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.
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.
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.
Our Mission
CourseMark offers credit unions tailored solutions for enhancing yields and increasing investment options, including:
- Prefunded employee benefit plans
- Executive benefit plans
- Comprehensive advisory and portfolio management services
Our employee and executive plans provide the additional advantage of improving our clients’ ability to attract, reward, and retain talented team members at all levels of their organization. All the services we provide are designed, customized, and supported by a team of financial professionals with decades of experience and a shared passion for strengthening credit unions and the broader nonprofit community.
As a credit union service organization (CUSO), we are fundamentally structured to share our success with our credit union partners.
Our Values
Dependability
We earn the trust of others with direct communication and ongoing transparency, deliver on our promises, and stay accountable to our clients and team members.
Relationships
We know that success is built on strong partnerships. We listen, collaborate, and share our knowledge and skills to create valued relationships.
Innovation
We challenge the status quo by providing unique and creative solutions to help our clients achieve more within the limitations of their industry.
Performance
We measure our success by our ability to create results for our clients. We are confident that we have the experience, resources, insight and diligence to guide our clients forward.