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What It Means If NCUA Asks To Meet With Your Board Without You
Manage episode 471213554 series 3303439
İçerik Mark Treichel and Mark Treichel's Credit Union Exam Solutions tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Mark Treichel and Mark Treichel's Credit Union Exam Solutions veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
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 decades of NCUA experience, Steve and Todd share insights into:
✅ Common reasons why NCUA requests board-only meetings
✅ When a meeting with the board chair is routine vs. when it’s a red flag
✅ The importance of listening, but not committing to actions during these meetings
✅ Why legal counsel might be necessary in certain situations
✅ Whether you should record the meeting—and if NCUA will allow it
Mark, Steve, and Todd also share real-world examples of how these meetings have played out, including situations where state regulators took a more aggressive approach.
Whether you're a board member, CEO, or concerned about your next NCUA exam, this episode provides essential insights to ensure you're prepared if NCUA makes the call.
Resources Mentioned:
📌 Learn more about Credit Union Exam Solutions: marktreichel.com
📌 Subscribe for future episodes and expert insights on navigating NCUA exams.
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