Best Mark Treichel Podcasts (2024)

1
Changing Teams with Mark Treichel 31:26

29d 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
Building A Values-Aligned Business with Lucy Flores 35:41

3h 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
Uses, Opportunities, and Risks of Artificial Intelligence in the Financial Services Sector 1:00:31

2d 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

3d 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

7d 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
Credit Union Assets, Lending, Insured Shares, Delinquencies Grow 5:27

9d 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

10d 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

14d 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

16d 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

17d 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

18d 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

23d 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

23d 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

26d 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

1M 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

1M 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

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

1M 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

1M 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

1M 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

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

2M 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
America's Credit Unions Letter to NCUA Requesting Nondisclosure of Overdraft and NSF Fee Data 4:57

2M 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

2M 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

2M 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
Productivity For Soloists 10:48

2M ago10:48

10:48

A quick Amazon search shows over 50,000 productivity titles—probably because as a society, we are obsessed with being productive. But what does productivity look like for Soloists? My theory—and I’m curious for your experience—is that many Soloists approach productivity a bit differently: My own (positive) experience with the classic Getting Things…

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

2M 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

2M 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
Building A $100 Million Business vs. Going Solo with Rob Fegan 32:49

2M ago32:49

32:49

When you’re focused on building a $100 million business with a co-founder, what could possibly make you peel off to become a Soloist? Consultant Rob Fegan shares how he pivoted from his first business to a highly profitable (and life-enhancing) Soloist consulting practice: Why he transitioned from co-founding and growing their potentially $100 mill…

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

2M 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

2M 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
Acing Your First Year with Jacqui Miller 31:25

2M ago31:25

31:25

That first year after leaving corporate life can be tricky—do you say yes to most every opportunity or niche immediately and start saying no? Strategic communicator Jacqui Miller aced (by any measure) her first year as a Soloist and describes how she made it happen: The surprising first thing she did when leaving her corporate job to start her expe…

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

2M 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
Birthing (and Monetizing) Your Authority Podcast with Alastair McDermott 33:01

3M ago33:01

33:01

You’ve been thinking about starting a podcast (or are just not happy with how yours is converting into leads and revenue). Prolific podcaster, author and coach Alastair McDermott shares how he created and runs multiple ongoing and evergreen podcasts: Why you’ll need to start before you’re ready (and the advantages of failing faster). How you might …

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

3M 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

3M 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
Doubling Revenue In A Single Year with Mike Ryan 34:34

3M ago34:34

34:34

Moving from a job in big corporate to building a soloist expertise business is a bit of an adjustment. Consultant Mike Ryan turned his sweet spot into a thriving business and last year doubled his already significant revenue—he shares his story: The transition from being a buyer to becoming the seller—and how he built his referral “machine” (hint: …

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

3M 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

3M 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
Building A Six-Figure Advisory Business (Working 15 Hours A Week) with Erica Goode 40:50

3M ago40:50

40:50

Can you build a six-figure advisory business working only 15 hours a week? CPA Erica Goode has—and she describes exactly how she did it (think serious boundaries): The lessons corporate burn-out can teach you about how to construct your own business. How setting rigid boundaries on her time allows her to meet all her work + life commitments. The va…

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

3M 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

3M 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
Lessons From A Failed Launch—Is It Time To Quit? 13:34

3M ago13:34

13:34

Failure can be an excellent teacher—if we’ll only let it! In this solo episode, I walk you through the lessons from a recent failed launch to answer that all-important question: Is it time to quit? Why continuing to pursue a passion project can sometimes masquerade as (business) madness. The dirty little secret almost no one who does public launche…

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

3M 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

3M 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

4M 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
Are You Doing Your Greatest Work with Dr. Amanda Crowell 45:35

4M ago45:35

45:35

Dr Amanda Crowell, author of “Great Work: Do What Matters Most Without Sacrificing Everything Else”, tells us how to get to the work we were most meant to do: How to get off the “productivity roller coaster of doom” to make the time for your Great Work. Why your health and happiness make your Great Work flow easier—and how to optimize for them. A f…

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

4M 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…

Podcasts Worth a Listen

Mark Treichel Podcasts

Podcasts Worth a Listen

Quick Reference Guide