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Credit Unions

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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
3 min read
GLBA Safeguards Rule updated: FTC defines “financial institutions”
You may not define your company as a financial institution, but the FTC may regarding the GLBA Safeguards Rule and the Privacy Rule. We discuss the released updates and what can be a complex road to compliance.
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
CECL transition: Establishing effective processes/controls
Ryan Abdoo
Webinar May 8 - 9, 2019 1 min read

CECL guidebook part 2
Loss rate calculations of the allowance for loan and lease losses

Managing risk

Managing risk: Protecting people and data
4 min read
Protect your digital assets with these cybersecurity best practices
Looking for steps you can take to improve your data loss protection? Look no further. These cybersecurity best practices will help you stay a step ahead of hackers and can keep you and your clients safe.
Raj Patel
Article June 25, 2018 4 min read
Bitcoin is big, but what does it mean to invest?
Raj Patel
Article January 11, 2018 2 min read
Turning risk into opportunity: Five questions to ask
Doug Farmer
Article August 28, 2017 8 min read
The fright factor of blockchain
Raj Patel
October 20, 2017 3 min read

Ready for change?
Revenue recognition guide for financial institutions

Related Events

  • 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 Upcoming
    Business meeting with professionals watching presentation

Credit Unions Thought Leadership

  • GLBA Safeguards Rule updated: FTC defines “financial institutions”
    You may not define your company as a financial institution, but the FTC may regarding the GLBA Safeguards Rule and the Privacy Rule. We discuss the released updates and what can be a complex road to compliance.
    Colin Taggart Emily Fletcher
    Article November 21, 2019 3 min read
    Three people looking at a computer screen
  • CECL guidebook part 3: Applying the current condition and reasonable and supportable forecasts
    The regulators have consistently indicated that community institutions don’t need complex models to implement CECL. In this guidebook, we walk through how to apply a few of the simpler loss rate methods for CECL.
    Ryan Abdoo Brian Franey
    White Paper August 8, 2019 17 min read
    Business meeting in conference room
  • 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 July 16, 2019 3 min read
    Light up bridges
  • CECL: Applying current condition and forecast adjustments
    The current expected credit losses (CECL) standard leaves institutions with questions regarding which methodology they should select. View our on-demand webinar to learn more about the qualitative factors.
    Ryan Abdoo Brian Franey Kristin Golab
    Webinar Wednesday, May 15, 11 a.m. - 12 p.m. EDT 1 hour watch
    Writing on paper

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