Best Credit Union Exam Solutions by Mark Treichel Podcasts (2025)

1
NCUA Reopens Public Comment on Succession Planning 3:58

6h ago3:58

3:58

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Hello, this is Samantha Shares. This episode covers NCUA’s reopening the public comment period on two recently finalized rules that haven’t fully taken effect yet. This podcast is educational and is not legal advice. We are sponsored by Credit Union Exam Solutions Incorporated, whose t…

1
DOGE Days and Deep Cuts: NCUA in Flux with Bacino & McKechnie 44:58

2d ago44:58

44:58

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ The NCUA’s boardroom has been rocked. Two board members fired. DOGE staff roaming the halls. Rumors of a regulatory consolidation swirl. In this must-hear episode, Mark Treichel is joined by former NCUA Board Member Jeff Bacino and former NCUA Congressional Affairs Director John McKech…

1
NCUA Releases Staff Message on the Current NCUA Board 2:04

4d ago2:04

2:04

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ NCUA Releases Staff Message on the Current NCUA Board 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 of NCUA examinatio…

1
Emergency Podcast: President Trump Fires NCUA Board Members Harper & Otsuka and What it Means for You 29:03

6d ago29:03

29:03

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ White House press secretary Karoline Leavitt defended the firings, saying, “President Trump is the chief executive of the executive branch and reserves the right to fire anyone he wants.” Warren: “President Trump just fired two Board Members at the National Credit Union Administration …

1
Understanding Conflicts of Interest in Asset Management (OCC) 13:24

7d ago13:24

13:24

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Understanding Conflicts of Interest in Asset Management: Show Notes In this episode, Samantha Shares explores the critical topic of conflicts of interest in asset management based on the OCC Comptroller's Handbook. While originally created for banks, these principle-based guidelines pr…

1
Nature Abhors a Vacuum & So Does the Rumor Mill 17:28

8d ago17:28

17:28

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Episode Overview: In this episode of With Flying Colors, Mark Treichel tackles two hot topics ahead of the upcoming NCUA Board meeting: The Staff Buyout Program: With 145 FTEs already accepting voluntary separation packages—roughly 12% of NCUA's workforce—Mark explores the deeper impli…

1
NCUA's Net Economic Value (NEV) Framework with Todd Miller 49:45

13d ago49:45

49:45

Episode Summary: In this episode of With Flying Colors, host Mark Treichel is joined by former NCUA capital markets expert Todd Miller to discuss the latest updates to NCUA’s Interest Rate Risk (IRR) Supervisory Framework. Following NCUA’s recent stakeholder webinar, we break down key takeaways, including changes to risk categorization, the elimina…

1
OCC's Comptroller's Handbook booklet "Model Risk Management" 34:36

14d ago34:36

34:36

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Show Notes: Model Risk Management (OCC Comptroller's Handbook) In this episode, Samantha Shares discusses the OCC's "Model Risk Management" handbook (Version 1.0, August 2021). This comprehensive handbook provides guidance on how financial institutions should manage risks associated wi…

1
Rodney Hood to FDIC, Retirement Rumors & Regulatory Rumblings 11:40

15d ago11:40

11:40

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ A quick-hit episode this week! Mark shares thoughts on Duke’s March Madness collapse, the rise of Rodney Hood at OCC, Jim Nussle’s pending retirement, and NCUA’s buyout offers. Plus, a few takes on market volatility, sub debt approvals, and the ever-shifting dynamics at the NCUA Board.…

1
NCUA: Can You Put That In an Examiners Finding Instead of a DOR? 54:06

20d ago54:06

54:06

Episode Title: NCUA: Can You Put That in an Examiner Finding, Not a DOR? Episode Summary: In this episode of With Flying Colors, host Mark Treichel is joined by Steve Farrar and Todd Miller to unpack the complexities of NCUA examinations, examiner findings, and documents of resolution (DOORS). They dive into what makes an issue rise to a DOOR, how …

1
Understanding the Capitalization of Unpaid Interest Into the Loan Balance 15:43

21d ago15:43

15:43

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Reach out to learn how we assist our clients. 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 of NCUA examinations from t…

1
From the Base to Capitol Hill: Advocating for Credit Unions with Jason Stverak of DCUC 37:43

22d ago37:43

37:43

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ In this episode of With Flying Colors, Mark Treichel is joined by Jason Stverak, Chief Advocacy Officer of the Defense Credit Union Council (DCUC), for a wide-ranging conversation on the unique role defense credit unions play in serving military members—and the policy battles threateni…

1
The Harsh Realities of a CAMEL Code 4 Downgrade 30:01

27d ago30:01

30:01

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Episode Summary: In this episode of With Flying Colors, host Mark Treichel is joined by Steve Farrar and Todd Miller from Credit Union Exam Solutions to discuss the serious implications of a CAMEL Code 4 rating. A downgrade to CAMEL 4 signals significant risk and increased regulatory s…

