We Give Credit Unions & Nonprofits an Edge
Our experienced advisors provide tailored strategies to help you compete for top talent, build a winning team, and improve financial performance.
Offer comprehensive
employee and executive
benefit plans.
Offset costs by
prefunding employee
benefits.
Enhance yield
on underutilized
liquidity.
Donate to charity
in financially
efficient ways.
CourseMark Can Be Your Guide
Bill Parkinson
Now, more than ever, credit unions need a competitive advantage to build and maintain winning teams and earn more from their assets.
Like you, we are proud supporters of credit unions and the fundamental principle of “people helping people.”
CourseMark was founded to help credit unions like yours attract and retain top talent, improve their bottom line, and diversify their portfolio.
Reach out today and let’s explore ways to improve your institution’s financial performance.
Together, we can help you build a stronger credit union.
CourseMark – A Different Kind of CUSO
Experience
Our financial experts have extensive, successful track records of helping credit unions, health care providers, and charitable organizations.
Focus
With our industry focus and customized solutions, we help our clients increase performance and mitigate risk in ways that can’t be matched by antiquated “one-size-fits-all” service providers.
Shared Success
CourseMark is 100% credit union owned, and we share our financial success with clients that participate as CUSO equity stakeholders.
I believe the timing of this new CUSO is excellent. Most credit unions are experiencing excess liquidity, looking for yield, and considering opportunities to reduce benefit costs while still staying competitive in the marketplace for retention and recruitment of qualified employees. CourseMark has a great solution for that.
Our Vision
To be the best choice for credit unions and nonprofit organizations seeking a partner who improves their bottom line by increasing their earnings, diversifying their portfolios, and helping them attract and retain their industry’s top talent.

