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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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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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Golden 1 Credit Union - Financial Wellness

Golden 1 Credit Union - Financial Wellness

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From small to big purchases, we have the podcasts you need to make your money work for you. For even more financial wellness tools, videos, and webcasts visit www.golden1.com/financialwellness Over time products and services may change. Please visit Golden1.com to learn about all current offerings.
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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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'The Credit Union Pod', a podcast series aimed at all those with an interest in the development of credit unions across the island of Ireland. With the recent departure of a number of banks from the Irish market, and the continued withdrawal of banking services from local communities, 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 wh ...
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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

CU Strategy Forum & 454 Creative

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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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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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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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Transform your homeownership dreams into reality by exploring various downpayment and closing cost assistance programs, such as the "WISH" program, "On My Way" closing cost program, and several options from the California Housing Finance Agency. Join us for success stories, tips, and guidance to navigate your path to homeownership with confidence.…
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Connect with us on LinkedIn. https://www.linkedin.com/in/mark-treichel/ Understanding NCUA's Capitalization of Unpaid Interest Regulation This episode of Samantha Shares delves into the NCUA's letter to credit unions (23CU07), detailing the Capitalization of Unpaid Interest. It explains the unanimous vote by the NCUA Board on June 24, 2021, to allo…
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This is both an exciting and bittersweet episode. After recording 97 episodes of The Remarkable Credit Union, longtime host and PixelSpoke's founder and former CEO, Cameron Madill, joins as a guest to share his top takeaways from his 20 years leading an impact-focused marketing agency for credit unions. Accompanying him is PixelSpoke's new CEO, Kat…
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Our movement is fueled by a desire to serve others. We may find ourselves or our employees passionate about the mission of the credit union, but not loving there work. America's Career Coach, Ken Coleman is a 2 time best selling author and the nationally syndicated radio host of The Ken Coleman Show. We bring him on to share how to make it and what…
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Navigating Merger Madness in the Credit Union World In this episode of With Flying Colors titled 'Merger Madness,' Mark Treichel discusses the complexities surrounding credit union mergers, leveraging his experience and insights into the National Credit Union Administration (NCUA)'s processes and regulations. He sheds light on the reasons behind an…
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Mark Treichel and Mark Ritter talk about their respective backgrounds and what it is like on both sides of the examination process. They also talk about the current state of the NCUA and staffing levels. When should you take on examiners and when to back off? Mark and Mark talk about different strategies. IN THIS EPISODE: [0:52] Mark Ritter introdu…
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In this episode, Paul Hamill, Learning Advisor with CU Learning and Development discusses the latest update to MCC regulation with Siobhan McKenna, Senior Compliance Officer at the ILCU Compliance Centre, Vikki Mernagh, Risk and Compliance Officer at Wexford Credit Union, and Bridget Hynes, CEO at Ballyfermot Inchicore Credit Union.…
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Vermont ViewPoint host Pat MacDonald interviews Association of Vermont CUs President Joe Bergeron in her one-hour public affairs program. In it Bergeron shares the difference between banks and CUs, the contribution of CUs to the Vermont economy and its residents and legislative activity. Vermont ViewPoint is the public affairs program of WDEV radio…
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Insider Dealing and Conflicts of Interest in Credit Unions This episode of Samantha Shares covers the National Credit Union Administration's (NCUA) advisory on insider dealing and conflicts of interest within credit unions, outlined in their letter number Eighty six dash C U dash eighty four. It starts with an introduction to the podcast's sponsor,…
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Our mission with this podcast is to serve hope clearly, providing access to industry perspectives in the credit union movement. We want to raise leaders who focus on creating a culture around sales and service. We believe this will improve the financial well-being of our members and change the world. We aim to reach 65,000 new learners within the c…
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Maximizing Success with NCUA: 10 Ways to Avoid Document Resolutions In this episode of With Flying Colors, hosted by Mark Treichel and sponsored by Credit Union Exam Solutions, Mark shares valuable insights from his beachside brainstorming session on how to pass NCUA exams with flying colors. He discusses the importance of understanding what a docu…
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We want to be giving the best service possible for our members. This will build confidence with them trusting us with their finances. In this episode our co-host, Anderle talks about how the skills from the food service industry translates to the financial service industry. In this episode we cover: Why competence is the key element in service exce…
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https://www.fdic.gov/resources/supervision-and-examinations/consumer-compliance-examination-manual/documents/2/ii-1-1.pdf https://www.linkedin.com/feed/update/urn:li:activity:7172605257267433472/ Understanding the FDIC's Compliance Examination Program This episode of Samantha Shares dives into the Federal Deposit Insurance Corporation's (FDIC) comp…
