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Subscribe to FHLBank Atlanta's podcast series, iLink, today. Catch up on the latest industry trends, expert perspectives, and FHLBank Atlanta news.
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Credit Union Exam Solutions Presents With Flying Colors
Mark Treichel's Credit Union Exam Solutions
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Tips for Credit Unions Success on the NCUA Examination. Brought to you by Mark Treichel's Credit Union Exam Solutions.
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Oteemo brought the CIO podcast to you. In this podcast, we will interview CIO guests from a diverse pool of industries, sharing success stories, key learnings, career insights, and much more. If you are a CIO or aspiring technology enthusiast passionate about transformations, tune in and enjoy our show! Head over to Oteemo.com to find out how we enable digital transformation and software modernization. #Oteemo #CIOPodcast #CIO #DigitalTransformation
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Inside FHLB: Ryan Donovan Talks Liquidity, Housing, and Credit Union Opportunities
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ In this episode of With Flying Colors, host Mark Treichel reconnects with Ryan Donovan, President and CEO of the Council of Federal Home Loan Banks (FHLB). Ryan returns to discuss the evolving role of the FHLB system, its relationship with credit unions, and how liquidity is much like …
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Why Your CAMEL Code Is Even More Important Now
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17:48
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ 📝 Episode Summary: In this post-Memorial Day episode, Mark dives into NCUA’s latest insurance fund update with a sharp focus on CAMEL codes—and why they matter more than ever in today's regulatory landscape. With NCUA facing staffing cuts, hiring freezes, and leadership questions, your…
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Credit Union Vs Banks: What You Need to Know About the Insurance Funds
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ The NCUSIF and the DIF are similar but different. Today we do a deep dive on that and more.By Mark Treichel's Credit Union Exam Solutions
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Trump’s Workforce Cuts Hit NCUA: What’s Changing - What’s Next -Special Edition
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Trump’s Workforce Cuts Hit NCUA: What’s Changing, What’s Next Show Notes In this episode of With Flying Colors, Mark Treichel breaks down the biggest NCUA update in years — a Trump-era Executive Order has triggered a 20% voluntary staff reduction at the agency. This May 22 board briefi…
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Documents of Resolutions & Project Management - What You Need to Know
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Document of Resolutions can be complex or simple. Regardless, they usually have many steps that NCUA doesn't realize, but you need to track. We discuss the ins and outs of DOR project management in this archive episode.By Mark Treichel's Credit Union Exam Solutions
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NCUA's Hyper Focus On Corporate Governance in DORs
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ NCUA is hitting corporate governance hard. In this episode we discuss why and what to do if it happens to you.By Mark Treichel's Credit Union Exam Solutions
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Loan Participations Are Big Business with Bill Paton of Alloya Corporate Credit Union
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ This post on LinkedIn led to this podcast: Growing this program from an idea, to an incredible technological platform is far and away the most rewarding venture of my career. The platform has allowed our company to think and dream of bigger ideas. It’s functionally changed the lives of…
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Organizational Review - What It Means If NCUA Asks For It
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ The dreaded organizational review Document of Resolution or worse yet LUA. What it means and what you should do.By Mark Treichel's Credit Union Exam Solutions
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NCUA's Succession Planning Regulation to Change? With JT Blau
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ NCUA has reopened the Succession Planning Rule for public comment. In this episode JT Blau and I discuss the rule and its requirements.By Mark Treichel's Credit Union Exam Solutions
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Emergency PODCAST: President Trump Sued by Harper & Otsuka over Firings
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Presidential Power and Independent Agency Autonomy: The 2025 NCUA Board Removal Case I. Legal and Constitutional Framework A Constitutional Showdown Begins From "At Pleasure" to Independence: The 1978 Restructuring The Humphrey's Executor Precedent: Protecting Independent Agencies Unit…
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Conservatorship: When NCUA Removes the Board & What You Need to Know
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12:08
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Conservatorship: When NCUA Removes the Board & What You Need to Know Episode Summary: In this special episode, hosts Mark Treichel, Steve Farrar, and Todd Miller dive into the high-stakes world of NCUA conservatorships—when the agency steps in to remove a credit union’s board and take control. Drawing from their extensive experience handling some o…
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Meet Justin Fanelli, The Navy's HIGHLY EXPERIENCED Chief Technology Officer
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46:24
