings a practical, hands on approach to commercial lending. In 2003, Dana started DFTC.

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Specializing in financial management, leadership development, long term planning and execution, Mark Taber guides companies through conscious decision-making about their competitive strategy and ability to deliver it.

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