Starting a CUSO

How Credit Unions and Entrepreneurs Can Get Started (and Win!) with Credit Union Service Organizations

By Brian Lauer, Messick Lauer & Smith P.C.

Guy Messick spent most of his professional career helping credit unions collaborate. He served as NACUSO’s first General Counsel for over 30 years. He was NACUSO’s Liaison with the NCUA where he advocated for a regulatory climate conducive to credit union collaborations. He is honored as a CUSO Pioneer in America’s Credit Union Museum. To pass on the knowledge acquired over his career, Guy wrote a book entitled “Credit Union Collaborations – Lessons Learned” which is available on Amazon. Guy has taken the main points in the book and made five recorded presentations on credit union collaborations which are available on below.Also included below is a presentation on credit unions working with brokers to offer investment and insurance services.

You can also read more about the History of CUSOs and How to Start One document from Messick Lauer & Smith P.C.

Introduction to the Collaboration Series

Part 1 – Why Collaborate

Part 2 – Opportunities in Collaboration

Part 3 – Lessons Learned

Part 4 – Creating the Business Structure

Part 5 – Collaboration Policy

Part 6 – Insurance and Investment Services

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