Credit Unions

Our Expertise

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.

A full spectrum of capabilities

Are you confident in your current and long-term financial health? Our more than 100 industry professionals serve clients just like you. If you’re facing a challenge, contemplating changes, or worried about your future, chances are — we’ve seen it. We’ll use the experience and expertise we’ve gleaned from serving clients like you to your advantage.

Find out how we can help with:

Business advisory
Our team has extensive experience evaluating and supporting strategic plans. Whether you need assistance with forensic and valuation services, M&A support, or real estate advisory, our professionals can help your credit union with a plan for growth and profitability.
Capital expansion
When you have a strong community presence, visibility is important. Is your building adequately supporting the needs of your credit union and your members? Whether you’re considering a renovation, additions, or new construction, we can help you make the best decision for your budget.
How confident are you in the security of your network? Do your members have peace of mind that their data is untouchable? We look at everything — from people, process, and technology — to evaluate your cybersecurity structure and strengthen your defenses.
Human capital
We know the people within your organization matter as much as the members you serve. Our team can help with benefit plans, retirement plans, leadership development, personnel assessments, and more.
Internal audits
Do you have quality governance systems in place? Our experts will perform a comprehensive internal audit that will provide independent assurance to senior management that your internal controls are effective, keeping your reputation intact.

2022 Financial Institutions Advisor: Exclusive insights to help you identify disruptors and navigate risks.

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

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