- MEMBER ENGAGEMENT
Curious about an educational opportunity? Question about an event? Inquire today.
Time: 1:00 p.m. - 5:00 p.m. EST
Attendee Price: $385 Both days or $199 one day
In Partnership with:
David Reed, Esquire
Attorney, author, consultant, and nationally recognized trainer, David Reed is a partner in the law firm of Reed & Jolly, PLLC. He provides guidance to financial institutions on establishment and revision of policies and procedures, organizational compliance, collections, security, contractual agreements, regulatory matters, and corporate governance. His engaging speaking style has made him a nationwide lecturer on regulatory compliance, consumer lending, bankruptcy, and collections.
A former trial attorney and vice president and general counsel of a large regional financial institution, David is also a Certified Fraud Examiner. He is particularly known as an expert in the areas of operations, bankruptcy, and collections. He has trained state and federal examination staff on numerous issues, including BSA, ID theft red flags, SAFE Act, third-party contract management, and bankruptcy.
Diane, president of CUDoctor, is a nationally recognized writer, speaker and communications professional. With more than a decade of experience overseeing the human resources, marketing, training, compliance and sales functions in a mid-size credit union, Diane's expertise has been cited in such publications as Credit Union Times, Credit Union Management and a host of other industry publications. Her unique management style and inventive programming earned her team spots on 20/20, a visit from the Treasurer of the United States and even an invitation to the White House.
Michael Barnsback, Esquire
Partner, O'Hagan Meyer
Mr. Barnsback counsels and represents employers in all aspects of employment law. He has frequently lectured on and assisted employers with disability accommodation and leave issues under the ADA and FMLA. He is experienced defending employers in Department of Labor wage/hour audits and FLSA individual and collective action overtime cases. He also has significant background representing employers before the EEOC and state/local administrative agencies. He has over twenty-five years of courtroom experience litigating employment related cases.
His experience representing employers lead him to concentrate on data privacy and security issues involving not only internal (employee) threats, but also external threats. He counsels employers on issues concerning internal monitoring and data breach response obligations and procedures.
Mr. Barnsback has worked extensively with federal government contractors and financial institutions, including credit unions and community banks.
He is an editor of the Virginia Employment Law Letter, a monthly newsletter published by M. Lee Smith Publishers, LLC. Mr. Barnsback is an adjunct professor of law at the George Mason University School of Law and teaches a class in labor law. He also frequently conducts seminars and webinars on employment law and data security and privacy issues.
|1:00 - 1:50||Understanding and Managing the Hybrid Office|
Diane and David Reed
|2:00 - 2:50||Creating and Maintaining an Effective Internal Complaint Process
|3:00 - 3:50||Career Pathing and Cultivating Talent Internally
|4:00 - 5:00||Employment Laws Impacting Credit Unions
|1:00 - 1:50||Manager Training - Spotting HR Trouble and Resolving Issues|
|2:00 - 2:50||On Boarding and Re-Boarding in the Post COVID World
|3:00 - 3:50||Keeping It Compliant
|4:00 - 5:00||Employee Handbook Checklist for Credit Unions
All event cancellations will incur to a nonrefundable $10.00 administrative fee.
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.