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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 any 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
1 hour watch
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
Webinar 1 hour watch

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

Credit Unions Thought Leadership

  • 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
  • CECL transition: Establishing effective processes/controls
    Join Plante Moran and the Darling Consulting Group for a multi-day online event hosted by FMS, and learn best practices for managing the CECL transition, including establishing effective processes and controls.
    Ryan Abdoo
    Webinar May 8 - 9, 2019 1 min read
    Image of a man sitting in front of his laptop in his office, writing notes on a notepad.
  • CECL: Full application of the WARM method
    With the FASB’s release of a Q&A document in January 2019, the weighted average remaining maturity (WARM) method has been confirmed as an option. Join our webinar on April 17 to learn how this can affect your organization.
    Ryan Abdoo
    Webinar April 17, 2019 60 minute watch
    Image of businessman in office looking at a computer.
  • GLBA Safeguards Rule: Proposed updates could affect your information security program
    Wondering how the proposed updates to the GLBA Safeguards Rule could affect your financial institution? Find out how you can be prepared.
    Joe Oleksak Colin Taggart
    Article April 17, 2019 4 min read
    Two people surrounded by computers, discussing cyber security threats

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