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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

16:49

#140 Fair Hiring In Credit Unions & Deposit Insurance...

Credit Union Exam Solutions Presents With Flying Colors ·

2023/10/23

At the October 19. 2023 NCUA Board Meeting, the Board approved two proposed rules.The board press release follows:

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27:13

#139 The Home Mortgage Disclosure Act - an NCUA...

Credit Union Exam Solutions Presents With Flying Colors ·

2023/10/18

Today I chat with Joe Goldberg who was in charge of Consumer Compliance at NCUA and we discuss all things related to HMDA.In 33 years at NCUA I served as Executive Director, Regional Director, Director of Special Actions, Supervisory Examiner, and Principal Examiner. I began at the ground level as an examiner. I rose to the top. As Executive Director I supervised your Regional Director. I know how NCUA thinks and why they think it. I know the examination process inside and out. I know how

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28:35

#138 Defense Credit Union Council CEO Tony Hernandez ...

Credit Union Exam Solutions Presents With Flying Colors ·

2023/10/16

DCUC CEO Tony Hernandez is today's guest.We discuss the Defense Credit Union Council's Mission, efforts to assist active duty, and expansion into the veteran market.We also discuss the 2024 trip to Warsaw Poland,the CUNA NAFCU merger into Americas Credit Unions and what it means for DCUC,and much, much more.https://www.dcuc.org/

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31:57

#137 What Can Credit Union's Learn from the OCC's...

Credit Union Exam Solutions Presents With Flying Colors ·

2023/10/11

Mark Twain once said history may not repeat itself, but it certainly rhymes.The same can be said for federal regulators.In this episode, I discuss the detailed OCC issuance that outlines its exam priorities. I expect NCUA to piggyback off of many of these.You can find the OCC issuance here:https://www.occ.treas.gov/news-issuances/news-releases/2023/nr-occ-2023-109a.pdf

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30:25

#136: Appealing Your Exam to the Region? Listen to...

Credit Union Exam Solutions Presents With Flying Colors ·

2023/10/09

More and more I am asked "Can I appeal the Exam". The answer is you CAN appeal anything. The question is should you...In 33 years at NCUA I served as Executive Director, Regional Director, Director of Special Actions, Supervisory Examiner, and Principal Examiner. I began at the ground level as an examiner. I rose to the top. As Executive Director I supervised your Regional Director. I know how NCUA thinks and why they think it. I know the examination process inside and out. I know how to

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18:39

#135 Does NCUA Listen to WIth Flying Colors?

Credit Union Exam Solutions Presents With Flying Colors ·

2023/10/03

Of course they do!I have many friends and former colleagues who listen frequently.Last week Chairman Todd Harper opened his industry webinar by referencing an earlier episode of With Flying Colors.Listen to hear what he said and a flashback to what We said here, and a summary of what this means for credit unions.Also remember what Machiavelli said about reorganizations:“It must be remembered that there is nothing more difficult to plan, more doubtful of success, nor more dangerous to manage

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37:12

#134 Geoff Bacino on the Change Coming to the NCUA...

Credit Union Exam Solutions Presents With Flying Colors ·

2023/10/02

NCUA Board Members serve six years terms, are nominated by the President of the United States, and confirmed by the United States Senate.In this episode I discuss President Biden's recent action indicating an intent to nominate Tanya Otsuka - with an expert on the topic Geoff Bacino.Why is Geoff an expert: he has served 2 different agencies as a board member, including NCUA.www.marktreichel.comIn 33 years at NCUA I served as Executive Director, Regional Director, Director of Special

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9:32

#133 Short Stuff - Rodney Hood to Support Harper...

Credit Union Exam Solutions Presents With Flying Colors ·

2023/09/26

NCUA Board Member Rodney Hood Announces at September Board meeting he will support Chairman Todd Harper on his initiatives coming up, including the 2024 Budget.Hours later President Joe Biden announces his intent to nominate Hood's replacement:U.S. Sen. Sherrod Brown (D-OH) – Chairman of the U.S. Senate Committee on Banking, Housing, and Urban Affairs – released the following statement after the Biden Administration announced the nomination of Tanya Otsuka to be a member of the National

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22:10

#132: CAMEL CODE 3 Downgrades Continue: Especially...

Credit Union Exam Solutions Presents With Flying Colors ·

2023/09/25

Credit Unions over $500 million in assets are getting downgraded to code 3s more and more each quarter.NCUA believes this trend will continue. The code 3s are driven by Liquidity, Sensivity, Risk Management, Audit issues, accounting issues, asset quality issues to name a few.The NCUSIF briefing PowerPoint can be found here: https://ncua.gov/news/board-meetings-agendas-results/board-agenda-september-21-2023-meetingIn 33 years at NCUA I served as Executive Director, Regional Director,

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31:47

#131 - Why You Need Good Policies - With Expert Todd...

Credit Union Exam Solutions Presents With Flying Colors ·

2023/09/19

Their are policies NCUA requires, policies NCUA recommends, and policies they suggest. Every policy has key elements which we discuss on today's episode.In 33 years at NCUA I served as Executive Director, Regional Director, Director of Special Actions, Supervisory Examiner, and Principal Examiner. I began at the ground level as an examiner. I rose to the top. As Executive Director I supervised your Regional Director. I know how NCUA thinks and why they think it. I know the examination

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11:26

#130 What Jumps Out on NCUA's Quarterly Data Report

Credit Union Exam Solutions Presents With Flying Colors ·

2023/09/14

Last week the NCUA issued its Quarterly Data Report. What Jumps Out?Delinquency is up - Charge offs are Up, liquidity is tight and Chairman Todd Harper expresses some concerns.Here all of this in more in today's mini-episode.https://www.cutoday.info/Fresh-Today/NCUA-Chairman-Discusses-What-Can-Be-Seen-in-New-CU-Performance-Data-the-Tale-of-Two-Types-of-Members-MoreIn 33 years at NCUA I served as Executive Director, Regional Director, Director of Special Actions, Supervisory Examiner, and

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29:18

#129 Risk Based Capital - with the Regulations Key...

