Curious about an educational opportunity? Question about an event? Inquire today.
May 5, 2023
10:00 a.m. - 3:00 p.m.
No Fee to Attend for Credit Unions
Vendors and Partners:
Sponsorships are available, please contact sponsorshipsandexhibits@lscu.coop for more information.
Location:
Legacy Community Federal Credit Union
100 Corporate Ridge Road
Suite 200
Birmingham, AL 35242
All the knowledge in the world does not alone make an exceptional leader or team. Burnout is a real issue in the workplace, and as women the list of ‘to-dos’ is often overwhelming at work and at home. Lisa & Lauren will discuss how passion and purpose can make all the difference for women in leadership and how to fight the fatigue that often comes with territory.
Samantha Beeler, President, League of Southeastern Credit Unions
Samantha Beeler serves as President of the LSCU & Affiliates. She previously served as Vice President of Advocacy for the now GoWest Credit Union Association which is the regional trade association for credit unions. In her role, Samantha is responsible for advocacy, compliance, legal and member engagement. Prior to working for the NWCUA, she led communications for a Government Contracts Practice group in Washington, D.C. Samantha grew up in Alabama and lived in Georgia. Samantha received her bachelor's degree in Social Science from Washington State University and also did an emersion program in International Relations at Peking University in Beijing, China. She received her Executive Education at Harvard's Kennedy School of Government.
Maureen Bock, VP, Education & Training, League of Southeastern Credit Unions & Affiliates
As a credit union industry leader for nearly three decades, Maureen is an advocate for educational, networking opportunities, and leadership development for credit union staff and executives. Her work for a credit union after college ignited her passion for the industry. She worked in a variety of roles from payments to member engagement to product/vendor relationship management to education and training while at the credit union league in Georgia prior to the 2019 merger with League of Southeastern Credit Unions (LSCU). Today, she leads the Education and Training area for LSCU.
Bobbi Grady, Foundation Director, League of Southeastern Credit Unions & Affiliates
Bobbi is dedicated to the progressive professional development of credit union staff and volunteers, financial capability programs for all age groups, and the creation of valuable resources for our member credit unions and the communities they serve. During her free time, you can find her spending time with family and friends. Her favorite advice is, “instead of worrying about a future of unknowns, embrace the joy that is here in the present.
Brandi McKinney, VP, Compliance/HR, Alabama CU
Brandi McKinney began her career in Credit Unions in 2009 and currently serves as Vice-President of Compliance & HR at Alabama Credit Union, where she enjoys implementing practices in 37 locations across Alabama to help team members feel good about their careers and ensure regulatory compliance simultaneously. While at Alabama Credit Union, Brandi has contributed to the company securing Best Companies to Work For in Alabama (Business Alabama/AL-SHRM) designations for ten years, as well as two Credit Union National Organization (America's Credit Unions) HR/OD Excellence awards, and was a Credit Union Magazine 2020 Credit Union Rock Star.
Brandi’s favorite part of her job is living the Credit Union philosophy of People Helping People, and she loves that at Alabama Credit Union, all team members, partner organizations, and members have true company ownership.
Lauren Howle, Chief Strategy Officer, Corporate America CU
Lauren is responsible for the product implementation, marketing & communications, human resources, and compliance departments at Corporate America Credit Union. She graduated from the University of Alabama with a Bachelor of Science degree in Commerce and Business Administration in 2003 and was on both the President’s List and Dean’s List. She held various positions in the financial services industry before joining CACU in 2008. Lauren spends her free time working on her negotiation skills, courtesy of her two young children.
Lisa Coffey, Chief Innovation Officer, Corporate America CU
With nearly 35 years’ experience in payment services operations and product development for corporate credit unions, Lisa Coffey is a true expert and advocate for the credit union industry. She was president of her own LLC Consulting Company, offering payment operation consulting services on best practices, strategic planning, product development & implementations, policy and procedure development and consultative solution selling.
Lisa has served at the executive level for over 25 years as VP, Payment Operations, Chief Operations Officer and is currently the Chief Innovation Officer at Corporate America Credit Union. In her most recent role she oversees payment operations, product development and business development. Lisa serves on The Clearing House’s Real Time Payments Advisory Committee as well as FRB’s FedNow Pilot Program. Additionally, Lisa is currently serving on NACHA’s Board of Directors and Payments Institute 2023 Board of Regents.
