OTHER CREDIT UNION CONSULTANCY SERVICES

Additional Credit Union Advisory Services

Practical, independent support beyond our core audit, risk and compliance work, tailored to the specific needs of Credit Unions.

WDA provides a range of specialist advisory services to support Credit Union Boards and management teams with governance, risk, compliance and financial matters.

Our engagements are practical, flexible and tailored to the size, structure and specific requirements of each Credit Union.

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Untitled (1500 x 600 px) (1400 x 700 px) (3)

Credit Union Sector Expertise

In-depth understanding of the sector and regulatory environment.

Independent & Practical

Objective advice with clear, achievable recommendations.

Board-Focused Reporting

Clear, relevant information to support effective decision-making.

Tailored Engagements

Flexible support designed around the size, structure and specific requirements of your Credit Union.

Gain Sector Experience and Value Added Insights

WDA can also undertake once-off consultancy engagements outside the scope of the core services outlined across this website.

These engagements are typically specific to the individual Credit Union and may arise where an independent assessment, review or professional opinion is required in relation to a particular issue, challenge or area of concern.

Our approach is practical and tailored to the circumstances of each engagement, providing Boards and management teams with clear, objective insight to support informed decision-making.

An example of these engagements would be as follows:

Director Training

Tailored training to help Directors strengthen their understanding of governance, responsibilities, regulatory requirements and key strategic matters.

Management Accounts & Financial Projections

Support with preparing management accounts, budgets, forecasts and financial projections to improve oversight

Accounts Function Review

An independent review of your Credit Union’s accounting function, including processes, reporting, controls and resourcing, with practical recommendations for improvement.

Interim & Backup Accounting

Flexible accounting support during staff absences, periods of transition or additional workload, helping maintain continuity within the finance function.

Key Staff Recruitment Support

Practical assistance with the recruitment of key staff members, helping your Credit Union identify the skills and experience required.

Pre-Audit Assistance & File Set-Up

Support in preparing for statutory or internal audit, including file organisation, schedules and supporting documentation.

Regulatory Support

Practical assistance with regulatory matters, helping Boards and management teams understand requirements and respond to issues as they arise.

Pre-PRISM & Mock PRISM Reviews

Independent preparation and mock review support designed to help your Credit Union assess readiness.

IAF, Risk & Compliance Assessments

Independent assessments across IAF, risk and compliance to help identify gaps, strengthen oversight and support regulatory readiness.

Pre-ACS Review

A structured review ahead of an ACS assessment, helping identify potential issues and ensure relevant documentation and arrangements are prepared.

IT Systems Review & Audit

Independent review and audit of existing Credit Union IT systems, controls and processes to identify risks and opportunities for improvement.

Internal Controls Review

Review of existing internal controls to identify weaknesses, strengthen processes and improve the overall control environment.

Lets start a conversation

Whether you have a specific requirement or would simply like to discuss how WDA can support your organisation, our team would be happy to hear from you.

Get in touch today and one of our team will come back to you.

(01) 6771411
info@wda.ie

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