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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

17:59

#121 Special Edition: NCUA to Hire More Cyber...

Credit Union Exam Solutions Presents With Flying Colors ·

2023/07/21

NCUA held its mid-year budget on July 20 and approved six new staff positions:Cybersecurity Support: An addition of four positions is requested to augment the NCUA’s cybersecurity and is consistent with independent, third-party assessments of the NCUA’s cybersecurity efforts. Two positions would focus on vulnerability analysis. Worldwide cybersecurity vulnerabilities disclosed in 2022 increased by over 25% to 25,227, with 56% of those being exploited within one week after disclosure. To

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32:15

#118 Montana Credit Union & Bank Commissioner Melanie...

Credit Union Exam Solutions Presents With Flying Colors ·

2023/07/18

In today's episode, I interview Melanie Hall, Commissioner at the Division of Banking and Financial Institutions, State of Montana. Together, we explore the current state of the banking industry, the economy, the ever-evolving landscape of interest rates, and the role of organizations like NASCUS and CSBS. Brace yourself for a discussion that not only enlightens but also brings a touch of humor as we share some amusing anecdotes and indulge in a few bad jokes along the way!

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30:11

#117: Part 2 on ECOA With Expert Joe Goldberg

Credit Union Exam Solutions Presents With Flying Colors ·

2023/07/11

Part 2 of my interview with Expert Joe Goldberg on ECOA.Part one is episode #116.

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34:05

#116: Equal Credit Opportunity Act with Expert Joe...

Credit Union Exam Solutions Presents With Flying Colors ·

2023/07/05

I interview Joe Goldberg, formerly of NCUA, and an expert on ECOA.ECOA Requires creditors to make decisions related to providing credit and credit terms solely on credit-related factors. Equal Credit Opportunity Act (1974) – "The Congress finds that there is a need to insure that the various financial institutions and other firms engaged in the extensions of credit exercise their responsibility to make credit available with fairness, impartiality, and without discrimination on the basis of

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32:00

#114 Rating Credit Risk on Commercial Member Business...

Credit Union Exam Solutions Presents With Flying Colors ·

2023/06/29

How do You Rate Credit Risk on your portfolio? On this summer select rerun - you hear from a 40 year expert Vin Vieten. Vin Wrote NCUA's commercial loan rule and trained NCUA staff. Vin is now a member of my team at Credit Union Exam Solutions Inc.

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31:01

#113 John Kolhoff Of The National Association Of...

Credit Union Exam Solutions Presents With Flying Colors ·

2023/06/27

Today, I catch up with John Kolhoff SVP of the National Association of State Credit Union Supervisors (NASCUS). We talk about the dual chartering system and its role in maintaining the strength of both state and federal charters. We also discuss the state of the current economy, as well as the challenges and opportunities for credit unions.

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24:19

#112 Summer Selects: Commercial Loan Expert Vin...

Credit Union Exam Solutions Presents With Flying Colors ·

2023/06/22

Commercial loans can be a big risk if not done right. In this summer select rerun I talk to Expert Vin Vieten on how to build a commercial loan portfolio AND manage the associate risks.Vin is a member of my team at Credit Union Exam Solutions Inc.

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35:41

#109 Cannabis & Digital Assets With Expert Josh...

Credit Union Exam Solutions Presents With Flying Colors ·

2023/06/20

Josh Herman is a Director on the Digital Assets Advisory Services team at SRM (Strategic Resource Management), an independent firm that helps financial institutions identify cost savings and new revenue potential. In this episode, Josh explains the risks in the financial industry and the role of cannabis banking and digital assets in credit unions. Compliance risk is not the primary challenge credit unions face today but the stigma in the financial industry. Furthermore, he expounds what’s

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39:02

#110 Summer Selects Member Business Loan Global Cash...

Credit Union Exam Solutions Presents With Flying Colors ·

2023/06/15

Commercial Loan Delinquency is on the rise. In this weeks summer select rerun we talk to Vin Vieten who spent forty years in commercial lending and wrote NCUA's rules on this topic.If you have commercial loans you won't want to miss this episode.

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40:10

#111 CFPBs Small Business Loan Data Collection Rule...

Credit Union Exam Solutions Presents With Flying Colors ·

2023/06/13

Small Business Lending Rule – Sec. 1071 of DFA – ECOA 15 USC 1691c-2 (Small Business Loan Data Collection) – Regulation B Intro and what Joe Goldberg and I will cover Background and purpose Overview of coverage and collection/reporting requirements Compliance dates Resources available to your credit unionThis is the point where you should know about the resources CFPB has so you can determine if your CU is subject to the rule and, if it is, everything you

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33:59

#108 Summer Selects: Commercial Loan Credit Culture...

Credit Union Exam Solutions Presents With Flying Colors ·

2023/06/08

Many economists are indicated that commercial loans may get hit hard this year with delinquencies, due to:work from home driving up vacancies,layoffs,andInflation.This is a classic episode where I interview Vin Vieten who wrote NCUA's commercial loan/ member business loan rule before retiring and joining my team at Credit Union Exam Solutions.Vin discusses the importance of building a strong credit culture.

