Event Info

June 13th

9:00 am - 4:00 pm PDT
10:00 am - 5:00 pm MDT


7 hours


$329 (late registration price)

Register Now

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Program Overview

In the Legal Update Seminar we will hear from industry experts at Farleigh Wada Witt as they provide insight on current legal issues affecting credit unions. This session will offer analysis on key areas affecting your credit union so don’t miss this relevant and timely session.

Here are a few of the key topic points:
  • Overdraft Class Action Lawsuits
  • FCRA litigation on paid debts listing payment amount
  • Analytics Based Target Marketing (HUD v. Facebook)/ Fair Lending Implications of AI Underwriting
  • CECL Preparedness – Either axe this or give it a short overview
  • California Consumer Privacy Act
  • CFPB Proposed Debt Collection Rule
  • NCUA Final Rule on Private Flood Insurance
  • Vendor Management Challenges with Chain Outsourcing
  • NCUA Regulatory Activity
  • Proposals
    • Loan incentive compensation
    • SC Audits
  • Final
    • Loan maturities
    • RBC Supplemental Rule
    • Appraisals
    • Flood
  • Hemp and CBD issues
  • TCPA Update
    • Caselaw
    • Pending FCC Ruling – opt-in for robocalls

Program Agenda

8:30 - 9:00 a.m. PDT
9:30 - 10:00 a.m. MDT
Registration Open
9:00 - 9:15 a.m. PDT
10:00 - 10:15 a.m. MDT
Seminar Begins
David Curtis • Director of Compliance Services • NWCUA
Katie Clark • Regulatory & Compliance Analyst • NWCUA
Will Hall • Compliance Services Consultant • NWCUA
9:15 - 10:00 a.m. PDT
10:15 - 11:00 a.m. MDT
HMDA and the Changes and Challenges of 2018
Cathie Jensen • SR Compliance Consultant • Hauser Jones & Sas
10:00 - 11:30 a.m. PDT
11:00 a.m. - 12:30 p.m. MDT
Morning Session
Brian Witt • Shareholder • Farleigh Wada Witt
Hal Scoggins • Shareholder • Farleigh Wada Witt
Kelley Washburn • Associate • Farleigh Wada Witt
11:30 a.m. - 12:30 p.m. PDT
12:30 - 1:30 p.m. MDT
Lunch
Lunch is provided with in person attendance
Thank you to our sponsor Hauser Jones & Sas
12:30 - 4:00 p.m. PDT
1:30 - 5:00 p.m. MDT
Afternoon Session
Brian Witt • Shareholder • Farleigh Wada Witt
Hal Scoggins • Shareholder • Farleigh Wada Witt
Kelley Washburn • Associate • Farleigh Wada Witt
4:00 p.m. PDT
5:00 p.m. MDT
Program Concludes

About the Trainers

Hal Scoggins

Hal Scoggins

Shareholder • Farleigh Wada Witt

Hal Scoggins has been with Farleigh Wada Witt since 1991 and practices in the firm’s Financial Services and Debtor/Creditor groups. He represents credit unions, banks, and other financial service providers on state and federal regulatory compliance matters, formation and operation of subsidiaries, contract negotiation and dispute resolution, bankruptcy and collection, and other issues related to structuring and delivering financial services to consumers and businesses.

Scoggins has a special expertise in payment systems issues, helping clients navigate Uniform Commercial Code Articles 3, 4, and 4A, the NACHA rules, and various Federal Reserve rules and circulars. He provides consumer and business loan and deposit account documentation and disclosures, and helps clients resolve account disputes and other operational challenges.

Kelley Washburn

Kelley Hodney

Associate • Farleigh Wada Witt

Kelley Hodney practices in the areas of financial services, succession planning, and corporate law. Before joining Farleigh Wada Witt, Hodney was an associate attorney in a mid-sized business law firm where she counseled individuals and business owners on estate planning and administration, business and farm succession planning, as well as some corporate and litigation matters. During law school she served as Chief Law Clerk in the Financial Fraud and Consumer Protection Section of the Oregon Department of Justice.

With a background in banking and business, Hodney brings considerable experience and working knowledge in the areas of consumer and commercial law relevant to assisting financial service providers on matters related to legal compliance. She monitors consumer regulatory changes and legislation in Oregon and Washington that affects financial service providers, and contributes updates for the firm’s Compliance Smart program.

Brian Witt

Brian Witt

Shareholder • Farleigh Wada Witt

Brian Witt has a specialized practice representing regional and national financial service providers on regulatory and compliance issues in Oregon and Washington.

Witt is a recognized national expert in the design and delivery of traditional and innovative financial products and services. Witt represents credit unions, financial service companies, and banks on regulatory and operational issues.

He works closely with national and state regulators on mergers, expansions and examination matters, and as chair of the firm’s Financial Services practice group, regularly tracks the impact of legislation and court decisions on financial service providers.

Event Sponsor

Thank you to our sponsor:

Hauser Jones & Sas assists credit unions to maintain strong internal controls that are needed to meet regulatory requirements and to ensure financial success. Their team provides expert insight and advice to produce positive financial results and return significant value to their clients. They value the sharing of ideas, results, and solutions gained from their position as deep-rooted credit union experts. 

As an independent CPA firm they hold fast to their professional code of ethics that is matched to the nature of their position and guarantees the integrity of their service. They always do things the right way. Like their credit union clients, they maintain the highest levels of integrity and strive to operate within established regulatory frameworks while providing excellent value and member service. 

Location & Travel Information

Event Location

Unitus Community Credit Union
1300 SW 6th Ave, 4th floor
Portland, OR 97201

Video Conferencing Available

The speaker will present form the Portland location listed above, but you can join the seminar via video conference at the following locations:

Northwest Credit Union Association
18000 International Blvd, Suite 350
SeaTac, WA 98188

Northwest Credit Union Association
2710 Sunrise Rim, Suite 100
Boise, ID 83705

Special Travel Rates and Discounts for NWCUA Members

The Northwest Credit Union Association has negotiated special rates and discounts for travel accommodations. Find out more at www.nwcua.org/travel-discounts.

Hotel & Travel Discounts for NWCUA Members

The Northwest Credit Union Association has negotiated special room rates and discounts for travel accommodations.

Pricing Information

Early Registration $299, Regular Registration $329, Late Registration $379 

Scholarships

Continued education and training of credit union employees helps keep the credit union movement vibrant and competitive in the financial marketplace. We understand this can take a significant commitment of time and money.

The Northwest Credit Union Foundation provides professional development scholarships awarding up to $1,500 per year for selected applicants. Learn more on the Foundation’s website.

Cancellation & Refund Policy

Registration fees are non-refundable after April 20, 2019. Substitutions will only be accepted by notifying NWCUA no later than May 20, 2019.

Questions or Concerns?

For more information, contact David Curtis at 800.995.9064 ext. 151 or email your questions directly to [email protected].

For assistance with registration, please contact us at 800.995.9064 or [email protected].