Credit Union Exam Solutions Presents With Flying Colors

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Have an LUA, or are you worried about getting one?  Don't miss this episode.

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ The Perfect Storm: Credit Risk and Modern Collections with David Reed In this episode, Mark Treichel sits down with David Reed, of Reed & Jolly law firm, to discuss the pressing issue of credit risk and loan quality in credit unions. As a former in-house counsel and collections manager turned credit union attorney, Reed brings uni...

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Show Notes: With Flying Colors - Interview with Mike Macchiarola of Olden Lane Guest: Mike Macchiarola, Olden Lane (broker-dealer and investment advisor serving credit unions) Key Topics Discussed: - Interest Rate Environment: Impact of "higher for longer" rates on credit unions, with industry cost of funds rising to 218 basis points...

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Press Releases Secretary Bessent Announces Intention to Appoint First Deputy Comptroller of the Office of the Comptroller of the Currency February 7, 2025 WASHINGTON – Secretary of the Treasury Scott Bessent today announced his intention to appoint Rodney E. Hood as a Deputy Comptroller and to designate him the First Deputy Comptrolle...

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Key Topics to Include: Economic data and analysis Financial statement review Key performance/risk indicators Liquidity reporting Interest rate risk analysis Investment portfolio oversight Scenario testing and stress analysis Model validation and risk assessment Credit risk integration Documentation and minutes

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Summary: In this special Archive episode of With Flying Colors, Mark explores the meaning and implications of "agreed upon corrective action" in credit union examinations. Drawing from his experience at NCUA, Mark explains how this term appears on examination reports and why its proper implementation is crucial for credit unions. Key...

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Kyle S. Hauptman Designated as NCUA Board Chairman ALEXANDRIA, Va. (Jan. 22, 2025) – President Donald J. Trump has  National Credit Union Administration Vice Chairman Kyle S. Hauptman as the thirteenth Chairman of the NCUA Board. “I am deeply honored that President Trump has asked me to serve as Chairman of NCUA,” Chairman Hauptman sa...

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Episode Summary : In this episode of With Flying Colors , host Mark Treichel sits down with Steve Farrar, a former NCUA examiner and capital expert, to discuss the complexities of credit union capital management. With decades of experience, Steve shares insights into the evolution of capital regulations, the purpose of regulatory capi...

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ ## Episode Summary: NSF and Overdraft Fees - What You Need to Know In this episode, Mark Treichel interviews Joe Goldberg, former director of the NCUA's division of consumer compliance policy and outreach, about the December 2024 NCUA letter addressing consumer harm from certain overdraft and NSF fee practices. ### Key Topics Covered:...

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/   Episode Description: In this special archive episode of With Flying Colors , Mark shares valuable insights from his years of experience in credit union examination and consulting. Broadcasting straight from the beach, he breaks down the top 10 ways credit unions can avoid receiving a Document of Resolution (DOR) from the NCUA. Wheth...

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Our most downloaded episode of the year:  Our Take on the NCUA Supervisory Priority Letter.

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/  The NCUA Appeal Process: A Complete Guide  # NCUA Appeal Process with Mark Treichel ## Overview This episode covers the formal appeal process at NCUA, detailing how credit unions can appeal examination findings and supervisory determinations. ## Key Points About Initial Response to Examination Findings - Start with the examiner level...

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Everthing You Need to Know on ALCO CHARTERS AND GOVERNANCE Key Topics to Include: Committee charters vs. policies Committee composition and member selection Board involvement considerations Role of Chief Risk Officer and other key positions Authority and delegation framework Documentation requirements Strategic alignment with board ob...

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ www.marktreichel.com https://www.linkedin.com/in/mark-treichel/

Set up a call: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 Check out our website: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experience, ready to guide you to success. Our team underst...

Set up a call: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 Check out our website: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experience, ready to guide you to success. Our team underst...

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Reach out to learn how we assist our clients with NCUA so they save time and money: https://www.linkedin.com/in/mark-treichel/ https://www.marktreichel.com/

Set up a call: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 Check out our website: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experience, ready to guide you to success. Our team underst...

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Want to learn how we assist our clients with NCUA so they save time and money? Schedule your free call today: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic

Set up a call: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 Check out our website: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experience, ready to guide you to success. Our team underst...

Set up a call: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 Check out our website: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experience, ready to guide you to success. Our team underst...

Set up a call: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 Check out our website: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experience, ready to guide you to success. Our team underst...

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ ## Episode Overview A detailed discussion on what makes an effective board package for credit unions, drawing from Todd Miller's 34 years of experience at NCUA. Learn how to create board reports that help directors make informed decisions while satisfying regulatory requirements. ## Key Points on Board Packages ### Foundation and Purp...

Set up a call: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 Check out our website: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experience, ready to guide you to success. Our team underst...

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Host: Mark Treichel Guests: John McKechnie and Jeff Pacino Key Topics Discussed: 1. Leadership Changes: - Discussion of Trump's election victory and its potential impacts - Changes in Senate Banking Committee leadership with Sherrod Brown's defeat - Tim Scott expected to chair Senate Banking Committee - Elizabeth Warren potentially be...