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Tips for Credit Union CEOs Preparing for a Regulatory Examination

By Brad Powell

Brad Powell

I recently found a helpful resource for CEOs whose credit unions are preparing for a regulatory examination. 

This deck produced by the National Federation of Community Development Credit Unions is 21 pages long and filled with tips for tackling the challenges of an exam. Most tips apply to credit unions regardless of their size.

One section of the deck that I found particularly insightful was “Things That Make Your Examiner Smile,” which explained some specific actions you can take to impress your examiner.

There's a lot more where that came from. Take a look, print it out and keep it nearby as your credit union gets set for its next exam. 

Link: http://www.cdcu.coop/wp-content/uploads/2014/05/What-Every-CEO-Should-Know-before-the-Regulator-Recovered-2.pdf

Topics: Resources, CEO

Brad Powell

Written by Brad Powell

Brad Powell runs Redboard, a company that helps credit unions better respond to regulatory examinations. He has 20 years of experience developing technology for credit unions and financial services companies.

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