Speakers
David Reed’s training philosophy is centered on the member service approach to effective collections. In his 35 plus 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.
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. He has also served as editor of several industry manuals including Collections Manual for Credit Unions.
Nationally recognized speaker, writer and communications professional, Diane Reed, currently serves as President of CUDoctor, a full-service credit union consultancy, assisting financial institutions nationwide with human resource, marketing, strategic planning, community relations, compliance, sales, training, board relations and governance, and executive support. Prior to joining CUDoctor, Diane served for more than a decade as Vice President of Administration for a mid-sized credit union. Her expertise in “Service-Oriented Culture Change” has been cited in numerous industry publications. And, her marketing expertise has been featured in articles for “Exhibit Builder” and “Business Management” magazines. In 2015, she spearheaded the development of CUNA’s HR Compliance Certification School in conjunction with CUNA, a program which continues to deliver quality HR compliance training to professionals nationwide.
She attended The American University and graduated from George Mason University where she specialized in Organizational Communication and Human Resources Management. Diane currently resides in Fairfax, Virginia with her husband David, a financial services guru in his own right.
Peter is a registered representative of LPL Financial, offering products and services as part of the executive benefit plans at TruStage, a company that specializes in the design, implementation, financing and ongoing administrative support of supplemental executive benefit programs (SERPs) specifically tailored to credit unions. He is located in the eastern region and brings his experience in the financial services industry since 1990.
Over the course of Peter’s career, he has helped business owners with the adoption of qualified retirement plans and executive benefits programs. He is life insurance licensed in a number of states and holds FINRA Series 7, 26, 63 and 65 securities registrations with LPL Financial.
A graduate of the South Eastern Massachusetts University, Peter also received a Juris Doctor degree from the Massachusetts School of Law. Peter is also a member of the Massachusetts Bar. He is not a practicing attorney.