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Credit Unions

Nationwide experience serving credit unions with accounting, audit, regulatory compliance, loan review, IT, and other consulting engagements.

Pros at FORVIS have industry knowledge and resources that can help you manage change, bolster the bottom line, make wise decisions, and stay compliant.

In the ever-evolving credit union industry, leaders face more challenges than ever, including managing stakeholder and regulator expectations, protecting against cyberattacks, pursuing digital innovation, and staying competitive. That's why credit unions across the country are turning to FORVIS for in-depth knowledge on the latest trends, concerns, and opportunities.

The credit union team at FORVIS has more than 40 years of experience providing accounting, audit, and consulting services to credit unions ranging in assets from $50 million to more than $15 billion. According to the 2022 Supplier Market Share Guide: Credit Union Auditors, published by Callahan & Associates, FORVIS ranks seventh in credit union assets audited and sixth in auditing credit unions with more than $100 million in assets. FORVIS also ranks in the top 10 of total credit unions audited. Furthermore, our professionals actively serve as participants, exhibitors, speakers, and sponsors in various state, regional, and national associations for credit unions, including:

  • Association of Credit Union Internal Auditors (ACUIA)
  • Credit Union National Association (CUNA)
  • National Association of Federally-Insured Credit Unions (NAFCU)
  • National Credit Union Administration (NCUA)

With all of that in mind, our professionals are uniquely positioned to help serve your complex needs and take on the challenges your institutions face. Contact Us for more information.


Accounting standards continue to change and become increasingly complex. In addition, regulatory actions have unique accounting consequences. You need insight. Our professionals have deep industry knowledge to help give you peace of mind when it comes to audit and accounting challenges. We can help with the following:

  • Assurance services, including opinion audits and supervisory committee audits
  • Internal audit and internal control assistance
  • Employee benefit plan audits


In an evolving regulatory and economic environment, our professionals can help! FORVIS offers a variety of tailored, consultative services, including:

  • Loan review
  • Compliance reviews, outsourcing, mentoring, and training
  • Bank Secrecy Act and anti-money laundering evaluations
  • Fair lending assessments
  • IT control
  • Ransomware
  • Cybersecurity risk assessment

Trusted Advisor

Professionals at FORVIS offer a depth of knowledge and experience on credit unions, which allows us to offer reliable and tailored services to help meet your unique needs.

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