Association Services

Audit Services

The credit union movement is experiencing increased competition and higher operating costs.  CUAOk's Audit Services Division is here to help credit unions overcome these challenges with qualified and experienced staff.
 
Our staff's varied backgrounds allow us to offer more than just regulatory audits.  We offer customized services tailored to meet your credit union's specific needs.

 CUAOk Audit Division is staffed and trained to provide all of these types of assistance and more:

 Annual Supervisory Committee Engagements
 Compliance Audits, including ACH and Bank Secrecy Act/OFAC reviews
 Technology Audit Services
 Internal Audit Services
 Internal Control Reviews
 Account Reconciliation Reviews
 Cash and Account Verifications
 Investment Transaction Reviews
 Loan Reviews

 Please contact Dana Kroutil at extension 240 or dana@oklahomacreditunions.org

Research and Information Services

The Association's Regulatory and Compliance Department is available to answer regulatory and compliance questions and provide specialized training for credit union employees.  Additionally, credit unions can receive direct assistance to meet regulator requirements if they are considering changing their charter, expanding field of membership or responding to regulatory directives.  These Association services are available for a reasonable fee. 
Please contact Carol Rolke at extension 226 or carol@oklahomacreditunions.org

Design and Layout

Need help putting together a marketing plan or creative assistance in developing materials or copy?  The Association's marketing consultants offer a range of creative services including:
Logo Design
Fliers
Statement stuffers
Newsletter productions
Please contact Amber Vanderslice at extension 218 or amber@oklahomacreditunions.org

Planning Facilitation

Do you need a facilitator for an upcoming planning session?  The Association provides seasoned facilitators for credit union planning sessions for a reasonable fee - just give us a call at 405-702-8622.

ALM Training and ALM Reporting Assistance

Need more information about asset liability management strategy and techniques for your staff, your board or your ALCO committee?  We can provide training programs or direct on-sight help.  Do you need periodic reports and analysis to support your ALM strategy?  That Service is available for a reasonable fee. 
Please call Dana Kroutil at extension 240 or dana@oklahomacreditunions.org

Website Compliance, Security Analysis and Penetration Testing

The Association staff Certified I.S. auditors who are available to review credit union websites, make suggestions for credit unions to meet regulatory concerns or do penetration testing to evaluate security. 
Please call Dana Kroutil at extension 240 or dana@oklahomacreditunions.org