Nearman Maynard Vallez Auditing Services for Credit Unions

Over the past 30+ years, Nearman, Maynard, Vallez CPAs’ dedication to the credit union industry has provided us with a unique understanding of the professional services desired by our clients.  We have learned that not only do our clients want quality services at reasonable prices; they require a wide variety of services.  Our primary objective has always been to assist our clients in accomplishing their goals through our experience, service, and commitment.  To better meet that objective and our clients’ ever changing needs, our firm has formed alliances with some top professionals in the industry.  These alliances are not “contracted” third party vendors, but highly respected colleagues that we “recommend” to our clients, giving them an option of additional services, if needed.  By joining forces with these outstanding firms, we can combine our unique talents to broaden the level of service to our clients.

The alliance of our firms creates a working relationship that enhances the services, support capabilities, and offerings of the firms to the direct benefit of our clients and the credit union industry.

CastleGarde - CastleGarde is an acknowledged expert provider of credit union information security and regulatory compliance program services. CastleGarde specializes in both the policy and technology risk assessment aspects addressing the controls, access, management, and safeguarding of member information as defined by NCUA Reg. 748 Appendix A and B. CastleGarde provides information security policy and procedure reviews, external penetration testing, and onsite vulnerability assessments including physical security to measure your information security compliance and effectiveness.

For more information, contact Alan Ropes at (866) 751-3203 or visit their website at www.castlegarde.com.

Please be aware you are about to leave the Nearman, Maynard, Vallez, CPAs site and enter another site operated by a third party. These links are provided for your convenience and reference only. Nearman, Maynard, Vallez, CPAs does not control such sites, and is not responsible for their content or the products and services offered therein. Nearman, Maynard, Vallez, CPAs does not necessarily endorse and is not responsible for the content, products or services available on such sites. Please be aware when you travel from the Nearman, Maynard, Vallez, CPAs site to another site, whether through links Nearman, Maynard, Vallez, CPAs provides or otherwise, you will be subject to the privacy and security policies (or lack thereof) of such other sites. Nearman, Maynard, Vallez, CPAs cautions you to use good judgment and to determine the privacy and security policy of such sites before you provide any personal information.

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James L. This and Associates - James L. This and Associates provides consulting services for credit unions in the areas of strategic planning, executive recruitment, board assessments, merger negotiation and executive compensation. James This was co-founder of The Paragon Group and Volunteer Leadership Institute. He has worked with credit unions nationwide for over twenty-five years.

For more information, contact James L. This at (360) 515-0733 or visit their website at www.jlthis.com.
 

Please be aware you are about to leave the Nearman, Maynard, Vallez, CPAs site and enter another site operated by a third party. These links are provided for your convenience and reference only. Nearman, Maynard, Vallez, CPAs does not control such sites, and is not responsible for their content or the products and services offered therein. Nearman, Maynard, Vallez, CPAs does not necessarily endorse and is not responsible for the content, products or services available on such sites. Please be aware when you travel from the Nearman, Maynard, Vallez, CPAs site to another site, whether through links Nearman, Maynard, Vallez, CPAs provides or otherwise, you will be subject to the privacy and security policies (or lack thereof) of such other sites. Nearman, Maynard, Vallez, CPAs cautions you to use good judgment and to determine the privacy and security policy of such sites before you provide any personal information.

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Schwartz, Cole & Associates, LLC – Schwartz, Cole & Associates, LLC has provided tax services to the credit union industry since 1985. Their familiarity with credit unions has benefited their clients as they worked through difficult issues such as unrelated business income tax on 990 filings and CUSO returns. Due to the personal attention given to each client, you can be assured service of the highest quality.

For more information, contact Dan Cole at (954) 755-1760 or visit their website at www.sca-cpa.com.
 

Please be aware you are about to leave the Nearman, Maynard, Vallez, CPAs site and enter another site operated by a third party. These links are provided for your convenience and reference only. Nearman, Maynard, Vallez, CPAs does not control such sites, and is not responsible for their content or the products and services offered therein. Nearman, Maynard, Vallez, CPAs does not necessarily endorse and is not responsible for the content, products or services available on such sites. Please be aware when you travel from the Nearman, Maynard, Vallez, CPAs site to another site, whether through links Nearman, Maynard, Vallez, CPAs provides or otherwise, you will be subject to the privacy and security policies (or lack thereof) of such other sites. Nearman, Maynard, Vallez, CPAs cautions you to use good judgment and to determine the privacy and security policy of such sites before you provide any personal information.

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Wilary Winn LLC - In today's environment, determining 'fair value' has become a critical component in the application of generally accepted accounting principles (GAAP). When we need an expert in the area of fair value calculations, we use the Firm of Wilary Winn, LLC.

Founded in 2003, Wilary Winn and its sister company, Wilary Winn Risk Management LLC, provide independent fee-based, financial advice grown to more than 350 financial institution clients located across the country. Wilary Winn's clients include 29 of the top 100 credit unions. Wilary Winn specializes in determining the fair value in connection with credit union mergers, including the overall value of the credit union, its financial assets and liabilities, and the value of its intangible assets, including the core deposit intangible. Wilary Winn also provides services for determination of fair value of securities and servicing rights and the validation of asset liability management (ALM) models.

For more information, contact Doug Winn at (651) 224-1200 or visit their website at www.wilwinn.com.

Please be aware you are about to leave the Nearman, Maynard, Vallez, CPAs site and enter another site operated by a third party. These links are provided for your convenience and reference only. Nearman, Maynard, Vallez, CPAs does not control such sites, and is not responsible for their content or the products and services offered therein. Nearman, Maynard, Vallez, CPAs does not necessarily endorse and is not responsible for the content, products or services available on such sites. Please be aware when you travel from the Nearman, Maynard, Vallez, CPAs site to another site, whether through links Nearman, Maynard, Vallez, CPAs provides or otherwise, you will be subject to the privacy and security policies (or lack thereof) of such other sites. Nearman, Maynard, Vallez, CPAs cautions you to use good judgment and to determine the privacy and security policy of such sites before you provide any personal information.

Contine to the Wilary Winn LLC website