أفضل بودكاسات Credit Union Exam Solutions By Mark Treichel (2024)

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Joint Statement on Banks’ Arrangements with Third Parties to Deliver Bank Deposit Products and Services 24:11

4d ago24:11

24:11

Key Points: 1. Federal banking agencies released a statement on potential risks of banks using third parties to deliver deposit products and services. 2. Highlights risk management practices for banks to consider when managing these arrangements. 3. Reemphasizes existing guidance; does not create new requirements or expectations. 4. Identifies pote…

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Project Management of Your NCUA Documents of Resolution (DOR) 23:24

5d ago23:24

23:24

: 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…

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Proposed Incentive-based Compensation Rule 4:26

11d ago4:26

4:26

NCUA's Proposed Incentive-based Compensation Rule This episode, hosted by Samantha Shares, provides a detailed summary of the NCUA's proposed incentive-based compensation rule, which implements Section 956 of the Dodd-Frank Act. This regulation is designed to address flawed compensation practices contributing to the 2008 financial crisis, covering …

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How to Charter a New Credit Union with Keith Stone and Rick Mumm 34:27

12d ago34:27

34:27

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 consultant Key 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 care…

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Final Interagency Guidance on Reconsideration of Value (ROV) for Residential Real Estate Valuations 5:57

18d ago5:57

5:57

Hello, this is Samantha Shares. This episode is a high level summary of the final interagency guidance on reconsiderations of value (R O V) for residential real estate valuations This podcast is educational and is not legal advice. We are sponsored by Credit Union Exam Solutions Incorporated, whose team has over two hundred and Forty years of Natio…

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Coming Soon on With Flying Colors 12:27

19d ago12:27

12:27

# With Flying Colors Podcast: Upcoming Episodes and Industry Updates ## Episode Summary Mark 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 chart…

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NCUA's Proposed Rule on Succession Planning - Entire Rule 1:03:50

25d ago1:03:50

1:03:50

Board Approves Revised Proposal on Succession Planning The NCUA Board approved by a vote of 2-1 a proposed rule that requires boards of directors at federally insured credit unions to establish and adhere to processes for succession planning. This new proposed rule modifies the 2022 proposal based on the public comments received and upon further co…

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Evergreen Insights: 10 Reasons Why NCUA Should Not Regulate Succession Planning 11:04

26d ago11:04

11:04

10 Reasons Why NCUA Should NOT regulate Succession Planning. https://www.marktreichel.com/ https://www.linkedin.com/in/mark-treichel/بقلم Mark Treichel's Credit Union Exam Solutions

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The Interagency Statement on the Issuance of the AML/CFT Program Notices of Proposed Rulemaking 15:15

1M ago15:15

15:15

1. Episode topic: Interagency Statement on the Issuance of the AML/CFT Program Notices of Proposed Rulemaking 2. Date of issuance: June 28, 2024 3. Agencies involved: - U.S. Department of the Treasury's Financial Crimes Enforcement Network (FinCEN) - Board of Governors of the Federal Reserve System - Federal Deposit Insurance Corporation - National…

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NCUA Exams: Insights and Trends with Todd Miller & Steve Farrar 41:20

1M ago41:20

41:20

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 relationships 2. Board governance issues: - Increased expectations for board oversight and accountability - Focus on risk appetite a…

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Federal Credit Union Loan Interest Rate Ceiling 27:01

1M ago27:01

27:01

Federal Credit Union Loan Interest Rate Ceiling In this episode, Samantha Shares delves into the NCUA's new proposed rule on the Federal Credit Union Loan Interest Rate Ceiling that was voted on at the July 18th Board Meeting. With a vote of 3-0, the proposed rule has been passed, maintaining the temporary 18 percent interest rate ceiling for loans…

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Crisis Communication Plans with John McKechnie 26:54

1M ago26:54

26:54

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 hits 2. Lessons learned from…

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Proposed NCUA on Rule Incentive Based Compensation Arrangements 33:23

2M ago33:23

33:23

Proposed Rule on Incentive-Based Compensation Arrangements In this episode, Samantha Shares discusses the NCUA’s new proposed rule on Incentive-Based Compensation Arrangements, voted on during the July 18th Board Meeting. The episode includes a detailed presentation by various board members and staff on the scope, requirements, and implications of …

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Joe Jacobi’s Journey from Olympic Gold to Performance Coach: Navigating Life's Rapids 43:03