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Welcome to another episode of the Oteemo CIO Podcast. In this unique episode, we interview Justin Fanelli, CTO at the US Department of the Navy and Technical Director of PEO Digital. With a value-packed session, we cover everything from modernization, agile, AI, and leadership. Here are some of the key takeaways from this episode: 1. Mindset is the…
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DOGE Days and Deep Cuts: NCUA in Flux with Bacino & McKechnie
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ The NCUA’s boardroom has been rocked. Two board members fired. DOGE staff roaming the halls. Rumors of a regulatory consolidation swirl. In this must-hear episode, Mark Treichel is joined by former NCUA Board Member Geoff Bacino and former NCUA Congressional Affairs Director John McKec…
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Emergency Podcast: President Trump Fires NCUA Board Members Harper & Otsuka and What it Means for You
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ White House press secretary Karoline Leavitt defended the firings, saying, “President Trump is the chief executive of the executive branch and reserves the right to fire anyone he wants.” Warren: “President Trump just fired two Board Members at the National Credit Union Administration …
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In the latest episode of News You Can Use, ShaDonte Butler, Community Investment Relationship Manager, sits down with Scott Brennan, Director of Sales, and Todd Wacker, Director of Member Strategy, to discuss our 2025 Affordable Housing Programs and how our members are leveraging them to benefit their communities. Podcast Disclaimer This podcast is…
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Nature Abhors a Vacuum & So Does the Rumor Mill
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Episode Overview: In this episode of With Flying Colors, Mark Treichel tackles two hot topics ahead of the upcoming NCUA Board meeting: The Staff Buyout Program: With 145 FTEs already accepting voluntary separation packages—roughly 12% of NCUA's workforce—Mark explores the deeper impli…
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NCUA's Net Economic Value (NEV) Framework with Todd Miller
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Episode Summary: In this episode of With Flying Colors, host Mark Treichel is joined by former NCUA capital markets expert Todd Miller to discuss the latest updates to NCUA’s Interest Rate Risk (IRR) Supervisory Framework. Following NCUA’s recent stakeholder webinar, we break down key takeaways, including changes to risk categorization, the elimina…
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Joining us for this episode is Sam Bell, Director of Business Projects and Solutions. In addition to her role here at FHLBank Atlanta, Sam is actively involved in the leadership of Atlanta Community ToolBank, one of our long-time community partners. She joins us in this episode to discuss her experience with balancing her professional and volunteer…
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Rodney Hood to FDIC, Retirement Rumors & Regulatory Rumblings
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11:40
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ A quick-hit episode this week! Mark shares thoughts on Duke’s March Madness collapse, the rise of Rodney Hood at OCC, Jim Nussle’s pending retirement, and NCUA’s buyout offers. Plus, a few takes on market volatility, sub debt approvals, and the ever-shifting dynamics at the NCUA Board.…
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NCUA: Can You Put That In an Examiners Finding Instead of a DOR?
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Episode Title: NCUA: Can You Put That in an Examiner Finding, Not a DOR? Episode Summary: In this episode of With Flying Colors, host Mark Treichel is joined by Steve Farrar and Todd Miller to unpack the complexities of NCUA examinations, examiner findings, and documents of resolution (DOORS). They dive into what makes an issue rise to a DOOR, how …
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From the Base to Capitol Hill: Advocating for Credit Unions with Jason Stverak of DCUC
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ In this episode of With Flying Colors, Mark Treichel is joined by Jason Stverak, Chief Advocacy Officer of the Defense Credit Union Council (DCUC), for a wide-ranging conversation on the unique role defense credit unions play in serving military members—and the policy battles threateni…
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The Harsh Realities of a CAMEL Code 4 Downgrade
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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 is joined by Steve Farrar and Todd Miller from Credit Union Exam Solutions to discuss the serious implications of a CAMEL Code 4 rating. A downgrade to CAMEL 4 signals significant risk and increased regulatory s…
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Year End Industry Data and Credit Union Trends: A Deep Dive with Todd Miller and Steve Farrar
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ In this episode of With Flying Colors, host Mark Treichel is joined by Steve Farrar and Todd Miller to analyze the latest trends shaping the credit union industry in 2024. They dive into the recently released NCUA data, discussing multi-year trends, economic pressures, and how credit u…
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The Road to Recovery: Managing a CAMELS 3 Rating
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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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NCUA in 2025: What to Expect & How It Affects You
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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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What It Means If NCUA Asks To Meet With Your Board Without You
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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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Emergency Pod: Did NCUA Just Vote On It's Trump Mandated Restructuring Plan?
