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We serve hope to current and aspiring credit union leaders by providing solutions to your leadership challenges. If you’re a credit union leader seeking to grow your business, tune in to this podcast. ServiStar Consulting’s Mike Neill, Taylor Murray, and Scott Albrecht draw on their extensive experience of working with countless credit unions to provide valuable insights and lessons.
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This podcast is aimed to help credit union leaders and marketers think outside of the box about marketing, technology and community impact. Each episode we bring on guests from inside and outside of the industry who will challenge your preconceptions about business as usual.
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Welcome to Money Health @ NHS Credit Union, the podcast that's all about equipping our members with the tools to achieve financial resilience and thrive! Join us for uplifting conversations, actionable advice, and inspiring stories, as we encourage you to take control of your money and build a brighter future.
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This podcast provides you the ability to listen to new regulatory guidance issued by the National Credit Union Administration, and occasionally the F D I C, the O C C, the F F I E C, or the C F P B. We will focus on new and material agency guidance, and historically important and still active guidance from past years that NCUA cites in examinations or conversations. This podcast is educational only and is not legal advice. We are sponsored by Credit Union Exam Solutions Incorporated. We also ...
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Welcome to Credit Union Conversations podcast with your host, Mark Ritter, a forward-thinking CEO, who excels in helping credit unions, small businesses, and real estate investors succeed. Join Mark as he explores current trends, interview industry experts, and get fresh insights on optimizing your lending operations and delivering the best possible services to credit union members. More about your host: Mark Ritter is the CEO of MBFS & Nu Direction Lending and an expert in credit unions and ...
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Hosted by Core Credit Union CEO Michael Byrne, Credit Union Discussions dives into topical issues in the Credit Union sector focusing on innovative solutions by bringing the expertise of leading voices working in and supporting Credit Unions
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Credit Union Strategy Podcast

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Welcome to The CU Strategy Podcast, a podcast designed especially for Credit Union leaders. Our goal is to bring you the latest resources for your membership. Whether your credit union has ten thousand or ten million members, we think you’ll find our conversations valuable.
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Murmurings: highlighting best practices around financial education, financial well-being, philosophy and philanthropy in the credit union space. Whether it’s collaborating on projects, convening resources, igniting passion, honoring leaders, or making financial education meaningful, the Foundation represents credit unions at the national level, kick starting their efforts to strengthen the financial well-being of everyone in their community.
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The Credit Union Pod is a podcast series aimed at all those with an interest in the development of credit unions across the island of Ireland. Credit Unions have a critical role to play in bringing real competition to the retail financial services sector. This series, published by the Irish League of Credit Unions, will highlight the important role which credit unions play in serving more than three million members across the island. It will also outline the challenges and opportunities face ...
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Banking on Credit Unions is your one-stop podcast for the intricate yet intriguing world of Collections, Bankruptcy, and Foreclosure law for Credit Unions. Expertly hosted by Jim Sorenson of SVL Law, we illuminate the complex landscape of these legal areas that can profoundly impact credit unions' trajectory. Each week, we discuss cases, analyze rulings, and unveil legal strategies to inform, empower, and uplift your credit union.