1
Building Resilience: Contingency Funding Plans for Credit Unions 8:44

28d ago8:44

8:44

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ NCUA wants you to build a good contingency funding plan. We discuss their guidance on this important topic. 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. Ou…

1
Year End Industry Data and Credit Union Trends: A Deep Dive with Todd Miller and Steve Farrar 39:25

29d ago39:25

39:25

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ In this episode of With Flying Colors, host Mark Treichel is joined by Steve Farrar and Todd Miller to analyze the latest trends shaping the credit union industry in 2024. They dive into the recently released NCUA data, discussing multi-year trends, economic pressures, and how credit u…

1
The Road to Recovery: Managing a CAMELS 3 Rating 25:38

1M ago25:38

25:38

So You're a CAMEL Code 3 – Now What? 🎙 Episode Title: So You’re a CAMEL Code 3 – Now What? Episode Summary: In this episode of With Flying Colors, host Mark Treichel is joined by Steve Farrar and Todd Miller from Credit Union Exam Solutions to discuss what happens when a credit union is downgraded to a CAMEL Code 3. They break down the implications…

1
NCUA Board Member Tanya Otsuka Statement on the Decision to Remove Total Overdraft and Non-sufficient Fund Fee Data 5:49

1M ago5:49

5:49

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Hello, this is Samantha Shares. This episode covers NCUA Board Member Tanya Otsuka Statement on the Decision to Remove Total Overdraft and Non-sufficient Fund Fee Data The following is an audio version of that STATEMENT. This podcast is educational and is not legal advice. We are spons…

1
NCUA in 2025: What to Expect & How It Affects You 21:18

1M ago21:18

21:18

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ NCUA Predictions: What Will the Do in 2025? Treichel: [00:00:00] Hey everyone, this is Mark Treichel with another episode of With Flying Colors. Today I am flying solo and I am calling this podcast something like what I expect from NCUA in 2025. In preparing for today's show, I took so…

1
NCUA Board Member Todd Harper Statement on the Decision to Curtail the Collection of Overdraft and Non-sufficient Fund Fees 6:19

1M ago6:19

6:19

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Hello, this is Samantha Shares. This episode covers NCUA Board Member Todd Harper Statement on the Decision to Curtail the Collection of Overdraft and Non-sufficient Fund Fees The following is an audio version of that Statement This podcast is educational and is not legal advice. We ar…

1
What It Means If NCUA Asks To Meet With Your Board Without You 29:52

1M ago29:52

29:52

Episode Summary: In this episode of With Flying Colors, Mark Treichel, along with industry experts Steve Farrar and Todd Miller, discuss a growing trend—NCUA requesting private meetings with credit union boards. What does it mean when regulators ask to meet without management present? Should boards be concerned? And how should they prepare? With de…

1
Emergency Pod: Did NCUA Just Vote On It's Trump Mandated Restructuring Plan? 8:50

1M ago8:50

8:50

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Did NCUA just vote on its reorganization plan? Time will tell. https://www.opm.gov/policy-data-oversight/latest-memos/guidance-on-agency-rif-and-reorganization-plans-requested-by-implementing-the-president-s-department-of-government-efficiency-workforce-optimization-initiative.pdf…

1
NCUA Board Member Tanya Otsuka Remarks at the 2025 Governmental Affairs Conference 7:46

1M ago7:46

7:46

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ NCUA Board Member Tanya F. Otsuka Remarks at the 2025 Governmental Affairs Conference As Prepared for Delivery on March 4, 2025 Thank you to Jim, Carrie, and everyone at America’s Credit Unions for the invitation. Special thanks to the convention center staff and everyone behind the sc…

1
NASCUS Chair & Iowa Credit Union Division Superintendent Katie Averill 31:21

1M ago31:21

31:21

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Recorded just prior to GAC... check out this great interview with Katie Averill of Iowa and NASCUS...By Mark Treichel's Credit Union Exam Solutions

1
Liquidity Flashback - An NCUA Perspective with Todd Miller 36:43

2M ago36:43

36:43

"Liquidity Management: Reading Between the Lines of NCUA's Latest Guidance" In this insightful episode, Mark Treichel and former NCUA Capital Markets Specialist Todd Miller analyze NCUA's April 2023 liquidity webinar and provide their expert take on the agency's current perspective on liquidity management. Episode Highlights: Todd Miller shares his…

1
NCUA's Concentration Risk Expectations for Credit Unions 26:16

2M ago26:16

26:16

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ This episode covers NCUA's Guidance to Credit Unions on Concentration Risk. 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 intricaci…

