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Credit Unions

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COVID-19: Adapt faster, emerge stronger. Access our resource center.

COVID-19: Adapt faster, emerge stronger. Access our resource center.

COVID-19: Adapt faster, emerge stronger. Access our resource center.

Expertise and practical insights to support your growth

From greater risk and compliance concerns to regulatory changes to maintaining membership growth, credit unions face many 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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How changing regulations affect financial institutions

How changing regulations affect your bank image
2 min read
COVID-19 loan modifications: Regulators highlight importance of risk management
Recent regulatory guidance highlights the importance of sound risk management practices for loan modifications made in response to COVID-19. To make sure you’re getting it right, stay-up-to-date with the latest regulatory guidance.
Samantha Norman
Article August 17, 2020 2 min read

Financial Institutions Advisor: Insights for 2020 and Beyond
The financial industry is transforming quickly. Balance risk and deliver strong returns in 2020.

Credit Unions Thought Leadership

  • Five tax strategies to help your business survive the COVID-19 slump
    As COVID-19 persists, even businesses unprepared for an economic downturn have avenues to better weather the storm. Kurt Piwko shares five ways to maximize the tax benefits of losses and deductions via Entrepreneur.
    Kurt Piwko
    Article September 11, 2020 5 min read
    Woman sitting at a kitchen table reading documents
  • COVID-19 and goodwill impairment: When to test
    If fair value drops below carrying amount due to a triggering event or change in circumstance — like, say, an incredibly destructive pandemic — you may need to test for goodwill impairment. Here’s what you should know.
    Dan Hawn
    Article September 11, 2020 3 min read
    Mann sitting in his office on his laptop with his hand under his chin
  • 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 September 3, 2020 6 min read
    Light up bridges
  • Paycheck Protection Program loan forgiveness: Your top questions answered
    Our webinar on the Paycheck Protection Program’s loan forgiveness application generated plenty of questions. We’ve compiled answers to some of the most common requests.
    Alison Frankel Jess Stephen Melissa Triplett Paul Oetter
    Article September 1, 2020 10 min read
    Woman sitting at a table on her laptop

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

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.”