Best Credit Union Exam Solutions by Mark Treichel Podcasts (2024)

1
Proposed NCUA on Rule Incentive Based Compensation Arrangements 33:23

1d ago33:23

33:23

Proposed Rule on Incentive-Based Compensation Arrangements In this episode, Samantha Shares discusses the NCUA’s new proposed rule on Incentive-Based Compensation Arrangements, voted on during the July 18th Board Meeting. The episode includes a detailed presentation by various board members and staff on the scope, requirements, and implications of …

1
Joe Jacobi’s Journey from Olympic Gold to Performance Coach: Navigating Life's Rapids 43:03

4h ago43:03

43:03

Navigating Life's Rapids: Joe Jacobi’s Journey from Olympic Gold to Performance Coach In this episode of 'With Flying Colors,' host Mark Treichel interviews Joe Jacobi, Olympic gold medalist and performance coach. They discuss Joe's journey from winning America’s first Olympic gold in whitewater canoe slalom in 1992 to becoming a renowned performan…

1
Proposed Succession Planning Rule: July NCUA Board Meeting 30:46

3h ago30:46

30:46

Proposed Succession Planning Rule: July NCUA Board Meeting This episode covers NCUA’s new proposed rule on Succession Planning discussed at the July 18th Board Meeting. The rule aims to improve the preparation and transition processes within credit unions by mandating formal written succession plans. The conversation includes insights from key staf…

1
Letters of Understanding and Agreement (LUAs) 6:06

3h ago6:06

6:06

Hello, this is Samantha Shares. This episode covers N C U A’s Enforcement Manual on Letters of Understanding and agreement – also known as L U A’s. The following is an audio version of that advisory and the press release. This podcast is educational and is not legal advice. We are sponsored by Credit Union Exam Solutions Incorporated, whose team ha…

1
Defense Credit Union Council's Take on Chevron & Outreach 28:47

1h ago28:47

28:47

In this episode of 'With Flying Colors,' Mark Treichel discusses significant changes following the Supreme Court's overturning of the Chevron doctrine with Tony Hernandez, CEO of Defense Credit Union Council (DCUC), and Jason Sturrock, DCUC's new Chief Advocacy Officer. They explore the implications of this seismic shift for credit unions, the incr…

1
NCUA's Enforcement Options and Philosophy 6:37

5d ago6:37

6:37

Hello, this is Samantha Shares. This episode covers N C U A’s Enforcement Action Philosophy per its redacted Enforcement Manual. The following is an audio version of that advisory and the press release. This podcast is educational and is not legal advice. We are sponsored by Credit Union Exam Solutions Incorporated, whose team has over two hundred …

1
Supreme Court Chevron Decision and Credit Unions 25:12

12d ago25:12

25:12

Understanding the Supreme Court's Impact on Credit Unions: Chevron and Jarkezy Cases In this episode of the 'With Flying Colors' podcast, Mark Treichel discusses recent Supreme Court decisions, particularly the Chevron and Jarkezy cases, and their potential impacts on credit unions. The Chevron ruling, which overrules the Chevron deference doctrine…

1
NCUA's Authority to Remove Officials 4:36

12d ago4:36

4:36

Hello, this is Samantha Shares. This episode covers N C U A’s Enforcement Manual Section on Removal of Officials. The following is an audio version of that advisory and the press release. This podcast is educational and is not legal advice. We are sponsored by Credit Union Exam Solutions Incorporated, whose team has over two hundred and Forty years…

1
Conservatorship: When NCUA Removes the Board & What You Need to Know 11:59

12d ago11:59

11:59

NCUA has the authority to take what is called a conservatorship action, resulting in the credit union board of directors being removed. NCUA then wears 3 hats: insurer, regulator, and credit union operator - representing the interest of the members. These are complicated and rare, but one happened last week, and a few happen every year. Steve, Todd…

1
NCUA's Cybersecurity and Credit Union System Resilience Report 54:52

18d ago54:52

54:52

NCUA issued its Annual Cybersecurity and Credit Union System Resilience Report today. It is long but worth listening to in this "real time" release of an audiobook version of the Report.By Credit Union Exam Solutions Inc.

