Best Credit Union Exam Solutions by Mark Treichel Podcasts (2025)

1
NCUA Board Approves Rare Investment Pilot Program 3:01

7h ago3:01

3:01

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Hello, this is Samantha Shares. Happy new Year! This episode covers N C U A Board’s Approval of a Non-Registered Investment Fund Pilot Program The following is an audio version of that press release. This podcast is educational and is not legal advice. We are sponsored by Credit Union …

1
NCUA's 2025 Budget Approval In Their Words 27:47

2d ago27:47

27:47

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ NCUA approved their budget for 2025 and 2025 at the December Board meeting. This is a recording of that item. Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experience, ready to guide you to success. …

1
2024 Summary Show and a Look Forward 12:55

3d ago12:55

12:55

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ www.marktreichel.com https://www.linkedin.com/in/mark-treichel/By Mark Treichel's Credit Union Exam Solutions

1
CFPB Supervisory Highlights: Focus on Student Loans 5:19

7d ago5:19

5:19

www.marktreichel.com **Special Edition: CFPB Student Lending Supervisory Highlights** **Host:** Larry Ledger **Sponsored by:** Credit Union Exam Solutions ## Episode Overview Analysis of CFPB's 36th edition of Supervisory Highlights focusing on student lending practices and implications for credit unions. ## Key Topics Covered: * Student lending ma…

1
Fintech Revolution in Crisis: Missing Funds, Evolve Bank Fallout, and Lessons for Credit Unions 3:03

8d ago3:03

3:03

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

1
The Overdraft Fee Landscape 5:14

9d ago5:14

5:14

Overdraft Fee Developments and Impact on Credit Unions** **Host:** Larry Ledger **Sponsored by:** Credit Union Exam Solutions **Original Source:** Based on reporting by Polo Rocha, American Banker (December 2024) ## Episode Overview Analysis of the latest developments in overdraft fee regulations and their impact on credit unions, including CFPB's …

1
NCUA Board Meeting: Final Succession Planning Rule Approved 26:27

9d ago26:27

26:27

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ https://www.linkedin.com/in/mark-treichel/ https://www.marktreichel.com/ Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experience, ready to guide you to success. Our team understands the intricacies …

1
LUAs - What You Need to Know 19:49

10d ago19:49

19:49

Set up a call: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 Check out our website: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experienc…

1
Credit Union News: CFPB Fines, NCUA Rules, and Industry Trends | Weekly Update 4:17

12d ago4:17

4:17

We are back!By Credit Union Exam Solutions By Mark Treichel

1
CFPB's $870M Zelle Bombshell: What Credit Unions Must Know 5:06

12d ago5:06

5:06

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ A link to the action: https://files.consumerfinance.gov/f/documents/cfpb_Zelle-Complaint_2024-12.pdf Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experience, ready to guide you to success. Our team …

1
Crisis Communication - What You Need to Know 27:48

14d ago27:48

27:48

Set up a call: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 Check out our website: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experienc…

1
Consumer Harm Stemming from Certain Overdraft and NSF Fee Practices - NCUA's Letter to Credit Unions 24-CU-03 16:12

16d ago16:12

16:12

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Reach Out to learn how we assist our clients with NCUA so they save time and money. https://www.linkedin.com/in/mark-treichel/ https://ncua.gov/regulation-supervision/letters-credit-unions-other-guidance/consumer-harm-stemming-certain-overdraft-and-non-sufficient-funds-fee-practices ht…

1
Credit Union Vs Banks: What You Need to Know About the Insurance Funds 43:50

17d ago43:50

43:50

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Reach out to learn how we assist our clients with NCUA so they save time and money: https://www.linkedin.com/in/mark-treichel/ https://www.marktreichel.com/By Mark Treichel's Credit Union Exam Solutions

1
FRAUD AND WHY NCUA MUST BE ONSITE 14:44

21d ago14:44

14:44

Set up a call: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 Check out our website: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experienc…

1
Joint Agency Statement on Elder Abuse 16:04

23d ago16:04

16:04

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Reach out to learn how we assist our clients with NCUA so they save time and money. Set up a free call here: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCU…

1
NCUA Changes Exam Frequency: Or Regulatory Theater? 20:03

24d ago20:03

20:03

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Want to learn how we assist our clients with NCUA so they save time and money? Schedule your free call today: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topicBy Mark Treichel's Credit Union Exam Solutions

1
FDIC's Corporate Governance Training 32:19

1M ago32:19

32:19

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ This episodes is an audio version of the FDIC's training for board members on corporate governance. Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with …

1
Policies - Why the Are Important and What You Need to Know 32:33

1M ago32:33

32:33

Set up a call: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 Check out our website: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experienc…

