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This podcast is aimed to help credit union leaders and marketers think outside of the box about marketing, technology and community impact. Each episode we bring on guests from inside and outside of the industry who will challenge your preconceptions about business as usual.
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We serve hope to current and aspiring credit union leaders by providing solutions to your leadership challenges. If you’re a credit union leader seeking to grow your business, tune in to this podcast. ServiStar Consulting’s Mike Neill, Taylor Murray, and Scott Albrecht draw on their extensive experience of working with countless credit unions to provide valuable insights and lessons.
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Credit Union News Network

Credit Union Exam Solutions By Mark Treichel

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A show for credit union executives and management staff focused on the regulatory world. Brought to you by, Credit Union Exam Solutions Inc. Mark Treichel and our sister podcast "With Flying Colors" which provides examination tips for credit unions.
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This podcast provides you the ability to listen to new regulatory guidance issued by the National Credit Union Administration, and occasionally the F D I C, the O C C, the F F I E C, or the C F P B. We will focus on new and material agency guidance, and historically important and still active guidance from past years that NCUA cites in examinations or conversations. This podcast is educational only and is not legal advice. We are sponsored by Credit Union Exam Solutions Incorporated. We also ...
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Welcome to Credit Union Conversations podcast with your host, Mark Ritter, a forward-thinking CEO, who excels in helping credit unions, small businesses, and real estate investors succeed. Join Mark as he explores current trends, interview industry experts, and get fresh insights on optimizing your lending operations and delivering the best possible services to credit union members. More about your host: Mark Ritter is the CEO of MBFS & Nu Direction Lending and an expert in credit unions and ...
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Welcome to Money Health @ NHS Credit Union, the podcast that's all about equipping our members with the tools to achieve financial resilience and thrive! Join us for uplifting conversations, actionable advice, and inspiring stories, as we encourage you to take control of your money and build a brighter future.
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Hosted by Core Credit Union CEO Michael Byrne, Credit Union Discussions dives into topical issues in the Credit Union sector focusing on innovative solutions by bringing the expertise of leading voices working in and supporting Credit Unions
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Credit Union Strategy Podcast

CU Strategy Forum & 454 Creative

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Welcome to The CU Strategy Podcast, a podcast designed especially for Credit Union leaders. Our goal is to bring you the latest resources for your membership. Whether your credit union has ten thousand or ten million members, we think you’ll find our conversations valuable.
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Murmurings: highlighting best practices around financial education, financial well-being, philosophy and philanthropy in the credit union space. Whether it’s collaborating on projects, convening resources, igniting passion, honoring leaders, or making financial education meaningful, the Foundation represents credit unions at the national level, kick starting their efforts to strengthen the financial well-being of everyone in their community.
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The Credit Union Pod is a podcast series aimed at all those with an interest in the development of credit unions across the island of Ireland. Credit Unions have a critical role to play in bringing real competition to the retail financial services sector. This series, published by the Irish League of Credit Unions, will highlight the important role which credit unions play in serving more than three million members across the island. It will also outline the challenges and opportunities face ...
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Banking on Credit Unions is your one-stop podcast for the intricate yet intriguing world of Collections, Bankruptcy, and Foreclosure law for Credit Unions. Expertly hosted by Jim Sorenson of SVL Law, we illuminate the complex landscape of these legal areas that can profoundly impact credit unions' trajectory. Each week, we discuss cases, analyze rulings, and unveil legal strategies to inform, empower, and uplift your credit union.
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show series
 
