Mid-Atlantic CU Roundtable

Speakers

Bill Astrab.jpg
Bill Astrab
Bill Astrab is a Shareholder at Doeren Mayhew in the firm’s Financial Institutions Group. For more than 30 years, Bill has provided valuable auditing insight to financial institutions and their employee benefit plans.

Today, Bill helps lead the group’s audit and assurance services provided to the firm’s more than 350 credit unions and CUSO clients. Additionally, he is a member of the firm’s Employee Benefit Group, where he oversees employee benefit plan audits for 401(k) profit sharing and defined benefit pension plans.

Throughout his career, Bill has gained industry knowledge and experience working alongside credit unions in his previous leadership positions in public accounting firms, where he managed a diverse client base comprised primarily of credit unions, as well as non-profit organizations, benefit plans, and individual and corporate tax clients.
Gerg Lambert.jpg
Greg Lambert
Greg Lambert is an Internal Audit Manager at Doeren Mayhew in the firm’s Financial Institutions Group. A seasoned audit professional of more than 15 years, Greg manages internal audit engagements for credit unions throughout the nation. Leveraging his previous experience working for a credit union developing the internal audit department, he provides a unique perspective to clients during engagements.

In addition to his audit expertise, Greg has in-depth industry knowledge from being a member of the Association of Credit Union Internal Auditors (ACUIA) for seven years and serving as the association’s Regional Director for three years.
John Zasada 090919.jpg
John Zasada
John Zasada is a Compliance Consulting Director in the firm’s Financial Institutions Group, where he helps manage, strategize and guide regulatory compliance for credit unions ranging in assets up to $10 billion.

With more than 25 years’ experience, John assists credit unions across the nation remain compliant by conducting and leading a diverse range of compliance engagements including BSA, UDAAP, lending, operations and website/social media/advertising compliance. He is regularly called on by credit unions to establish regulatory compliance programs and management systems, as well as educate staff on regulations.

John is an author and speaker within the financial institutions industry, often invited to speak at national and state industry associations to cover an expansive range of regulatory compliance topics

Prior to joining the firm, John helped lead the regulatory compliance practices for CliftonLarsonAllen and RSM McGladery.
tony bio pic 3.jpg
Tony Ferris
Blending over 20 years of experience working directly with financial institutions, Tony continues to help leaders evolve in the way they think, strategize, and govern their respective financial organizations. Tony and the Rochdale Paragon Group have led the charge on defining the business processes around governance, risk and assurance disciplines to formalize how organizations make better decisions and focus on the critical tasks at hand. Additionally, Tony has overseen the Rochdale Paragon Group’s development of their state-of-the-art apogee iQ™ software platform designed to support and enhance the ERM, vendor management and operational processes that are pivotal to the health of every financial institution.
Top