Today’s topic: How to Pass the NCUA Tech Audit (Without Losing Your Mind)
The guest is Mike Robins, COO at Dynamic Edge, a company that’s helped many credit unions – particularly ones with assets between $25 million and $400 million – successfully navigate the NCUA Tech Audit which occurs “periodically,” according to the agency.
Hear what’s involved in the audit, how to pass it and – crucially – how to prepare for it.
Robin’s key point: prepare and you won’t lose your mind.
Interesting, too, is that NCUA provides cheat sheets for the Tech Audit on its website. Robins tells where to find them and how to use them.
He also tells if the auditors are in fact following the cheat sheets.
