We provide a dedicated internal audit professional who learns your credit union’s operations, systems, and internal controls. We work with management and your supervisory or audit committee throughout the engagement, providing continuity beyond individual audit reviews.

We establish or refine your internal audit framework, including responsibilities, reporting relationships, and procedures that preserve audit independence. We assess your credit union’s risks and develop an audit plan tailored to its products, services, systems, and operational complexity. We consider existing audit coverage and adjust the plan as risks and priorities change.

We perform audits based on the risk-based audit plan, taking time to understand how your processes operate before evaluating and testing controls. Our work includes process walkthroughs, documentation review, and testing tailored to your credit union’s systems and practices. We document the evidence supporting our conclusions and develop practical recommendations to address identified gaps.

We provide formal audit reports to your supervisory or audit committee, including supported findings, recommendations, and management’s responses. We work with management to track corrective action plans, responsible parties, and target dates, and review evidence supporting resolution. We keep the committee informed of progress and unresolved matters while maintaining independent reporting.

We serve as a liaison between management and your supervisory or audit committee, helping the committee stay engaged and informed. We coordinate quarterly meetings, develop agendas and meeting packets, invite external auditors when appropriate, and arrange for management to respond to findings. We also prepare meeting minutes and track follow-up items, supporting the committee’s work while preserving its oversight authority.