Title Sponsor
Lunch Sponsor
Dessert Sponsor
VP Compliance Training and Information, LSCU
Bill has been with the Florida Credit Union League (now the League of Southeastern Credit Unions- LSCU) since 1988. He is currently the longest tenured employee working for the LSCU. Before that, he worked for the Jacksonville Branch of the Federal Reserve Bank of Atlanta for 11 years after graduating from FSU with undergraduate degree with a double major in Finance and Real Estate in 1975 and MBA with a Finance concentration in 1977.
VP Compliance and Regulatory Service, LSCU
Laura Gober has worked in credit unions for over 20 years. Prior to coming to the LSCU, she worked 16 years for a $2.1 Billion credit union as the VP of ERM, which included compliance, audit, fraud, information security, and BSA.
She now manages the LSCU Shared Compliance Consulting Program and the Compliance and Regulatory Services Department.
Compliance Consultant, LSCU
Sharon Murphy has worked in Compliance for over 18 years and in credit unions for over 25 years. Sharon has multiple certifications including Credit Union Compliance Expert; Certified Internal Auditor; Certified Fraud Examiner and Credit Union Enterprise Risk Management Expert.
She is currently one of LSCU’s Compliance Consultants with client credit unions in Georgia and Florida.
Manager Regulatory Advocacy, LSCU
David Pace graduated from Georgia State University with Magna Cum Laude honors. He worked for the Nebraska Department of Banking and Finance as a Fintech examiner and interned for Associated Credit Union in the Compliance and ERM areas before joining LSCU as the Manager Regulatory Advocacy.
Partner, Reed & Jolly, PLLC
Attorney, author, consultant and nationally recognized speaker, David A. Reed is a partner in the law firm of Reed and Jolly, PLLC and founder of CUDoctor, a full-service credit union consulting practice. Through Reed & Jolly, Mr. Reed 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. He offers facilitation services and a full range of on-site training programs that can be delivered to the Board, executive team, managers or frontline staff.
A former trial attorney and Vice President and General Counsel of a large credit union, Mr. Reed 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.
Mr. Reed received his undergraduate degree from Virginia Tech in 1986 and his Juris Doctorate from George Mason University School of Law in 1989. He is a Certified Compliance Officer. He resides in Fairfax, Virginia with his wife Diane and their twin daughters.
Compliance Consultant, LSCU
Tony Roberts graduated from the University of South Alabama. He has worked in the insurance industry as well as in compliance and risk management for credit unions.
He is currently one of LSCU’s Compliance Consultants with client credit unions in Florida, Georgia and Alabama.
Sanctions Compliance Officer, U.S. Department of the Treasury
Andrew is the Sanctions Compliance Officer at the U.S. Department of the Treasury. He worked in various positions from a Legislative Intern for the Parliament of the Republic of Macedonia to Center on the United States and Europe Research and Events Intern at The Brookings Institution while obtaining his Bachelor of Arts in History and Economics from Covenant College and his Master of Arts from The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) in 2019.
Compliance Coordinator, LSCU
Kela Wingard works as the Compliance Coordinator with Compliance & Regulatory Services for LSCU and has been with the league for six years. Kela is responsible for the weekly Compliance eNewsletter and answers compliance questions that come in from credit unions, as well as managing the InfoSight website that affiliated credit unions use as a resource to learn their compliance obligations at the federal and state level.
Prior to working at the LSCU, Kela worked in the banking industry for approximately 20 years, where she was responsible for managing operations at the branch level.
Olivia Wirtz joined the LSCU compliance department this year coming from a small community bank in Georgia where she handled the training and education of all lending-based job roles. Before coming to banking, Olivia worked as a fraud analyst for a prepaid card company and acted as lead agent on all cases in the Canadian providence of Quebec. With main focuses on phone scams, ACH fraud, and money laundering, she has helped stop hundreds of thousands of dollars in card fraud and multiple fraud rings in both the United States and Canada.