Some of the most successful credit union ventures through the years have come from credit unions willing to collaborate for the greater good. But the press of daily operations, budget constraints and logistical considerations often leave little time to plan opportunities that lend themselves to collaboration. The Rochdale Group was created to fill this vital need. By combining its staff’s technical expertise and extensive knowledge of the credit union industry, The Rochdale Group brings together credit unions and business partners to achieve economies of scale needed to thrive in a fast-changing, competitive environment.

The Rochdale Group is keenly aware of issues and trends affecting our clients’ ability to remain competitive and profitable in an ever-changing financial services marketplace. We currently serve more than 500 credit union related entities (credit unions, corporate credit unions, leagues, CUSOs, associations, councils and other credit union organizations) throughout the United States, Canada and Puerto Rico.

Enterprise Risk Management – “Putting It All Together”  The recent economic climate has heightened the overall awareness and need for risk management – credit unions are much more sensitive to capital and earnings variances than ever before.  Are you prepared?

Lending Revalidations & Business Loan Portfolio Reviews - Rochdale can perform a comprehensive assessment of your loan portfolios.  Specializing in business and RBL loan portfolio reviews.

Strategic Planning - Rochdale's industry veterans can assist your credit union through your strategic planning efforts.
The Rochdale Group boasts expert business consulting and strategic planning support through seasoned professionals with proven experience inside the financial services industry, delivered with personal, consistent attention.
In today’s heavily regulated environment, it is critically important that credit unions focus on compliance in order to avoid potentially crippling administrative sanctions, civil money penalties or devastating lawsuits. Through a variety of compliance programs, The Rochdale Group can work to protect your interests and reputation, while minimizing your administrative burden.
The Rochdale Group’s Capital Markets practice gives you access to a “credit union friendly” investment banking firm. By approaching structured finance transactions in a collaborative fashion, The Rochdale Group can help you increase earnings and manage liquidity.

CU Journal Article Featuring Tony Ferris - Competition, Economy Threaten To Break Up Collaboration
Click on the link above to read the CU Journal's article featuring Tony Ferris' interview on how competition and the economy threaten to break up credit unions' collaborative efforts.

The Rochdale Group Launches Breakthrough in RBL Revalidation Technology - PRESS RELEASE                    
Rochdale announces the introduction of "e-Revalidation," a proprietary remote technology revalidation designed to test 100% of a credit union's risk-based loan portfolio. The technology, combined with Rochdale's expertise in compliance and risk-based lending design, delivers comprehensive reviews of credit unions' risk-based lending and pricing models.

"Group of Large CUs Recommends Major Consolidation of the Corporate System" from the CU Times   Click on the above link to read the CU Times's article about the Rochdale Group's involvement with a group of credit unions to develop solutions to the issues surrounding corporate credit unions.  CLICK HERE to download the ANPR submission to the NCUA.

STUDENT CU CONNECT - "TRG Administers New Private Student Lending Program & Credit Union Membership Opportunity"
Seven credit unions have partnered to form a collaborative effort to provide private education loans to students of ITT Technical Institutes. 

Download the "Member Business Lending Independent Review" White Paper
The Requirements for Independent Review of a Credit Union's Business Lending Process and for Independent Loan and Portfolio Review.

Download "The Interdependent Credit Union" White Paper
A Rationale & Blueprint for the Design & Development of a Collaborative Business Model for the Reduction of Common Operating Expenses" by Rochdale Group Partner Michael Hales.

Credit Union Journal Article "Why CUs Must Cooperate" Dan Kampen Interview
Read Dan Kampen's interview with the CU Journal on why greater cooperation is going to be vital to the continued success of the credit union movement.