Speakers

Yvonne Evers, Founder/CEO of SUCCESSIONapp, LLC. has worked with hundreds of credit unions over the last 25 years. Her career began in human resource consulting, and specifically in compensation design, and, more recently, grew into more of a focus on succession planning, executive coaching, and board governance training and facilitation.

She was the CEO of HRValue Group where they had executive search as one of their primary services. She is very knowledgeable about the search industry and has assisted other credit union boards with CEO contract negotiations. She has also been the executive coach of numerous successful medium to large credit union CEOs.

She served on the board of a large credit union for 20 years, holding the Chair position for four years and being on the Executive Committee for 12 years. She also led the board in negotiating all of the current CEO's contracts since he started in 2003.

Yvonne has coached many CEOs and boards on succession planning. It is her passion! She wants credit unions to be ready for the future. And the future includes a lot of turnover in the board and executive ranks.

She researched and created an online board and management succession planning solution called SUCCESSIONapp®.

She has a Master’s degree in Industrial Relations from the University of Wisconsin.

David Reed, Attorney, author, consultant and nationally recognized trainer, 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 a Certified Fraud Examiner and Chairman of a Supervisory Committee. His engaging speaking style has garnered him status as a regular lecturer nationwide on topics such as regulatory compliance, governance, 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 Apple Federal Credit Union, Mr. Reed is particularly noted as an expert in the areas of credit union operations, governance, security, 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, Cybersecurity and Bankruptcy. He also serves as a frequent contributor to numerous industry publications.

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 resides in Fairfax, Virginia with his wife Diane and an odd assortment of cats.

Holly Spiczenski is a consultant in Risk & Compliance Solutions for TruStage. In this role she assists credit unions in identifying areas of risk in their payments and deposits area of operations and recommends appropriate controls to reduce loss exposure.

Holly began her career with TruStage specializing in Collateral Protection. She then moved into a role within Business Protection as a claims adjuster. Prior to joining the organization, Holly worked at CUNA Credit Union, which has since evolved into Summit Credit Union.

In her freetime, she enjoys going to Green Bay Packer and Badger games and spending time with family.