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PODCAST

Credit Union Exam Solutions Presents With Flying Colors

Mark Treichel"s Credit Union Exam Solutions

Tips for Credit Unions Success on the NCUA Examination. Brought to you by Mark Treichel"s Credit Union Exam Solutions.

business management

All Episodes

29:05

Why Does NCUA Ask to Meet with CU Board without CU...

Credit Union Exam Solutions Presents With Flying Colors ·

2024/09/30

Why Does NCUA Ask to Meet with CU Board without CU Staff Present?Join Mark Treichel and his team as they delve into the rare but important topic of why the National Credit Union Administration (NCUA) might ask to meet with a credit union's board of directors without staff present. In this episode, Mark, Steve Farrar, and Todd Miller share personal experiences and insights from their extensive careers in credit union examination and supervision. Learn about the reasons behind such requests,

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39:12

Commercial Loan Underwriting That Satisfies NCUA

Credit Union Exam Solutions Presents With Flying Colors ·

2024/09/26

Guest: Vin Vieten, former NCUA Senior Credit SpecialistKey Topics:- Financial analysis for commercial lending- Credit proposal best practices - Global cash flow analysisKey Takeaways:1. Financial Analysis: - Should be well-organized, consistent, and comprehensive - Analyze 3+ years of financial performance to establish trends - Examine income statement, balance sheet, and cash flow - Provide value to borrowers through expert financial review2. Credit Proposals: - Use a standard,

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28:09

CAMEL CODE 4 - What You NEED to Know

Credit Union Exam Solutions Presents With Flying Colors ·

2024/09/23

# With Flying Colors Podcast: CAMEL Code 4 - What You Need to Know Episode SummaryMark Treichel discusses CAMEL Code 4 ratings for credit unions with guests Steve Farrar and Todd Miller, both former NCUA employees. They explore what a Code 4 rating means, its implications, and what credit unions should expect.## Key Points1. CAMEL Code 4 Definition: - Indicates unsafe and unsound practices or conditions - Risk management practices considered unacceptable for credit union

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16:40

Credit Risk Is Priority One

Credit Union Exam Solutions Presents With Flying Colors ·

2024/09/19

Title: Credit Risk - NCUA's Top Exam Priority for 2024Key Points:- Credit risk is NCUA's #1 exam priority for 2024- Economic conditions are changing the credit risk environment - Trends show weakening credit quality and increasing delinquencies- Consumers have fallen behind inflation for over 2 years- NCUA is directing credit unions back to credit risk management fundamentals- Examiners will review lending programs, risk management practices, loan modifications, collections, and allowance

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24:51

So Your A CAMEL Code 3 - Now What?

Credit Union Exam Solutions Presents With Flying Colors ·

2024/09/16

Here are some suggested show notes for this podcast episode:Title: So You're a CAMEL Code 3 - Now What?Summary:Mark Treichel, Steve Farrar, and Todd Miller discuss what it means when a credit union receives a CAMEL 3 rating from NCUA and what to expect in terms of increased supervision and requirements. They cover recent trends in CAMEL 3 ratings, how NCUA's oversight changes, and advice for credit unions on responding effectively.Key Points:- Recent trend of more large credit unions moving

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33:57

Understanding NCUA's National Supervision Policy...

Credit Union Exam Solutions Presents With Flying Colors ·

2024/09/09

Title: Understanding NCUA's National Supervision Policy Manual (NSPM) and Examiner's GuideKey Points:• The National Supervision Policy Manual (NSPM) was developed around 2013 to create consistency across NCUA regions in exam processes and policies• The NSPM has largely replaced the Examiner's Guide as the primary document for NCUA exam procedures• The NSPM is currently on version 22 and is updated frequently• Parts of the NSPM are redacted from public view, including sections on

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23:24

Project Management of Your NCUA Documents of...

Credit Union Exam Solutions Presents With Flying Colors ·

2024/09/02

: Project Management of Your NCUA Documents of Resolution (DOR)Guest Speakers: - Steve Farrar (Former NCUA examiner and central office staff)- Todd Miller (Former NCUA examiner and director of special actions)Key Topics Discussed:1. Current trends in NCUA Documents of Resolution (DORs) - Longer DORs with numerous action items - Possible reasons: Merit system, examiner inexperience, post-COVID catch-up2. Communication challenges between credit unions and NCUA examiners - Importance of

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34:27

How to Charter a New Credit Union with Keith Stone...

