For more than 30 years, PBMares, LLP has provided accounting and advisory services to financial institutions, assisting credit unions to ensure the safety and soundness of their institutions. In our role as auditors, we assist credit unions with their financial, operational and/or compliance risk management processes to help safeguard members’ assets. Our highly experienced professionals, with deep industry knowledge, provide these services through a risk-based approach conducted in accordance with the AICPA and IIA.
TWHC’s financial institutions practice provides a complete suite of services to credit unions of all sizes. Our credit union clients range from over $10 million to over $10 billion in assets. Our staff knows credit unions well. While the national firms we compete with call themselves specialists and the partner may have five or six credit union clients, our partners have in excess of 25 to 30 credit union clients each.
Wipfli's Financial Institutions Practice serves nearly 800 financial institutions across the country. Our mission is to educate, advise, and assist credit unions in successfully navigating the complex environment they face. Let our experts assist with regulatory compliance, profit improvement, risk management, strategic planning, board governance, information technology, or audit needs.
The Bonadio Group is a nationally ranked, top 40 CPA firm that brings an integrated world of resources to every client, large or small. We have developed relationships with a broad spectrum of clients that range from the private sector and public organizations to tax-exempt entities and individuals. While many firms are staying the same size, we are continuously building our practice so that we can deliver the highest quality service and never leave our clients seeking more. No other firms in our local or regional market have the same focus on continued growth.
Wolters Kluwer is dedicated to helping its customers solve their most pressing needs. TeamMate software solutions for auditors include: audit management, controls management, and data analysis. Together, this ecosystem of solutions provides you with the confidence you need to manage all aspects of risk identification and assessment, electronic working paper creation and management, controls framework management, and data analysis.
Crowe is one of the largest public accounting, consulting, and technology firms in the U.S. Crowe serves more than 1,800 financial services organizations of all sizes and has extensive experience serving credit unions and CUSOs providing financial statement audits and internal audits, as well as consulting on mergers, loan reviews, compliance, and information technology matters. Crowe serves clients worldwide as an independent member of Crowe International.
Services: Helping you navigate faster…
There are more and more regulatory compliance and internal audits that need to be done both annually and bi annually. Failure to comply is not an option for you. However not only does it take a lot of time to make sure your organization keeps up to date with the ever changing compliance landscape, it also takes time to ensure that you do everything correctly in order to comply. As your Credit Union grows, the number of regulatory issues also become more complex.
Temenos AG (SIX: TEMN), headquartered in Geneva, is the world’s leader in banking software, partnering with credit unions and banks to transform their businesses and stay ahead of a changing marketplace. Over 1,500 organizations in North America rely on Temenos software to manage their collection, compliance, core processing, origination and service lines of business.
For more information, please visit www.temenos.com.
Credit unions are trusted members of their local communities, and we are committed to upholding like-minded values while adding value to your organization.
Whether you’re looking for a risk-based audit, an outsourced internal audit, or external loan review, our Credit Union practice is ready to help.