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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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NASCUS Chair & Iowa Credit Union Division Superintendent Katie Averill
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Recorded just prior to GAC... check out this great interview with Katie Averill of Iowa and NASCUS...By Mark Treichel's Credit Union Exam Solutions
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Liquidity Flashback - An NCUA Perspective with Todd Miller
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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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NCUA Pivots on Overdraft Fees and America's Credit Unions Policy Priorities 2025
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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.By Mark Treichel's Credit Union Exam Solutions
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NCUA Board Focus: Staff Morale & Safety of Credit Union Deposits
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ NCUA Board focuses on staff morale and safety of deposits. Also what happened to the item making Todd Harper Vice Chairman?? Listen and learn.By Mark Treichel's Credit Union Exam Solutions
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Why Credit Unions Could Lose Big in Washington’s Regulatory Reset with John McKechnie
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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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When DORs Become Letters of Understanding * Agreement (LUAs) What You Need to Know
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Have an LUA, or are you worried about getting one? Don't miss this episode.By Mark Treichel's Credit Union Exam Solutions
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The Perfect Storm: Credit Risk and Modern Collections with David Reed
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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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What’s Next for Credit Unions - with Mike Macchiarola of Olden Lane
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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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Breaking News: Rodney Hood Is In Charge of the OCC
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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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ALCO In Practice: Essential Reports Analysis and Risk Management
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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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Join us for episode ten of News You Can Use as Joe Kennerson, Managing Director at Darling Consulting Group, joins Scott Brennan, Director of Sales, and Todd Wacker, Director of Member Strategy, to share strategic insight as we plan for the months ahead. Podcast Disclaimer This podcast is neither a legal interpretation nor a statement of Federal Ho…
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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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Suresh Soundararajan Shares His Top IT Modernization Strategies! Oteemo CIO Podcast
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In this latest episode, Healthcare IT Leader Suresh Soundararajan joins our CIO Podcast and shares his experiences as the CIO of the Virginia Department of Health (VDH), focusing on strategy, innovation, and transformation. His unique take on balancing short-term goals with long-term successes is just one of the amazing insights from this episode. …
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Kyle Hauptman is NCUA Chairman: What It Means for Credit Unions
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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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Capital Rules and Risk Management for Credit Unions
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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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Overdraft Fees Under the Microscope: NCUA’s Latest Guidance Decoded
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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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Avoiding Document of Resolutions: 10 Essential Strategies for Credit Unions
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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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Hot Off the Press: NCUA Exam Priority Letter - Our Take
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Our most downloaded episode of the year: Our Take on the NCUA Supervisory Priority Letter.By Mark Treichel's Credit Union Exam Solutions
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The NCUA Appeal Process: A Complete Guide
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ The NCUA Appeal Process: A Complete Guide # NCUA Appeal Process with Mark Treichel ## Overview This episode covers the formal appeal process at NCUA, detailing how credit unions can appeal examination findings and supervisory determinations. ## Key Points About Initial Response to Exam…
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GOVERNANCE ESSENTIALS: BUILDING AN EFFECTIVE ALCO COMMITTEE STRUCTURE
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Everthing You Need to Know on ALCO CHARTERS AND GOVERNANCE Key Topics to Include: Committee charters vs. policies Committee composition and member selection Board involvement considerations Role of Chief Risk Officer and other key positions Authority and delegation framework Documentat…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ www.marktreichel.com https://www.linkedin.com/in/mark-treichel/By Mark Treichel's Credit Union Exam Solutions
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Set up a call: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 Check out our website: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 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 experienc…
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Crisis Communication - What You Need to Know
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Set up a call: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 Check out our website: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 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 experienc…
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