Credit Union Exam Solutions Presents With Flying Colors ·

2024/08/26

Guests: - Keith Stone, CEO of The Finest Federal Credit Union and New Jersey PBA Federal Credit Union- Rick Mumm, former NCUA examiner and credit union consultantKey Points:- Keith Stone discusses his background in credit unions, including chartering The Finest FCU for law enforcement in New York in 2014-2015- Rick Mumm shares his 35+ year career at NCUA, including work in chartering and field of membership - They discuss the process of chartering the new New Jersey PBA Federal Credit

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12:27

Coming Soon on With Flying Colors

Credit Union Exam Solutions Presents With Flying Colors ·

2024/08/19

# With Flying Colors Podcast: Upcoming Episodes and Industry Updates## Episode SummaryMark Treichel provides updates on upcoming podcast episodes and discusses recent trends in the credit union industry based on Callahan's quarterly state of the industry report.## Key Points### Upcoming Episodes- Late August: Field of memberships and new charters, featuring Keith Stone of the Finest Federal Credit Union- September: - "You're a Code Three. Now What?" - "You're a Code Four. Now What?" -

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11:04

Evergreen Insights: 10 Reasons Why NCUA Should Not...

Credit Union Exam Solutions Presents With Flying Colors ·

2024/08/12

10 Reasons Why NCUA Should NOT regulate Succession Planning.https://www.marktreichel.com/https://www.linkedin.com/in/mark-treichel/

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41:20

NCUA Exams: Insights and Trends with Todd Miller &...

Credit Union Exam Solutions Presents With Flying Colors ·

2024/08/05

Key Points:1. Recent NCUA exam focus areas: - Interest rate risk and liquidity risk (2022-2023) - Board governance - Commercial lending programs - Loan concentrations - Consumer compliance, especially for third-party relationships2. Board governance issues: - Increased expectations for board oversight and accountability - Focus on risk appetite and concentration risk limits - Need for analytical support and modeling for risk limits3. Communication challenges: -

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26:54

Crisis Communication Plans with John McKechnie

Credit Union Exam Solutions Presents With Flying Colors ·

2024/07/29

In this episode of With Flying Colors, host Mark Treichel sits down with John McKechnie to discuss crisis communication plans and lessons learned from both good and bad crisis communications in the credit union industry.Key points covered:1. The importance of having a crisis communication plan in place before a crisis hits2. Lessons learned from the 2008-2010 financial crisis3. The critical need to inform members about the safety and soundness of their funds quickly during a crisis4. The

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43:03

Joe Jacobi’s Journey from Olympic Gold to Performance...

Credit Union Exam Solutions Presents With Flying Colors ·

2024/07/22

Navigating Life's Rapids: Joe Jacobi’s Journey from Olympic Gold to Performance CoachIn 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 performance coach, author, and life strategist. Joe shares insights on teamwork, adaptability, and the importance of finding personal growth and purpose in

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28:47

Defense Credit Union Council's Take on Chevron &...

Credit Union Exam Solutions Presents With Flying Colors ·

2024/07/15

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 increased need for robust advocacy, and the legislative landscape's evolving nature. Additionally, they emphasize the importance of clear

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25:12

Supreme Court Chevron Decision and Credit Unions

Credit Union Exam Solutions Presents With Flying Colors ·

2024/07/08

Understanding the Supreme Court's Impact on Credit Unions: Chevron and Jarkezy CasesIn 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, signifies a major shift in how courts will review federal agency interpretations of ambiguous statutes, potentially leading to increased legal

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11:59

Conservatorship: When NCUA Removes the Board & What...

Credit Union Exam Solutions Presents With Flying Colors ·

2024/07/01

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, and I discuss everything you need to know about conservatorship.https://www.linkedin.com/in/mark-treichel/

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18:24

When DORs become LUAs: What you Need to Know About...

Credit Union Exam Solutions Presents With Flying Colors ·

2024/06/24

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/

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14:08

NCUA Conserves 1st Choice Credit Union of Atlanta

Credit Union Exam Solutions Presents With Flying Colors ·

2024/06/17

https://ncua.gov/newsroom/press-release/2024/1st-choice-credit-union-conservedhttps://www.linkedin.com/in/mark-treichel/www.marktreichel.com

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53:16

Document of Resolution & Examiner Findings: What You...

Credit Union Exam Solutions Presents With Flying Colors ·

2024/06/10

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 examinations, focusing on how to handle examiner findings, supplementary facts, and documents of resolution (DOR). I'm joined by two esteemed guests, Steve

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11:35

CAMEL Codes Get Worse - AGAIN

Credit Union Exam Solutions Presents With Flying Colors ·

2024/06/03

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/

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