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Navatros and Accolade Advisory partner to help credit unions build more resilient balance sheets

Columbus, OH (December 5, 2025) |

Today, Navatros and Accolade announced a new partnership to help credit unions build financial resilience and serve their members better. Accolade’s holistic consulting and powerful data insights align balance sheet, investment, and pricing strategies for greater mission impact.

“Credit unions set themselves apart from other financial institutions with their commitment to exceptional member service and making the most of their members' money. Navatros’ partnership with Accolade will help credit unions keep their focus on serving their members while Accolade helps credit unions maintain a healthy bottom line,” said Melissa Carmen with Navatros.

“Credit unions need solutions that go beyond regulatory check boxes, they need mission-driven balance sheet strategy delivered with clarity and precision. As a 100% credit union-owned CUSO, our roots in the movement are deep. We provide tools and consulting to credit unions of all sizes and together with Navatros, we’re making that level of support more accessible than ever,” said JD Pisula, CEO of Accolade Advisory.

Accolade is a dedicated credit union adviser that understands the unique needs of member-focused institutions. The firm provides the tools, reporting, and guidance credit unions need to build durable, mission-driven balance sheets:

  • Investment Advisory: A registered, fiduciary advisor, Accolade supports the investment portfolio from strategy development through trade execution and accounting.

  • Asset and Liability Management: Comprehensive interest rate risk reporting is central to risk governance and protecting credit union members. Accolade reports are built with simplified data requirements, minimal set up, and a dedicated consultant.

  • Loan Pricing and Profitability: Improve profitability to serve more members. Accolade’s framework combines credit risk modeling, cost structure analysis, and customized benchmarking to help credit unions determine where to focus lending efforts and determine loan equitable loan rates.

Credit unions interested in learning more can contact: Melissa Carmen with Navatros.

Navatros

Navatros is an expert financial industry leader providing personalized business solutions to credit unions and financial organizations. Since its start in 1966, Navatros has worked tirelessly to protect customers’ growth and well-being by helping them solve their challenges and achieve their goals. As a division of the Ohio Credit Union League, Navatros knows the credit union industry and has the experience, resources, and vision to create meaningful change for credit unions and their communities.

Accolade

Accolade Advisory, a wholly owned CUSO of Corporate One Federal Credit Union, has been strengthening credit unions since 2007 through balance-sheet strategy and financial insights tailored to mission-driven credit unions. We provide investment advisory, ALM consulting, credit risk modeling, and loan pricing and profitability tools that help credit unions build resilience, manage risk, and align their balance sheets with long-term mission goals. As a fiduciary investment adviser, Accolade acts as an extension of the credit union’s staff while delivering institutional-grade guidance, transparent reporting, and scalable solutions that enable credit unions of any size to make informed, mission-aligned financial decisions.

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