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Baltimore Chapter Annual Meeting and Elections: Vendor Management and Problem Resolution Education Session

May 8th, 2018 5:30 PM – 7:30 PM

Baltimore Chapter Meeting
Vendor Management and Problem Resolution
May 8, 2018 | 5:30 pm to 7:30 pm
  Red Lion Hotel North Baltimore
(Formerly, Radisson Hotel North Baltimore)
2004 Greenspring Drive
Timonium, MD 21093 
Nominees for 2-year term as Chapter Association Director: 
Lois Profili, First Eagle FCU 
Nominees for one 2 year term and two 3 year terms (vote for three)
Margaret Burdette, Five Star FCU
Janet Oursler, Howard County Education FCU
Lester Warby III, Baltimore Washington FCU
Rick Webb, First Financial FCU
CUNA Mutual
BSC America/Bel Air Auction
Clifton Larsen Allen, LLP
Elegant Restoration
Education Event Details 
Join David Reed of Reed and Jolly, PLLC.  as he discusses how vendor management continues to be a high priority operational and regulatory issue, because every financial institution entrusts some of its most sensitive borrower information, financial resources and core business processes to third party vendors. 
If something goes wrong with a third party relationship, we all know who will get the blame: You!  On top of that, consider how much of your budget is paid directly to vendors.  Make sure your institution is getting the most from your vendors while satisfying the increased examination scrutiny. 
From selecting the best available vendor to identifying and correcting performance issues this presentation examines the practical and regulatory requirements for managing third party relationships and the operational details of creating an effective vendor problem resolution program.
This session will cover:
  • Designing an effective management process
  • Understanding the critical timelines for critical vendors
  • What to do when things go bad
  • Understanding your default options
  • Creating solid staff oversight and quality control
BONUS:  The 5 Things Your Vendor Does NOT Want You to Know


5:30 pm - 6:00 pm Registration and Networking
6:00 pm - 6:30 pm Dinner
6:30 pm - 6:45 pm Business meeting
6:45 pm  -7:15pm Speaker
7:15 pm Results of election will be announced
About Your Speaker

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 policies and procedures, organizational compliance, collections, security, contractual agreements, regulatory matters and corporate governance. 

In addition to his legal expertise, Mr. Reed is Chairman of a Supervisory Committee and a 20 year League and Chapter volunteer.  His engaging speaking style has garnered him status as a regular lecturer nationwide on topics such as regulatory compliance, examination planning, consumer lending, bankruptcy and collections.  He offers facilitation services and a full range of on-site training programs that can be delivered to the Board, executive team, managers or frontline staff.  

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, governance, bankruptcy and collections.  He has been selected to train federal and state field examination staff on numerous issues including BSA, ID Theft Red Flags, S.A.F.E Act, Third Party Contract Management and Bankruptcy.  He also serves as editor of several industry manuals.

Mr. Reed received his undergraduate degree from Virginia Tech in 1986 and his Juris Doctorate from George Mason University School of Law in 1989.   He is also a Certified Compliance Officer and resides in Fairfax, Virginia with his wife Diane.  
Registration Fees
Baltimore Chapter Credit Unions <$25 mil - 1 attendee
Baltimore Chapter Credit Unions <$25 mil - Addt'l Attendees
CUs affiliated with any MD|DC CUA Chapter
CUs not affiliated with any MD|DC CUA Chapter
Vendor $55.00/person
Non-Dues Paying Vendor $105.00/person
Meeting Sponsor, 1 Attendee FREE
Meeting Sponsor (Addt'l Attendee)
Registration Notice
Registrations must be paid in advance by credit card, registrations will not be taken at the door. Credit cards will not be accepted at the door. A $20 late registration fee will be charged for registrations received after 4:00 pm on Friday, May 4, 2018.
Radisson Hotel North Baltimore
2004 Greenspring Drive
Timonium, MD 21093

Event Info


May 8th, 2018 5:30 PM – 7:30 PM


Radisson Hotel North Baltimore
2004 Greenspring Drive
Timonium, MD 21093


Phone: 443-325-0768

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