

Credit Union Exam Solutions Presents With Flying Colors
Mark Treichel's Credit Union Exam Solutions
Tips for Credit Unions Success on the NCUA Examination. Brought to you by Mark Treichel's Credit Union Exam Solutions.
Episodes
Mentioned books

Jun 7, 2022 • 36min
LoanStreet's Ian Lampl Discusses Loan Participations Growth & Future
Set up a call:https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10Check out our website:https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10Are 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 inside out.Hire us and gain:• Peace of mind during your exam process• Insider knowledge of NCUA procedures and expectations• Strategies to address potential issues before they become problems• Continuous access to our extensive subject matter expertiseWith our access retainer, you'll have on-demand support from former NCUA experts. We're here to ensure your credit union passers its exam with flying colors in its next examination.Contact Credit Union Exam Solutions today to learn more about our services and how we can help your credit union succeed.In this episode of With Flying Colors Mark Treichel interviews LoanStreet's Founder Ian Lampl on both sides (buying and selling of loans) and why this type of lending is likely going to continue to grow. LoanStreet is an innovative platform for the syndication of loans. Through automation and standardization, LoanStreet enables institutions to efficiently and cost-effectively syndicate their loans to interested investors on a per use basis. LoanStreet saves you time and money while diversifying your balance sheet and increasing your non-interest income.

May 31, 2022 • 8min
NCUA Regional Large Credit Union Program - Coming Soon?
Set up a call:https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10Check out our website:https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10Are 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 inside out.Hire us and gain:• Peace of mind during your exam process• Insider knowledge of NCUA procedures and expectations• Strategies to address potential issues before they become problems• Continuous access to our extensive subject matter expertiseWith our access retainer, you'll have on-demand support from former NCUA experts. We're here to ensure your credit union passers its exam with flying colors in its next examination.Contact Credit Union Exam Solutions today to learn more about our services and how we can help your credit union succeed.During its February Board Meeting, NCUA proposed a wise regulation to raise the asset threshold of credit unions that report to the Office of National Examinations and Supervision (ONES) from $10 billion to $15 billion. Buried in the details of the regulation is a statement by Chairman Harper that "… In the longer term we should, in my view, consider the development of a regional large credit union program for larger credit unions." What this means for all credit unions (and more) is discussed in this quick take episode.

May 27, 2022 • 10min
What Happened at the NCUA Board Meeting May 26, 2022
Set up a call:https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10Check out our website:https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10Are 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 inside out.Hire us and gain:• Peace of mind during your exam process• Insider knowledge of NCUA procedures and expectations• Strategies to address potential issues before they become problems• Continuous access to our extensive subject matter expertiseWith our access retainer, you'll have on-demand support from former NCUA experts. We're here to ensure your credit union passers its exam with flying colors in its next examination.Contact Credit Union Exam Solutions today to learn more about our services and how we can help your credit union succeed.The NCUA Board met today May 26th and had only one agenda item: the Share Insurance Fund Briefing. However the board dropped some interesting tidbits in like:guidance for examiners on how to handle the interest rate risk spike is coming soon.Hood wants to see a FINTECH rule sooner than laterCAMEL ratings have nowhere to go but downNCUSIF in good shapeNCUA Investment ladder extending to ten yearsMost Losses coming from fraudand more!

May 24, 2022 • 11min
10 Reasons Why NCUA Should Not Regulate Succession Planning
Set up a call:https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10Check out our website:https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10Are 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 inside out.Hire us and gain:• Peace of mind during your exam process• Insider knowledge of NCUA procedures and expectations• Strategies to address potential issues before they become problems• Continuous access to our extensive subject matter expertiseWith our access retainer, you'll have on-demand support from former NCUA experts. We're here to ensure your credit union passers its exam with flying colors in its next examination.Contact Credit Union Exam Solutions today to learn more about our services and how we can help your credit union succeed.In the January 2022 NCUA board meeting, it was voted that a proposed rule on succession planning was approved. In this episode of With Flying Colors, Mark Treichel is flying SOLO with a quick take on why NCUA should not regulate succession planning. Regulatory burden is at an all-time high, and there is no reason for this regulation. Listen here to know exactly why!

May 17, 2022 • 30min
Participation Loans and Eligible Obligations with Expert Steve Farrar
Set up a call:https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10Check out our website:https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10Are 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 inside out.Hire us and gain:• Peace of mind during your exam process• Insider knowledge of NCUA procedures and expectations• Strategies to address potential issues before they become problems• Continuous access to our extensive subject matter expertiseWith our access retainer, you'll have on-demand support from former NCUA experts. We're here to ensure your credit union passers its exam with flying colors in its next examination.Contact Credit Union Exam Solutions today to learn more about our services and how we can help your credit union succeed.Today, more than 2,000 credit unions are offering participation loans. The total outstanding balance of participation loans increased 28% in 2021, from $46 billion to $59 billion – and it did draw NCUA's attention as an Examination Priority for 2022. In this episode, Mark Treichel interviewsr on loan participation and eligible obligations. Listen to this conversation to hear what NCUA will consider when reviewing your loan participation. Tune in also for a discussion on the difference between participations and eligible obligations.

