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Senior Consultant, CU Lending Advice
Don is a senior consultant for CU Lending Advice. He started his career in the credit union industry working as a frontline lender at Clark County Credit Union (CCCU), in Las Vegas, Nevada.
President, Ashfield & Associates
Tracy is president of Ashfield and Associates, a consulting and training firm that assists credit unions with mortgage lending strategy, development, policies, product design, training and strategic planning.
CAMS, CUDE, BSACS, CUCE
Tracy Blaske is the Director of Compliance Solutions in CUNA’s Center for Professional Development (CPD). She is responsible for the coordination, design, production, and delivery of compliance-related solutions designed to ease the compliance burden for credit union compliance professionals.
Risk Management Consultant, CUNA Mutual Group
Jim Bullard is a risk management consultant in the Risk & Compliance Solutions department for CUNA Mutual Group. In this role, he is responsible for assisting credit unions in identifying areas of risk in their operations and recommending appropriate controls to reduce loss exposures. He serves credit unions in Georgia, Alabama, and Mississippi.
Kenia Calderon, Coopera
As Client Relations Director for Coopera, Kenia works closely with the client relations team to assist client organizations in implementing Hispanic growth strategies. She coordinates client delivery workflow, assists in the product development process and represents Coopera at industry events.
Owner, CU Lending Advice, LLC
Brett is the owner of CU Lending Advice, LLC & works directly with credit unions in the U.S. & Canada teaching & consulting on various lending topics to professionals that work in the credit union industry.
CEO, Coopera Consulting
As CEO of Coopera, Victor promotes Coopera’s approach to serving Hispanics throughout the credit union industry. This comprehensive approach has helped credit unions and credit union industry organizations position themselves for long-term growth by serving Hispanics.
SVP of Membership and Network Engagement, Inclusiv
Pablo DeFilippi is currently SVP of Membership and Network Engagement for Inclusiv (formerly known as National Federation of Community Development Credit Unions), a national, nonprofit association and CDFI intermediary that represents, supports and invests in credit unions serving predominantly low-income, financially underserved communities.
Chief Compliance Officer, CUNA
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.
Partner, Forensic Accounting Services Group, LLC
Susan Landauer is a partner in the Forensic Accounting Services Group, LLC which specializes in fraud investigations, prevention and training. She is a CPA with more than 25 years of experience in the accounting and the financial services industry.
René A. Vargas Martínez
Program Officer, Inclusiv
René A. Vargas Martínez is a Program Officer at Inclusiv. In that role, René is tasked with advancing financial inclusion for Hispanic and immigrant communities by overseeing the engagement and expansion of a national network of credit unions serving these communities.
Mortgage Underwriter/Secondary Market Manager
Bob is Inclusiv's in-house Mortgage Underwriter/Secondary Market Manager having previously served as Inclusiv's Underwriting Consultant. He brings over 20 years of real estate experience as a loan specialist, processor and underwriter in both New York and Los Angeles.
Attorney, Moore, Brewer, Jones, Tyler & North
Eric is an attorney with the law firm of Moore, Brewer, Jones, Tyler & North, who, along with the other attorneys in his firm, devotes his law practice to the representation of credit unions and other financial institutions.
Director, League Compliance Services, PolicyWorks
Erin O'Hern, Director of League Compliance Services, oversees the delivery of PolicyWorks' credit union league compliance services managing compliance inquiries, informing credit unions of new compliance requirements and providing a comprehensive resource of federal credit union regulations.
Vice President of Sales and Education, American Reporting Company (ARC), LLC
Mike is vice president of sales and education for American Reporting Company (ARC), LLC. He
currently serves on the board of directors for the Washington Mortgage Lenders
Association and the Washington Homeownership Resource Center.
Customer Training Manager, Arch Mortgage Insurance Company
Blaine is customer training manager at Arch Mortgage Insurance Company. In a typical year, he facilitates dozens of workshops and presents at several mortgage lending conferences. He has an extensive background in mortgage origination, processing and underwriting.
Partner, Reed and Jolly, PLLC Law Firm
David is a partner in the law firm of Reed and Jolly, PLLC. Through Reed and Jolly, David provides guidance to credit unions concerning a variety of matters.
Credit Union Consultant & Speaker
Rory is a business consultant and dynamic seminar leader specializing in programs on lending, technology, leadership and communications skills. After serving as president of two credit unions and earning his Certified Credit Union Executive (CCUE) designation, Rory began using his communications skills and specialized background in credit unions to help others in the movement be more effective.
Compliance Officer, PolicyWorks
Jeremy, compliance manager at PolicyWorks, oversees compliance services for PolicyWorks' partner Credit Union Leagues. Jeremy provides regulatory compliance guidance and training on current laws and regulations to credit union professionals.
Marketing Strategist Team Lead, LenderSelect Mortgage Group
Natalie Zvanya leads mortgage marketing and brand development initiatives for LenderSelect Mortgage Group, working with over 130 community lenders nationwide.
Champion For the Credit Union Movement
Credit Union National Association is the most influential financial services trade association and the only national association that advocates on behalf of all of America's credit unions. We work tirelessly to protect your best interests in Washington and all 50 states. We fuel your professional growth at every level and champion the credit union story at every turn.
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ADA Compliance Notice & Legal