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Presentations


Business Continuity Best Practices
This presentation explores real-world examples of institutions that have implemented their plans. The thought-provoking case studies may provide you a compelling reason to revise your disaster recovery protocol.


Credit Unions Risk-Assessment for High-Risk Transactions
Due to the increasing frequency of identity thefts via Internet banking, federal regulators are requiring all financial institutions to implement a multi-factor authentication (MFA) system. With 52 million Internet banking records reported lost in 2005 alone, the move to make layered security changes is necessary and commendable, albeit challenging, according to Raj Patel, a partner in the Technology Consulting and Solutions practice at Midwest-based Plante & Moran PLLC.

Leadership in Challenging/Changing Times
This presentation was developed for the Big 10 Credit Union Conference in June, 2010. The top 10 areas to consider when facing leadership decisions and/or challenges are highlighted.

Technology Innovations for Credit Unions
As credit unions change for the future, they need to prepare for a competitive marketplace by transforming processes and infrastructure, and most importantly, their thinking. The credit union of the future must have a networked IT landscape, increased automation, niche products, and a better understanding of customer needs to succeed. This presentation can help you get started.



“We recently engaged Plante & Moran to perform our IT general controls audit, GLBA compliance review, and security testing work. Additionally, they assisted us in updating our IT risk assessment and helped us establish a comprehensive three-year IT audit plan. They did a great job for us. Communication between their specialists and credit union management was seamless, because as seasoned professionals with credit union experience, they spoke our language."

Allan Kemp McMorris
President & CEO
Oakland County Credit Union