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How to Start a CUSO

April 2018: Vol 41 No 4
by Karen Bankston

5 steps from planning to ongoing operational success

hands come together to form a lightbulb

Maybe your credit union is considering forming a wholly owned CUSO to provide insurance or investment services to members, or maybe you’re looking to partner with other CUs to rein in operating expenses or collaborate on new technology.

Either way, Guy Messick, general counsel with the National Association of Credit Union Service Organizations and attorney with Messick Lauer & Smi...