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Financial Services

Plante Moran

Strategies that work, no matter what's next. Learn more now.

Strategies that work, no matter what's next. Learn more now.

Strategies that work, no matter what's next. Learn more now.

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.

Related Events

  • 2021 Year-end Webinar Series

    Make sure you’re ready for year-end — join our experts for a two-day virtual experience as they present important year-end updates for tax (individual and business), accounting, audit, and employee benefit plans.

    Webinar November 30, 2021 1 min read Upcoming
    A group of business professionals having a meeting around a round table with one of them standing and speaking.
  • Michigan Bankers Association Bank Management and Directors Conference

    We’re excited to sponsor the MBA Bank Management and Directors Conference this December.

    Joe Vloedman
    Event December 1, 2021 Upcoming
    Group of conference attendees at a conference discussing amongst each other.
  • Investment Fund Webinar Series: Insights on the SEC, cybersecurity, and tax

    Join our experts for an in-depth webinar series covering the regulatory, cybersecurity, and tax issues facing private investment funds in today’s ever-changing environment of cybersecurity risk, disruption, and market volatility.

    Scott Petree Ken Buczkowski Wealth Management Kurt Piwko Ben Lipman
    Webinar Wednesday, Dec. 1, 2021; 2:00 p.m. – 3:00 p.m. EST | Tuesday, Dec. 7, 2021; 2:00 p.m. – 3:00 p.m. EST 60 min watch Upcoming
    Business professional working from home on a desktop computer.

2021 Financial Institutions Symposium
Featuring expert insights and actionable strategies for your institution.

Financial Services Thought Leadership

  • House passes Build Back Better Act, attention turns to Senate for further negotiations
    On November 19, the House passed the Build Back Better Act, which is now heading to the Senate for further consideration. This concludes a lengthy period of deliberation in the House and is a significant milestone in the legislative process.
    Stephen Eckert Jennifer Keegan Michael Monaghan Kurt Piwko
    Article November 19, 2021 5 min read
    Person at government building
  • 2021 Financial Institutions Symposium

    Featuring engaging speakers and valuable content, our 2021 Financial Institutions Symposium will provide expert insights into the latest trends and challenges facing financial institutions, as well as strategies to navigate risk and build resilience.

    Webinar November 16, 2021 4.5 hour watch
    Close-up view of a pillar of columns.
  • Infrastructure Act accelerates expiration of employee retention credit
    The employee retention credit (ERC) helped businesses meet pandemic payrolls, but its initial conflict with other programs and multiple modifications confused potential beneficiaries. Though it’s expiring as of September 2021, some employers should consider a retroactive claim.
    Amy Forester Ginger Powell
    Article November 11, 2021 3 min read
    Adult using laptop
  • Infrastructure Act completed as Build Back Better Act negotiations continue

    On November 5, the House passed the Infrastructure Investment and Jobs Act. Negotiations over the Build Back Better Act (BBBA) continue in the House, but new details about expected tax changes have emerged. Our tax experts discuss.

    Stephen Eckert Michael Monaghan Kurt Piwko Jennifer Keegan
    Article November 9, 2021 32 min read
    Two business professional walking and smiling.

Our clients say

I view our relationship with Plante as a strategic business partnership — an alliance that I can rely on for sound business advice. They are recognized as a true industry leader. The staff assigned to our account are very talented, dedicated professionals who take pride in their work. We have also had significant continuity in staffing which has been a real plus. Their "we care" client service culture is evident in the way they interact with our staff and consulting with us throughout the year.

Dan Hollowed EVP / Cashier and Chief Financial Officer, Cornerstone National Bank & Trust Company

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 Franey, 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.”

How can we help your business?

Contact us or submit an RFP