I’m excited to share a mid-year update on our two wholly owned credit union service organizations (CUSOs): Accolade Investment Advisory and Lucro Commercial Solutions. While each brings its own unique strengths to the table, they’re united by three powerful qualities that set them apart—exceptional teams, a collaborative and consultative approach, and solutions that genuinely make a difference. 

These shared strengths are helping credit unions grow stronger, better serve their members, and confidently navigate today’s challenges. Let’s take a moment to highlight some of the great work and accomplishments from the first half of 2025. 

What they provide: Investment advisory, asset liability management, loan analytics services  

Accolade remains a trusted partner for over 100 credit unions nationwide, providing expert guidance and strategic insights. From investment advisory and ALM consulting to loan analytics and loan pricing & profitability (LPP) services, Accolade remains at the forefront of helping credit unions make informed, data-driven decisions. This year has already brought several exciting developments and achievements, further strengthening their role as a key resource for credit union success. 

In January, JD Pisula took over as Accolade’s CEO/President, replacing Dave Fearing, who stepped back after leading the CUSO for more than five years. Additionally, Accolade acquired software intellectual property from its long-time partner, P360 Inc. This acquisition solidifies their loan analysis capabilities and positions the LPP product for continued growth. Accolade also completed a brand refresh, revamping their logo, color scheme, and website for the first time in over 15 years.  

While remaining committed to helping small and medium-sized credit unions, Accolade has recently found success in serving larger credit unions with the addition of Telhio Credit Union and OnPath Credit Union. Accolade’s ongoing success is built on the trusted, day-to-day consulting support it offers credit unions—paired with its commitment to sharing valuable insights through engaging economic webinars, dynamic public speaking, and forward-thinking strategic guidance. 

What they provide: Member business lending support services and digital experiences for business loan applications   

Lucro continues to expand its reach and deliver results. The recently launched Loan Split platform now connects over 100 credit unions nationwide in buying and selling commercial loans. With more than $100 million in loans already sold, Loan Split is quickly becoming a powerful tool for credit unions seeking smarter participation strategies. 

In addition, Lucro’s growth isn’t just digital—it’s geographic. As the organization expands into the western U.S., its network of credit union partners continues to strengthen coast to coast. Recently, new partnerships were established with credit unions in Texas, Louisiana, and California as part of this western expansion initiative. 

Building on the momentum, Lucro hosted another successful Thrive Together conference in February in San Antonio. The annual event brings together top business leaders and credit union professionals for two days of learning, collaboration, and inspiration. The next Thrive Together conference is scheduled for September 2026 in Chicago—stay tuned for details on Lucro’s website. 

Accolade and Lucro were built to empower credit unions to thrive. These innovative CUSOs are at the heart of the value Corporate One delivers, driving forward-thinking solutions and meaningful impact. By embracing the collaborative power of the CUSO model, we unlock new opportunities to serve more credit unions, spark bold ideas, and fuel continuous innovation. We’re proud to see our CUSOs shine as dynamic hubs of creativity and progress.