

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

Apr 5, 2022 • 6min
Special Edition NCUA Resuming Onsite Examinations
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.NCUA issued Letter to Credit Unions 22-CU -06 Today. Which stated:In July 2021, the NCUA announced the implementation of Phase 1 of its phased approach to returning to onsite operations in Letter to Credit Unions, 21-CU-06. Based on new guidance from the Centers for Disease Control and Prevention (CDC) and the Safer Federal Workforce Task Force, the agency will enter the second phase (Phase 2) of resuming its onsite operations on April 11, 2022.Phase 2 permits NCUA staff to volunteer to work onsite, including conducting examination and supervision work at credit unions located in counties with low or moderate COVID-19 community levels, as defined by the CDC. Onsite work in counties with high COVID-19 community levels may be allowed when necessary and with prior approval from NCUA management.During Phase 2, the agency will continue to conduct examination steps offsite when feasible and appropriate. When scheduling examinations, the NCUA will continue to take into account any challenges a credit union is facing, such as the availability of key staff, and will work with credit union management to identify a suitable time to conduct the examination.The well-being of agency staff and credit union employees remains a top priority of the NCUA. NCUA staff working onsite in credit unions will generally be expected to follow credit union policies related to safety, to the extent they exceed the NCUA’s safety protocols for Phase 2.1 Also, the NCUA will continue to maintain heightened safeguards in the agency’s facilities to ensure the health and safety of staff and visitors.The agency will continue to monitor the course of the pandemic closely and adjust workforce safety plans, as necessary. We will notify credit unions of any changes to the agency’s operating posture. If you have questions, please contact your NCUA regional office.

Apr 4, 2022 • 38min
MBL Loans: Financial Analysis, Credit Proposals & Global Cash Flow w 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.If you have commercial member business loans you need to listen to this episode. I interview Subject Matter Expert Vin Vieten on many aspects of commercial lending, including Financial Analysis, Credit Proposals & Global Cash Flow. Vin helped write NCUA's commercial lending regulation, trained its examiners and helped write NCUA's examiner guide.

Mar 28, 2022 • 30min
Field Of Membership & More With Expert Rick Mumm
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.Field of membership is an important aspect of life for credit unions. Membership affects many parts of how unions operate. In this episode of With Flying Colors, Mark Treichel and Rick Mumm talk about Field of Membership, Low Income Designations, and underserved areas. Rick dives into the different nuances of field of membership, by-law changes, mergers, and credit union designations. Looking for more? Then tune in for even greater insights from Mark and Rick.

Mar 21, 2022 • 32min
Federal Home Loan Banks With Alonzo Swann
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 Federal Home Loan Bank (FHLB) of Atlanta offers a safekeeping program that's second to none. Mark Treichel introduces Alonzo Swann, a credit union strategist at the Federal Home Loan Bank of Atlanta. Alonzo talks with Mark about the many benefits of joining an FHLB. In fact, any credit union that's doing mortgages should be a member. Just like cooperatives, FHLBs make product decisions according to their members’ needs. There are consistent regulatory updates as well to make sure everything runs smoothly. If you want to know more about the benefits of joining federal home loan banks, this episode is for you.

Mar 17, 2022 • 11min
Special Edition - What Happened At NCUA Today?
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 Special Edition of What Happened at NCUA Today I discuss my first take on the NCUA Board agenda from March 17, 2022. The agenda had 3 items:The 5 Year Strategic PlanThe Annual PlanBoard Briefing on the Corporate Resolution ProgramHighlights include a discussion on NCUA's 2022 focus on Share overdraft programs, once a Low Income Credit Always a Low Income Credit Union, and how playing poker relates to the Corporate Resolution,

Mar 14, 2022 • 30min
Net Economic Value (NEV) 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.Net Economic Value plays a key role in the NCUA examination. In this Episode Expert Todd Miller discusses the ins and out of Net Economic Value (NEV), how to choose to make our buy, and comparisons to Income Simulation.

Mar 7, 2022 • 33min
Commercial Loan Credit Culture with 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.In Today's episode we discuss Credit Culture as it relates to commercial loans at your credit union. My guest Vin Vieten has 35 plus years in commercial lending, including 11 years at NCUA where he helped write NCUA's commercial lending regulation and train NCUA Regional Lending Specialists.

Feb 22, 2022 • 29min
Exam Appeals Within NCUA Regions with 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.Should you "go along to get along" with things in your examination that you don't agree with? Every credit union has been at this fork in the road. Appeals can be successful, but following the rules and choosing the right things to appeal is important. In this episode Subject Matter Expert Todd Miller and I discuss every aspect of appealing within NCUA's Regional office structure.

Feb 14, 2022 • 29min
Credit Union Capital with Former NCUA 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.Mark and Steve talk about credit union capitala. Purpose of regulatory capitalb. Net worth ratioc. New Complex Credit Union Leverage Ratiod. Risk Based Capitale. Management of capital

Feb 7, 2022 • 25min
Part 2 NCUA Exam Priorities Letter
In this episode I talk to former NCUA Subject Matter Experts Farrar and Miller on the NCUA Exam Priorities Letter to Credit Unions for 2022. Topics range from Loan Participations, Fraud, the Fraud Triangle, Merit, CAMELS, taping your examiner during official meetings, and more.