1
NCUA Pivots on Overdraft Fees and America's Credit Unions Policy Priorities 2025 24:30

2M ago24:30

24:30

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ https://ncua.gov/newsroom/press-release/2025/hauptman-announces-changes-ncuas-overdraftnsf-fee-collection A great Monday at GAC .... listen for details.By Mark Treichel's Credit Union Exam Solutions

1
Kyle Hauptman's First NCUA Board Statement as Chairman 6:49

2M ago6:49

6:49

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Hello, this is Samantha Shares. This episode covers NCUA Chairman Kyle S. Hauptman's opening remarks from the February 27, 2025 Board Meeting. The following is an audio version of Chairman Hauptman's first board meeting remarks as NCUA Chairman. This podcast is educational and is not l…

1
NCUA Board Focus: Staff Morale & Safety of Credit Union Deposits 18:49

2M ago18:49

18:49

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ NCUA Board focuses on staff morale and safety of deposits. Also what happened to the item making Todd Harper Vice Chairman?? Listen and learn.By Mark Treichel's Credit Union Exam Solutions

1
President Trump's Executive Order: Ensuring Accountability for All Agencies 9:55

2M ago9:55

9:55

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ By the authority vested in me as President by the Constitution and the laws of the United States of America, it is hereby ordered: Section 1. Policy and Purpose. The Constitution vests all executive power in the President and charges him with faithfully executing the laws. Since it wou…

1
Why Credit Unions Could Lose Big in Washington’s Regulatory Reset with John McKechnie 29:48

2M ago29:48

29:48

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Episode Title: "Credit Unions at a Crossroads: Regulator Consolidation and the Tax Threat" With Flying Colors Podcast | Episode [Number] | Released February [XX], 2025 Host: Mark Treichel Guest: John McKechnie, John Ney LLC, Credit Union Policy Expert Overview: In this timely episode, …

1
When DORs Become Letters of Understanding * Agreement (LUAs) What You Need to Know 20:07

2M ago20:07

20:07

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.By Mark Treichel's Credit Union Exam Solutions

1
How NCUA Evaluates Your Credit Union Earnings 14:53

2M ago14:53

14:53

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ This episode covers NCUA's Guidance to Examiners on how they should evaluate credit union earnings. 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 u…

1
The Perfect Storm: Credit Risk and Modern Collections with David Reed 39:10

2M ago39:10

39:10

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…

1
Enterprise Risk Management: NCUA's Supervisory Letter 14:27

2M ago14:27

14:27

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ NCUA's Supervisory Letter on Enterprise Risk Management. Audiobook style. 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…

1
What’s Next for Credit Unions - with Mike Macchiarola of Olden Lane 55:47

2M ago55:47

55:47

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 …

1
Breaking News: Rodney Hood Is In Charge of the OCC 58:11

2M ago58:11

58:11

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 Comptrolle…

1
Operational Risks: Cyber, Fraud Risk Innovation & More 10:31

3M ago10:31

10:31

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ ## Episode Overview This episode covers the OCC's Fall 2024 Operational Risk report, examining key areas of focus for financial institutions including cybersecurity, operational resilience, innovation, and fraud risk management. ## Key Topics Covered ### Cybersecurity - Elevated operat…

1
ALCO In Practice: Essential Reports Analysis and Risk Management 35:19

3M ago35:19

35:19

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 …

1
Did You Agree to That? 13:13

3M ago13:13

13:13

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…

1
Credit Risk Today: an OCC Perspective 6:25

3M ago6:25

6:25

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ The full OCC report can be found HERE 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 of NCUA examinations from the insid…

1
Kyle Hauptman is NCUA Chairman: What It Means for Credit Unions 31:45

3M ago31:45

31:45

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…

1
Capital Rules and Risk Management for Credit Unions 29:07

3M ago29:07

29:07

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 cap…

1
NCUA THIRD PARTY RELATIONSHIP GUIDANCE 28:03

3M ago28:03

28:03

www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ https://ncua.gov/regulation-supervision/letters-credit-unions-other-guidance/evaluating-third-party-relationships-0 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 suc…

1
Overdraft Fees Under the Microscope: NCUA’s Latest Guidance Decoded 31:46

3M ago31:46

31:46

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…

1
Avoiding Document of Resolutions: 10 Essential Strategies for Credit Unions 15:28

3M ago15:28

15:28

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…

1
Cease & Desist Orders - NCUA's Enforcement Manual 13:09

3M ago13:09

13:09

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…

1
Hot Off the Press: NCUA Exam Priority Letter - Our Take 44:13

3M ago44:13

44:13

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.By Mark Treichel's Credit Union Exam Solutions

1
NCUA's Supervisory Priority Letter to Credit Unions 15:18

3M ago15:18

15:18

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…

1
The NCUA Appeal Process: A Complete Guide 28:21

3M ago28:21

28:21

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…

1
Increased External Fraud Activity Targeting the Federal Banking System: OCC 7:12

4M ago7:12

7:12

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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