Clerk of the House of Representatives
Legislative Resource Center
135 Cannon Building
Washington, DC 20515
http://lobbyingdisclosure.house.gov 		Secretary of the Senate
Office of Public Records
232 Hart Building
Washington, DC 20510
http://www.senate.gov/lobby
LOBBYING REPORT

Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page

1. Registrant Name Organization/Lobbying Firm Self Employed Individual
Credit Union National Association

2. Address

Address1
99 M Street, SE
 Address2
​Suite 300
City
WASHINGTON
 State
DC
 Zip Code
20003-3799
 Country
USA

3. Principal place of business (if different than line 2)

City
​WASHINGTON
 State
​DC
 Zip Code
​20510
 Country
​USA
4a. Contact Name b. Telephone Number c. E-mail
​Mr.
​Jason Stverak
​2025578528
​jstverak@cuna.coop
5. Senate ID#
​11322-12
7. Client Name Self Check if client is a state or local government or instrumentality
​Credit Union National Association
6. House ID#
​318770000
TYPE OF REPORT 8. Year
​2023
 Q1 (1/1 - 3/31) Q2 (4/1 - 6/30) Q3 (7/1 - 9/30) Q4 (10/1 - 12/31)

9. Check if this filing amends a previously filed version of this report

10. Check if this is a Termination Report Termination Date
​
11. No Lobbying Issue Activity
INCOME OR EXPENSES - YOU MUST complete either Line 12 or Line 13
12. Lobbying 13. Organizations
INCOME relating to lobbying activities for this reporting period was: EXPENSE relating to lobbying activities for this reporting period were:
Less than $5,000
Less than $5,000
$5,000 or more $
​
$5,000 or more $
​1,140,000.00
Provide a good faith estimate, rounded to the nearest $10,000, of all lobbying related income for the client (including all payments to the registrant by any other entity for lobbying activities on behalf of the client). 14. REPORTING Check box to indicate expense accounting method. See instructions for description of options.
Method A. Reporting amounts using LDA definitions only

Method B. Reporting amounts under section 6033(b)(8) of the Internal Revenue Code

Method C. Reporting amounts under section 162(e) of the Internal Revenue Code

Signature
Digitally Signed By: Jason Stverak
 Date
1/22/2024 12:46:00 PM

LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.

15. General issue area code BAN

16. Specific lobbying issues

Credit Card Interchange Fees - S. 1838 and H.R. 3881 - Credit Card Competition Act of 2023
Credit Union Loan Maturity Issues
Issues related to access to financial services
Credit Union Field of Membership issues
Credit Union Tax Status
Issues related to Credit Union Member Business Lending Caps
S. 539 - Veterans Member Business Loan Act
Issues related to housing Finance Reform
Financial Services Regulatory Relief issues
Issues related to Data Security and Data Privacy
S. 610 - Credit Union Board Modernization Act
S.2860 - Secure and Fair Enforcement Regulation Banking Act
S. 1323 - Secure and Fair Enforcement Banking Act
Issues related to Digital Assets
S. 2760 - Capping Credit Card Interest Rates Act
S. 3538, Close the Shadow Banking Loophole Act
Issues related to the National Defense Authorization Act
Issues related to the Consumer Financial Protection Board
Issues related to consumer financial protection
Issues related to Community Development Financial Institutions
Issues related to the Community Development Revolving Loan Fund
Issues related to Credit Union Loan Maturities
Issues related to Digital Assets
Credit Union Tax Status
Issues related to Financial Services Regulatory Relief
Issues related to National Credit Union Administration Examination Procedures
Proposed new tax reporting requirements for financial institutions
Postal Banking
Issues related to FinCEN and appropriations thereto
Issues related to privately insured credit unions
Issues related to the Federal Reserves new liquidity facility
Issues related to the safety and soundness of credit unions
Issues related to the Military Lending Act
Issues related to regulation of Credit Unions as employers
Issues related to Housing Finance Reform
Issues related to management and operation of Credit Unions
Issues related to Large Participants for General-Use Digital Consumer Payment Applications
Foreign Account Tax Compliance Act
Issues related to minority depository institutions
Issues related to diversity, equity, and inclusion initiatives

17. House(s) of Congress and Federal agencies Check if None

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Treasury - Dept of, Federal Trade Commission (FTC), Defense - Dept of (DOD), Labor - Dept of (DOL), Environmental Protection Agency (EPA), Consumer Financial Protection Bureau (CFPB), Natl Credit Union Administration (NCUA), Federal Housing Finance Agency (FHFA), Small Business Administration (SBA), Housing & Urban Development - Dept of (HUD), Federal Reserve System

18. Name of each individual who acted as a lobbyist in this issue area

First Name Last Name Suffix Covered Official Position (if applicable) New
David
Park
​
​
Jason
Stverak
​
​
Abby
Gunderson Schwarz
​
​
Clement
Abonyi
​
​
Alex
Catanese
​
​
Phil
Drager
​
​
Elizabeth
Sullivan
​
​
Madison
Rose
​
​
John
Hildreth
​
​
Alexander
Monterrubio
​
​
Michael
Schenk
​
​

19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None

​

LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.