1
Office of the Comptroller of the Currency Risk Perspective for Spring 2024 5:39

19d ago5:39

5:39

Here is a link to the entire document: https://www.occ.treas.gov/publications-and-resources/publications/semiannual-risk-perspective/index-semiannual-risk-perspective.htmlBy Credit Union Exam Solutions Inc.

1
When DORs become LUAs: What you Need to Know About Letters of Understanding & NCUA 18:24

1M ago18:24

18:24

NCUA is issuing more Letters of Understanding and downgrading more credit unions to CAMEL code 4s. In this episode, Steve Farrar, Todd Miller, and I discuss everything you need to know about the LUA process. https://www.linkedin.com/in/mark-treichel/By Mark Treichel's Credit Union Exam Solutions

1
Uses, Opportunities, and Risks of Artificial Intelligence in the Financial Services Sector 1:00:31

27d ago1:00:31

1:00:31

Uses, Opportunities, and Risks of Artificial Intelligence in the Financial Services Sector https://home.treasury.gov/system/files/136/Treasury-AI-RFI-financial-sector-2024.pdf?utm_medium=email&utm_source=NCUAgovdelivery https://www.linkedin.com/in/mark-treichel/By Credit Union Exam Solutions Inc.

1
NCUA Conserves 1st Choice Credit Union of Atlanta 14:08

1M ago14:08

14:08

https://ncua.gov/newsroom/press-release/2024/1st-choice-credit-union-conserved https://www.linkedin.com/in/mark-treichel/ www.marktreichel.comBy Mark Treichel's Credit Union Exam Solutions

1
Credit Union Assets, Lending, Insured Shares, Delinquencies Grow 5:27

1M ago5:27

5:27

Connect with Mark Treichel on Linkedin: https://www.linkedin.com/in/mark-treichel/ Where to find the entire NCUA report: https://ncua.gov/files/publications/analysis/quarterly-data-summary-2024-Q1.pdfBy Credit Union Exam Solutions Inc.

1
Document of Resolution & Examiner Findings: What You Need to Know 53:16

2M ago53:16

53:16

odcast Show Notes --- **Episode Title:** Understanding Examiner Findings, Supplementary Facts, and Documents of Resolution **Host:** Mark Treichel **Guests:** Steve Farrar and Todd Miller --- **Introduction:** Welcome to another episode of "With Flying Colors." I'm your host, Mark Treichel. Today, we're diving into the intricacies of NCUA examinati…

1
NCUA Board Member Tanya Otsuka Statment on Collection of Overdrafts and Non-Sufficient Fund Data 3:03

1M ago3:03

3:03

Hello, this is Samantha Shares. This episode covers N C U A Board Member Tanya Oatska’s statement on the agency’s Collection of Overdraft and Non-Sufficient Fund Data The following is an audio version of that statement. This podcast is educational and is not legal advice. We are sponsored by Credit Union Exam Solutions Incorporated, whose team has …

1
NCUA Vice Chairman Kyle Hauptman's Statement on the Agency's Collection of Overdraft and NSF Fee Data 9:05

1M ago9:05

9:05

Hello, this is Samantha Shares. This episode covers N C U A Vice Chairman and Board Member Kyle S. Hauptman statement on the agency’s Collection of Overdraft and Non-Sufficient Fund Data The following is an audio version of that statement. This podcast is educational and is not legal advice. We are sponsored by Credit Union Exam Solutions Incorpora…

1
CAMEL Codes Get Worse - AGAIN 11:35

2M ago11:35

11:35

For the 10th or 11th quarter in a row, NCUA reports that CAMELS code ratings get worse AGAIN. Follow me on Linkedin: https://www.linkedin.com/in/mark-treichel/ https://www.marktreichel.com/By Mark Treichel's Credit Union Exam Solutions

1
Kyle Hauptman and Tanya Otsuka and the May NCUA Board Meeting: Overdrafts and CAMEL 3s 39:47

2M ago39:47

39:47

https://www.linkedin.com/in/mark-treichel/By Credit Union Exam Solutions Inc.