1
NCUA'S Simplification of Share Insurance Rules 2:29:34

1M ago2:29:34

2:29:34

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ NCUA Simplifies Share Insurance Rules for Trust Accounts Key Points: - NCUA is merging revocable and irrevocable trust categories into a single "trust accounts" category for share insurance purposes - New calculation method: Insured up to $250,000 x number of beneficiaries (max 5), cap…

1
Field of Membership - What You Need to Know 31:02

1M ago31:02

31:02

Set up a call: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 Check out our website: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experienc…

1
Just When You Thought It Was Safe - ECOA Part 2 31:01

1M ago31:01

31:01

Set up a call: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 Check out our website: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experienc…

1
NCUA Chairman Harper's Written Testimony Before the House Financial Services Committee 36:03

1M ago36:03

36:03

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ # NCUA Chairman's Congressional Testimony: State of Credit Unions in 2024 ## Episode Overview A deep dive into NCUA Chairman Todd M. Harper's testimony before the House Financial Services Committee, covering the current state of the credit union system, key challenges, and regulatory i…

1
Civil Money Penalties and NCUA 5:19

2M ago5:19

5:19

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Hello, this is Samantha Shares. This episode covers N C U A’s Authority to Assess Civil Money Penalties as outlined in its Enforcement Manual. The following is an audio version of manual. This podcast is educational and is not legal advice. We are sponsored by Credit Union Exam Solutio…

1
What NCUA Really Wants to See in Your Board Reports with Todd Miller 34:39

2M ago34:39

34:39

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ ## Episode Overview A detailed discussion on what makes an effective board package for credit unions, drawing from Todd Miller's 34 years of experience at NCUA. Learn how to create board reports that help directors make informed decisions while satisfying regulatory requirements. ## Ke…

1
Equal Credit Opportunity Act Part 1 35:15

2M ago35:15

35:15

Set up a call: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 Check out our website: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experienc…

1
NCUA Guidance on Preliminary Warning Letters 9:11

2M ago9:11

9:11

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Episode Summary This episode covers the National Credit Union Administration's (NCUA) examiner guidance on Preliminary Warning Letters (PWLs) to credit unions, as outlined in the National Supervision Policy Manual. ## Key Points 1. Purpose of Preliminary Warning Letters (PWLs): - Issue…

1
Trump Election: What It Means for Your Credit Union 33:41

2M ago33:41

33:41

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Host: Mark Treichel Guests: John McKechnie and Jeff Pacino Key Topics Discussed: 1. Leadership Changes: - Discussion of Trump's election victory and its potential impacts - Changes in Senate Banking Committee leadership with Sherrod Brown's defeat - Tim Scott expected to chair Senate B…

1
Commercial Credit Culture: What Is It and Why It Is So Important 33:59

2M ago33:59

33:59

Set up a call: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 Check out our website: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experienc…

1
Involuntary Liquidations - NCUA's Enforcement Manual 10:25

2M ago10:25

10:25

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Hello, this is Samantha Shares. This episode covers N C U A’s authority to Involuntarily Liquidate a Credit Union. The following is an audio version of N.C.U.A.’s Liquidation authorities. This podcast is educational and is not legal advice. We are sponsored by Credit Union Exam Solutio…

1
Risk Appetite and Risk Management Framework 44:27

2M ago44:27

44:27

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ 1. Risk Management Framework Components: - Risk Culture - Established by board and management, sets tone from top - Risk Appetite - Formal statements and limits that define acceptable risk levels - Risk Management System - Including the three lines of defense 2. Risk Appetite: - Should…

1
Cyber Security Briefing of the NCUA Board - October 2024 1:03:31

2M ago1:03:31

1:03:31

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Show Notes: NCUA Board Cybersecurity Briefing - October 2024 🎙️ With Flying Colors - A Credit Union Examination Podcast Hosted by Samantha Shares Sponsored by Credit Union Exam Solutions Inc. Episode Overview: Join us for a comprehensive breakdown of the NCUA's October 2024 cybersecuri…

1
CUSO EXAMS What You Need to Know 18:23

2M ago18:23

18:23

Set up a call: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 Check out our website: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experienc…

1
Field of Membership NCUA Board Briefing Audio from October 2024 Meeting 56:50

2M ago56:50

56:50

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ 🎙️ Episode Summary Join us for an inside look at the NCUA's October 2024 board meeting, where we explore groundbreaking developments in new credit union charters and field of membership expansions. From innovative pilot programs to surging underserved area applications, discover how th…

1
NCUA's Focus On Corporate Governance 45:30

2M ago45:30

45:30

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Guest Speakers: - Todd Miller - Steve Farrar Key Topics Covered: 1. Definition of Corporate Governance - Set of processes, customs, policies, and laws affecting how a corporation is directed and controlled - Structure of rules, practices, and processes that determine corporate culture …