2M ago43:03

43:03

Navigating Life's Rapids: Joe Jacobi’s Journey from Olympic Gold to Performance Coach In 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 performan…

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Proposed Succession Planning Rule: July NCUA Board Meeting 30:46

2M ago30:46

30:46

Proposed Succession Planning Rule: July NCUA Board Meeting This episode covers NCUA’s new proposed rule on Succession Planning discussed at the July 18th Board Meeting. The rule aims to improve the preparation and transition processes within credit unions by mandating formal written succession plans. The conversation includes insights from key staf…

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Letters of Understanding and Agreement (LUAs) 6:06

2M ago6:06

6:06

Hello, this is Samantha Shares. This episode covers N C U A’s Enforcement Manual on Letters of Understanding and agreement – also known as L U A’s. The following is an audio version of that advisory and the press release. This podcast is educational and is not legal advice. We are sponsored by Credit Union Exam Solutions Incorporated, whose team ha…

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Defense Credit Union Council's Take on Chevron & Outreach 28:47

2M ago28:47

28:47

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 incr…

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NCUA's Enforcement Options and Philosophy 6:37

2M ago6:37

6:37

Hello, this is Samantha Shares. This episode covers N C U A’s Enforcement Action Philosophy per its redacted Enforcement Manual. The following is an audio version of that advisory and the press release. This podcast is educational and is not legal advice. We are sponsored by Credit Union Exam Solutions Incorporated, whose team has over two hundred …

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Supreme Court Chevron Decision and Credit Unions 25:12

2M ago25:12

25:12

Understanding the Supreme Court's Impact on Credit Unions: Chevron and Jarkezy Cases In 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…

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NCUA's Authority to Remove Officials 4:36

2M ago4:36

4:36

Hello, this is Samantha Shares. This episode covers N C U A’s Enforcement Manual Section on Removal of Officials. The following is an audio version of that advisory and the press release. This podcast is educational and is not legal advice. We are sponsored by Credit Union Exam Solutions Incorporated, whose team has over two hundred and Forty years…

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Conservatorship: When NCUA Removes the Board & What You Need to Know 11:59

2M ago11:59

11:59

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…

1
NCUA's Cybersecurity and Credit Union System Resilience Report 54:52

2M ago54:52

54:52

NCUA issued its Annual Cybersecurity and Credit Union System Resilience Report today. It is long but worth listening to in this "real time" release of an audiobook version of the Report.بقلم Credit Union Exam Solutions Inc.

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Office of the Comptroller of the Currency Risk Perspective for Spring 2024 5:39

2M ago5:39

5:39

Here is a link to the entire document: https://www.occ.treas.gov/publications-and-resources/publications/semiannual-risk-perspective/index-semiannual-risk-perspective.htmlبقلم Credit Union Exam Solutions Inc.

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When DORs become LUAs: What you Need to Know About Letters of Understanding & NCUA 18:24

3M ago18:24

18:24

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/بقلم Mark Treichel's Credit Union Exam Solutions

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Uses, Opportunities, and Risks of Artificial Intelligence in the Financial Services Sector 1:00:31

3M ago1:00:31

1:00:31

Uses, Opportunities, and Risks of Artificial Intelligence in the Financial Services Sector https://home.treasury.gov/system/files/136/Treasury-AI-RFI-financial-sector-2024.pdf?utm_medium=email&utm_source=NCUAgovdelivery https://www.linkedin.com/in/mark-treichel/بقلم Credit Union Exam Solutions Inc.

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NCUA Conserves 1st Choice Credit Union of Atlanta 14:08

3M ago14:08

14:08

https://ncua.gov/newsroom/press-release/2024/1st-choice-credit-union-conserved https://www.linkedin.com/in/mark-treichel/ www.marktreichel.comبقلم Mark Treichel's Credit Union Exam Solutions

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Credit Union Assets, Lending, Insured Shares, Delinquencies Grow 5:27

3M ago5:27

5:27

Connect with Mark Treichel on Linkedin: https://www.linkedin.com/in/mark-treichel/ Where to find the entire NCUA report: https://ncua.gov/files/publications/analysis/quarterly-data-summary-2024-Q1.pdfبقلم Credit Union Exam Solutions Inc.