May 9, 2022 • 26min
Home Mortgage Disclosure Act (HMDA) Basics With Expert Joe Goldberg
Set up a call:https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10Check out our website:https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10Are 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 inside out.Hire us and gain:• Peace of mind during your exam process• Insider knowledge of NCUA procedures and expectations• Strategies to address potential issues before they become problems• Continuous access to our extensive subject matter expertiseWith our access retainer, you'll have on-demand support from former NCUA experts. We're here to ensure your credit union passers its exam with flying colors in its next examination.Contact Credit Union Exam Solutions today to learn more about our services and how we can help your credit union succeed.Since the Home Mortgage Disclosure Act changes every year, you need to refresh your knowledge about it annually. Mark Treichel delves into HMDA with expert Joe Goldberg. Together, they talk about the fundamentals of this act, why the government implements it, and why it must not be seen simply as a financial burden. Joe breaks down the criteria to meet and data points to collect to become eligible this 2022. He also discusses HMDA exemptions that would impact credit unions and the other agencies this act is being shared to by the authorities.

May 2, 2022 • 23min
Managing Commercial Lending Risks With Expert Vin Vieten
Set up a call:https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10Check out our website:https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10Are 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 inside out.Hire us and gain:• Peace of mind during your exam process• Insider knowledge of NCUA procedures and expectations• Strategies to address potential issues before they become problems• Continuous access to our extensive subject matter expertiseWith our access retainer, you'll have on-demand support from former NCUA experts. We're here to ensure your credit union passers its exam with flying colors in its next examination.Contact Credit Union Exam Solutions today to learn more about our services and how we can help your credit union succeed.Risk management is a big part of the lending space. Commercial lending risks have to be studied and analyzed, both for the sake of the borrower and the lender. In this episode, Mark Treichel and subject matter expert Vin Vieten tackle managing commercial lending risks in credit unions. Vin discusses the changes to the rules and gives us a look at NCUA resources on risk management. Tune in and learn more about credit unions and financing in America.

Apr 25, 2022 • 32min
The Role and Elements of Good Policies With Expert Todd Miller
Set up a call:https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10Check out our website:https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10Are 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 inside out.Hire us and gain:• Peace of mind during your exam process• Insider knowledge of NCUA procedures and expectations• Strategies to address potential issues before they become problems• Continuous access to our extensive subject matter expertiseWith our access retainer, you'll have on-demand support from former NCUA experts. We're here to ensure your credit union passers its exam with flying colors in its next examination.Contact Credit Union Exam Solutions today to learn more about our services and how we can help your credit union succeed.An organization needs to grow with good policies for better management and outcomes. This allows board members to understand the processes deeply and provide them the opportunity to ask better questions that can lead the credit union to a better place. In this episode of With Flying Colors, Mark Treichel talks with subject matter expert Todd Miller on the role and elements of good policies. Todd worked at the National Credit Union Administration for 34 years as an Examiner, Problem Case Officer, Regional Capital Market Specialist, and Director of Special Actions. Join in as he discusses the reasons for, general thoughts on, and common elements of good policies. Equipping yourself with this information can help you reach the success you have always aimed at.

Apr 18, 2022 • 39min
Fair Lending 101 with Subject Matter Expert Joe Goldberg
Set up a call:https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10Check out our website:https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10Are 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 inside out.Hire us and gain:• Peace of mind during your exam process• Insider knowledge of NCUA procedures and expectations• Strategies to address potential issues before they become problems• Continuous access to our extensive subject matter expertiseWith our access retainer, you'll have on-demand support from former NCUA experts. We're here to ensure your credit union passers its exam with flying colors in its next examination.Contact Credit Union Exam Solutions today to learn more about our services and how we can help your credit union succeed.Fair lending guarantees that everyone has equal access to lending opportunities. This puts everyone on an even footing and avoids discrimination. In this episode, Mark Treichel speaks with Subject Matter Expert Joe Goldberg on all things related to Fair Lending. While at the NCUA, Joe supervised their Fair Lending Program. Joe knows what examiners look for, which he discusses here in great detail. Join the discussion and learn more about fair lending and how it helps credit unions.

Apr 11, 2022 • 56min
Bank Secrecy Act With Subject Matter Expert Deborah Arndell
Set up a call:https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10Check out our website:https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10Are 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 inside out.Hire us and gain:• Peace of mind during your exam process• Insider knowledge of NCUA procedures and expectations• Strategies to address potential issues before they become problems• Continuous access to our extensive subject matter expertiseWith our access retainer, you'll have on-demand support from former NCUA experts. We're here to ensure your credit union passers its exam with flying colors in its next examination.Contact Credit Union Exam Solutions today to learn more about our services and how we can help your credit union succeed. Mark Treichel sits with Deborah Arndell, the President of ARMOR Advisory Services, to discuss Bank Secrecy Act best practices. Do you want to learn more? Don't miss out on this information-packed episode!