CourseMark – A Different Kind of CUSO


Our financial experts have extensive, successful track records of helping credit unions, health care providers, and charitable organizations.


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.

Message From Our President

Bill Parkinson Photo

Just like you, we believe in the work of credit unions and nonprofits. Supporting the strength and vitality of these organizations is why we’re here.

We know that limited investment options, low yield on assets, and retention of key employees can be challenges. CourseMark’s advisory team is here to help you solve them with custom solutions including prefunded employee benefit plans and executive benefit plans––so you can transform an expense into a competitive advantage.

It all starts with a conversation, so don’t hesitate to reach out to me or my team. We’re eager to learn about your goals and help you achieve them.

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


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.


We know that success is built on strong partnerships. We listen, collaborate, and share our knowledge and skills to create valued relationships.


We challenge the status quo by providing unique and creative solutions to help our clients achieve more within the limitations of their industry.


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.

CourseMark Can Be Your Guide

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