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Credit Unions

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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Managing risk

Managing risk: Protecting people and data
1 min read
Equifax security breach: Preventing a repeat
Equifax's security breach exposed at least 143 million personal records. This should be a reminder that your organization could be at risk. Hear from our experts on how to prepare your organization for cyber breaches. Read more at Crain's.
Raj Patel
Article September 21, 2017 1 min read
Asset/liability management: Will your model pass regulatory scrutiny
Steve Hayes
Article September 11, 2017 1 min read
A comprehensive examination of SOC for Cybersecurity
Krystle Beseler
Article August 30, 2017 4 min read
Turning risk into opportunity: Five questions to ask
Doug Farmer
Article August 28, 2017 8 min read

Ready for change?
Revenue recognition guide for financial institutions

How changing regulations affect credit unions

CECL adoption: Not as complex as you may think
Adopting the current expected credit loss standard requires a "measure twice, cut once" approach. Financial institutions should begin planning now. Here are some smart ways to begin.
Ryan Abdoo
Article August 15, 2017 2 min read

Related Events

  • CUES 2017 Fall Economic Summit
    We’re excited to be sponsoring the CUES 2017 Fall Economic Summit October 19 – 20 in Ypisilanti, MI.
    Event October 19, 2017 - October 20, 2017 1 min read Upcoming
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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.
    Colin Taggart Wealth Management
    Article June 17, 2016 1 min read
    Image of man working on computer
  • 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?
    Curt Hurd
    Article February 02, 2017 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

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.