All Episodes
Displaying 1 - 30 of 205 in total
Fair Lending Basics
Fair Lending Basics with Joe GoldbergIn this episode, Mark Treichel interviews Joe Goldberg, a former NCUA official, about the basics of fair lending for credit unions...
Assisted and Other Mergers with Mike Macchiarola of Olden Lane
www.oldenlane.com1. Mike Macchiarola from Olden Lane discusses NCUA-assisted credit union mergers and why we may see more of them in the near future.2. Current industr...
Complaints and Regional Appeals of Examination Issues What You Need to Know
# With Flying Colors Podcast: Exam Appeals at the Regional Level## Guest: Todd Miller- Former NCUA employee with nearly 34 years of experience- Roles included examiner...
You Need to Worry If ... NCUA Asks for an Org Review
1. NCUA's Document of Resolution (DOR): - Issued for serious, systemic problems within credit unions - Indicates deep-rooted issues that require immediate attentio...
Rating Commercial Credit Risk What You Need to Know
Guest: Vin Vieten, former commercial lender and NCUA regulatorhttps://www.linkedin.com/in/mark-treichel/Key Points:1. Credit risk rating systems are a standard practic...
Who Sees Your NCUA Exam Before You Do?
Host: Mark TreichelGuests: Todd Miller and Steve Farrar, former NCUA examinersKey Points:1. NCUA implemented a new policy requiring higher-level review of all examinat...
HMDA: Why Its Important to Get It Right
Understanding HMDA## Episode SummaryIn this episode of With Flying Colors, host Mark Treichel interviews Joe Goldberg, a retired NCUA consumer compliance expert, about...
Why Does NCUA Ask to Meet with CU Board without CU Staff Present??
Why Does NCUA Ask to Meet with CU Board without CU Staff Present?Join Mark Treichel and his team as they delve into the rare but important topic of why the National Cr...
Commercial Loan Underwriting That Satisfies NCUA
Guest: Vin Vieten, former NCUA Senior Credit SpecialistKey Topics:- Financial analysis for commercial lending- Credit proposal best practices - Global cash flow analys...
CAMEL CODE 4 - What You NEED to Know
# With Flying Colors Podcast: CAMEL Code 4 - What You Need to Know Episode SummaryMark Treichel discusses CAMEL Code 4 ratings for credit unions with guests Steve Farr...
Credit Risk Is Priority One
Title: Credit Risk - NCUA's Top Exam Priority for 2024Key Points:- Credit risk is NCUA's #1 exam priority for 2024- Economic conditions are changing the credit risk en...
So Your A CAMEL Code 3 - Now What?
Here are some suggested show notes for this podcast episode:Title: So You're a CAMEL Code 3 - Now What?Summary:Mark Treichel, Steve Farrar, and Todd Miller discuss wha...
Understanding NCUA's National Supervision Policy Manual (NSPM) and Examiner's Guide
Title: Understanding NCUA's National Supervision Policy Manual (NSPM) and Examiner's GuideKey Points:• The National Supervision Policy Manual (NSPM) was developed arou...
Project Management of Your NCUA Documents of Resolution (DOR)
: Project Management of Your NCUA Documents of Resolution (DOR)Guest Speakers: - Steve Farrar (Former NCUA examiner and central office staff)- Todd Miller (Former NCUA...
How to Charter a New Credit Union with Keith Stone and Rick Mumm
Guests: - Keith Stone, CEO of The Finest Federal Credit Union and New Jersey PBA Federal Credit Union- Rick Mumm, former NCUA examiner and credit union consultantKey P...
Coming Soon on With Flying Colors
# With Flying Colors Podcast: Upcoming Episodes and Industry Updates## Episode SummaryMark Treichel provides updates on upcoming podcast episodes and discusses recent ...
Evergreen Insights: 10 Reasons Why NCUA Should Not Regulate Succession Planning
10 Reasons Why NCUA Should NOT regulate Succession Planning.https://www.marktreichel.com/https://www.linkedin.com/in/mark-treichel/
NCUA Exams: Insights and Trends with Todd Miller & Steve Farrar
Key Points:1. Recent NCUA exam focus areas: - Interest rate risk and liquidity risk (2022-2023) - Board governance - Commercial lending programs - Loan concen...
Crisis Communication Plans with John McKechnie
In this episode of With Flying Colors, host Mark Treichel sits down with John McKechnie to discuss crisis communication plans and lessons learned from both good and ba...
Joe Jacobi’s Journey from Olympic Gold to Performance Coach: Navigating Life's Rapids
Navigating Life's Rapids: Joe Jacobi’s Journey from Olympic Gold to Performance CoachIn this episode of 'With Flying Colors,' host Mark Treichel interviews Joe Jacobi,...
Defense Credit Union Council's Take on Chevron & Outreach
In this episode of 'With Flying Colors,' Mark Treichel discusses significant changes following the Supreme Court's overturning of the Chevron doctrine with Tony Hernan...
Supreme Court Chevron Decision and Credit Unions
Understanding the Supreme Court's Impact on Credit Unions: Chevron and Jarkezy CasesIn this episode of the 'With Flying Colors' podcast, Mark Treichel discusses recent...
Conservatorship: When NCUA Removes the Board & What You Need to Know
NCUA has the authority to take what is called a conservatorship action, resulting in the credit union board of directors being removed. NCUA then wears 3 hats: insur...
When DORs become LUAs: What you Need to Know About Letters of Understanding & NCUA
NCUA is issuing more Letters of Understanding and downgrading more credit unions to CAMEL code 4s. In this episode, Steve Farrar, Todd Miller, and I discuss everythin...
NCUA Conserves 1st Choice Credit Union of Atlanta
https://ncua.gov/newsroom/press-release/2024/1st-choice-credit-union-conservedhttps://www.linkedin.com/in/mark-treichel/www.marktreichel.com
Document of Resolution & Examiner Findings: What You Need to Know
odcast Show Notes---**Episode Title:** Understanding Examiner Findings, Supplementary Facts, and Documents of Resolution**Host:** Mark Treichel**Guests:** Steve Farrar...
CAMEL Codes Get Worse - AGAIN
For the 10th or 11th quarter in a row, NCUA reports that CAMELS code ratings get worse AGAIN.Follow me on Linkedin:https://www.linkedin.com/in/mark-treichel/https://ww...
Chris Call on DOJs Plans to Classify Marijuana as Less Dangerous Drug & What that Means for Credit Unions
In this episode of With Flying Colors, host Mark Treichel talks with Chris Call, CEO of North Bay Credit Union in California, about the challenges and developments in ...
NCUA's May Board Meeting Word for Word
Here is a link to NCUA's Briefing on the insurance fund:https://ncua.gov/files/agenda-items/share-insurance-fund-board-briefing-20240522.pdfMy Linkedin:https://www.lin...
The Thick Red Line with Tory Haggerty
Conquering Redlining and Achieving Fair Lending in Credit UnionsIn this episode of 'With Flying Colors', host Mark Treichel invites Tori Hagerty to discuss the challen...