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2024 NCUMA Summer Speakers

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David A. Reed

Reed and Jolly, PLLC

Fairfax, Virginia

Attorney, author, consultant and nationally recognized trainer, 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 a Certified Fraud Examiner and former 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 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 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, Field of Membership, 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.  

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Frank Kelly
Founder & Managing Partner

Having worked as a senior executive on Wall Street as well as having served in senior government roles, Frank brings extensive global experience and insight into the public policy decision-making process and its impact on global markets. Frank began his career as a writer for President Ronald Reagan and went on to serve in the White House Office of Political Affairs. He served as a writer for President George H.W. Bush and then served at the Justice Department in the Office of Policy Development, focusing on national security and international issues. From there, Frank went to the US Securities and Exchange Commission, being appointed Senior Policy Advisor to the Chairman and Chief Spokesman for the Commission as well as a member of the SEC Senior Staff. He then joined Merrill Lynch Investment Banking in New York serving as Chief of Staff and Global Head of Marketing for Investment Banking, Sales & Trading. Frank was also a member of the German/Swiss/Austria country coverage team and was involved in numerous large cross-border deals. He returned to Washington DC to establish Charles Schwab & Co.’s first Global Government & Regulatory Affairs operation. He served as both the Senior Vice President and Global Head of Government Affairs and the firm’s first Chief Political Strategist.

Frank joined Deutsche Bank in 2003 as the Bank’s first Head of Government Affairs and then later, Global Coordinator for Government & Public Affairs. He was also the Bank’s first Chief Political Strategist. In this role, he advised the Bank’s top institutional clients globally on US and geopolitical issues. He also has extensive experience in mergers and acquisitions, establishing and heading up the Bank’s Direct Investment Advisory Group (DIAG). Frank and his team advised corporates on sensitive national and economic security-related mergers and acquisitions seeking approvals from the US Committee for Foreign Investment in the US (CFIUS). 

He is a member of the board of directors of Barnwell Industries (NYSE: BRN), a diversified oil/gas drilling/land development company.

Frank is also a Senior Advisor to The Scowcroft Group, a global business advisory firm with an emphasis on emerging markets. It supports clients at every business development stage, including political risk analysis, strategic planning, risk management, market development, and ongoing operations. The firm also supports clients in the investment community, providing leading-edge analysis of market impact events and trends. 

Frank is an adjunct professor at The Catholic University School of Business teaching coursework on Business Intelligence and Risk Assessment. He is also a Senior Associate with the Americas Program at the Center for International and Strategic Studies (CSIS) in Washington where he focuses on Latin American politics, economics, and trade. 

Frank serves on the Board of Directors of CODESPA America, an organization dedicated to helping those living in extreme poverty become self-reliant through access to dignified and sustainable work. He also serves as Vice-Chair of the Jerome Lejeune Foundation of America which is dedicated to advocating for people with Downs Syndrome. Frank is a member of the Council on Foreign Relations, the International Institute for Strategic Studies, the American Council on Germany, and the American Institute for Contemporary German Studies. He resides outside Washington DC in Great Falls, Virginia with his wife, Maura, on their working farm, Open Door Farm.

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More Speakers coming soon

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