Strengthen Your Workforce

Attract, reward and retain key employees.

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Enhance Your Bottom Line

Turn employee benefits into performing assets.

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Support Your Community

Drive investment returns while increasing charitable giving.

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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

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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.

Ann Dubie
Ret. President/CEO, NuMark Credit Union

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.

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