- MEMBER ENGAGEMENT
Curious about an educational opportunity? Question about an event? Inquire today.
Oct. 19th & Oct. 20th
Day 1 Registration - $199
Day 2 Registration - $199
Both Day Registration - $385
David Reed’s recovery training philosophy is centered on the member service approach to effective collections. In his 30 years of law practice, he has been a bankruptcy and collections attorney for debtors AND credit unions. When he “saw the light”, he went to work for a credit union and became a collections manager AND then general counsel! He may be the only attorney training credit unions today who has seen collections and bankruptcy from both the members’ and credit unions’ perspectives.
Attorney, author, consultant and nationally recognized speaker, David A. Reed is a partner in the law firm of Reed and Jolly, PLLC. Through Reed and 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. His engaging speaking style has garnered him status as a regular lecturer nationwide on topics such as regulatory compliance, consumer lending, bankruptcy, and collections. And 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.
Winning at Collections: The Best Defense is a Great Offense
If your credit union is focusing solely on the delinquency report to identify troubled members, you are ready for an upgrade! There was once a time when the collections function was one of the most underappreciated areas of the credit union. Guess what? That time is over! The current regulatory environment is having a negative impact on many of your members and credit unions are in a unique position to assist them, as long as they avoid the landmines along the way.
Is your collections department ready to help both the member and the credit union weather the storm? Every member who has their loan charged off made a final payment at some time. The problem is the credit union did not realize it was the last payment when it was made. This full day workshop examines the nuts and bolts of an effective collections program and centers on maximizing collections efficiency and the role of member service. From regulatory compliance to marketing campaigns to interdisciplinary collections involving all credit union staff to loan modifications and charge offs, this session reveals innovative ways to identify and communicate with troubled members before it is too late.
This session will cover:
What Makes Members Pay
"Fool" Proofing Your Collections Processes
Special Collections: From Skips to Repos to Real Estate
(Times are EST)
9:00 a.m. - 12:00 p.m.
12:00 p.m. - 1:00 p.m.
1:00 p.m. - 4:00 p.m.
Effective Bankruptcy: Understanding the Process and Developing a Strategy
Bankruptcies continue to be a dark cloud on the credit union’s economic weather report, and it looks like the storm is just getting started. Rising filings and new rules are making the collections process even harder after a member “commits bankruptcy” against the credit union. This session is designed for the credit union professional that is familiar with bankruptcy and wants to sharpen their skills in this debtor friendly world. We will examine the current state of consumer bankruptcy and how it continues to impact credit unions. This full day seminar will focus on advanced bankruptcy recovery and loss reduction concepts.
From best practices to the most common landmines to maximizing recovery methods in collections, this interactive program walks the credit union professional through the complicated world of bankruptcy in an easy to understand (and retain) format. Better yet, the instructor is a former bankruptcy attorney who has represented both debtors and credit unions during his 20 plus year career.
The session will cover:
Operational Issues in Bankruptcy
Bankruptcy Recovery and Fraud Control
Regulatory Compliance Traps in the New Bankruptcy Order
(Times are EST)
9:00 a.m. - 12:00 p.m.
12:00 p.m. - 1:00 p.m.
1:00 p.m. - 4:00 p.m.
With more than 20 years of experience in marketing strategy, brand development, web strategy and design, social media, lead generation, product development, media relations, and events, Yolanda Lewis helps audiences understand the importance of rhythm as a critical component of marketing. Now, as the new Marketing Director for Growth by Design at LSCU, she is focused on making sure credit unions know the rhythmic marketing solutions available to them through the award-winning Growth by Design team; a trusted growth partner for all of your digital marketing needs.
Pete was named President/CEO at Corporate America in November of 2012. He has worked in the credit union world for 30 years, 29 in corporate credit unions, 1 in a natural person credit union. Pete holds a B.S. in Finance from Cal State University and an MBA from The University of Phoenix. He has served on many committees and boards including a securities broker dealer, payment systems services corporation and a governmental affairs committee. He currently serves on the Board of Trustees on the Southeastern Credit Union Foundation. Pete is a lousy golfer, flies Cessna’s for fun and takes orders from his two daughters when not at work.
Ancin Cooley, CIA CISA, is the Founder and Principal of Synergy Credit Union Consulting, Inc. Synergy helps credit unions grow and thrive by helping them manage risk, increase profits, and help members. Synergy accomplishes this thru a suite of services that includes: Director training, strategic planning, Enterprise Risk Management, internal audits, and regulatory compliance reviews. As principal, Ancin manages a growing portfolio of clients throughout the United States and Caribbean. He brings more than 20 years of experience to the financial services industry. Ancin honed his skills while working as an with US Treasury Dept. At the Treasury, he performed examinations for financial institutions ranging from $1 million to $8 billion in total assets. After leaving the Treasury Dept. Ancin worked for a regional accounting firm where he led internal audits, as well as loan and pre-regulatory examination reviews. When not advising clients, training for triathlons, or spending time with his family, Ancin designs and conducts trainings for the Credit union industry. In addition, he is a well sought-after expert contributor to a host of financial publications. He has most recently been featured in Forbes Magazine and the Credit Union National Association. Ancin is originally from New Orleans, LA. but, currently lives in Chicago.
Melissa Sneed graduated from the University of Georgia with Bachelor's degrees in Finance and Risk Management & Insurance. In 1999, she joined the Department of Banking and Finance, and was promoted to District Director of the Northwest District office in 2008. In the Northwest District (including Atlanta), Melissa oversaw banks, credit unions, and trust companies in all sizes and variety of business models. In 2016, Melissa was appointed as the Deputy Commissioner of Supervision, which includes oversight responsibility for all state chartered financial institutions in Georgia. Melissa is a Certified Examination Manager.
Greg McClellan was appointed by Governor Kay Ivey as Administrator of the Alabama Credit Union Administration in June 2019. McClellan holds a B.S. in General Business and an MBA in Business Administration from Auburn University. He is a graduate of the BAI School of Banking at the University of Wisconsin. McClellan worked in the financial industry for 44 years prior to joining ACUA, including 34 years with MAX Credit Union.
Assistant Administrator with the Alabama Credit Union Administration
Lloyd Moore is an accomplished credit union regulator and supervisor having served with the Credit Union Administration for over 29 years. He is currently serving as Assistant Administrator for the Credit Union Administration for over 14 years. As assistant administrator, Lloyd supervises seven examiners and oversees the examination programs of 56 credit unions with assets over $21 billion. He is a frequent presenter at industry conferences and member of national credit union regulatory committees. He attended the University of Alabama but graduated from Auburn University in 1987.
Mr. Duncan graduated from Flagler College in 2007 with a B.A. degree in Business Administration. In 2008, he started his career with the Office of Financial Regulation and has worked with the Division of Financial Institutions since 2014. In that time, he worked with the Division of Credit Union Regulation as an examiner, and with the Division of Banking Regulation as a case manager for the Orlando/Tampa region. Currently, he is the Area Financial Manager with the Tallahassee Field Office. Mr. Duncan is a Certified State Credit Union Examiner through NASCUS and currently work on completing his CSCUE Supervisor certification. In his free time, Mr. Duncan enjoys being outdoors, either hiking/mountain biking and playing beach volleyball.