With Flying Colors.  Brought to you by Mark Treichel's Credit Union Exam Solutions.  We interview subject matter experts that will assist credit union executives and management with your NCUA examination experience.

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Latest Episodes

WFC Classic: Documents of Resolutions & Project Management

Document of Resolutions can be complex or simple.  Regardless, they usually have many steps that NCUA doesn't realize, but you need to track.  We discuss the ins and o...

NCUA's New Exam Entry Letter: What Changed and What It Means for Your Exam

NCUA started sending a rewritten exam entry letter to credit union CEOs in late July and early August. It is not a formatting change. For the first time, the letter st...

Commercial Loan Underwriting That Satisfies NCUA

Guest: Vin Vieten, former NCUA Senior Credit Specialist Key Topics: - Financial analysis for commercial lending - Credit proposal best practices  - Global cash flow an...

SAR Confidentiality: The Line Between the Filing and the Facts Underneath It

On September 2, five agencies signed a joint statement on suspicious activity report (SAR) confidentiality: the Federal Reserve, the FDIC, the OCC, the NCUA, and the F...

WFC Classic: Understanding Risk Management: Culture, Appetite & Action

Overview In this episode, we break down the fundamentals of risk management for credit unions — what it really means, why it matters at every asset size, and how board...

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