• Compliance Risk
  • Operations Risk
  • Portfolio Diversification and Concentration Risk
  • Interest Rate Risk
  • Lending Risk
  • Outsourced 3rd Party Vendor Risk
  • Technology Risk
  • Compliance Risk
  • Operations Risk
  • Portfolio Diversification and Concentration Risk
  • Interest Rate Risk
  • Lending Risk
  • Outsourced 3rd Party Vendor Risk
  • Technology Risk

About Us

Your Partner for Navigating Risk Management

Located with operations near the heart of our nation's capitol as well as in central New York State, COPILOT is an Enterprise-Wide Risk Management Credit Union Service Organization (CUSO).

As a leading provider of internal audit and business risk services to credit unions and community banks, we are here to serve. Our proprietary Enterprise Risk Assessment methodology gives you guidance and tools to develop a risk profile, assess your current risk management processes against industry best practices, and design an Enterprise Risk Assessment program tailored to your organizational needs.

Risks We Help Navigate

As your copilot, we strive to be there for you to help navigate risks that inevitably occur in business. We view ourselves as a partner for your organization and will strive to met your needs with our expertise and ever-expanding industry knowledge.

C- Compliance Risk

O- Operations Risk

P- Portfolio Diversification and Concentration Risk

I- Interest Rate Risk

L- Lending Risk

O- Outsourced 3rd Party Vendor Risk

T- Technology Risk

Risk does not exist in a static environment and is constantly changing. The risk assessment methodology is a collaborative process of discussions with executive management regarding their business objectives, identification of risks, measurement of risks and controls to manage risks.
- Gil Bohene, CEO & Managing Principal

Our Team

Gil Bohene

As CEO and Managing Principal, Gil will be intimately involved in your project from start to finish. With nearly 30 years of Consulting, Banking, Credit Union, Information Technology Auditing, and Enterprise Risk Management experience, Gil is ready to work for you. He holds the designations of Certified Information Security Auditor, Certified Information Security Manager, and Certified in Risk and Information Systems Controls. He also has an Internal Audit certificate.

Learn more about Gil!

Rachel Lin

As Senior Manager, Rachel's diverse background will bring great perspective to your project. Rachel regularly provides Annual Enterprise Risk Assessment for Financial Institutions ranging in size from $50 - $700 million, as well as providing both limited and full scope IT General Control Reviews. Her ability to manage complex co-sourced and outsourced internal audit engagements, presenting the final audit to satisfied clients, is second to none.

Learn more about Rachel!

Craig Pearson

Copilot Manager Craig PearsonAs Manager, Craig will bring a unique viewpoint to your engagements.  His experience covers a variety of industries and spans from auditing to compliance to consulting.  While Craig focuses on internal control and compliance, his drive to keep abreast of developments in fraud and technology proves to be an even further asset on all of his projects.  You can count on his focus and dedication in providing you with excellent, detailed analysis, advice, and deliverables.

Learn more about Craig!