Best 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
A Conversation with DGIM Law Partner Monique Hayes 32:32

21m ago32:32

32:32

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
A Conversation with Vanguard Charitable Chief Financial Officer Mark Froehlich 26:28

4d ago26:28

26:28

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
Making More and Working Less with Jonathan Stark 48:42

17d ago48:42

48:42

How can you work less and make more than you are right now? There is a glide path if you’re willing to experiment insists Jonathan Stark, author of Hourly Billing Is Nuts. Yes, the dynamic Business of Authority duo is baaaaaaaaack for an episode: Two experiments to try if you’re currently billing by the hour and want to explore alternatives. How to…

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

23d 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
Building A Values-Aligned Business with Lucy Flores 35:41

1M ago35:41

35:41

Is it possible to build a profitable expertise business that is 100% values-aligned and mission driven? Lucy Flores—who has built a design studio dedicated to co-creating a more just, joyful and sustainable U.S. food system—says yes, with the results to prove it: Why she niched her business into food equity right from the beginning—and how it playe…

1
A Conversation with Wealth Enhancement Group Senior Portfolio Manager Ayako Yoshioka 29:43

25d ago29:43

29:43

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
Turning Your “Weakness” Into Your Genius with Jeff Eamer 38:34

1M ago38:34

38:34

Everyone has difficulties in life—and sometimes our unique genius arises from how we deal with them. Take Psychotherapist Jeff Eamer who turned a challenging mental health diagnosis into a life of purpose: How he moved from being an award-winning ad agency wonderkind to nabbing a 3-picture Hollywood deal. Why crashing—hard—led him to get help with …

1
A Conversation with J.P. Morgan Retirement Insights Executive Director Sharon Carson 33:23

1M ago33:23

33:23

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
Manage Your Energy, Not Your Time 12:25

1M ago12:25

12:25

What if the standard productivity advice gets it wrong? What if your performance, health and happiness are grounded in how well you manage your energy, not your time? Jim Loehr and Tony Schwartz’s The Power of Full Engagement makes an excellent case for the role of energy in performance: The four types of energy—physical, emotional, mental and spir…

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
A Conversation with American College of Financial Services Researchers Kaylee Ranck & Eric Ludwig 40:34

1M ago40:34

40:34

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
A Conversation with Cetera Financial Group’s Head of Workplace & Retirement, Jon Anderson 33:10

2M ago33:10

33:10

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
Changing Teams with Mark Treichel 31:26

2M ago31:26

31:26

When you’ve been on staff at an organization—especially in the lead role— transitioning to consulting can be a bit disorienting. Consultant to credit unions Mark Triechel talks about the lessons learned in his switch from regulating an industry to advising them: How to quickly morph from “retirement” into a Soloist expertise business serving your f…

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
Forging Your Own Path with Kris Jennings 30:47

2M ago30:47

30:47

Can you build a six to seven figure Soloist business doing the opposite of what “the experts” recommend? Consultant Kris Jennings has created exactly that by forging her own path: How her “tiny, tiny” email list delivered over $1 million in revenue (and provides a vehicle to nurture key referral relationships). How she thinks about and serves her l…

1
Navigating Medicare Supplement: An Advisor’s Guide 22:33

2M ago22:33

22:33

1
A Conversation with The Sandidge Group Principal, James Sandidge 34:18

2M ago34:18

34:18

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
A Conversation with Bipartisan Policy Center Chief Economist Jason Fichtner 33:28

2M ago33:28

33:28

1
Buying A Bank with Mike Bell 27:20

2M 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
Financial Planning For Soloists with Sean Mullaney 41:02

2M ago41:02

41:02

You’ve got a bookkeeper, a CPA, maybe even a CFO/strategic financial resource for your business—when and where does personal financial planning fit in? Advice-only financial planner and author Sean Mullaney walks us through financial planning for Soloists: The types of financial advisors Soloists are likely to encounter—how they work and are compen…

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

2M 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
A Conversation with Endeavor Retirement Founder Bonnie Treichel 32:23

2M ago32:23

32:23

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
Navigating Transitions with Joe Jacobi 47:36

2M ago47:36

47:36

None of us are immune to transitions—it’s just that they seem start piling up at “mid-life”. Olympic gold medalist and performance coach Joe Jacobi shares his story and how you too can navigate resistance and uncertainty to pursue purpose, performance and impact: What working as part of a two-person boat teaches you about collaboration (and it’s pr…

1
A Conversation with IncomeConductor CEO Sheryl O'Connor 34:18

3M ago34:18

34:18

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…

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Mark Treichel Podcasts

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