Senior Compliance Manager, CU Service Network
Kristen Tatlock is a nationally-known speaker and compliance consultant with over 28 years of experience in the credit union compliance arena. Kristen assists credit unions with issues ranging from advertising rules to bylaws, from Social Media compliance matters to Regulation Z, and just about every regulation and compliance concern in between. Kristen has earned Compliance and Bank Secrecy Act certifications from the two national credit union trade associations. She regularly presents compliance training programs for CUNA, NAFCU, and many state Leagues around the country. She has also edited and revised numerous compliance training courses and modules for CUNA CPD and has authored several articles for various CUNA publications. Kristen joined the CU Service Network team in April 2017 with the company’s acquisition of COMPASS 4 CUs, LLC. She had served as Vice President of that organization since February 2011. Prior to that, she was the Director of Compliance and Regulatory Affairs for the Virginia Credit Union League for over 20 years.
CAE Chief Advocacy Officer & SVP Cornerstone Credit Union League
Jim is responsible for overseeing the political, legislative and regulatory advocacy functions at the Cornerstone Credit Union League. He serves as advocacy advisor to the Board of Directors to provide strategy and direction for the League's advocacy priorities, and works with credit unions to become involved in political programs such as CU: ROAR, PAC fundraising and the Member Activation Program. Before joining the League in 2004, Jim spent several years working in the financial services industry. He is also active with state and federal associations and earned the Certified Association Executive (CAE) designation in 2013.
Supervisory Examiner, NCUA
Jeff graduated from Southwest Texas State University (n/k/a Texas State University) in San Marcos, Texas, in 1983 with a degree in Accounting. Jeff started his career with NCUA as an examiner in Houston, Texas in 1987 and has held numerous positions at NCUA. Jeff has been in his current position as Supervisory Examiner since January 2011. Jeff has been married to his wife Dawn for 34 years and has three sons.
CEO, Blake Credit Union Services
Charles Blake founder and CEO of BCUS Mr. Blake has put his nearly 40 years of industry experience to work helping Credit Unions of all sizes serve their members to the best of their abilities, and obtain security, soundness and growth. Key areas of expertise: Delinquency Control, Lending, Sales, Leadership, Marketing and Training.
College of Education and P-16 Integration
The University of Texas Rio Grande Valley
Dr. Patricia M. Alvarez McHatton earned a Ph.D. from the University of South Florida in Curriculum & Instruction with an emphasis in special education and urban education. She is currently the Interim Provost and VP for Academic Affairs and has served as the Dean of the College of Education and P-16 Integration at The University of Texas Rio Grande Valley since 2015. Dr. Alvarez McHatton has had leadership experience in various positions including department chair and associate dean for teacher preparation. She has co-facilitated the American Association of Colleges for Teacher Education (AACTE) Annual Leadership Academy for three years. Dr. Alvarez McHatton was a member of the Texas Teacher Preparation Collaborative convened by Educate Texas and was part of the Select Committee of HSI-Serving Deans and Educators convened by the White House Initiative on Educational Excellence for Hispanics to explore developing quality teacher preparation programs that serve the needs of Hispanic students. As dean, she has led multiple initiatives to enhance educator preparation programs within the college, expand the educator pipeline, and develop strong, collaborative partnerships with districts and community members. Her research interests focus on teacher preparation, diverse learners and families, and collaboration, especially between general education and special education.
Michelle has been in banking over 27 years with 25 years at Navy Army Community Credit Union, where she currently serves in the capacity of Director of Risk Management. Michelle and her team handle BSA/OFAC compliance, investigations, security and fraud. Michelle has a Bachelor of Arts and currently holds certifications in compliance, enterprise risk management and Bank Secrecy laws. She is a board member on the Better Business Bureau Advisory Board, the Adult Protective Services Special Task Unit and the Fraud Investigators Association of Texas (FIAT). Michelle is also an inaugural member of the Robbery Investigators of Texas (RIOT). Michelle and her team regularly train law enforcement personnel on how banking payment systems operate and teach senior citizens and their caregivers how to avoid becoming victims of scams and fraud.