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Document of Resolution & Examiner Findings: What You Need to Know 53:16

3M ago53:16

53:16

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 examinati…

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NCUA Board Member Tanya Otsuka Statment on Collection of Overdrafts and Non-Sufficient Fund Data 3:03

3M ago3:03

3:03

Hello, this is Samantha Shares. This episode covers N C U A Board Member Tanya Oatska’s statement on the agency’s Collection of Overdraft and Non-Sufficient Fund Data The following is an audio version of that statement. This podcast is educational and is not legal advice. We are sponsored by Credit Union Exam Solutions Incorporated, whose team has …

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NCUA Vice Chairman Kyle Hauptman's Statement on the Agency's Collection of Overdraft and NSF Fee Data 9:05

3M ago9:05

9:05

Hello, this is Samantha Shares. This episode covers N C U A Vice Chairman and Board Member Kyle S. Hauptman statement on the agency’s Collection of Overdraft and Non-Sufficient Fund Data The following is an audio version of that statement. This podcast is educational and is not legal advice. We are sponsored by Credit Union Exam Solutions Incorpora…

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CAMEL Codes Get Worse - AGAIN 11:35

3M ago11:35

11:35

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/بقلم Mark Treichel's Credit Union Exam Solutions

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Kyle Hauptman and Tanya Otsuka and the May NCUA Board Meeting: Overdrafts and CAMEL 3s 39:47

3M ago39:47

39:47

https://www.linkedin.com/in/mark-treichel/بقلم Credit Union Exam Solutions Inc.

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Chris Call on DOJs Plans to Classify Marijuana as Less Dangerous Drug & What that Means for Credit Unions 24:03

3M ago24:03

24:03

In this episode of With Flying Colors, host Mark Treichel talks with Chris Call, CEO of North Bay Credit Union in California, about the challenges and developments in banking for the cannabis industry. Since California legalized recreational cannabis in 2017, North Bay Credit Union has successfully banked cannabis operators, growing its portfolio a…

1
NCUA's May Board Meeting Word for Word 39:38

3M ago39:38

39:38

Here is a link to NCUA's Briefing on the insurance fund: https://ncua.gov/files/agenda-items/share-insurance-fund-board-briefing-20240522.pdf My Linkedin: https://www.linkedin.com/in/mark-treichel/بقلم Mark Treichel's Credit Union Exam Solutions

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NCUA Chairman Harper's Written Testimony to the Senate Banking Committee. 38:12

4M ago38:12

38:12

This episode of Samantha Shares presents an audio version of NCUA Chairman Todd Harper's written testimony before the Senate Banking, Housing, and Urban Affairs Committee. The testimony covers the performance and challenges of the credit union system in 2023, including mixed outcomes due to market competition and rising interest rates, financial st…

1
The Thick Red Line with Tory Haggerty 36:12

4M ago36:12

36:12

Conquering Redlining and Achieving Fair Lending in Credit Unions In this episode of 'With Flying Colors', host Mark Treichel invites Tori Hagerty to discuss the challenges and solutions surrounding redlining in American communities and its impact on fair lending practices. Hagerty, with a background in FDIC examination and the founder of Tuscan Clu…

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NCUA’s Board Member Tanya Otsuka’s Remarks at Treasury’s Roundtable for Providing Financial Access to Justice-Impacted Individuals 4:36

4M ago4:36

4:36

Hello, this is Samantha Shares. This episode covers N C U A’s Board Member Tanya Oatska’s Remarks at Treasury’s Roundtable for Providing Financial Access to Justice-Impacted Individuals The following is an audio version of those remarks. This podcast is educational and is not legal advice. We are sponsored by Credit Union Exam Solutions Incorporate…

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Buying A Bank with Mike Bell 27:20

4M ago27:20

27:20

https://www.linkedin.com/in/michaelmbell/ https://www.honigman.com/ In this episode of With Flying Colors, host Mark Treichel is joined by Mike Bell of Honigman to discuss current trends in credit union acquisitions and strategies for achieving success with the National Credit Union Administration (NCUA). They cover a wide range of topics, includin…

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Americas Credit Union's Asks NCUA for Authority to Pay Childcare Costs for Board Members 10:38

4M ago10:38

10:38

Hello, this is Samantha Shares. This episode covers America’s Credit Union’s Letter to the National Credit Union Administration’s Board on Permitting Childcare Expenses as Reimbursable The following is an audio version of that letter and the press release. This podcast is educational and is not legal advice. We are sponsored by Credit Union Exam So…

1
Banking Agencies Issue Proposal on Incentive-Based Compensation 3:54

4M ago3:54

3:54

https://ncua.gov/files/press-releases-news/incentive-based-compensation-arrangements.pdf Above is the link to the 200 page proposed rule on banker's incentive compensation.بقلم Credit Union Exam Solutions Inc.