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Understanding the Appeal Process for Credit Unions In this episode of 'With Flying Colors', Mark Treichel offers an insider's guide on how to navigate through the formal appeal process against decisions made by the National Credit Union Administration (NCUA). He touches upon various steps, starting from receiving the exam report, working through th…
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Decoding the Federal Reserve's Future Financial Policies with J. Powell This episode of Samantha Shares features an audio version of a statement made by J. Powell, Chair of the Board of Governors of the Federal Reserve System, addressing the U.S. House of Representatives' Committee on Financial Services on March 6, 2024. Powell reports on the Feder…
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Tanya Otsuka’s Speech at the 2024 Governmental Affairs Conference This episode of 'Samantha Shares' features an audio version of National Credit Union Administration Board Member Tanya Otsuka’s speech delivered at the 2024 Governmental Affairs Conference, sponsored by Credit Union Exam Solutions Incorporated. Otsuka discusses her background, experi…
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Mark and Jeff discuss Jeff's background and the mission of River City FCU. Jeff explains the value of CDFI status that credit unions can access. Jeff and Mark have a lengthy discussion about the value of credit unions of all sizes and the purpose credit unions have in today's economy, along with ideas on how to maintain the number of credit unions …
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Treichel discusses several topics he predicts the NCUA board members will cover in their speeches such as consumer compliance, liquidity, and vendor authority. He also discusses the potential changes in NCUA's approach towards separate consumer compliance exams and scores, highlighting its impacts on credit unions. Furthermore, Treichel shares his …
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With Flying Colors: Focus on Credit Risk In this episode, Mark Treichel invites Steve Farrar and Todd Miller to discuss the NCUA's focus on Credit Risk in its Letter to Credit Unions, as well as the impact of the current economic climate on credit unions and their clients. The hosts analyze various contributing factors to this issue, including incr…
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The credit union movement is one that champions women leadership. One of the founders of the CUNEB as Louise McCarren Herring, from Ohio. Our guest, Emily Leite is the Chief Advocacy Officer at the Ohio Credit Union League, with nearly a decade of state and federal credit union advocacy experience. In this episode we cover: How the Ohio Credit Unio…
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The tattooed nerd teaches us tips and tricks to make the most of our virtual trainings and meetings, which seem to becoming the norm. Patrick Kelley is currently the Distinguished Architect at Zoom and has previously worked for Microsoft. In this episode we cover: What does it mean to Never Leave Good Enough Alone How to use zoom to enhance your ro…
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Financial literacy and autonomy in the 21st century will require our movement to understand, embrace and educate the paradigm shift of digital assets and decentralized/distributed technologies. What will we do when our member wants to use digital assets and protect their wealth? Executive Vice President at St. Cloud Financial Credit Union, Chase is…
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In this episode of Banking on Credit Unions Podcast, we dive into the proposed rule changes to Rule 3002.1 in bankruptcy. Join us as we break down the implications of these changes and what they mean for credit unions and their members. We'll explore how these rule changes could impact the treatment of written assets and how credit unions can navig…
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Get down with the system. While systems are good, over-reliance on the process could lead to poor behaviors in referral sales. In this episode we give practical tips to help you and your team focus on the behaviors of a referral sales champion rather checking off the boxes of the systems in place. In this episode we cover: How to catch your team do…
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This podcast takes you on a journey to explore diverse saving options beyond typical savings accounts. In this episode, we delve into the world of high yield saving accounts, share certificates, and financial institution offered individual retirement accounts (IRAs), providing insights on selecting the perfect savings vehicle to achieve your financ…
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Navigating Fair Lending in the Credit Union Sector: A Conversation with Dana Ginsburg This podcast transcript features Mark Treichel interviewing Dana Ginsburg from Compliance Tech on the hot topic of fair lending in the credit union industry. Ginsburg, who has been with Compliance Tech since 1998, shares her insights drawn from vast experience in …
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Understanding NCUA's Updated Interest Rate Risk Supervisory Framework The podcast discusses the supervisory letter by NCUA, numbered 22-01, issued in September 2022, which updates the Interest Rate Risk Supervisory Framework. The letter is still active and serves as a reference for the agency staff during examinations and discussions. The podcast c…
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NCUA Board Briefing: Current State & Performance of the National Credit Union Share Insurance Fund In February 2023, The National Credit Union Administration (NCUA) Board briefing discussed the performance of the National Credit Union Share Insurance Fund (NCUSIF) and credit union CAMELS ratings. The NCUSIF reported a net income of $71.7 million, $…
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In a movement where large asset sizes have become a badge of honor, Express Credit Union is proud to be small. They believe that their intimate size affords them the opportunity to truly know their members and to pivot quickly when faced with unexpected challenges. This month, we’re excited to welcome Express Credit Union’s Chief Business Officer, …
