Event Info

December 3rd

9:00 am - 1:45 pm PST
10:00 am - 2:45 pm MST

4 hours, 45 minutes

$459.00 (late registration price)

Register Now

Program Overview

The 2020 Legal Symposium will offer the latest legal and regulatory updates to recent and ongoing issues of interest to lawyers, CEOs, and credit union professionals responsible for risk and compliance management. 

This one-day event will include insights from outside credit union legal counsel, regulators and other industry experts. Approval for CLE credits has been approved by the WSBA; approval for CLE credits by the OSBA is pending. 

Program Agenda

Thursday, Dec. 3, 2020Legal Symposium Agenda
9:00 – 9:10 a.m. PST
10:00 – 10:10 a.m. MST
Will Hall, Director, Legal Advocacy, NWCUA
9:10 – 9:35 a.m. PST
10:10 – 10:35 a.m. MST
Credit Reporting During the Pandemic
Scoggins will discuss the various state and federal moratoria on foreclosures and other collections actions as they relate to credit reporting responsibilities in the context of the COVID-19 pandemic.
Hal Scoggins, Shareholder, Farleigh Wada Witt
9:35 – 10:00 a.m. PST
10:35 – 11:00 a.m. MST
Updates from the National Credit Union Administration
Freed will provide an overview of recent exam issues, exam trends, and upcoming rule making.
Cherie Freed, Regional Director, Western Region, National Credit Union Administration
10:00 – 10:30 a.m. PST
11:00 – 11:30 a.m. MST
Class Action Deposit Account Litigation
Hade will discuss recent class action litigation related to overdraft and NSF practices.
Kellen Hade, Partner, Miller Nash Graham Dunn
10:30 – 11:00 a.m. PST
11:30 a.m. – 12:00 p.m. MST
Hemp & Cannabis Banking Update
Pittman will provide an overview of the current state of hemp and cannabis banking, including the impact of the recent elections and legalization in new states.
Lisa Pittman, Of Counsel, Coats Rose
11:00 – 11:10 a.m. PST
12:00 – 12:10 p.m. MST
11:10 a.m. – 12:00 p.m. PST
12:10 – 1:00 p.m. MST
State Regulatory Panel
State credit union regulators will provide an overview of recent exam issues, exam trends, and upcoming rule making.
Amy Hunter, Director of Credit Unions, Washington Division of Credit Unions
Patti Perkins, Director, Idaho Department of Finance
Janet Powell, CU Program Manager, Division of Financial Regulation
12:00 – 12:30 p.m. PST
1:00 – 1:30 p.m. MST
12:30 – 1:00 p.m. PST
1:30 – 2:00 p.m. MST
Updates from the Consumer Financial Protection Bureau
Schneider will provide updates related to recent supervisory highlights and enforcement actions as well as key CFPB rulemakings.
Bryan Schneider, Associate Director, SEFL, Consumer Financial Protection Bureau
1:00 – 1:10 p.m. PST
2:00 – 2:10 p.m. MST
1:10 – 1:40 p.m. PST
2:10 – 2:40 p.m. MST
ADA and Other Litigation Update
Scoggins will provide an update on ADA litigation related to website accessibility and the recent Bank of America settlement regarding lending discrimination and the disabled.
Hal Scoggins, Shareholder, Farleigh Wada Witt
1:40 – 1:45 p.m. PST
2:40 – 2:45 p.m. MST
Program Concludes
Will Hall, Director, Legal Advocacy, NWCUA


This year’s Legal Symposium Seminar will be a digital-only event, hosted via Zoom. Meeting dial-in information will be sent to attendees several days before the event. 


Cherie Freed 
Regional Director, NCUA – Western Region

Cherie Freed is the Regional Director of the NCUA’s Western Region, located in Tempe, Arizona. As Regional Director, she oversees the examination and supervision of federally insured credit unions in Alaska, Arizona, California, Colorado, Guam, Hawaii, Idaho, Illinois, Iowa, Kansas, Minnesota, Missouri, Montana, Nebraska, Nevada, New Mexico, North Dakota, Oregon, South Dakota, Utah, Washington, Wisconsin, and Wyoming. 

Prior to being selected as Regional Director in 2016, Ms. Freed served as the Associate Regional Director for the region. She also previously served as the Director of Supervision and as the Loss-risk Analysis Officer in the NCUA’s Office of Examination and Insurance. Ms. Freed began her career in 1987 as an examiner in Phoenix. In 1991, she became a Problem Case Officer and later a corporate examiner. 

Kellen Hade
Partner, Miller Nash Graham and Dunn 

Kellen Hade, a partner with Miller Nash Graham & Dunn, helps credit unions resolve disputes with their members and other financial institutions. When litigation can’t be avoided, he is a strong advocate and frequently represents clients in state and federal courts and arbitration. Hade’s experience is wide-reaching, representing financial institutions in several putative deposit fee-related class actions, and also defending claims under the UCC, RESPA, TILA, ADA and consumer protection statutes, among others.

Patricia Perkins
Director, Idaho Department of Finance

Patricia (Patti) Perkins was appointed as Director of the Idaho Department of Finance by Governor Little in January 2020. 

Perkins had a full career in commercial banking where she filled leadership roles in private banking, retail banking and human resources. She left banking in 2004 and spent nearly ten years in a senior HR Director role with T-Mobile’s customer service group and corporate headquarters in Bellevue, WA. 