15. General issue area code BUD

16. Specific lobbying issues

Cooperative Development Program funding and procurement reform at USAID
NCUA Budget and Strategic Planning

17. House(s) of Congress and Federal agencies Check if None

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES

18. Name of each individual who acted as a lobbyist in this issue area

First Name Last Name Suffix Covered Official Position (if applicable) New
Jason
Stverak
​
​
John
Hildreth
​
​
Michael
Schenk
​
​

19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None

​

LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.

15. General issue area code SMB

16. Specific lobbying issues

1071 Related Issues
SBA 7a loans
Credit Union Member Business Lending Caps

17. House(s) of Congress and Federal agencies Check if None

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Small Business Administration (SBA)

18. Name of each individual who acted as a lobbyist in this issue area

First Name Last Name Suffix Covered Official Position (if applicable) New
Abby
Gunderson Schwarz
​
​
John
Hildreth
​
​
Phil
Drager
​
​

19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None

​

LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.

15. General issue area code TAX

16. Specific lobbying issues

Issues related to the Unrelated Business Income Tax

17. House(s) of Congress and Federal agencies Check if None

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES

18. Name of each individual who acted as a lobbyist in this issue area

First Name Last Name Suffix Covered Official Position (if applicable) New
Jason
Stverak
​
​
John
Hildreth
​
​

19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None

​

LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.

15. General issue area code LBR

16. Specific lobbying issues

Department of Labor Overtime Rule

17. House(s) of Congress and Federal agencies Check if None

U.S. HOUSE OF REPRESENTATIVES

18. Name of each individual who acted as a lobbyist in this issue area

First Name Last Name Suffix Covered Official Position (if applicable) New
Phil
Drager
​
​

19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None

​

LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.

15. General issue area code TEC

16. Specific lobbying issues

Issues related to the Telephone Consumer Protection Act
Issues related to the Telephone Robocall Abuse Criminal Enforcement and Deterrence

17. House(s) of Congress and Federal agencies Check if None

Federal Communications Commission (FCC)

18. Name of each individual who acted as a lobbyist in this issue area

First Name Last Name Suffix Covered Official Position (if applicable) New
Elizabeth
Sullivan
​
​

19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None

​

Information Update Page - Complete ONLY where registration information has changed.

20. Client new address

Address
​
City
​
State
​
Zip Code
​
Country
​

21. Client new principal place of business (if different than line 20)

City
​
State
​
Zip Code
​
Country
​

22. New General description of client’s business or activities

​

LOBBYIST UPDATE

23. Name of each previously reported individual who is no longer expected to act as a lobbyist for the client

First Name
Last Name
Suffix
First Name
Last Name
Suffix
1
​
​
​
3
​
​
​
2
​
​
​
4
​
​
​

ISSUE UPDATE

24. General lobbying issue that no longer pertains

​
​
​
​
​
​
​
​
​

AFFILIATED ORGANIZATIONS

25. Add the following affiliated organization(s)

Internet Address:

Name Address Principal Place of Business
(city and state or country)
Street Address
City State/Province Zip Country
City
State Country

26. Name of each previously reported organization that is no longer affiliated with the registrant or client

1 2 3

FOREIGN ENTITIES

27. Add the following foreign entities:

Name Address Principal place of business
(city and state or country) 		Amount of contribution for lobbying activities Ownership percentage in client
Street Address
City State/Province Country
City
State Country
%

28. Name of each previously reported foreign entity that no longer owns, or controls, or is affiliated with the registrant, client or affiliated organization

1 3 5
2 4 6

CONVICTIONS DISCLOSURE

29. Have any of the lobbyists listed on this report been convicted in a Federal or State Court of an offense involving bribery, extortion, embezzlement, an illegal kickback, tax evasion, fraud, a conflict of interest, making a false statement, perjury, or money laundering?

Lobbyist Name Description of Offense(s)