My Career Path to Redboard
Not many professionals enjoy a straight path to wherever they end up. Like most people, I took the scenic route to creating Redboard. I hope that by sharing a little about myself, you can see what kind of values lie at Redboard’s core.
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How do Credit Unions get Great Audit Results?
If you’re spending money on new auditing tools, you’ll want to know that the money you spend is actually doing something for your credit union. To better discern what Redboard’s impact is, we have a few evaluative questions to help you gauge Redboard’s efficacy.

Getting your Credit Union Organized for an Audit or Exam
Preparing your credit union for an audit or exam, whether internal or external, is a time-consuming process. If your credit union is preparing for an audit, what will you need in order to ensure a smooth process?

Managing Credit Union Risk Management
One of the benefits of using Redboard is mitigated risk during internal and external audits. We’ll explore some of the ways that Redboard reduces risk for your credit union, and then we’ll discuss whether that risk reduction is right for you.

How Redboard Chose Its Business Model - As Described on
Please forgive the self-promotion, but I was thrilled to see Redboard featured Thursday in Ian Altman's piece on choosing the right business model.
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Credit Unions and the Regulatory Burden: Disconnect, Pessimism and Risk
At your credit union, you know exactly how cumbersome regulations (and the examinations that come with them) can be.

The Hidden Risks in Credit Union Regulatory Examinations — and How to Avoid Them
I recently was invited to give a talk at the Credit Union InfoSecurity Conference in San Diego. I shared five of the hidden traps for regulatory compliance and examinations for credit unions. What follows is the lightly-edited text of that presentation.

How the NCUA AIRES Questionnaires Can Help Your Credit Union Prepare for Your Next Regulatory Examination

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. These regulatory exam tips could definitely help your credit union’s team.

How the NCUA AIRES Questionnaires Can Help Your Credit Union Prepare for Your Next Regulatory Examination
For most credit unions we talk to, regulatory examinations are a bit like college finals week. They cause a lot of stress and, like a cram session, your team often ends up rushing to get the examiner everything they need at the last minute.

You could say there’s a reason regulators call them exams.

But the National Credit Union Administration (NCUA) publishes detailed roadmaps to passing – the kind of study guides that only the most lenient professor would provide.

These guides are called the AIRES questionnaires. They’re easy to download and available to any credit union.

One Simple Way Credit Union CEOs Can Decrease Regulatory Exam Response Risk
Federal regulations have imposed a staggering burden on credit unions over the past seven years.

According to a study commissioned by the Credit Union National Association (CUNA), credit unions’ regulatory costs have increased by $1.7 billion since 2010. In that span, CUs have seen a 91 percent increase in staff time spent on regulatory activities. That’s something that credit union CEOs are paying attention to.

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