45 Years of Banking Experience — Working for You
CU Risk Advisors provides compliance tools designed specifically for community banks and credit unions. Our tools are built from real teller-line and back-office experience, not theory, practical, accurate, and ready to use.
Whether you need a reliable way to calculate check holds, an editable risk assessment template, vendor management documentation, or a disaster recovery framework, CU Risk Advisors delivers solutions that fit the scale and budget of a community institution.
Our services
ExpressHold
Available nowA web-based Reg CC check hold calculator that guides tellers to the correct hold amount, availability dates, and member notice — every time. Built on 25+ years of refinement.
Learn moreRisk Assessments
Available nowEditable templates for the risk assessments regulators expect to see documented. Right-sized for community institutions.
Browse templatesVendor Management
Available nowTemplates for building and documenting a vendor management program in-house. Covers the full third-party lifecycle, due diligence through termination.
Browse templatesBCP & Incident Response
Available nowComplete plans and supporting documents for disaster recovery and incident response planning. Structured around examiner expectations, recovery objectives, critical systems, contact trees, and test documentation.
Browse templatesWhy CU Risk Advisors
The right fit for community institutions
Large consulting firms serve large institutions. CU Risk Advisors was built specifically for community banks and credit unions that need experienced compliance support without enterprise overhead.
Built by a banker
Every tool and service comes from real teller-line and back-office experience — not theory. Solutions that actually work in a community institution environment.
Direct access
You work with Jeff Bassill directly. No account managers, no junior staff, no handoffs. The person you call is the person who knows your institution.
Right-sized pricing
Tools and services priced for institutions with $5M–$500M in assets. No enterprise contracts, no per-seat fees, no surprise costs.
No compliance guarantees
We are transparent that compliance is your institution's responsibility. Our tools and advice support your team, they don't replace your judgment or your examiners'.
Ready to simplify your compliance?
Contact us to discuss your institution's needs.