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Balance risk and deliver strong returns in 2020. Get insights

Balance risk and deliver strong returns in 2020. Get insights

Balance risk and deliver strong returns in 2020. Get insights

A future-focused partnership with the technical expertise you need

From financial institutions and investment funds grappling with increasingly complex reporting, governance, and regulatory requirements to insurance and specialty finance companies seeking to protect against mounting cybersecurity risks, the financial services industry faces increasing pressure. As those pressures mount, so does our desire to help you stay ahead of challenges.

We’re known for our breadth and depth of technical knowledge, serving more than 500 banks, credit unions, investment companies, broker-dealers, mortgage bankers, and other leasing and specialty finance companies. Our 200 financial services experts include CPAs, risk management professionals, internal audit professionals, loan review specialists, regulatory compliance specialists, management consultants, technology experts, and fraud examiners. We’ll help you meet tight schedules and deadlines, advocate for best outcomes, proactively stay ahead of cybersecurity risks, and assure stakeholders in today’s tough economic climate.

How changing regulations affect financial institutions

How changing regulations affect your bank image
Four hour watch
CECL update: Insights and lessons learned from the field
Join us on December 11 and 12 for a webinar in partnership with the Financial Managers Society (FMS) to hear CECL insights and lessons learned from the field with Plante Moran expert Ryan Abdoo.
Ryan Abdoo
Webinar Wednesday, Dec. 11, & Thursday, Dec. 12, 2019, 2-4 p.m. EST Four hour watch
GLBA Safeguards Rule updated: FTC defines “financial institutions”
Colin Taggart
Article November 21, 2019 3 min read
CECL: Applying current condition and forecast adjustments
Ryan Abdoo
Webinar Wednesday, May 15, 11 a.m. - 12 p.m. EDT 1 hour watch

Financial Institutions Advisor: Insights for 2020 and Beyond
The financial industry is transforming quickly. Balance risk and deliver strong returns in 2020.

Related Events

  • The tax implications of the CARES Act
    The Coronavirus Aid, Relief, and Economic Security (CARES) Act is a $2.2 trillion bill designed to support the economy during the COVID-19 pandemic. Wondering what tax implications it will have on your organization? Join our webinar to learn more.
    Josh Bemis Brett Bissonnette Shawn Dubinsky Stephen Eckert Rebecca Smart
    Webinar Scheduled rebroadcast 10 a.m. EDT Wednesday, April 2 | also available on-demand 75 min watch Upcoming
    COVID 19 tax stimulus CARES act
  • Bank examination and supervision in the age of COVID-19: What banks should be doing now to prepare
    Join Plante Moran and Vedder Price for a live Q&A webinar on the effect of COVID-19 on bank examination and supervision.
    Kyle Manny
    Webinar April 2, 2020 60 min watch Upcoming
    Man sitting at desk with notebook
  • FMS CECL Virtual Education
    Join us on May 6 and 7 from 2-4 p.m. EDT each day for a webinar in partnership with the Financial Managers Society to hear insights on the ever-changing CECL standards and impact of the current COVID-19 crisis on financial institutions.
    Ryan Abdoo
    Webinar May 6-7, 2020 1 min read Upcoming
    Woman sitting at desk looking at her computer
  • MBA Women in Banking Conference
    We’re pleased to be sponsoring the MBA Women in Banking Conference on May 14.
    Event May 14, 2020 Upcoming
    A woman outside looking up

Financial Services Thought Leadership

  • The CARES Act and qualified improvement property

    With the passage of the CARES Act, a previous drafting error (commonly referred to as the “retail glitch”) under the Tax Cuts and Jobs Act was resolved. Qualified improvement property will now qualify for bonus depreciation. Here’s what you need to know. 

    Ivan Hewines Biz Pavelich Faith Prager Jon Powell
    Article March 31, 2020 3 min read
    A businesswoman sitting at her desk looking out an office window flooded with sunlight.
  • COVID-19: State and local tax updates for March 27
    The legislation around COVID-19 is rapidly bringing changes to the state and local tax scene. Find the updates as of March 27 here.
    Curtis Ruppal Mike Merkel Ron Cook Jeanette Tolar Julie Corrigan
    Article March 27, 2020 36 min read
    Senate seats with chandelier hanging
  • The CARES Act: COVID-19 assistance is on the way
    The highly anticipated $2.2 trillion Coronavirus Aid, Relief and Economic Security (CARES) Act is bringing relief to every sector of the U.S. economy. Here’s how it supports you and your business.
    Shawn Dubinsky Joseph Rankin
    Article March 27, 2020 6 min read
    Building against a blue sky

Individualized attention and service

As trends, economic factors, and regulations change, we help you keep a step ahead by looking at the implications for your institution. Our ability to react quickly in an increasingly complex and evolving field — and translate how that affects you — is what sets us apart.

Brian Pollice, financial services practice leader, knows that taking the time to understand the specific dynamics that separate you from your competitors is a key factor. “When our clients raise a concern, we don’t just provide a canned response. Each engagement is unique. We put their fears to rest by investing our efforts into studying their particular organization and providing practical, effective, and timely solutions.”

Our clients say

The Plante Moran team that performs our audit and tax work is top notch. They not only give us high quality work in this area, they are trusted advisors. I always involve them in our strategic discussions because they provide good insight that helps us make proper management decisions.

Michael Burke President & CEO, CSB Bank

How can we help your business?

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