Sales Executive, CUNA Mutual Group
Employed with CUNA Mutual Group since 1979, David has served the credit union industry in Virginia, Florida and now Texas, where he currently serves the credit union market as a Sales Executive Consultant in Austin, Houston, San Antonio, El Paso, Corpus Christi and New Mexico.
In his role as a Sales Executive with the CUNA Mutual Group, David leads a team of leaders that grows relationships, revenue, and ratios for credit unions by sharing:
A unique & valuable market perspective
Alternatives to help credit unions navigate their challenges
Advice & consultation on a routine basis
Aid in dealing with present and potential issues/land mines
Assistance with new issues and outcomes by way of education
In addition to his career, David leads leaders, facilitates leadership workshops/retreats, and teaches leadership principles through his work and association with John Maxwell, where David is both a Founding Partner and Certified Speaker, Teacher, and Coach of the John Maxwell Team.
For fun, David enjoys golf, sport shooting, singing the National Anthem at sporting events, and playing with his four grandsons, Logan, Liam, Lachlan and Sawyer, and one granddaughter, Emery. David and his wife Joi, have been married for 41 years and reside in San Antonio, Texas.
Lauren Corzine is a Country/Americana recording artist from McAllen, TX.
2016 was a big year for Lauren. She released her very first EP entitled "Lost & Found" which she co-wrote with Roger Cook and Galen Crew in Nashville. Galen Crew also produced the EP. "Lost & Found" consists of six heartfelt original songs. How could you define Lauren's music? She says "My EP, Lost & Found, was written at a time in my life that was full of young love, getting lost and then finding myself again. I can best describe it as pop melodies with a country feel and folk-like lyrics." Once you hear the record, you might find it hard to not sing along.
She has an undying love for performing and writing music. "I've only ever wanted to perform" explains Lauren, "I'm most at home when I'm on a stage. My ultimate goal is to tell you my stories through song and keep you entertained from start to finish. Music is the first thing I think about when I wake up and the last thing I think about when I go to sleep. I've decided to commit myself to making music for the rest of my life and I hope I can capture your attention."
Lauren has been given the opportunity to open for Lonestar, Eric Martin, Gene Watson, The Powell Brothers, Josh Turner, Corry Morrow and is always adding more to the list.
Meet & Greet Lauren Corzine and our amazing vendors; see how we can benefit each other professionally.
Coconut Fried Shrimp
Enjoy a complimentary glass of wine . (or two)
Antipasto Salad, Caesar Salad, Pasta Primavera,
Stuffed Manicotti topped with Marinara sauce, Penne pasta with
creamy Alfredo sauce, Chicken Picatta, roasted sliced Pork Loin
with cranberry pepper relish, fresh zucchini and yellow squash
provencal, garlic bread sticks. Tiramisu or Cheesecake for
dessert with freshly brewed coffee and tea
Come enjoy an evening of GREAT music by Lauren!
Blackened Prime Rib of beef topped with peppercorn sauce
served with chefs choice of fresh garden vegetables,
potatoes,and freshly baked dinner roll with butter and choice of
salad for starters and Tea.
Enjoy Two Complimentary Cocktails
Fresh orange, apple, and cranberry,
sliced seasonal fresh fruit, assorted whole grain cereals with lowfat
or skim milk, assorted flavored yogurts served with english
muffins and freshly brewed coffee
Mixer and Meet & Greet
Dinner & Concert
Dinner & Concert
800 Convention Center Blvd., McAllen, Texas, 78501
Rates are $119 for a single or double and are available until October 20, 2017
Check-in is at 3pm and check-out is at 12 noon
Make your reservations soon to receive this special rate
Rates are based on availability. For reservations call (956)688-8329 or on-line at Embassy Suites Hotel.
Be sure to mention block code SEE