Welcome to our Small Credit Union Page!

On this page you will find resources and information for your small credit union. Please feel free to contact our credit union consultant Bill Rockeman with any questions at (262) 408-6024. Please also see our Education and Training Calendar for beneficial training resources including free and low cost webinars.

Allowance Evaluation Program
Excel tool to calculate your Allowance for Loan Loss

Board Planning Overview
What's involved in a League-facilitated planning session

Capital Growth Spreadsheet
Excel tool to set income level required for growth

Complex Credit Union Calculator
Excel tool to determine risk status according to NCUA

Operations Consulting

Preparing for an OCU Exam
What can you do to prepare for the exam process? Here are some helpful hints.

The Budgeting Process
A good budget serves as a guideline for the next year for the staff and the board.

What is a Supervisory Committee?
Do you have a supervisory committee at your credit union? Have the examiners asked you about it and suggested that you form one? Here is some information on the committee and how to form one.