1
Fair Lending Basics 40:21

2M ago40:21

40:21

Set up a call: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 Check out our website: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experienc…

1
2024 September NCUA Board Meeting Simplifying Share Insurance 29:38

2M ago29:38

29:38

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ https://www.marktreichel.com/podcast https://www.linkedin.com/in/mark-treichel/ 2024 September NCUA Board Meeting: Simplified Share Insurance Rules This episode covers the NCUA's final rule on simplifying share insurance coverage, focusing on trust accounts and mortgage servicing accou…

1
Defense Credit Union Council Letter on Harper's CRA Efforts 6:07

2M ago6:07

6:07

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Hello, this is Samantha Shares. This episode covers The Defense Credit Union Council’s letter to N C U A’s Chairman Todd Harper regarding his support for imposing Community Reinvestment Act on credit unions. The following is an audio version of that advisory and the press release. This…

1
Board of Director Engagement in Cybersecurity Oversight: NCUA Letter to Credit Unions 12:27

2M ago12:27

12:27

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Hello, this is Samantha Shares. This episode covers the National Credit Union Administration’s Letter to credit unions 24 dash C U 2 Board of Director Engagement in Cybersecurity Oversight The following is an audio version of that letter. This podcast is educational and is not legal ad…

1
Assisted and Other Mergers with Mike Macchiarola of Olden Lane 42:21

2M ago42:21

42:21

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ www.oldenlane.com 1. Mike Macchiarola from Olden Lane discusses NCUA-assisted credit union mergers and why we may see more of them in the near future. 2. Current industry challenges: - 10% of credit unions are now CAMEL 3, 4 or 5 - ROA is at 69 basis points, lowest in a decade (excludi…

1
American Bankers Association Praises NCUA's Transparency?? 9:20

3M ago9:20

9:20

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Hello, this is Samantha Shares. This episode covers The American Bankers Association Trade group’s letter to N C U A Board Chairman Todd Harper on N C U A’s on the agencies improved transparency. This letter demonstrates the challenges of N C U A’s recent public comments that are negat…

1
Complaints and Regional Appeals of Examination Issues What You Need to Know 31:18

3M ago31:18

31:18

Set up a call: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 Check out our website: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experienc…

1
NCUA Board Briefing on the National Credit Union Share Insurance Fund September 2024 In Their Own Voice 43:25

3M ago43:25

43:25

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ NCUA Board Briefing on the National Credit Union Share Insurance Fund - September 2024 This episode covers NCUA's September 2024 Board Meeting Briefing on the National Credit Union Share Insurance Fund. Featured are the NCUA Board and staff in their own words and voices, discussing the…

1
You Need to Worry If ... NCUA Asks for an Org Review 25:59

3M ago25:59

25:59

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ 1. NCUA's Document of Resolution (DOR): - Issued for serious, systemic problems within credit unions - Indicates deep-rooted issues that require immediate attention - Not a routine action, but a significant regulatory step 2. Management Concerns: - NCUA issues DORs when they conclude m…

1
Rating Commercial Credit Risk What You Need to Know 32:53

3M ago32:53

32:53

Set up a call: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 Check out our website: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experienc…

1
NCUA'S FAIR HIRING IN BANKING RULE AUDIO BOOK STYLE 2:11:58

3M ago2:11:58

2:11:58

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Title: NCUA's New Fair Hiring in Banking Rule Key Points: - The NCUA Board has issued a final rule to incorporate IRPS 19-1 and the Fair Hiring in Banking Act (FHBA) into its regulations. - The rule expands career opportunities for individuals to work and volunteer at insured credit un…

1
Who Sees Your NCUA Exam Before You Do? 27:49

3M ago27:49

27:49

Set up a call: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Host: Mark Treichel Guests: Todd Miller and Steve Farrar, former NCUA examiners Key Points: 1. NCUA implemented a new policy requiring higher-level review of all examination reports befo…

1
HMDA: Why Its Important to Get It Right 27:22

3M ago27:22

27:22

Set up a call: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 Check out our website: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experienc…

1
Statement of CFPB Director Rohit Chopra, Member, FDIC Board Member, on Stopping Fintech Deposit Meltdowns 5:52

3M ago5:52

5:52

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Hello, this is Samantha Shares. This episode covers the Statement of C F P B Director Rohit Chopra, Member, F D I C Board of Directors, on Stopping Fintech Deposit Meltdowns The following is an audio version of that statement. This podcast is educational and is not legal advice. We are…

1
Why Does NCUA Ask to Meet with CU Board without CU Staff Present?? 29:52

3M ago29:52

29:52

Set up a call: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 Check out our website: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experienc…

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Credit Union Exam Solutions By Mark Treichel Podcasts

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