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Credit Unions

Managing risk

Managing risk: Protecting people and data
4 min read
Cybersecurity is like a sponge: Five ways to safeguard your data
Despite good intentions, IT infrastructure often seems more like a porous sponge than impenetrable vault. Hacks of all types are increasingly common, but these straightforward steps can help prevent them.
Article June 14, 2017 4 min read

Ready for change?
Revenue recognition guide for financial institutions

How changing regulations affect credit unions

An update on CECL and other accounting standards impacting you
Beyond the “Big 3,” financial institutions should have implementation plans in place for share-based payments, premiums on callable debt securities, and the goodwill impairment test.
Article May 25, 2017 3 min read
The CECL apocalypse and other news from FASB
Eric Formberg
Article May 16, 2017 3 min read
The NCUA's supervisory priorities for 2017: Six things to note
Kenley Penner
Article May 11, 2017 3 min read
CECL part I: Introduction to the final standard
Webinar September 14, 2016 42 minute watch

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.
    Article June 17, 2016 1 min read
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  • 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?
    Article February 02, 2017 1 min read
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Up Next

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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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, Option 1 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.


Kenley Penner CPA, Partner, Office Managing Partner, Credit Union Practice Leader