1
Chris Call on DOJs Plans to Classify Marijuana as Less Dangerous Drug & What that Means for Credit Unions 24:03

2M ago24:03

24:03

In this episode of With Flying Colors, host Mark Treichel talks with Chris Call, CEO of North Bay Credit Union in California, about the challenges and developments in banking for the cannabis industry. Since California legalized recreational cannabis in 2017, North Bay Credit Union has successfully banked cannabis operators, growing its portfolio a…

1
NCUA's May Board Meeting Word for Word 39:38

2M ago39:38

39:38

Here is a link to NCUA's Briefing on the insurance fund: https://ncua.gov/files/agenda-items/share-insurance-fund-board-briefing-20240522.pdf My Linkedin: https://www.linkedin.com/in/mark-treichel/By Mark Treichel's Credit Union Exam Solutions

1
NCUA Chairman Harper's Written Testimony to the Senate Banking Committee. 38:12

2M ago38:12

38:12

This episode of Samantha Shares presents an audio version of NCUA Chairman Todd Harper's written testimony before the Senate Banking, Housing, and Urban Affairs Committee. The testimony covers the performance and challenges of the credit union system in 2023, including mixed outcomes due to market competition and rising interest rates, financial st…

1
The Thick Red Line with Tory Haggerty 36:12

2M ago36:12

36:12

Conquering Redlining and Achieving Fair Lending in Credit Unions In this episode of 'With Flying Colors', host Mark Treichel invites Tori Hagerty to discuss the challenges and solutions surrounding redlining in American communities and its impact on fair lending practices. Hagerty, with a background in FDIC examination and the founder of Tuscan Clu…

1
NCUA’s Board Member Tanya Otsuka’s Remarks at Treasury’s Roundtable for Providing Financial Access to Justice-Impacted Individuals 4:36

2M ago4:36

4:36

Hello, this is Samantha Shares. This episode covers N C U A’s Board Member Tanya Oatska’s Remarks at Treasury’s Roundtable for Providing Financial Access to Justice-Impacted Individuals The following is an audio version of those remarks. This podcast is educational and is not legal advice. We are sponsored by Credit Union Exam Solutions Incorporate…

1
Buying A Bank with Mike Bell 27:20

3M ago27:20

27:20

https://www.linkedin.com/in/michaelmbell/ https://www.honigman.com/ In this episode of With Flying Colors, host Mark Treichel is joined by Mike Bell of Honigman to discuss current trends in credit union acquisitions and strategies for achieving success with the National Credit Union Administration (NCUA). They cover a wide range of topics, includin…

1
Americas Credit Union's Asks NCUA for Authority to Pay Childcare Costs for Board Members 10:38

2M ago10:38

10:38

Hello, this is Samantha Shares. This episode covers America’s Credit Union’s Letter to the National Credit Union Administration’s Board on Permitting Childcare Expenses as Reimbursable The following is an audio version of that letter and the press release. This podcast is educational and is not legal advice. We are sponsored by Credit Union Exam So…

1
Banking Agencies Issue Proposal on Incentive-Based Compensation 3:54

3M ago3:54

3:54

https://ncua.gov/files/press-releases-news/incentive-based-compensation-arrangements.pdf Above is the link to the 200 page proposed rule on banker's incentive compensation.By Credit Union Exam Solutions Inc.

1
Is Compensation Regulation About to Drop & Classic Rewind Rating Credit Risk on Commercial Member Business Loans 35:58

3M ago35:58

35:58

In this episode of 'With Flying Colors', host Mark Treichel discusses upcoming compensation regulation rumors, highlights the importance of governance in credit unions, and introduces listeners to guidance resources. The episode features a comprehensive discussion with Vin Vieten, a commercial lending expert, focusing on the intricacies of rating c…

1
America's Credit Unions Letter to NCUA Requesting Nondisclosure of Overdraft and NSF Fee Data 4:57

3M ago4:57

4:57

America's Credit Unions Appeal Against Disclosure of Fee Data This episode of Samantha Shares presents an audio version of a letter from Carrie Hunt, Chief Advocacy Officer for America's Credit Unions, to the National Credit Union Administration (NCUA) Board of Directors, dated April 19, 2024. The letter requests the NCUA not to publicly disclose o…

1
N C U A’s Advanced Notice of Proposed Rulemaking on Records Preservation Program 13:12

3M ago13:12

13:12

This episode of Samantha Shares focuses on the NCUA's Advanced Notice of Proposed Rulemaking regarding updates to its Records Preservation Program regulations and Catastrophic Act Preparedness Guidelines, aiming to solicit comments for improvement. It highlights the need for feedback on the outdated Part 749 regulations, detailing the current stand…