Credit Union Exam Solutions Presents With Flying Colors ·

2023/09/12

Before he retired from NCUA, Steve Farrar wrote the NCUA regulation on capital. It then sat on the shelf for a few years until it was finalized several years later - essentially the same as Steve drafted it. In this episode learn what he thinks is important and how this regulation works - from the eyes of the author.In 33 years at NCUA I served as Executive Director, Regional Director, Director of Special Actions, Supervisory Examiner, and Principal Examiner. I began at the ground level

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31:06

#128 Expert Vin Vieten on Policy Statement on Prudent...

Credit Union Exam Solutions Presents With Flying Colors ·

2023/09/05

I catch up with Commercial Lending Expert Vin Vieten on the FFIEC's Loan Accommodation Guidance issued late last month. The guidance provides guidance to federal banking regulatory agencies on prudent commercial real estate loan accommodations and workouts. The main points are:Regulators will not criticize financial institutions for engaging in prudent loan workout arrangements with creditworthy borrowers, even if the modified loans are adversely classified due to weaknesses.Modified loans

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33:50

#127 Mike Taliefero On The Intersection Of Indirect...

Credit Union Exam Solutions Presents With Flying Colors ·

2023/08/29

In the journey towards achieving fair lending in auto loans, we bring together data-driven compliance and a culture of equality. This powerful combination guides the industry towards a future that is brighter and more inclusive for both lenders and borrowers. In this episode, we have Mike Taliefero, Co-Owner of Compliance Tech, to discuss auto lending and fair lending. Mike kicks off by discussing the significance of fair lending analysis in the context of auto loans, especially within the

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36:13

#125 JT Blau Of The Virginia League: Deep Dive On...

Credit Union Exam Solutions Presents With Flying Colors ·

2023/08/22

In today's discussion, JT Blau from the Virginia Credit Union League brings attention to the recently enacted NCUA Member Expulsion Rule. He uncovers its implications for credit unions and members alike. JT begins by explaining the different types of member behaviors that could result in expulsion. As the conversation progresses, JT shares expert advice on how credit unions can approach this groundbreaking rule. He discusses the crucial first steps, including updating bylaws and developing

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39:58

#124 Author Tory Haggerty: Unfair Lending: Why...

Credit Union Exam Solutions Presents With Flying Colors ·

2023/08/15

The roots of racial discrimination ran deeper into the financial system. Today, unfair lending still exists in banking. It’s time to uproot this evil in the financial system! Today, Tory Haggerty, the Author of Unfair Lending: Why Discrimination In Banking Still Exists And How to Prevent It, reveals the faults in the financial system and provides some tips and strategies to address the problem. Appraisal bias and whitewashing cause a tremendous impact on the value of the home owned by the

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40:52

#126 CUNA & NAFCU MERGER WHAT YOU NEED TO KNOW with...

Credit Union Exam Solutions Presents With Flying Colors ·

2023/08/08

Our take on what the merger might mean.From CUNA's webpage:CUNA President/CEO Jim Nussle and National Association of Federally-Insured Credit Unions (NAFCU) President/CEO Dan Berger Tuesday notified members of both organizations that the associations have signed a Letter of Intent (LOI) to merge and form into a single, powerful entity to serve credit unions more efficiently and effectively, without redundancies.Nussle will serve as the president/CEO of the new association – America’s Credit

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33:39

#120 Becky Reed Fintech Leader, Credit Union & CUSO...

Credit Union Exam Solutions Presents With Flying Colors ·

2023/08/01

Technological evolution will establish the future of finance through utilizing blockchain technology. In this exciting episode, Becky Reed, a renowned FINTECH leader and crypto enthusiast, explores the fascinating world of decentralized networks. She identifies the role of decentralized networks in bridging the crypto world and credit unions. Becky also emphasizes the importance of innovation in navigating through the technological evolution in finance. Mark and Becky discuss many things

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32:07

#119 Kirk Kordeleski On Mentorship, Staff Retention,...

Credit Union Exam Solutions Presents With Flying Colors ·

2023/07/25

Join me as I catch up with Kirk Kordeleski of OM Financial. Together, we explore a diverse range of topics, including the power of mentorship, the intricacies of executive benefits, and the secrets to retaining top-notch C-suite staff. We also take a trip down memory lane through significant events like the 2008 Great Recession, the Corporate Credit Union Crisis, and the conservatorship of WesCorp and US Central. Brace yourself for an enriching conversation filled with insights and

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21:50

#122 NCUA New Rule on Kicking Out Credit Union...

Credit Union Exam Solutions Presents With Flying Colors ·

2023/07/24

NCUA Examiners will review member expulsions during your next exam, according to t to NCUA Chairman Todd Harper.Hear directly from NCUA Chairman Harper and staff, with examples on what you can and cannot be expelled for.In 33 years at NCUA I served as Executive Director, Regional Director, Director of Special Actions, Supervisory Examiner, and Principal Examiner. I began at the ground level as an examiner. I rose to the top. As Executive Director I supervised your Regional Director. I know

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338 results

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