Credit Union Consulting Services

We are the number one credit union consulting services firm in the nation.

With more than 600 credit union clients, we are the nation's largest credit union consulting practice. In addition, we have strong ties with state and national credit union associations. Our professionals gear our services to meet the specific needs of credit unions.

For detailed information about our Financial Services for Credit Unions, select a service below.

• Business Process Improvement
• Business Continuity Planning
• Delivery Channel Optimization
  
• Information Security
• Information Systems Planning
• Regulatory Compliance for Credit Unions

Creating a culture of integrity is the cornerstone of fraud prevention
Financial institutions must focus beyond hard controls and emphasize every employee’s responsibility to detect and report fraud.

Learn FASB’s new credit loss disclosure requirements
Webcast recording

Learn FASB’s new credit loss disclosure requirements
Webcast recording

Supervisory committee guide audit as a cost effective tool for
smaller credit unions
An annual Supervisory Committee Guide Audit is a cost effective and flexible alternative to an opinion audit and can help to establish internal controls and safeguard the assets and liabilities of a credit union.

Critical Questions and Answers to Issues Facing Credit Unions Today
Find answers to the questions that keep credit union executives up at night to help improve performance, effectively and efficiently comply with regulatory issues and uncover hidden opportunities for growth.

NCUA Releases Risk Alert to Address Security Incident Prevention
and Detection
The National Credit Union Administration (NCUA) recently issued a Regulatory Alert to federally insured credit unions following recent security breaches involving unauthorized access. The guidance provides information regarding the review and augmentation of risk management practices in order to protect and secure member information.