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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. Link to delete content:
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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. Link to delete content:
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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. Link to delete content:
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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. Link to delete content:
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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. Link to delete content:
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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. Link to delete content:
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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.
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Carr, Riggs & Ingram CPAs and Advisors is a top 25 accounting firm in the United States and is a leading provider of audit solutions to the credit union industry. CRI provides risk-based, cost-effective assurance and advisory services to over 150 financial institutions across the US. Our highly credentialed advisory professionals specialize in internal audit, Bank Secrecy Act, consumer compliance, IT audit and credit quality reviews for credit unions. Link to delete content:
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The Audit Library increases the efficiency, effectiveness, and value of the Internal Audit function by providing exceptional resources and quality consulting at a reasonable price. Link to delete content:
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We have more than 200 years of combined experience serving the financial services industry and know what it’s like to live on the other side, serving members and communities firsthand. We are hard-working, dedicated and passionate about helping our clients succeed. Founded in 2006, Rochdale takes its name from the town in England where the world’s first business cooperative was formed in 1844, laying the foundation for how modern credit unions operate. Link to delete content:
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