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Credit Unions

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Balance risk and deliver strong returns in 2020. Get insights

Balance risk and deliver strong returns in 2020. Get insights

Balance risk and deliver strong returns in 2020. Get insights

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
Four hour watch
CECL update: Insights and lessons learned from the field
Join us on December 11 and 12 for a webinar in partnership with the Financial Managers Society (FMS) to hear CECL insights and lessons learned from the field with Plante Moran expert Ryan Abdoo.
Ryan Abdoo
Webinar Wednesday, Dec. 11, & Thursday, Dec. 12, 2019, 2-4 p.m. EST Four hour watch
GLBA Safeguards Rule updated: FTC defines “financial institutions”
Colin Taggart
Article November 21, 2019 3 min read
CECL: Applying current condition and forecast adjustments
Ryan Abdoo
Webinar Wednesday, May 15, 11 a.m. - 12 p.m. EDT 1 hour watch

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

Managing risk

Managing risk: Protecting people and data
5 min read
Cyber resilience: Adapting to a changing cyber-attack environment
Perpetrators of cyber-attacks threaten daily to infiltrate your systems with malicious intent. A cyber resilience strategy can help you withstand attacks and minimize business disruption to protect your data—and your profits.
Raj Patel
Article February 14, 2020 5 min read
Five benefits of cloud-based disaster recovery
Judy Wright
Article February 21, 2020 4 min read
Turning risk into opportunity: Five questions to ask
Doug Farmer
Article December 20, 2019 8 min read

Related Events

Credit Unions Thought Leadership

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

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