HeyJaredCredit Union Exam Solutions Presents With Flying Colors
Tips for Credit Unions Success on the NCUA Examination. Brought to you by Mark Treichel's Credit Union Exam Solutions.
- Indexed episodes, last 90 days
- 21
- Latest publication
- Sep 14, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 6, 2026
Latest episodes
NCUA's New Exam Entry Letter: What Changed and What It Means for Your Exam (opens the original)
Read excerpt
www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ 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 states what the exam is actually about. Mark Treichel is joined by Todd Miller and Steve Farrar of Credit Union Exam Solutions to go through the new template line by line and compare it against the one it replaced. The old template did not define or limit the substantive
Commercial Loan Underwriting That Satisfies NCUA (opens the original)
Read excerpt
Guest: Vin Vieten, former NCUA Senior Credit Specialist Key Topics: - Financial analysis for commercial lending - Credit proposal best practices - Global cash flow analysis Key Takeaways: 1. Financial Analysis: - Should be well-organized, consistent, and comprehensive - Analyze 3+ years of financial performance to establish trends - Examine income statement, balance sheet, and cash flow - Provide value to borrowers through expert financial review 2. Credit Proposals: - Use a standard, logical fo
SAR Confidentiality: The Line Between the Filing and the Facts Underneath It (opens the original)
Read excerpt
www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ 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 Financial Crimes Enforcement Network (FinCEN). Every prudential regulator plus the Bank Secrecy Act (BSA) rule maker on the same page. That is not one agency freelancing. The subject is narrow and the headline is simple. SAR confidentiality rules do not prevent a credit
WFC Classic: Understanding Risk Management: Culture, Appetite & Action (opens the original)
Read excerpt
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 boards and executives can build a resilient framework that supports safe, sustainable growth. blog risk appetite What We Cover The Three Pillars of Risk Management Risk Culture — how tone from the top determines effectiveness. Risk Appetite — defining how much risk is acceptable before strategy becomes unsafe. Risk Management System — t
What’s Coming This Fall: Exam Letters, Bylaws, and a Rule NCUA Might Need (opens the original)
Read excerpt
www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Recorded August 30. A short episode looking ahead at the last four months of the year, plus one development worth flagging now. NCUA sent out a letter on how the exam process is going to work this coming cycle. It went to credit union CEOs. It was not posted on NCUA’s website. Mark has a copy and will cover it in an upcoming episode with Steve Farrar and Todd Miller of the Credit Union Exam Solutions team. An attorney pointed out th
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.
See coverage about Credit Union Exam Solutions Presents With Flying Colors