Credit Union Exam Solutions Presents With Flying Colors

www.marktreichel.com

https://www.linkedin.com/in/mark-treichel/

Mark is joined by Rob Johnson, president and a principal owner of c. myers, for a wide-ranging conversation on strategic planning, capital strength, and the habits separating the strongest credit unions from the rest right now.

 

•       Why a one-year budget is already wrong by January, and why multi-year scenario planning has become table stakes.

•       What Jamie Dimon actually means by "fortress balance sheet" — and how credit union boards often misread the concept.

•       An adventure motorcycle analogy on looking five seconds ahead and one second down, and what it means for executive attention.

•       Net Economic Value (NEV) improvements across the industry over the last two years, and why earnings risk deserves equal billing.

•       The trap of FinTech contracts that only work at small scale.

•       Why treating scenario analysis as a regulatory exercise leaves real decision information on the table.

•       Redwood Credit Union as a case study in product design, crossing $10 billion, and building engaged membership through benefits checking.

•       Growth through rate versus growth through experience — and why framing it that way misses the point.

•       The Super Bowl analogy on execution and why no team wins with a material weakness.