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Credit Unions

With clients ranging in size from small institutions with $100 million to large organizations with several billion dollars in assets, our team of specialists has extensive experience serving the credit union industry. We have more than 40 years’ experience serving the credit union industry, and we apply that industry knowledge to every engagement, providing customized solutions to your unique situation. We’ll help you remain in compliance, stay current on financial reporting standards, implement industry best practices, and navigate an ever-changing regulatory environment.

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Managing risk

Managing risk: Protecting people and data
8 min read
Turning risk into opportunity: Five questions to ask
Organizations make themselves vulnerable to risk in ways you may not have thought about. Are you vulnerable? Ask yourself these five questions.
Doug Farmer
Article August 28, 2017 8 min read
Why distressed hospitals need better internal audit controls
Tony Colarossi
Article November 10, 2017 4 min read
The fright factor of blockchain
Raj Patel
October 20, 2017 3 min read

Ready for change?
Revenue recognition guide for financial institutions

How changing regulations affect credit unions

The fright factor of blockchain
Blockchain. The word is, almost eerily, cropping up everywhere. Here's why we might be well-served to be a little scared. Read more at Crain’s Cleveland Business.
Raj Patel
October 20, 2017 3 min read
CECL adoption: Not as complex as you may think
Ryan Abdoo
Article August 15, 2017 2 min read
The CECL apocalypse and other news from FASB
Eric Formberg
Article May 16, 2017 3 min read

Credit Unions Thought Leadership

  • The CAT is out of the bag: Six steps to effectively adopt the Cybersecurity Assessment Tool
    The Cybersecurity Assessment Tool is creating a whirlwind of change in the industry. Implementing CAT involves some extra effort, but financial institutions already using it are benefiting.
    Colin Taggart Wealth Management
    Article June 17, 2016 1 min read
    Image of man working on computer
  • Borrowers’ balance sheets beware
    FASB guidance on leases will affect every sector of the economy. But for lending institutions, it will require even greater foresight, as your borrowers’ financial statements will look different. Are you ready to modify covenants that affect your clients?
    Curt Hurd
    Article February 02, 2017 1 min read
    aerial view of modern clean desk

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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

Our Team

Our culture fosters collaboration. We have a dedicated team of CPAs and risk management professionals that combines their industry knowledge and special skills to offer credit unions exceptional thinking and problem solving.

We provide outsourced or co-sourced internal audit services to 125 credit unions and other financial institutions. The professionals within our practice also have experience with emerging risk management topics and the related accounting issues.