1
NCUA's Annual Report Highlights with Mike Macchiarola of Olden Lane 51:51

3M ago51:51

51:51

In this episode of With Flying Colors, host Mark Treichel and guest Mike Macchiarola, from Olden Lane, delve into strategies for passing NCUA exams and optimizing credit union operations. They discuss the roles of Olden Lane in supporting credit unions, trends in subordinated debt and M&A activities, insights from the NCUA's 2023 annual report, and…

1
NCUA's April 2024 Board Meeting Podcast Style 30:52

3M ago30:52

30:52

NCUA April 2024 Board Meeting In this episode of Samantha Shares, the focus is on the April 2024 Board Meeting of the National Credit Union Administration (NCUA). Notably, this meeting addressed a sole agenda item: the Advanced Notice of Proposed Rulemaking for Part 749, concerning the Records Preservation Program and its appendices. The discussion…

1
My Take on NCUA's Record Retention Regulation Proposal 22:10

3M ago22:10

22:10

Mark Treichel hosts a detailed discussion on the NCUA's new advanced notice of proposed rulemaking on records retention for credit unions, revealing insights from the April 18th board meeting. This episode features insights from Vice Chairman Kyle Hauptman on the proposed regulatory changes aimed at easing the burden on small credit unions regardin…

1
Federally Insured Credit Union Use of Distributed Ledger Technologies 10:47

3M ago10:47

10:47

Understanding NCUA's Guidance on Credit Unions and Distributed Ledger Technologies This episode, hosted by Samantha Shares, delves into the NCUA's letter to credit unions (22-07) regarding the use of Distributed Ledger Technologies (DLT). Aimed at federally insured credit unions, the letter highlights how the NCUA supports the adoption of financial…

1
With Flying Colors Classic: Field of Membership with Expert Rick Mumm 31:35

3M ago31:35

31:35

Navigating Credit Union Challenges and Opportunities with Rick Mumm In this episode of 'With Flying Colors,' host Mark Treichel is joined by Rick Mumm, a seasoned expert in credit union field of membership, who shares his extensive experience of over 30 years with the NCUA. This discussion covers a range of topics including new charters, mergers, b…

1
Navigating NCUA's Liquidity Expectations; Insights and Strategies with Expert Todd Miller 35:46

4M ago35:46

35:46

Navigating NCUA's Liquidity Landscape: Insights and Strategies In this episode of 'With Flying Colors', hosted by Mark Treichel and featuring Todd Miller, the discussion centers around the NCUA's recent liquidity webinar. Mark and Todd share their insights into the NCUA's perspective on liquidity management, referencing three key source documents: …

1
NCUA Chairman Todd Harper's Statement in the 2023 Annual Report to Congress 18:07

4M ago18:07

18:07

NCUA Chairman Harper's 2023 Annual Report Highlights This episode of Samantha Shares delivers an audio version of NCUA Chairman Todd Harper's statement from the 2023 agency annual report. It discusses the National Credit Union Administration's (NCUA) achievements, including receiving clean audit opinions for its funds, and its commitment to protect…

1
NCUA Chairman Rodney Hood Reflects on NCUA & the Future 54:36

4M ago54:36

54:36

Empowering Credit Unions: Insights from Rodney Hood In this episode of With Flying Colors, host Mark Treichel welcomes former NCUA board chairman Rodney Hood to discuss a range of topics relevant to credit unions. Hood shares his gratitude towards individuals and teams that contributed to his successful tenure, highlights the importance of leadersh…

1
Capitalization of Unpaid Interest: A Letter to Credit Unions 7:44

4M ago7:44

7:44

Connect with us on LinkedIn. https://www.linkedin.com/in/mark-treichel/ Understanding NCUA's Capitalization of Unpaid Interest Regulation This episode of Samantha Shares delves into the NCUA's letter to credit unions (23CU07), detailing the Capitalization of Unpaid Interest. It explains the unanimous vote by the NCUA Board on June 24, 2021, to allo…

