Mark Treichel's Credit Union Exam Solutions
Credit Union Exam Solutions Presents With Flying Colors
Tips for Credit Unions Success on the NCUA Examination. Brought to you by Mark Treichel's Credit Union Exam Solutions.
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Episodes
Commercial Credit Culture: What Is It and Why It Is So Important 07.11.2024 33:12
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...
Risk Appetite and Risk Management Framework 04.11.2024 42:35
www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ 1. Risk Management Framework Components: - Risk Culture - Established by board and management, sets tone from top - Risk Appetite - Formal statements and limits that define acceptable risk levels - Risk Management System - Including the three lines of defense 2. Risk Appetite: - Should be commensurate with institution's size and compl...
CUSO EXAMS What You Need to Know 31.10.2024 17:36
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...
NCUA's Focus On Corporate Governance 28.10.2024 43:38
www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Guest Speakers: - Todd Miller - Steve Farrar Key Topics Covered: 1. Definition of Corporate Governance - Set of processes, customs, policies, and laws affecting how a corporation is directed and controlled - Structure of rules, practices, and processes that determine corporate culture - Board responsibility for setting corporate cul...
Fair Lending Basics 24.10.2024 39:33
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...
Assisted and Other Mergers with Mike Macchiarola of Olden Lane 21.10.2024 40:29
www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ www.oldenlane.com 1. Mike Macchiarola from Olden Lane discusses NCUA-assisted credit union mergers and why we may see more of them in the near future. 2. Current industry challenges: - 10% of credit unions are now CAMEL 3, 4 or 5 - ROA is at 69 basis points, lowest in a decade (excluding COVID dip) - 764 credit unions have ze...
Complaints and Regional Appeals of Examination Issues What You Need to Know 17.10.2024 30:31
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...
You Need to Worry If ... NCUA Asks for an Org Review 14.10.2024 24:07
www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ 1. NCUA's Document of Resolution (DOR): - Issued for serious, systemic problems within credit unions - Indicates deep-rooted issues that require immediate attention - Not a routine action, but a significant regulatory step 2. Management Concerns: - NCUA issues DORs when they conclude management is: a) Unwilling to add...
Rating Commercial Credit Risk What You Need to Know 10.10.2024 32:06
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...
Who Sees Your NCUA Exam Before You Do? 07.10.2024 27:02
Set up a call: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Host: Mark Treichel Guests: Todd Miller and Steve Farrar, former NCUA examiners Key Points: 1. NCUA implemented a new policy requiring higher-level review of all examination reports before release to credit unions. 2. The review process...
HMDA: Why Its Important to Get It Right 03.10.2024 26:35
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...
Why Does NCUA Ask to Meet with CU Board without CU Staff Present?? 30.09.2024 29:05
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...
Commercial Loan Underwriting That Satisfies NCUA 26.09.2024 39:12
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...
CAMEL CODE 4 - What You NEED to Know 23.09.2024 28:09
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...
Credit Risk Is Priority One 19.09.2024 16:40
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...
So Your A CAMEL Code 3 - Now What? 16.09.2024 24:51
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...
Understanding NCUA's National Supervision Policy Manual (NSPM) and Examiner's Guide 09.09.2024 33:57
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...
Project Management of Your NCUA Documents of Resolution (DOR) 02.09.2024 23:24
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...
How to Charter a New Credit Union with Keith Stone and Rick Mumm 26.08.2024 34:27
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...
Coming Soon on With Flying Colors 19.08.2024 12:27
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...
Evergreen Insights: 10 Reasons Why NCUA Should Not Regulate Succession Planning 12.08.2024 11:04
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...
NCUA Exams: Insights and Trends with Todd Miller & Steve Farrar 05.08.2024 41:20
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...
Crisis Communication Plans with John McKechnie 29.07.2024 26:54
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...
Joe Jacobi’s Journey from Olympic Gold to Performance Coach: Navigating Life's Rapids 22.07.2024 43:03
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...
Defense Credit Union Council's Take on Chevron & Outreach 15.07.2024 28:47
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...
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