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35:22

#106 Third Party Due Diligence & Contract Management...

Credit Union Exam Solutions Presents With Flying Colors ·

2023/06/06

In this episode, Mark Treichel discusses Third Party Due Diligence and Contract Management with Mike Heller. Mike is an Associate with the law firm Messick Lauer & Smith P.C. His primary focus is providing guidance and expertise on contract terms for vendor contracts and agreements. In this capacity, Mike begins with understanding the client’s business objectives and works with the client to ensure appropriate risk mitigation to accomplish those business goals. Credit unions

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20:41

#107 Todd Miller on Liquidity, SVB, and the Failure...

Credit Union Exam Solutions Presents With Flying Colors ·

2023/06/01

EPISODE CHAPTERS WITH FULL SUMMARIES ---------(0:00:01) - Managing Interest and Liquidity Risk (10 Minutes)We explore the importance of managing interest rate, liquidity, and credit risk together, focusing on cash flows, and understanding early warning indicators of liquidity risk. We also discuss the importance of focusing on future liquidity tracks versus past measurements as well as the risks associated with the failure of Silicon Valley Bank and the need to understand risks that can

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31:54

#105 Todd Miller on Model Risk, Credit Risk, Interest...

Credit Union Exam Solutions Presents With Flying Colors ·

2023/05/31

EPISODE CHAPTERS WITH FULL SUMMARIES ---------(0:00:00) - Managing Model Risk in Enterprise Management (16 Minutes)We discuss model risk, interest rate risk and credit risk and the importance of enterprise risk management. Todd shares his insights on how institutions need to inventory and categorize the risk of their models and how they can effectively challenge the results of their models to understand the whole story and identify potential risks. We also emphasize the importance of

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30:56

#104 Todd Miller on SVB, the Economy, & Model Risk -...

Credit Union Exam Solutions Presents With Flying Colors ·

2023/05/30

Discover valuable insights on the economy's response to the pandemic and the Federal Reserve's attempts to control inflation in our captivating conversation with Todd Miller. As a former regional capital market specialist and director of special actions at NCUA, Todd offers a unique perspective on the potential implications of the Fed raising rates in historical fashion. Don't miss this opportunity to learn from an expert in the credit union sector.Together, we tackle the challenges

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17:16

#103 NCUA CUSO Examinations: What You Need to Know

Credit Union Exam Solutions Presents With Flying Colors ·

2023/05/23

The NCUA conducts onsite reviews in CUSOs presenting either potential systemic or individual credit union risk. Several factors, including the CUSO’s geographic footprint and types of services offered, are considered when deciding which CUSOs will receive an onsite review. The NSPM provides more specific information about the CUSO review process.In this episode I discuss the nuances of a CUSO exam, whether it is part of a normal exam or an rare independent review.I can help if you are

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31:38

#102 Catching Up with John McKechnie Governmental...

Credit Union Exam Solutions Presents With Flying Colors ·

2023/05/16

In this episode, Mark Treichel is joined by Government Affairs Practitioner John McKechnie, his colleague back in NCUA. Aside from catching up, they also discuss the latest financial proceedings being discussed by Congress today in regard to NCUA. They delve into the attacks of banks to credit unions, vendor authority, CLF, CFB, and the climate-related financial risk from NCUA. Mark and John also discuss their thoughts on how Capitol Hill might attempt to look for a new financial vehicle,

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45:41

#101 Mike Macchiarola's Takeaways From The NCUA...

Credit Union Exam Solutions Presents With Flying Colors ·

2023/05/09

Each March, the NCUA releases its Annual Report, summarizing the agency’s performance in meeting its strategic goals and objectives. As usual, this year’s report makes for an interesting read, particularly given the industry’s recent volatility.At the outset, the NCUA should be commended for putting together such a comprehensive, accessible, and intelligent presentation. Last year’s Annual Report won the prestigious Certificate of Excellence in Accounting Reporting award from the

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5:59

Celebrating 100 Episodes of With Flying Colors

Credit Union Exam Solutions Presents With Flying Colors ·

2023/05/03

I started this podcast 15 months ago not knowing how it would do or how long it would last. Last month we had 2,000 downloads and today we are celebrating our 100th episodes.THANK YOU LISTENERS!!!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

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32:49

#99 How the FEDS Report on SVB Will Impact Credit...

Credit Union Exam Solutions Presents With Flying Colors ·

2023/05/02

Review of the Federal Reserve’s Supervision and Regulation of Silicon Valley Bank Silicon Valley Bank (SVB) failed because of a textbook case of mismanagement by the bank. Its senior leadership failed to manage basic interest rate and liquidity risk. Its board of directors failed to oversee senior leadership and hold them accountable. And Federal Reserve supervisors failed to take forceful enough action, as detailed in the report. Our banking system is sound and resilient, with strong

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338 results

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