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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.


2021 Financial Institutions Advisor
Exclusive insights to help you navigate risk and build resilience

Credit Unions Thought Leadership

  • Financial Institutions Advisor: Insights for 2021 and beyond

    From the CARES Act and PPP loans, to the shift to a virtual environment, there’s a lot to navigate. We can help. Download our 2021 Financial Institutions Advisor for insights to help you achieve clarity and build resilience, no matter what’s next.

    White Paper February 5, 2021 10 min read
    Woman holding a cup of coffee and standing in a modern apartment looking out a large window at a sunrise.
  • Substantiating loan necessity for the Paycheck Protection Program
    Forgivable loans have eased stress for many businesses, but proving the necessity is a challenge. Our experts offer suggestions to help you provide the right context to your PPP loan forgiveness application.
    Jean Hackstock Cathy Hare
    Article February 5, 2021 3 min read
    Woman sitting outside on a laptop
  • Managing credit risk in today’s environment

    The leveraged lending market is seeing increased risks for financial institutions. Here are a few tips to help you manage risks effectively in the current business environment.

    Brian Franey Kevin Garcia
    Article February 5, 2021 2 min read
    Younger businesswoman using desktop computer and looking intently at the monitor screen.
  • Second Draw PPP Loan: Your top questions answered

    The Paycheck Protection Program was updated and expanded under the Consolidated Appropriations Act, passed in December 2020. Learn more about the Second Draw loan and see the top questions our experts have received so far.

    Cathy Hare Alison Frankel Jess Stephen Melissa Triplett
    Article February 3, 2021 10 min read
    Businessman wearing glasses using a laptop computer.

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

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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.”