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.
The Tax Cuts and Jobs Act (TCJA) was enacted only a little over six months ago. Join our webinar as we discuss what you should do now to ensure your business maximizes all of the benefits tax reform has to offer.
Kurt PiwkoStephen EckertDana HullingerJason Parish
WebinarTuesday, June 19, 10-11 a.m. EDT60 min watch
Wondering how to move forward with the process of adopting CECL? We believe the next step is putting pen to paper and working with the mechanics of a CECL calculation to fully grasp the data needs of the available approaches.
With the new CECL accounting standard approaching, institutions are re-evaluating their methodologies. The more complex choice isn’t always better. Are you selecting the right methodology for your institution?
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.
A regional credit union strengthens security environment, passing its regulatory exam with flying colors.
Case StudyApril 23, 20171 min read
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.