CU*Answers Financial Statements

We realize that more clients than just our owners need access to our financial statements. Listed below are our most recent published financial statements.

Published Financial Statements

Quarterly financials are usually published after the next board meeting following the close of the quarter. This allows the CU*Answers Board of Directors to approve them for publication.

Report to Owners

The Report to owners is published biannually. You can view the latest Report to Owners online at this location.

2016 Financial Audit

Audited financials are performed once a year and the report is usually published online around December 1st.

2014 ACH Audit

You can view the 2014 ACH Audit here.

Additional Audits

The SSAE-16 and other other audits are published online at this location.

Certification of Deposit of Software Source Code

2016 Software Escrow Agreement

 

Bob Frizzle, CFOFor more information, or if you have questions, please contact our CFOBob Frizzle at bfrizzle@cuanswers.com.

Learn more about Bob Frizzle.

Updated
November 16, 2017

CFO Strategies and Accounting Top 10 Focus Group

ATTENTION CFOs AND ACCOUNTING LEADERS You’re Invited! Wednesday, March 22 9 AM – 4 PM ET CU*Answers 6000 28th St. SE, Grand Rapids, MI 49546 CFO Strategies Roundtable A networking session for CFOs, similar to our CEO Strategies series, where CFOs and accounting leaders can discuss their common goals and challenges. Register Accounting Top Ten Focus… Read more »

Feb 22, 2016

First Quarter Financial Review Newsletter Revised

ATTENTION CU*ANSWERS STOCKHOLDERS: The Financial Review newsletter recently mailed to your credit union contained an incomplete Board of Directors list. We sincerely apologize for this oversight. We have corrected the error and posted the revised newsletter online for your review. Additionally, we will include a copy of the revised newsletter with the second quarter newsletter… Read more »

Apr 3, 2015

2015 Focus Groups

ATTENTION CFOs AND ACCOUNTING LEADERS: You’re invited to the 2015 Focus Groups on March 25 from 9 AM – 4 PM ET at CU*Answers, located at 6000 28th St. SE, Grand Rapids, MI 49546. Two Events in One Day! CFO Strategies Roundtable Register Accounting Top Ten Focus Group Register Collaboration feeds innovation, and as a… Read more »

Feb 18, 2015

#3 Investment Enhancements

Status = In process This includes: Re-vamp the work file processing so that you can create, view or post the work file from the same menu option Add the option to print the Investment Accrual Work File Report automatically when a work file is created (no longer a separate menu option) When working with investments via… Read more »

Apr 26, 2013

#4 Subsidiary Enhancements

Status = In specifications phase This includes: Add a new subsidiary type for Accrued Income Combine the Create and Maintain menu options Consolidate monthly processing so that fixed assets, prepaid expenses and accrued expenses can be processed at the same time and one TB Detail Report can be run for all Ability to post prepaid… Read more »

Apr 26, 2013