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Credit union consulting

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Everything matters to the members who depend on your credit union.

And with increasing pressure from new competition, digital disruption, empty branches and talent shortages, it’s getting harder to continue to be the heart of your community.

We believe perspective changes everything. That’s why we have a team that brings solutions unique to credit unions to help you navigate the complex landscape with clarity and confidence.

Services for credit unions include:

Digital services

Digital transformation touches your members, your employees and your operations. We can help turn obstacles into opportunities.

Talent strategy

To recruit and retain top talent, credit unions need a mix of strategic and tactical programs. Our team can help you build the team of the future.


From threat analysis and data security to compliance and IT audits, our team can help mitigate your risks.

Compliance services

Today’s ever-changing regulatory environment makes it difficult for financial institutions to maintain an effective compliance program. Wipfli's professional compliance team can help.


Find another level of experience and insight with an audit team that adds value to every level of interaction.


From BSA and HR workshops to compliance help, our team is ready to help yours achieve your goals and meet compliance regulations.

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Since 1930, our team has been providing value and finding solutions for credit unions, from the smallest institutions to the multibillion-dollar, multistate ones.

Our committed to long-term relationships means you can depend on us for the guidance so your credit union can continue to thrive.

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2023 credit union outlook
New research shows state of credit unions
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CECL Calculator and consulting solutions
Why to co-source your internal audit plan
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Let’s chat about your strategic risks
Schedule your complimentary 30-minute consultation with our team to discuss the risks impacting your institution.
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New world of CECL
FASB’s new Current Expected Credit Loss model is the biggest accounting and financial reporting change hitting credit unions.
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