CUNA Volunteer Certification School
Instructors

Instructors

  Woody Hodgdon, CUCE, BSACS

Woody is a Credit Union Compliance Expert (CUCE), Bank Secrecy Act Compliance Specialist (BSACS), and is the national compliance manager for Addison Avenue Federal Credit Union (formerly HP Employees FCU) in Palo Alto, California. Addison Avenue FCU serves employees of Hewlett Packard, Agilent Technologies, Philips Electronics, and several other related employers in the United States and Puerto Rico. Prior to accepting his current job, Woody spent 17 years at HP Rocky Mountain Federal Credit Union in Loveland, Colorado which eventually merged with the other HP credit unions to form Addison Avenue FCU. He spent three years as an agent for CUNA Mutual in northern Colorado prior to starting his management career with credit unions. Woody has been involved in credit union management, operations, marketing, and compliance issues for more than 30 years. He is a graduate of Western CUNA Management School in Pomona, California. He is a 1980's graduate of CUNA's Regulatory Compliance School and attends annual update sessions to stay current. Woody has lectured to many groups about bankruptcy, the Americans with Disabilities Act, financial counseling, home banking, and risk-based lending. Woody is a charter member of the National Credit Union Institute and earned the Dean's List with Highest Honors designation.

  Jeff Rendel

Jeff is president of Rising Above Enterprises, and offers a wealth of knowledge from his experience in the financial services marketplace. In his current position, he works with associations and professionals who want greater professional growth, as well as financial services providers who want deeper market penetration. His mission is to develop excellent leaders – in life, on the job, for your members, and for your credit union. Jeff has held such positions as federal regulator, financial executive, and congressional lobbyist.

  Tim Harrington, CPA

Tim is president of T.E.A.M. Resources, a training and consulting firm that provides consulting, strategic planning, and training to credit unions from coast-to-coast. Tim is a dynamic speaker who can make complex subjects very simple. As an expert in the field of credit unions, he has been involved in hundreds of credit union audit engagements and has consulted with, and provided training to, credit union employees throughout the country. Tim has been working with credit unions since 1989 when he directed the internal audit of a $100-million-dollar credit union. As an internal auditor, he gained a deep understanding of credit unions, their problems and successes.

  Tim Gardner

Tim is a financial consultant at CUNA Mutual Group. He assists credit unions in the selection and use of a variety of programs that perform asset-liability management, interest rate risk analysis, financial analysis, budgeting, strategic planning, and loan pricing. Tim also conducts strategic planning training sessions, presents financial analysis training workshops, and assists credit unions with special projects. Previously, Tim was the financial analyst for Wright Patman Congressional Federal Credit Union in Washington, D.C.

  Ron Parker, CPA

Ron is a certified public accountant and partner at Clifton Gunderson, LLP and has been actively involved with credit unions and in the practice of public accounting for more than 35 years. Having served on the board of directors and supervisory committees of credit unions and working with hundreds of credit unions in an audit and consulting capacity, Ron is uniquely familiar with the challenges that credit unions face. Ron has worked in conjunction with officials at NCUA, the National Association of State Credit Union Supervisors (NASCUS), Credit Union National Association (CUNA), and other state and national credit union organizations.

  Eileen Iles

Eileen has over 20 years of experience in the financial services industry. Her experience includes: management of risk management, including risk-based internal audit outsourcing and co-sourcing relationships; consultations with financial institutions regarding Sarbanes Oxley Section 404 and internal control assessment and attestation requirements; consultations with financial institutions to improve internal control environments; development of Crowe Chizek's financial institutions continuing professional education program; and continuing professional education instructor.

  Mark Condon

Mark is the senior vice president of CUNA's Center for Research & Advice and has worked with the trade association and credit unions for more than 26 years. He directed CUNA's National Marketing Program, served as publisher of Credit Union Magazine and CUNA's other periodicals, and directed the launch of such innovative online products as The Home & Family Finance Resource Center, Googolplex, the online guide for student moneymakers, and The Point for Credit Union Research & Advice. Under Mark's management, News Now became the focal point of CUNA's Web site and is now the credit union movement's premier electronic news service. The Center for Research & Advice produces CUNA's highly regarded Environmental Scan and a wide range of other survey reports covering credit union and consumer issues and trends. Mark serves on CUNA's executive management team, allowing him to stay abreast of current political and regulatory issues.

  Doreen H. Burton

Doreen is a credit union marketing professional with nearly 20 years of experience. She has demonstrated the value of integrating strategic marketing with overall business objectives. Having served as credit union marketing executive for a $950M institution, Ms. Burton has expertise in the areas of strategic planning, marketing plans, brand development, MCIF analysis, member segmentation, business development, and establishing the "right" experience for members. A regular speaker at national credit union forums, Ms. Burton has shared with audiences her knowledge of effective brand strategies, market planning, business development, strategic planning, marketing planning, and SEG development.

Ms. Burton has first-hand experience working with credit unions ranging from $8M to over $1B. With this unique perspective, she applies her understanding of credit union culture to partner with a credit union as a staff member -- delivering customized strategic solutions that align with a credit union's strategies and objectives.

  Michael L. Dougal

Michael has over 15 years of progressive human resource management and consulting experience. As principal consultant with HRValue Group, L.L.C., Michael is responsible for designing customized human resource solutions for credit unions desiring to increase their organization value. Providing expertise in the areas of compensation systems, benefits analysis, policy development, and performance management, Michael provides high quality, integrated human resource services and consultation. He also serves on the board of directors and chair of the human resource committee for various human services agencies and non-profit organizations.

  Dana Lavey

Dana Lavey is a senior supervision analyst with the National Credit Union Administration (NCUA). She works out of the Region V's office in Tempe, AZ. Dana began her career with the NCUA as an examiner in Portland, OR. She specializes in consumer compliance and is Region V's planning coordinator and BSA/OFAC specialist.

For more program content information or to request a brochure call 800-356-9655, ext. 4249, or email elearning@cuna.coop. For registration questions, call 800-356-9655, ext.4400 or e-mail reginfo@cuna.coop.