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The Case for Creating a Credit Union Foundation

Credit unions first appeared in the United States back in the 19th century and they have always been champions of community-focused banking. At the core of every credit unions’ mission is a...

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Navigating Tax Landscape: Strategies for Businesses and Individuals

Important Federal Tax Tasks for Individual Taxpayers by April 15, 2024 File an income tax return (Form 1040) for 2023 and pay any tax due. You can request an automatic 6-month extension to file, but...

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Executive Playbook: Enhance the Likelihood of a Successful ERP or CRM...

Perhaps you’ve been through a Digital Transformation project before (examples: ERP upgrade, CRM implementation, etc.).  If so, you recognize their potential benefits. You also know just how hard they...

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Are Vendors Your Vulnerability?

An estimated 98% of organizations worldwide have relationships with at least one third-party vendor that’s been breached.1 The NCUA recently reported an increase in cybersecurity attacks on credit...

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Empowering Credit Union Committees and Boards: The Crucial Role of Financial...

In the dynamic landscape that is our financial industry, credit unions stand out. They are the Member-centric institutions that prioritize the well-being of their Membership above all other...

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Navigating the EBP audit minefield.

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You CAN turnaround a troubled ERP or CRM project. Start here…

Stuck with an Ineffective ERP or CRM system? You’re in good company.  (Good news – you may not need new software to get to a better place.) I’ve posted this […]

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CECL Model Validation Requires Independent Review

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Understanding the Importance of SOC Reports (For Executives)

Carl Grifka Risk Advisory & Cybersecurity, Managing Director at SingerLewak,

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Looking for a SOC Audit Report? How to Choose the Right Version.

Author: Carl Grifka, CISSP, CISA, CISM, PMP, Managing Director, SingerLewak LLP

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