NCUA Issues Tips on Starting an Exam Efficiently - What You Need to Know

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NCUA recently posted new guidance on how to start an exam efficiently — and for many credit unions, it couldn’t come at a better time.

In this episode of With Flying Colors, Mark Treichel is joined by Todd Miller, Steve Farrar, and Dennis Bauer to break down what’s in the guidance, why it was issued, and how credit unions can put it into practice. With over 120 years of combined NCUA and credit union leadership experience, they share practical steps to streamline exam prep, avoid duplicate requests, and manage the growing number of specialists.

You’ll learn:

• Why NCUA may be tightening its exam process — and what’s driving the change
• The importance of a “gatekeeper” role to coordinate all examiner requests
• How offsite exams and specialist involvement can create inefficiencies (and how to counter them)
• The behind-the-scenes impact of staff losses and policy changes at NCUA
• Tips to avoid last-minute scrambles and make your exam go smoother

Whether you’re a CEO, CFO, risk manager, or board member, this conversation will give you actionable insights to protect your time and your team’s sanity — while keeping your next exam on track.