Recognition & Accomplishments
The Best Lawyers in America, banking and finance law, 2021
North Star Lawyer, Minnesota State Bar Association, 2013
Minnesota Super Lawyers, Rising Star, 2003-2004
Publications
Co-author, "Fast-Approaching Effective Date of Prepaid Rule Leaves Little Time to Address Significant Compliance Challenges," Ballard Spahr alert, February 5, 2019
Speaking Engagements
"The Use of Alternative Data in Online Lending Models and the Credit Process: Assessing Consumer Concerns, Regulatory Challenges, and the Implications of the CFPB's First No-Action Letter," American Conference Institute National Conference on FinTech and Emerging Payment Systems, New York, May 1, 2018
"The CFPB Final Rule on Prepaid Accounts: Implementation Delays, Compliance Challenges, and Market Expectations," American Conference Institute's 18th National Forum, January 2018
"Consumer Litigation - TCPA and FDCPA Trends, Stale Debt Recovery & the CFPB," Lindquist & Vennum Card Issuer Workshop, October 4, 2017
"Regulatory Updates & Enforcement Trends - Prepaid, Credit & More," Lindquist & Vennum Card Issuer Workshop, September 28, 2017
2017 Advanced Lending Seminar, Complimentary Seminar, May 11, 2017
"CFPB Developments Other than The Final Rule on Prepaid Card Accounts Including Arbitration, Small Dollar Lending, and Enforcement Actions," American Conference Institute National Forum on Prepaid Card Compliance, Washington, D.C., January 30, 2017
2016 Sioux Falls Card Issuer Workshop, Complimentary Seminar, November 1, 2016
"Banking Case Law and Regulatory Update," Minnesota CLE, Banking Law Fall Round-Up, October 18, 2016
"Managing the Third-Party Servicers, Ensuring that Program Managers Have Proper Compliance Management Systems in Place, and Helping Less Sophisticated Program Managers Develop Robust Compliance Management Systems," American Conference Institute National Forum on Prepaid Card Compliance, Chicago, IL, September 26, 2016
2016 Advanced Lending Seminar, Complimentary Seminar, April 21, 2016
"Third Party Regulatory and Compliance Risks and UDAAP Issues Specific to Emerging Payment Systems and How to Best Manage Them," American Conference Institute National Forum on The Evolving Legal, Regulatory, and Enforcement Landscape of Emerging Payment Systems, Chicago, IL, March 31, 2016
"Risks Associated with Tax Refunds on Prepaid Cards," American Conference Institute National Forum on Prepaid Card Compliance, Washington, D.C., January 28, 2016
2015 Card Issuer Workshop - Sioux Falls, Complimentary Seminar, October 22, 2015
"Credit, Debit, and Prepaid Cards: New Regulations and Reforms and Their Impact on Traditional Payment Methods," American Conference Institute 9th National Forum on The Evolving Legal, Regulatory, and Enforcement Landscape of Emerging Payment Systems, Chicago, IL, March 27, 2015
"UDAP/UDAAP, Third-Party Risks and Managing Third-Party Vendors: Regulatory and Compliance Considerations for New Payment Models," American Conference Institute National Forum on The Evolving Legal, Regulatory, and Enforcement Landscape of Emerging Payment Systems, Chicago, IL, March 27, 2015
2014 Sioux Falls Card Issuer Workshop, Complimentary Seminar, November 18, 2014
Lindquist & Vennum 7th Annual Advanced Lending Seminar, Complimentary Seminar, April 24, 2014
"Credit, Debit, and Prepaid Cards: New Regulations and Reforms and Their Impact on Traditional Payment Methods," American Conference Institute National Forum on The Evolving Legal, Regulatory, and Enforcement Landscape of Emerging Payment Systems, San Francisco, January 1, 2014
"Selected Legal Issues in Project Finance," FCS Commercial Finance Group, Credit & Marketing Meeting, November 1, 2013
2012 Lindquist & Vennum Card Issuer Workshop, Complimentary Seminar, October 25, 2012
Community Activities
FarmHouse Fraternity Foundation, Trustee, 2012-present