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Expertise and practical insights to support your growth

From greater risk and compliance concerns to regulatory changes to maintaining membership growth, credit unions face any challenges — all while focusing on their core mission. Keeping up with increased demands while sustaining your financial viability requires you to rely on professionals who are deeply tied to your industry and its specific dynamics.

Our clients range in size from small institutions with $100 million in assets to large organizations with assets in excess of $10 billion. Our team of specialists has served credit unions for more than 50 years. We’ll help you remain in compliance, stay current on financial reporting standards, implement industry best practices, and navigate an ever-changing regulatory environment.

Our experts have leadership roles in various state and national associations, and we frequently present — to the Association of Credit Union Internal Auditors, the Information Systems Audit and Control Association, and the International Information Systems Security Certification Consortium — on emerging matters such as new accounting standards, economic updates, technology trends, internal controls, and governance. By providing you with specific insights and best practices, we’ll work together to continually improve upon your existing processes and procedures.

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Up Next

How changing regulations affect financial institutions

How changing regulations affect your bank image
2 min read
CECL: Clarity and simplicity are on the horizon for community institutions
The road to adopting the CECL standard continues to narrow as the industry moves closer to adoption, bringing with it simplicity and practicality for community institutions. But political noise provides distraction.
Ryan Abdoo
Article February 1, 2019 2 min read

CECL guidebook part 2
Loss rate calculations of the allowance for loan and lease losses

Managing risk

Managing risk: Protecting people and data
4 min read
Protect your digital assets with these cybersecurity best practices
Looking for steps you can take to improve your data loss protection? Look no further. These cybersecurity best practices will help you stay a step ahead of hackers and can keep you and your clients safe.
Raj Patel
Article June 25, 2018 4 min read
Bitcoin is big, but what does it mean to invest?
Raj Patel
Article January 11, 2018 2 min read
Turning risk into opportunity: Five questions to ask
Doug Farmer
Article August 28, 2017 8 min read
The fright factor of blockchain
Raj Patel
October 20, 2017 3 min read

Ready for change?
Revenue recognition guide for financial institutions

Credit Unions Thought Leadership

  • Tax-exempt organizations: How will the “Parking Tax” impact you?
    The guidance on "Parking Tax" has just been issued. Join our webinar to learn more about the guidance and the information necessary to determine if the tax will apply to your organization, and if so, how to apply the rules.
    Dori Eggett
    Webinar February 12, 2019; 11:00 a.m. - 12:00 p.m. EST 60 min watch
    Man at computer
  • From CECL to capital stress testing: What you should know about model validation
    As regulators scrutinize financial institutions’ ever-expanding use of models, many organizations are reviewing their model risk management framework to ensure compliance, reduce risk, and improve business results.
    Bryan Johnson Steve Schick
    Article December 7, 2018 3 min read
    Image of woman working on tablet
  • Five ways smart companies maintain growth and profitability
    Savvy business owners and executives consistently push to maximize growth, profitability, and value — in any economy. These strategies help you leverage upcycles, weather downturns, and achieve your growth and value targets.
    Tim Weed Daron Gifford Dennis Bagley Ron Gantner Plante Moran Cresa Phil Gilbert
    Article November 27, 2018 8 minute read
    Image of person working
  • Credit Unions Perspectives
    Welcome to Credit Union Perspectives, your hub for insights on everything from updated CECL, SEC, and FASB guidance to cybersecurity issues such as identity theft and data security. Subscribe now.
    Kenley Penner
    Newsletter November 16, 2018 2 min read
    Light up bridges

Up Next

Image of people meeting
1 min read
Cybersecurity testing for credit union
A regional credit union strengthens security environment, passing its regulatory exam with flying colors.
Case Study April 23, 2017 1 min read

It’s not what we do, but how we do it

Clients consistently tell us they welcome our friendliness and genuinely like working with our team. Likewise, our team members are passionate about their work and bring positive attitudes and effective problem-solving approaches to every engagement.

The ability to align complex technical know-how with a personal touch is what sets us apart. This unique dynamic is how Kenley Penner, our credit union practice leader often refers to his team. “On a high-stakes engagement, nothing reassures clients like our experience, but it’s our sincere, sensible nature that allows us to develop lasting relationships with our clients. When they seek us out for continued services, we know we’re doing something right.”

Our clients say

Plante Moran serves us as a partner that is fully dedicated to our success. They are credit union experts who have helped us with accounting matters, internal audit, regulatory compliance, BSA, and IT issues. Plante Moran continues to deliver relevant insights pertaining to the credit union industry and share best practices based on their experience.

Thomas Davis CFO, Adventure Credit Union