LEVERAGE

LEVERAGE is dedicated to helping credit unions operate more efficiently, strengthen financial performance, and deliver greater value to their members. Serving credit unions of all sizes, LEVERAGE provides access to specialized expertise, strategic consulting, and operational solutions that help institutions navigate complex challenges while remaining focused on member service and growth.

Through CCUA's partnership with LEVERAGE, member credit unions have access to a broad portfolio of solutions designed specifically for the credit union industry. From employee benefits and accounting support to audit services and compliance resources, LEVERAGE helps credit unions reduce administrative burdens, improve operational effectiveness, and gain access to expertise that may otherwise be difficult or costly to maintain in-house.

Solutions

• Employee Benefits Consulting & Administration – Employee benefit planning, administration support, and consolidated billing solutions through LEVERAGE Benefits Group.
• Accounting & CFO Services – Outsourced accounting, financial reporting, budgeting, forecasting, and strategic financial management support.
• Audit Services – Supervisory Committee Audits, BSA Audits, ACH Audits, and Member Account Verification services tailored to credit unions.
• Compliance Support – Guidance and resources to help credit unions manage regulatory requirements and reduce compliance risk.
• Cybersecurity & Risk Management – Solutions designed to strengthen security, mitigate risk, and support operational resilience.
• Vendor Management Services – Tools and expertise to help credit unions effectively manage third-party relationships.
• Strategic Consulting – Access to experienced professionals who can provide operational, financial, and organizational guidance.
• Operational Support Solutions – Scalable services that allow credit unions to improve efficiency, control costs, and focus on serving members.