What is a micro-interaction, and why should credit unions care? Fintech growth and business transformation strategist Samantha Paxson joins us on The Remarkable Credit Union podcast to discuss how credit unions could benefit from focusing less on big loans and focusing more on daily financial activities. We talk about how frequently used financial …
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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 overdr…
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Welcome to Credit Union Conversations! This week, we kick off an exciting new series focused on the relationship between credit unions and small business owners. Host Mark Ritter is joined by Nathan Crouch from Erie Federal Credit Union and one of their standout business members, Joseph Markiewicz. Together, they’ll explore the ins and outs of the …
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Hello, this is Samantha Shares. This episode covers N C U A’s Authority to issue cease and desist orders as outlined in its enforcement manual. The following is an audio version of that portion of the manual. This podcast is educational and is not legal advice. We are sponsored by Cred…
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Have you read Gallup's staggering insight in their 2025 Workplace Challenges article? In This episode of the Credit Union Leadership Podcast, hosts Scott & Scott tackle the pressing issue of historic low employee engagement by sharing the formula for creating and living out Service Standards that will create an engaged team. In this episode we talk…
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www.marktreichel.com **Special Edition: CFPB Student Lending Supervisory Highlights** **Host:** Larry Ledger **Sponsored by:** Credit Union Exam Solutions ## Episode Overview Analysis of CFPB's 36th edition of Supervisory Highlights focusing on student lending practices and implications for credit unions. ## Key Topics Covered: * Student lending ma…
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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 Do…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Hello, this is Samantha Shares. This episode covers N C U A's 2025 Supervisory Priorities. The following is an audio version of Letter to Credit Unions 25-CU-01. This podcast is educational and is not legal advice. We are sponsored by Credit Union Exam Solutions Incorporated, whose tea…
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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 Exam…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Hello, this is Samantha Shares. This episode covers A portion of The O C C's Semiannual risk perspective Special topic Increase fraud targeting the federal banking system. The following is an audio version of that topic. This podcast is educational and is not legal advice. We are spons…
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Jim Nussle, President/CEO, and Carrie Hunt, Chief Advocacy Officer, for America's Credit Unions share insights on the make up of the 119th Congress, the issues that affect credit unions and which ones might materialize in 2025. Hosted by Joe Bergeron, President of Association of Vermont Credit Unions.…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ CFPB Finalizes Rule to Remove Medical Bills from Credit Reports Today, the Consumer Financial Protection Bureau announced a final rule that will remove approximately forty-nine billion dollars in medical bills from the credit reports of about fifteen million Americans. The C F P B's ac…
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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 Documentat…
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This week, Mark welcomes Nicol Matthews, the principal behind Harvest Coaching & Consulting, to discuss how credit unions can drive sustainable growth in a competitive financial landscape. Credit unions can strengthen their market position by building a strong sales culture, developing effective leadership, and expanding business services. Nicol sh…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Hello, this is Samantha Shares. Happy new Year! This episode covers N C U A Board’s Approval of a Non-Registered Investment Fund Pilot Program The following is an audio version of that press release. This podcast is educational and is not legal advice. We are sponsored by Credit Union …
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ NCUA approved their budget for 2025 and 2025 at the December Board meeting. This is a recording of that item. 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. …
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Overdraft Fee Developments and Impact on Credit Unions** **Host:** Larry Ledger **Sponsored by:** Credit Union Exam Solutions **Original Source:** Based on reporting by Polo Rocha, American Banker (December 2024) ## Episode Overview Analysis of the latest developments in overdraft fee regulations and their impact on credit unions, including CFPB's …
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ https://www.linkedin.com/in/mark-treichel/ https://www.marktreichel.com/ 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 understands the intricacies …
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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 experienc…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ A link to the action: https://files.consumerfinance.gov/f/documents/cfpb_Zelle-Complaint_2024-12.pdf 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 …
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Is your team disengaged with their work? Are they doing the bare minimum so you don't complain or write them up? The truth is, this culture can change, but it's on the leadership. On average, it takes 11 years before a leader goes through any formal leadership training. Today we bring on Matt Poyser from Fire Police City County Federal Credit Union…
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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 experienc…
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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://ncua.gov/regulation-supervision/letters-credit-unions-other-guidance/consumer-harm-stemming-certain-overdraft-and-non-sufficient-funds-fee-practices ht…
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This week, Mark welcomes Scott Jordan from the Alternative Finance Network to explore the unique landscape of alternative lending in the cannabis industry. Scott shares insights from his career journey, breaking down who the key lenders are and what makes alternative financing work for this fast-growing sector. From discussing the legal challenges …
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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/بقلم Mark Treichel's Credit Union Exam Solutions
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Accountability is an overused, vague and superficial term. What is accountability? The Credit Union Leadership Podcast hears you and wants to help you. In our brand new episode format we answer questions from listeners and participants from our courses. We answer your questions of how do I apply the classroom teachings into the real world. We tie t…
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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 experienc…
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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. Set up a free call here: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCU…
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This week, Mark Brennan joins Mark to discuss his incredible journey in the credit union industry, from the highs and lows to his experiences in leadership and the transition into retirement. Mark’s had a remarkable career, spending nearly 27 years with Clearview Federal Credit Union, including 17 years as CEO, where he brought his unique HR and st…
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Many of us have been trained to look outward when it comes to growing companies, whether that means looking to new target markets, potential investors, or evolving trends. But according to Ronaldo Hardy, President & CEO of The National Association of Credit Union Service Organizations (NACUSO), we are missing a crucial step. In episode 106 of The R…
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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-topicبقلم Mark Treichel's Credit Union Exam Solutions
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ This episodes is an audio version of the FDIC's training for board members on corporate governance. 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 …
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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 experienc…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ NCUA Simplifies Share Insurance Rules for Trust Accounts Key Points: - NCUA is merging revocable and irrevocable trust categories into a single "trust accounts" category for share insurance purposes - New calculation method: Insured up to $250,000 x number of beneficiaries (max 5), cap…
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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 experienc…
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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 experienc…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ # NCUA Chairman's Congressional Testimony: State of Credit Unions in 2024 ## Episode Overview A deep dive into NCUA Chairman Todd M. Harper's testimony before the House Financial Services Committee, covering the current state of the credit union system, key challenges, and regulatory i…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Hello, this is Samantha Shares. This episode covers N C U A’s Authority to Assess Civil Money Penalties as outlined in its Enforcement Manual. The following is an audio version of manual. This podcast is educational and is not legal advice. We are sponsored by Credit Union Exam Solutio…
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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. ## Ke…
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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 experienc…
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A challenge for leaders is that we think of delegation as a time management tool. That delegation should only be used for our own benefit. While it is true that delegation can eventually be a time management tool, that is not it's primary purpose. The Credit Union Leadership Podcast hears you and wants to help you. In our brand new episode format w…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Episode Summary This episode covers the National Credit Union Administration's (NCUA) examiner guidance on Preliminary Warning Letters (PWLs) to credit unions, as outlined in the National Supervision Policy Manual. ## Key Points 1. Purpose of Preliminary Warning Letters (PWLs): - Issue…
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