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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 inside out.

Hire us and gain:

• Peace of mind during your exam process

• Insider knowledge of NCUA procedures and expectations

• Strategies to address potential issues before they become problems

• Continuous access to our extensive subject matter expertise

With our access retainer, you'll have on-demand support from former NCUA experts. We're here to ensure your credit union passers its exam with flying colors in its next examination.

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Why Does NCUA Ask to Meet with CU Board without CU Staff Present?

Join Mark Treichel and his team as they delve into the rare but important topic of why the National Credit Union Administration (NCUA) might ask to meet with a credit union's board of directors without staff present. In this episode, Mark, Steve Farrar, and Todd Miller share personal experiences and insights from their extensive careers in credit union examination and supervision. Learn about the reasons behind such requests, how to handle these meetings, and the implications they might have for your credit union.

  Guest Introductions
 Steve Farrar's Background
 Todd Miller's Background
 Increasing NCUA Board Meetings without Staff
 Board Chair vs. Full Board Meetings
 Meeting with Specific Board Members
 Supervisory Committee Conversations
 Handling Full Board Meetings without Staff
 Considerations for Board Responses
 Recording Meetings and Legal Counsel
 Emotional Responses and Agreement Caution
 Conclusion