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So You're a CAMEL Code 3 – Now What? 🎙 Episode Title: So You’re a CAMEL Code 3 – Now What? Episode Summary: In this episode of With Flying Colors, host Mark Treichel is joined by Steve Farrar and Todd Miller from Credit Union Exam Solutions to discuss what happens when a credit union is downgraded to a CAMEL Code 3. They break down the implications…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Hello, this is Samantha Shares. This episode covers NCUA Board Member Tanya Otsuka Statement on the Decision to Remove Total Overdraft and Non-sufficient Fund Fee Data The following is an audio version of that STATEMENT. This podcast is educational and is not legal advice. We are spons…
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Mark and Kyle catch up on Mark's flaws and frustrations of trying to do everything himself. Kyle talks about his career journey and life as an entrepreneur and how they assist business owners. IN THIS EPISODE: (02:38) Kyle Walburn’s entrepreneurial journey and the creation of Efficient Aide (10:44) Efficient Aide offers services in various skills o…
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Have you been frozen when you needed to make a quick decision? Do you wish someone would tell you what to do so you can keep the momentum going? We tend to promote rockstar employees into management positions without equipping them with the leadership skills needed. In this episode we explore strategies to help leaders confidently make decisions in…
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The listeners of this podcast are likely to know that credit unions are financial cooperatives — an identity that some credit unions lean into and others don't talk about much. Amongst the general U.S. population, our understanding of cooperatives is limited, at best. Most people are ill-equipped to distinguish between, say, a consumer co-op, like …
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ NCUA Predictions: What Will the Do in 2025? Treichel: [00:00:00] Hey everyone, this is Mark Treichel with another episode of With Flying Colors. Today I am flying solo and I am calling this podcast something like what I expect from NCUA in 2025. In preparing for today's show, I took so…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Hello, this is Samantha Shares. This episode covers NCUA Board Member Todd Harper Statement on the Decision to Curtail the Collection of Overdraft and Non-sufficient Fund Fees The following is an audio version of that Statement This podcast is educational and is not legal advice. We ar…
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Episode Summary: In this episode of With Flying Colors, Mark Treichel, along with industry experts Steve Farrar and Todd Miller, discuss a growing trend—NCUA requesting private meetings with credit union boards. What does it mean when regulators ask to meet without management present? Should boards be concerned? And how should they prepare? With de…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Did NCUA just vote on its reorganization plan? Time will tell. https://www.opm.gov/policy-data-oversight/latest-memos/guidance-on-agency-rif-and-reorganization-plans-requested-by-implementing-the-president-s-department-of-government-efficiency-workforce-optimization-initiative.pdf…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ NCUA Board Member Tanya F. Otsuka Remarks at the 2025 Governmental Affairs Conference As Prepared for Delivery on March 4, 2025 Thank you to Jim, Carrie, and everyone at America’s Credit Unions for the invitation. Special thanks to the convention center staff and everyone behind the sc…
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"Liquidity Management: Reading Between the Lines of NCUA's Latest Guidance" In this insightful episode, Mark Treichel and former NCUA Capital Markets Specialist Todd Miller analyze NCUA's April 2023 liquidity webinar and provide their expert take on the agency's current perspective on liquidity management. Episode Highlights: Todd Miller shares his…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ This episode covers NCUA's Guidance to Credit Unions on Concentration Risk. Are 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 intricaci…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ https://ncua.gov/newsroom/press-release/2025/hauptman-announces-changes-ncuas-overdraftnsf-fee-collection A great Monday at GAC .... listen for details.Mark Treichel's Credit Union Exam Solutions tarafından oluşturuldu
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Welcome to Credit Union Conversations! In today’s episode, host Mark Ritter is joined by the industry’s leading expert, Mark Treichel, to uncover the mysteries of the NCUA exam and guide you through its complexities. With insights on risk management, cybersecurity, and evolving regulations, Mark Treichel offers invaluable advice on navigating credi…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Hello, this is Samantha Shares. This episode covers NCUA Chairman Kyle S. Hauptman's opening remarks from the February 27, 2025 Board Meeting. The following is an audio version of Chairman Hauptman's first board meeting remarks as NCUA Chairman. This podcast is educational and is not l…
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In this episode of the Credit Union Leadership Podcast, we bring on Peter Tyson to delve into the significance of using the GiANT Leadership Voices to develop effective leaders within the credit union industry. GiANT Voices are a key aspect of multiple ServiStar courses, including Target Leadership, Emerging Leaders, and Emotional Intelligence work…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ By the authority vested in me as President by the Constitution and the laws of the United States of America, it is hereby ordered: Section 1. Policy and Purpose. The Constitution vests all executive power in the President and charges him with faithfully executing the laws. Since it wou…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Episode Title: "Credit Unions at a Crossroads: Regulator Consolidation and the Tax Threat" With Flying Colors Podcast | Episode [Number] | Released February [XX], 2025 Host: Mark Treichel Guest: John McKechnie, John Ney LLC, Credit Union Policy Expert Overview: In this timely episode, …
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ This episode covers NCUA's Guidance to Examiners on how they should evaluate credit union earnings. Are 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 u…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ The Perfect Storm: Credit Risk and Modern Collections with David Reed In this episode, Mark Treichel sits down with David Reed, of Reed & Jolly law firm, to discuss the pressing issue of credit risk and loan quality in credit unions. As a former in-house counsel and collections manager…
