Brian R. Witt Shareholder
Brian has a specialized practice representing regional and national financial service providers on regulatory and compliance issues in Oregon and Washington.
He represents credit unions, financial service companies, and banks on regulatory and operational issues; regional and national financial service providers and mortgage and finance companies on operational, compliance, and licensing issues; and financial service organizations and providers on formation issues, securities, insurance, and financial service delivery matters. Brian works closely with national and state regulators on mergers, expansions and examination matters.
Brian is a recognized national expert in the design and delivery of traditional and innovative financial products and services, including internet delivery of financial services.
As chair of the firm's Financial Services practice group, Brian regularly tracks the impact of legislation and court decisions on financial service providers and sends timely and concise updates through e-alerts and newsletters. In addition the firm develops comprehensive programs necessary to ensure compliance of current developments in the financial services industry. Brian has developed a comprehensive compliance management software solution, Compliance Smart, to assist with organizing the workflow for regulatory compliance.
Brian counsels clients, is a frequent speaker on, and has published extensive compliance materials in the following areas:
- Credit Union Compliance Management
- Credit CARD Act Compliance
- CUSO Formation and Operation
- Credit Union Mergers
- Vendor Management and Contract Reviews
- Corporate Governance and Responsibility
- Executive Compensation Agreements
- Information Security Program
- Security Response Guidelines
- Online Delivery of Financial Services
- Advertising Compliance
- Consumer, Home Equity, and Business Lending
- CFPB Regulations
Brian regularly presents regulatory and compliance education and training for financial service clients, and national and state trade associations, including the following:
"Legal Update," Northwest Credit Union Association (October 2012, November 2011, and November 2010)
"Director Liability and Risk - A 2012 Reality Check," Volunteer Leadership Institute (January 2012)
"Credit Union Director Liability: It Shouldn't Hurt to be a Volunteer," Volunteer Leadership Institute (January 2010)
"Credit Union Vendor Management," Washington Credit Union League (February 2009)
Brian is past Chair of the Credit Union Committee and an active member of the Consumer Finance and Cyberspace Law - Electronic Transactions Committees of the Business Section of the American Bar Association.
Brian and his family live full time in Sisters, Oregon and enjoy skiing, fly fishing, and golfing.