Credit Union Environment

The increased level of regulation and restructuring within the movement is placing a noticeable strain on Management and Boards of Directors. Our experienced advisors work with Credit Unions nationwide to deal with this new reality.

Services We Provide

  • Strategic Planning
  • PRISM Reviews (pre and post Audit)
  • Risk Management Planning
  • Internal Audit Engagements
  • Mergers/ Transfer of Engagements
  • Internal Control Review (Financial & Operational)
  • IT Strategic Planning & Reviews
  • Compliance Training
  • General Training
  • Membership Engagement Surveys

arrowsStrategic Planning

Our experienced team assists Credit Unions in facilitating the strategic planning process.

arrowsRisk Management Planning

We can advise your Credit Union on the new Risk Management requirements as outlined in the Credit Union Act, 2012

arrowsInternal Audit Engagements

We offer a dedicated outsourced ‘Internal Audit Function’ , customised to the specific requirements and budget of your Credit Union.

arrowsMergers / Transfer

We can independently advise Credit Unions on any restructuring proposals that they may be considering.

arrowsInternal Control Review

We concentrate on the key financial and operational internal controls of the Credit Union, ensuring they comply with best practice within the Movement.

arrowsIT Strategic Planning & Reviews

We have expert IT staff to facilitate the IT Strategic planning process. Our in-house legal Counsel can also assist this process from a legal and contractual perspective.

arrowsGovernance Structures

The adoption of ‘best practice’ governance standards by individual Credit Unions is an operational and strategic necessity. We are on hand to advise.