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NCUA's Board Statements on Minority Depository Institutions & Final Policy Statement This transcript explores statements made by the NCUA's Board on Minority Depository Institutions (MDIs), outlining recent changes within the institution. It discusses the final interpretive ruling and policy statement transfer of the MDI preservation program admini…
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As a movement we want to improve the financial lives of our members but we may be unwilling to sell products because it makes us uncomfortable. In this episode we connect selling with meaning and relevance to inspire front-line employees and leaders to improve the financial lives of our members. In this episode we cover: How to respond to common ex…
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Mark highlights the increase in 'camel code threes,' primarily due to liquidity and interest rate risks among large institutions. Liquidity planning stands as crucial for financial institutions. Treichel discusses the CLF's role as a last resort for borrowings during a crisis. He draws attention to policy changes at NCUA, speculating a shift to hav…
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Craig and Mark talk about the old days of commercial lending in credit unions and how the dynamics between CUSO and CU’s have changed over the years. They also review the best practices in utilizing third parties to assist your lending operations. IN THIS EPISODE: [0:24] Mark discusses what MBFS does and how it can assist credit unions. [2:17] Crai…
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Understanding the FFIEC Statement on Examination Principles Related to Valuation Discrimination and Bias in Residential Lending https://www.linkedin.com/in/mark-treichel/ https://www.marktreichel.com/ In this episode, Samantha Shares gives an educational overview of The Federal Financial Institutions Examination Council's (FFIEC) Statement on Exami…
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We say we are about people helping people, but most of us are killing the industry softly with our teller stare. We discuss how service excellence is how we embody the value of helping people as Scott & Scott delve into a wealth of actionable advice to combat the dreaded, "Friday fatigue." In this episode we cover: Challenges leaders face with exce…
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Anticipating the NCUA's Rule on Succession Planning This podcast by Samantha Shares explores the National Credit Union Administration's (NCUA) proposed rule on Succession Planning. Considering the probability of the rule's approval by 2024 due to the current Democratic leadership, the episode dives into the proposal's contents, implications, and ex…
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Credit Union Conversations: The Role of MBFS in Strengthening Credit Unions and Business Lending In this episode of with flying colors, host Mark Treichel speaks with Mark Ritter, CEO of Member Business Financial Services (MBFS). Ritter sheds light on his journey in the industry, starting from establishing a business lending program at a Central Pe…
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NCUA Chairman's Remark at Brookings Institute: Regulatory Changes & Credit Union Developments This podcast features Samantha Shares discussing NCUA Chairman Todd Harper's remarks at the Brookings Institute. The main topics involve the National Credit Union Administration’s plans to gather more data on overdrafts and possibly shift towards a CAMEL-l…
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Leaders should be focused on how to transform good into great. The challenge we face is that we get overwhelmed with the urgent tasks that distract us from the important coaching tasks we have as a leader. Our class, Coaching For Performance, is focused on the science of coaching and how to practically do this. In this episode we focus on the art o…
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OCC's Semi-annual Risk Perspective: Understanding Key Risks in the Financial Sector This episode provides an audio version of the OCC's Semi-annual risk perspective, focusing on the report's section named 'Trends in Key Risks.' The report highlights various risk factors that are currently impacting the financial sector, including credit risk, marke…
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Understanding Enterprise Risk Management (E R M) and NCUA's Supervisory Expectations In this podcast episode, Samantha Shares discusses NCUA's supervisory letter to credit unions on Enterprise Risk Management (E R M). The episode interprets this 2013 guidance that remains active and often referred to in examinations and examiner discussions with cr…
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Where has the time gone? Mark and Jeff look back at what they said a year ago to see how accurate their predictions were. They also take a look at how 2023 played out, both good and bad and what CUs should be doing to plan for the future. IN THIS EPISODE: [1:40] Jeff shares his duties and responsibilities at MBFS. [2:00] Mark and Jeff discuss how t…
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Discussing NCUA's Supervisory Priority Letter: Part Two In this podcast, Mark Treichel is joined by Steve Farrar and Todd Miller for a second discussion of the priority letter from the National Credit Union Administration (NCUA). They delve into topics such as consumer financial protection, bank secrecy act, cybersecurity and support for small cred…
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Understanding NCUA's Letter On the Evaluation of Earnings for Credit Unions Samantha Shares explains the details and implications of NCUA's letter to credit unions on the Evaluation of Earnings in this episode. Despite the age of this letter, it is still utilized as a resource in NCUA examinations. Samantha delves into the critical role of earnings…
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Studies show that over half of the current credit union CEO's will retire within the decade. The alarming fact is that 56% of new CEO's typically fail within the first 18 months. Don't be the average CEO. Listen to this episode and learn how to be a leader worth following. In this episode we cover: Significant elements that are vital for the prospe…
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Discussing NCUA's Priority Letters and the Credit Risk Landscape In this episode of 'With Flying Colors', host Mark Treichel along with Steve and Todd, former members from NCUA, discuss NCUA's third annual letter to Credit Unions covering Exam Supervision and Supervisory Priorities. They delve into the reasons behind prioritizing the areas of credi…
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