Credit Unions

Our Expertise

Expertise and practical insights to support your growth

From risk, compliance, and regulatory concerns to issues around expansion, new technologies, data management, and cybersecurity threats, credit unions face many challenges. In keeping with your mission, you’re continually seeking new ways to strengthen your organization and provide new benefits to your members whether through innovation, strategic partnerships with fintech companies, or growth through mergers or acquisitions.

Whatever your goals, keeping up with these demands while maintaining financial strength calls for professional advisors who are deeply tied to your industry and understand the structural, financial, and operational issues you face.

A full spectrum of capabilities for credit unions

Our team of specialists has served credit unions for more than 40 years, serving institutions ranging in size from $300 million in assets to large organizations with assets in excess of $15 billion.

We understand the importance of your mission and that it’s unique to your members. Our industry professionals listen to and understand your goals and then apply our insights, advanced technologies, and best practices to improve your processes, keep you in compliance, and plan and execute your roadmap for the future.

If you’re facing a challenge, contemplating changes, or concerned about your strategy, chances are we’ve seen it and have the knowledge, experience, and resources to help.

Our Offerings

From pressure to stay on top of evolving regulations to business expansion and the increasing pace of technology, it’s a challenge to manage it all. But your mission depends on it. Let us help you with our comprehensive accounting and consulting services, including:

Audit and accounting

We help ensure the accuracy of your financial statements and provide actionable insights.
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Cybersecurity and technology

We assess your IT environment, enhance your data strategy, and help you manage cybersecurity risk.
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Model validation

We evaluate your model risk management program and offer strategies to improve business results.
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Regulatory compliance

Our practical guidance and forward-looking recommendations helps you balance risk, value, and cost.
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Internal audit

We provide independent assurance that your internal controls are designed and operating effectively.
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Loan review

We conduct a review and provide identification, root-cause analysis, and monitoring of abnormal risk.
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Business advisory

From strategic planning and M&A support to fintech and real estate expansion, we support your goals.
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Employee benefit plan audit

We assist with benefit plan design, audit, reporting, revenue recognition, and disclosure matters.
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Real estate and construction advisory

We customize real estate solutions that are aligned to your business plans.
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Navigating CECL accounting requirements

Risk management strategies for growth and innovation


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Client Experience

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

We’re extremely happy with Plante Moran. After our positive experience with their internal audit work, we added compliance and cybersecurity services. The great value they provide goes beyond simply conducting a thorough, quality audit. There are never any surprises, and the knowledge and resources that they bring to the table consistently makes our lives easier and more efficient.

The Plante Moran team is very professional and responsive, providing good documentation on findings, offering best practices with clear examples, and maintaining the flexibility to work together toward solutions. We’ve developed a strong relationship with the firm over the years, and they’ve demonstrated that they care about our credit union and do what they can to help move our organization and initiatives forward.

Shelley Engleman
SVP, Risk Management, 7 17 Credit Union
2023 Financial Institutions Advisor: Exclusive insights to help navigate industry disruptions & welcome cost-saving opportunities.