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Credit Unions

Plante Moran

Strategies that work, no matter what's next. Learn more now.

Strategies that work, no matter what's next. Learn more now.

Strategies that work, no matter what's next. Learn more now.

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 40 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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2021 Financial Institutions Advisor
Exclusive insights to help you navigate risk and build resilience

Credit Unions Thought Leadership

  • How CEOs can take control of cybersecurity risk

    CEOs may not be getting all the right information to properly strategize cybersecurity efforts. Communication gaps and information overloads can hinder decision-making. In Chief Executive, Raj Patel explains how companies can implement the right security tools to deliver results.

    Raj Patel
    Article September 16, 2021 4 min read
    Business professional in casual clothes at home taking a phone call on their cell phone.
  • Budgeting for cybersecurity requires a new approach

    Cyberattacks are surging. In CFO, Raj Patel discusses why the time has come for companies to forget traditional budget approval processes for cybersecurity strategy and instead focus on three key areas for corporate spending.

    Raj Patel
    Article September 14, 2021 1 min read
    Business professional walking down a walkway.
  • Section 174 research expenses: What’s changing and what are my next steps?

    2022 is rapidly coming into focus and with it looms Section 174, a major potential change to the tax treatment of research expenses. What does this mean for you? Join our tax experts to find out and prepare.

    Stephen Eckert Caitlin Slezak Douglas Fox
    Webinar Aug. 25, 2021 60 min watch
    Business professional sitting in an office using a high-end laptop.
  • Federal Reserve releases new Excel-based tool to aid with CECL implementation

    Released July 15, 2021, the Federal Reserve’s new tool, nicknamed “SCALE,” could provide an additional option to aid smaller community institutions that have yet to adopt CECL.

    Ryan Abdoo Kate Krones
    Article July 15, 2021 1 min read
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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

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.”