In 2013 she joined the City of Meridian as HR Director where she worked for two years before purchasing Calyx-Weaver & Associates, an HR consulting business that she still owns. 

Since January, Perkins has assembled her senior leadership team and has worked on a culture that encompasses the best of the former leadership’s business philosophies with articulated values and internal policy updates reflecting a more contemporary work environment emphasizing excellence. 

COVID presented a challenge, both internally and with our supervised entities and the Department issues various messages with guidance and support to our credit unions about doing business during these challenging times. 

Perkins lives in Boise with her husband, Jerry Schofield, two kitties and a very spoiled puppy.  She spends her free time cooking for family and friends, doing needlework and golfing poorly when the weather is good. 

Lisa Pittman
Esquire, Coats Rose  

Lisa L. Pittman, Esq. is a Nonresident Fellow at Rice University’s Baker Institute for Public Policy, Drug Policy Program, an executive member of the Texas Department of Agriculture Industrial Hemp Advisory Council, and Chair-elect of the American Bar Association’s Cannabis Law & Policy Committee. She advocates for the improvement of marijuana and hemp laws both in Texas and at the federal level. Pittman’s work in the legalization movement in Texas has led her to be awarded the Texas Lawyer Trailblazer Award 2020, the National Law Journal Trailblazer Award 2020 for cannabis law, and the moniker, “The First Lady of Texas Cannabis Law.”  She recently filed an amicus brief against the DEA in support of Dr. Sue Sisley’s petition challenging marijuana’s schedule I status and prohibition of research.  

Pittman is Co-chair of Coats Rose, P.C.’s Cannabis Business Law practice. She has represented clients in multiple states in competitive medical marijuana license applications, and counseled Louisiana State University through its rollout of Louisiana’s unique medical marijuana program. Pittman spent two years in Colorado to learn the practice in a legal state, to earn her bar license there, and to expand her network. While in Colorado, Pittman was selected to be a mentor to the competitive Canopy Boulder cannabis business incubator/investor program. Some of those participants are finding national success. 

Pittman is a twenty-year attorney with extensive experience in litigation. She uses her knowledge of the end game to counsel a broad range of clients from investors to ancillary service and product providers to farmers, processors, manufacturers, laboratories, distributors, and retailers in the negotiation of agreements and risk mitigation.  She works across the nation and internationally. Pittman connects her clients with trusted industry contacts, advocates before governmental officials, and serves as general counsel for their business matters. Pittman understands the many challenges facing marijuana and hemp businesses, such as tax, banking, financing, insurance, and regulatory compliance issues, and works to navigate these obstacles and facilitate solutions. Pittman is an ardent representative in the courtroom, as well as a certified mediator and arbitrator.  She keeps abreast of the constantly evolving laws, news, and deals occurring in the cannabis industry internationally, and frequently lectures and publishes articles in this new genre of law. 

Bryan Schneider, Associate Director, CFPB
Supervision, Enforcement, and Fair Lending 

Schneider spent four years as a member of the Illinois Governor’s cabinet, leading a department of more than 450 team members with an annual budget of more than $100 million.  He was responsible for regulation and licensure oversight of more than 4,000 state-chartered banks, credit unions, and non-depository financial institutions, including supervision efforts. He left the department far more efficient, effective and agile than he found it, and he brings the valuable perspective of a former state partner to our senior leadership team. Schneider is also a leader on regulatory issues concerning the financial technology industry.  

To offer just a bit more on Schneider’s professional background, prior to joining the Department, he served for more than 14 years in various roles at the Walgreens Company. Schneider began his career as an associate at the law firm of Sidley Austin, and, upon law school graduation, clerked for the United States Court of Appeals. He has also served as counsel to the Office of the Speaker of the Illinois House of Representatives and to the Illinois House Leader, and was a member of the Illinois State Board of Elections. Schneider is admitted to the practice of law in Illinois and is an Illinois Registered Certified Public Accountant. He received his Juris Doctor, magna cum laude, from the University of Wisconsin, his Master of Business Administration from DePaul University, and his Bachelor of Science in Accounting from Trine University. 

Event Sponsors

Thank you to our event sponsors:

Miller Nash Graham & Dunn LLP is one of the premier business, corporate, and litigation law firms in the Pacific Northwest. Their roots in the Pacific Northwest go back more than a century; however, they pride themselves on being creative thinkers who are committed to serving their clients, community and each other in smart and innovative ways. For more information on our sponsor contact Susan McQueen at 206.777.7441.

Farleigh Wada Witt is the premier credit law firm of the Pacific Northwest serving credit unions in every area of financial services. From the boardroom to the back office to the teller line, in courtrooms and state capitals, and from main street to the cloud – Farleigh Wada Witt knows credit union legal issues and how to solve them. For more information on our sponsor contact Hal Scoggins at 503.228.6044.

Pricing Information

Early Registration (Closes September 4): $409
Regular registration: $459
Late registration (November 4 through December 3): $519

Scholarship Information

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 $1,000 per year for selected applicants.

Learn More & Apply

Cancellation & Refund Policy

Registration fees are non-refundable after November 3. Substitutions will only be accepted by notifying NWCUA directly.

Questions or Concerns?

For assistance with registration please contact our Director of Programming, Holly Miller at 800.995.9064 x220 or via email.