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Welcome to Credit Union Conversations! In this episode, we wrap up our series on the powerful partnerships between credit unions and small business owners with an inspiring entrepreneurship and financial collaboration journey. Host Mark Ritter is joined by George Florence from American Heritage Credit Union and Ross Hammer from Cape May, New Jersey…
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Mastering Strategic Thinking and Leadership in Credit Unions. In this episode of the Credit Union Leadership Podcast, Scott & Scott dive into the essence of strategic thinking versus strategic planning. They explore the concept of the 'strategic flywheel,' which emphasizes living out core purposes through daily behaviors rather than just focusing o…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ NCUA's Supervisory Letter on Enterprise Risk Management. Audiobook style. Are 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…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Show Notes: With Flying Colors - Interview with Mike Macchiarola of Olden Lane Guest: Mike Macchiarola, Olden Lane (broker-dealer and investment advisor serving credit unions) Key Topics Discussed: - Interest Rate Environment: Impact of "higher for longer" rates on credit unions, with …
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Press Releases Secretary Bessent Announces Intention to Appoint First Deputy Comptroller of the Office of the Comptroller of the Currency February 7, 2025 WASHINGTON – Secretary of the Treasury Scott Bessent today announced his intention to appoint Rodney E. Hood as a Deputy Comptrolle…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ ## Episode Overview This episode covers the OCC's Fall 2024 Operational Risk report, examining key areas of focus for financial institutions including cybersecurity, operational resilience, innovation, and fraud risk management. ## Key Topics Covered ### Cybersecurity - Elevated operat…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Key Topics to Include: Economic data and analysis Financial statement review Key performance/risk indicators Liquidity reporting Interest rate risk analysis Investment portfolio oversight Scenario testing and stress analysis Model validation and risk assessment Credit risk integration …
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Welcome to Credit Union Conversations! This week, we continue our series exploring the impactful partnerships between credit unions and small business owners. Host Mark Ritter is joined by Josh Green from American Heritage Credit Union and Ted Van Beuren, the visionary behind United Sports in Pennsylvania. This episode delves into the successful co…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Summary: In this special Archive episode of With Flying Colors, Mark explores the meaning and implications of "agreed upon corrective action" in credit union examinations. Drawing from his experience at NCUA, Mark explains how this term appears on examination reports and why its proper…
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Do you wish your team cared about their work as much as you? Most leaders get focused on managing the operations that they forget to lead their team. In this episode of the Credit Union Leadership Podcast, hosts Scott and Scott explore the crucial elements of effective leadership - focusing on the importance of purpose and why leaders must deeply b…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ The full OCC report can be found HERE Are 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 insid…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Kyle S. Hauptman Designated as NCUA Board Chairman ALEXANDRIA, Va. (Jan. 22, 2025) – President Donald J. Trump has National Credit Union Administration Vice Chairman Kyle S. Hauptman as the thirteenth Chairman of the NCUA Board. “I am deeply honored that President Trump has asked me to…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Episode Summary: In this episode of With Flying Colors, host Mark Treichel sits down with Steve Farrar, a former NCUA examiner and capital expert, to discuss the complexities of credit union capital management. With decades of experience, Steve shares insights into the evolution of cap…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ https://ncua.gov/regulation-supervision/letters-credit-unions-other-guidance/evaluating-third-party-relationships-0 Are 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 suc…
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What is a micro-interaction, and why should credit unions care? Fintech growth and business transformation strategist Samantha Paxson joins us on The Remarkable Credit Union podcast to discuss how credit unions could benefit from focusing less on big loans and focusing more on daily financial activities. We talk about how frequently used financial …
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ ## Episode Summary: NSF and Overdraft Fees - What You Need to Know In this episode, Mark Treichel interviews Joe Goldberg, former director of the NCUA's division of consumer compliance policy and outreach, about the December 2024 NCUA letter addressing consumer harm from certain overdr…
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Welcome to Credit Union Conversations! This week, we kick off an exciting new series focused on the relationship between credit unions and small business owners. Host Mark Ritter is joined by Nathan Crouch from Erie Federal Credit Union and one of their standout business members, Joseph Markiewicz. Together, they’ll explore the ins and outs of the …
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Episode Description: In this special archive episode of With Flying Colors, Mark shares valuable insights from his years of experience in credit union examination and consulting. Broadcasting straight from the beach, he breaks down the top 10 ways credit unions can avoid receiving a Do…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Hello, this is Samantha Shares. This episode covers N C U A’s Authority to issue cease and desist orders as outlined in its enforcement manual. The following is an audio version of that portion of the manual. This podcast is educational and is not legal advice. We are sponsored by Cred…
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