1
Merger Madness (It's March) 23:39

4M ago23:39

23:39

Navigating Merger Madness in the Credit Union World In this episode of With Flying Colors titled 'Merger Madness,' Mark Treichel discusses the complexities surrounding credit union mergers, leveraging his experience and insights into the National Credit Union Administration (NCUA)'s processes and regulations. He sheds light on the reasons behind an…

1
Insider Dealing and Conflict of Interest - Active NCUA Letter from 1986 6:14

4M ago6:14

6:14

Insider Dealing and Conflicts of Interest in Credit Unions This episode of Samantha Shares covers the National Credit Union Administration's (NCUA) advisory on insider dealing and conflicts of interest within credit unions, outlined in their letter number Eighty six dash C U dash eighty four. It starts with an introduction to the podcast's sponsor,…

1
10 Ways to Avoid an NCUA Document of Resolution 14:58

4M ago14:58

14:58

Maximizing Success with NCUA: 10 Ways to Avoid Document Resolutions In this episode of With Flying Colors, hosted by Mark Treichel and sponsored by Credit Union Exam Solutions, Mark shares valuable insights from his beachside brainstorming session on how to pass NCUA exams with flying colors. He discusses the importance of understanding what a docu…

1
FDIC's Compliance Examinations - An Overview for Credit Unions 18:56

4M ago18:56

18:56

https://www.fdic.gov/resources/supervision-and-examinations/consumer-compliance-examination-manual/documents/2/ii-1-1.pdf https://www.linkedin.com/feed/update/urn:li:activity:7172605257267433472/ Understanding the FDIC's Compliance Examination Program This episode of Samantha Shares dives into the Federal Deposit Insurance Corporation's (FDIC) comp…

1
How to Appeal Your NCUA Examination Results 26:28

5M ago26:28

26:28

Understanding the Appeal Process for Credit Unions In this episode of 'With Flying Colors', Mark Treichel offers an insider's guide on how to navigate through the formal appeal process against decisions made by the National Credit Union Administration (NCUA). He touches upon various steps, starting from receiving the exam report, working through th…

1
Decoding the Federal Reserve's Future Financial Policies with Jerome Powell 6:10

5M ago6:10

6:10

Decoding the Federal Reserve's Future Financial Policies with J. Powell This episode of Samantha Shares features an audio version of a statement made by J. Powell, Chair of the Board of Governors of the Federal Reserve System, addressing the U.S. House of Representatives' Committee on Financial Services on March 6, 2024. Powell reports on the Feder…

1
NCUA Board Member Tanya Otsuka Remarks at the 2024 Governmental Affairs Conference 8:19

5M ago8:19

8:19

Tanya Otsuka’s Speech at the 2024 Governmental Affairs Conference This episode of 'Samantha Shares' features an audio version of National Credit Union Administration Board Member Tanya Otsuka’s speech delivered at the 2024 Governmental Affairs Conference, sponsored by Credit Union Exam Solutions Incorporated. Otsuka discusses her background, experi…

1
NCUA Plans for Separate Compliance Exams & Other GAC Speech Predictions 17:58

5M ago17:58

17:58

Treichel discusses several topics he predicts the NCUA board members will cover in their speeches such as consumer compliance, liquidity, and vendor authority. He also discusses the potential changes in NCUA's approach towards separate consumer compliance exams and scores, highlighting its impacts on credit unions. Furthermore, Treichel shares his …

1
Credit Risk -Why Its NCUA Top Priority 16:40

5M ago16:40

16:40

With Flying Colors: Focus on Credit Risk In this episode, Mark Treichel invites Steve Farrar and Todd Miller to discuss the NCUA's focus on Credit Risk in its Letter to Credit Unions, as well as the impact of the current economic climate on credit unions and their clients. The hosts analyze various contributing factors to this issue, including incr…

1
Dana Ginsburg of ComplianceTech Fair Lending Tips & More 30:36

5M ago30:36

30:36

Navigating Fair Lending in the Credit Union Sector: A Conversation with Dana Ginsburg This podcast transcript features Mark Treichel interviewing Dana Ginsburg from Compliance Tech on the hot topic of fair lending in the credit union industry. Ginsburg, who has been with Compliance Tech since 1998, shares her insights drawn from vast experience in …

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