12 episodes

The only podcast dedicated to Credit Union, Enterprise Risk Management. Featuring Credit Union ERM practitioners. The video version of each episode can be viewed on the David Seibert channel on YouTube:
https://www.youtube.com/channel/UC8IQFOIwW4ejVc7CbhajPZw

ERM Perspectives David Seibert

    • Business

The only podcast dedicated to Credit Union, Enterprise Risk Management. Featuring Credit Union ERM practitioners. The video version of each episode can be viewed on the David Seibert channel on YouTube:
https://www.youtube.com/channel/UC8IQFOIwW4ejVc7CbhajPZw

    Aaron Prater, VP of Operational Risk Management talks Enterprise Risk Management

    Aaron Prater, VP of Operational Risk Management talks Enterprise Risk Management

    Aaron Prater, Vice President of Operational Risk Management at Alloya Corporate Federal Credit Union, joins David in a discussion about Enterprise Risk Management.

    Topics include:

    - How operational risk management is organized at Alloya- What the ERM committee structure is at Alloya- What's included in Aaron's operational risk area - A large technology project under way at Alloya - Working towards enhanced transactional monitoring with machine learning and artificial intelligence - Aaron's data-driven approach to the new role, and why - The challenges of being a remote risk leader, which is becoming more common in all roles since the pandemic - How Aaron is talking with member credit unions and formulating how Alloya can help from a risk perspective - Challenges in the operational risk area - The risk management philosophy of C.U.P. Aaron Prater can be reached on LinkedIn or at Aaron.Prater@Alloyacorp.org The video version of ERM Perspectives, including this episode, can be viewed on YouTube: https://www.youtube.com/channel/UC8IQFOIwW4ejVc7CbhajPZw

    • 42 min
    Mark Treichel, former NCUA Executive Director talks NCUA and Enterprise Risk Management

    Mark Treichel, former NCUA Executive Director talks NCUA and Enterprise Risk Management

    With nearly 34 years at NCUA and 7 as Executive Director, Mark Treichel was responsible for every aspect of this agency. Mark knows the WHO, WHAT and HOW of the NCUA decision making process. With this knowledge, Mark is now helping credit unions with anything, and everything related to the NCUA, including passing the NCUA examination.

    In this episode of ERM Perspectives, Mark talks with David about the NCUA and Enterprise Risk Management (ERM). Topics include:

    - Mark's adventures starting in consulting, during the height of the pandemic- Current NCUA priorities, such as fraud - Staffing challenges for credit unions and the NCUA - Todd Harper reappointed for a 6-year term - What’s on Todd Harper’s agenda? - How Mark helps credit unions - Will the NCUA require ERM at some point? - The catalyst for an ERM requirement by the NCUA- The NCUA's very own ERM program - Mark’s podcast "With Flying Colors" (Don't miss it!)

    Mark can be found on LinkedIn or at his website:https://www.marktreichel.com/ https://www.marktreichel.com/podcast 

    The video version of ERM Perspectives, including this episode, can be viewed on YouTube: https://www.youtube.com/channel/UC8IQFOIwW4ejVc7CbhajPZw

    • 39 min
    Janelle Burgoyne, Chief Risk Officer talks Enterprise Risk Management with David

    Janelle Burgoyne, Chief Risk Officer talks Enterprise Risk Management with David

    Janelle Burgoyne, Chief Risk Officer at SECU, Maryland's largest credit union, joins David in a conversation about her Enterprise Risk Management Program.

    Janelle's extensive background positioned her to make great progress at SECU. We talk about where the credit union industry is in general with Enterprise Risk Management.

    Janelle talks with us about fraud management, a particularly strong area of her risk management program. Other topics include risk management training for the credit union and the creation of a SECU specific risk management framework for the credit union.

    Janelle welcomes listeners to connect with her on LinkedIn to collaborate or ask questions.

    The video version of ERM Perspectives, including this episode, can be viewed on YouTube: https://www.youtube.com/channel/UC8IQFOIwW4ejVc7CbhajPZw

    • 24 min
    Kristen Scott, Chief Risk Officer, talks with David about Enterprise Risk Management

    Kristen Scott, Chief Risk Officer, talks with David about Enterprise Risk Management

    Kristen Scott, Chief Risk Officer at Telhio Credit Union in Columbus, Ohio, joins David in a conversation about her Enterprise Risk Management program.

    Kristen covers many topics such as how her department is staffed, the importance of risk culture and support from executive management, the integration of risk management into the business, and how she dealt with two credit union mergers within the past five years.

    Kristen closes out the conversation with some tips for how to start an ERM program and she talks about her board risk committee.

    Kristen can be reached at Kristen.Scott@Telhio.org if you have questions or want to reach out.

    The video version of ERM Perspectives, including this episode, can be viewed on YouTube: https://www.youtube.com/channel/UC8IQFOIwW4ejVc7CbhajPZw

    • 26 min
    Andrea Brooks, VP Compliance & Audit, talks with David about Enterprise Risk Management

    Andrea Brooks, VP Compliance & Audit, talks with David about Enterprise Risk Management

    Andrea Brooks, Vice President of Compliance and Audit at UNCLE Credit Union in Livermore, CA, joins David in a conversation about her Enterprise Risk Management program.

    Andrea explains how she built the ERM program by starting with the foundational elements of risk policy and risk appetite. From there she built the program in phases.

    She covers the headwinds you can expect to face. Also learn how she leverages summer interns, and what they get out of working at UNCLE.

    Andrea can be reached at abrooks@unclecu.org

    The video version of ERM Perspectives, including this episode, can be viewed on YouTube: https://www.youtube.com/channel/UC8IQFOIwW4ejVc7CbhajPZw

    • 21 min
    Chris Willey, VP of ERM talks with David about Enterprise Risk Management

    Chris Willey, VP of ERM talks with David about Enterprise Risk Management

    Chris Willey, Vice President of Enterprise Risk Management at American Eagle Financial Credit Union in East Hartford Connecticut, joins David in a conversation about her Enterprise Risk Management program.

    Chris explains how the credit union arrived at nine categories of risk, and then talks about Key Risk Indicators and other features of the program.

    The real strength of Chris's ERM program is the dollars at risk calculation she calls Surplus Net Worth. Listen to Chris explain how this is achieved and how it is received at the credit union.

    We also talk about how software is not necessary for an ERM program and Chris does not use ERM software at American Eagle FCU.

    Chris can be reached at Chris.Wi@AEFCU.com or by phone 860-338-4714.

    The video version of ERM Perspectives, including this episode, can be viewed on YouTube: https://www.youtube.com/channel/UC8IQFOIwW4ejVc7CbhajPZw

    • 31 min