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Is Compensation Regulation About to Drop & Classic Rewind Rating Credit Risk on Commercial Member Business Loans 35:58

4M ago35:58

35:58

In this episode of 'With Flying Colors', host Mark Treichel discusses upcoming compensation regulation rumors, highlights the importance of governance in credit unions, and introduces listeners to guidance resources. The episode features a comprehensive discussion with Vin Vieten, a commercial lending expert, focusing on the intricacies of rating c…

1
America's Credit Unions Letter to NCUA Requesting Nondisclosure of Overdraft and NSF Fee Data 4:57

4M ago4:57

4:57

America's Credit Unions Appeal Against Disclosure of Fee Data This episode of Samantha Shares presents an audio version of a letter from Carrie Hunt, Chief Advocacy Officer for America's Credit Unions, to the National Credit Union Administration (NCUA) Board of Directors, dated April 19, 2024. The letter requests the NCUA not to publicly disclose o…

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N C U A’s Advanced Notice of Proposed Rulemaking on Records Preservation Program 13:12

4M ago13:12

13:12

This episode of Samantha Shares focuses on the NCUA's Advanced Notice of Proposed Rulemaking regarding updates to its Records Preservation Program regulations and Catastrophic Act Preparedness Guidelines, aiming to solicit comments for improvement. It highlights the need for feedback on the outdated Part 749 regulations, detailing the current stand…

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NCUA's Annual Report Highlights with Mike Macchiarola of Olden Lane 51:51

4M ago51:51

51:51

In this episode of With Flying Colors, host Mark Treichel and guest Mike Macchiarola, from Olden Lane, delve into strategies for passing NCUA exams and optimizing credit union operations. They discuss the roles of Olden Lane in supporting credit unions, trends in subordinated debt and M&A activities, insights from the NCUA's 2023 annual report, and…

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NCUA's April 2024 Board Meeting Podcast Style 30:52

5M ago30:52

30:52

NCUA April 2024 Board Meeting In this episode of Samantha Shares, the focus is on the April 2024 Board Meeting of the National Credit Union Administration (NCUA). Notably, this meeting addressed a sole agenda item: the Advanced Notice of Proposed Rulemaking for Part 749, concerning the Records Preservation Program and its appendices. The discussion…

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My Take on NCUA's Record Retention Regulation Proposal 22:10

5M ago22:10

22:10

Mark Treichel hosts a detailed discussion on the NCUA's new advanced notice of proposed rulemaking on records retention for credit unions, revealing insights from the April 18th board meeting. This episode features insights from Vice Chairman Kyle Hauptman on the proposed regulatory changes aimed at easing the burden on small credit unions regardin…

1
Federally Insured Credit Union Use of Distributed Ledger Technologies 10:47

5M ago10:47

10:47

Understanding NCUA's Guidance on Credit Unions and Distributed Ledger Technologies This episode, hosted by Samantha Shares, delves into the NCUA's letter to credit unions (22-07) regarding the use of Distributed Ledger Technologies (DLT). Aimed at federally insured credit unions, the letter highlights how the NCUA supports the adoption of financial…

1
With Flying Colors Classic: Field of Membership with Expert Rick Mumm 31:35

5M ago31:35

31:35

Navigating Credit Union Challenges and Opportunities with Rick Mumm In this episode of 'With Flying Colors,' host Mark Treichel is joined by Rick Mumm, a seasoned expert in credit union field of membership, who shares his extensive experience of over 30 years with the NCUA. This discussion covers a range of topics including new charters, mergers, b…

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Navigating NCUA's Liquidity Expectations; Insights and Strategies with Expert Todd Miller 35:46

5M ago35:46

35:46

Navigating NCUA's Liquidity Landscape: Insights and Strategies In this episode of 'With Flying Colors', hosted by Mark Treichel and featuring Todd Miller, the discussion centers around the NCUA's recent liquidity webinar. Mark and Todd share their insights into the NCUA's perspective on liquidity management, referencing three key source documents: …

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NCUA Chairman Todd Harper's Statement in the 2023 Annual Report to Congress 18:07

5M ago18:07

18:07

NCUA Chairman Harper's 2023 Annual Report Highlights This episode of Samantha Shares delivers an audio version of NCUA Chairman Todd Harper's statement from the 2023 agency annual report. It discusses the National Credit Union Administration's (NCUA) achievements, including receiving clean audit opinions for its funds, and its commitment to protect…

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