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Financial Services

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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
17 min read
CECL guidebook part 3: Applying the current condition and reasonable and supportable forecasts
The regulators have consistently indicated that community institutions don’t need complex models to implement CECL. In this guidebook, we walk through how to apply a few of the simpler loss rate methods for CECL.
Ryan Abdoo
White Paper August 8, 2019 17 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
CECL transition: Establishing effective processes/controls
Ryan Abdoo
Webinar May 8 - 9, 2019 1 min read

CECL guidebook part 2
Loss rate calculations of the allowance for loan and lease losses

Revenue recognition roadmap

Revenue recognition Theres more than meets the eye image
1 min read
Ready for the new revenue recognition standard?
It's critical to begin planning now for the new revenue recognition standard to ensure compliance and minimize operational impacts. Our industry-specific guides can help you simplify adoption.
Christa LaBrosse
Article July 1, 2017 1 min read
With the new revenue recognition standard, it pays to be proactive
Shelly Gower
Article October 25, 2016 2 min read
Revenue recognition: The longer you wait, the less you know
Christa LaBrosse
Webinar November 10, 2016 76 min watch
Revenue recognition: New proposed regulations issued
Nataliya Laypa
Article September 30, 2019 11 min read

Ready for change?
Revenue recognition guide for financial institutions

Related Events

  • Accounting and Financial Management Conference
    We’re looking forward to sponsoring and speaking at the Mortgage Bankers Association’s Accounting & Financial Management Conference 2019.
    Kevin Conte
    Event November 19 - 21, 2019 Upcoming
    Professionals attending cybersecurity roundtable

Financial Services Thought Leadership

  • Is your IT department ready for the disruption ahead?
    Not sure how your IT department is doing? What’s worked in the past doesn’t guarantee future success. If you’re setting IT priorities (and you should be!), here’s how to assess your IT department for the digital future.
    Marvin Sauer Judy Wright
    Article September 11, 2019 6 min read
    Man standing in back tech room
  • A dash of values and a pinch of camaraderie: Building a world class culture
    What are the key ingredients of a world-class culture? A solid foundation built on principles and values, a challenging and supportive environment, training, communication, recognition, and respect.
    Jim Proppe Gordon Krater
    Article September 11, 2019 3 min read
    Image of two people working
  • The strategic side of cybersecurity governance

    Most financial institutions’ cybersecurity programs are tactical or project-oriented. This piecemeal approach to cybersecurity is inefficient and increasingly risky, given the number of new compliance requirements and privacy and security laws. Do you have a comprehensive strategy? Read more at BankDirector.com.

    Scott Petree
    Article August 26, 2019 2 min read
    A group of staff members discussing cybersecurity governance inside a glass conference room.
  • CECL guidebook part 3: Applying the current condition and reasonable and supportable forecasts
    The regulators have consistently indicated that community institutions don’t need complex models to implement CECL. In this guidebook, we walk through how to apply a few of the simpler loss rate methods for CECL.
    Ryan Abdoo Brian Franey
    White Paper August 8, 2019 17 min read
    Business meeting in conference room

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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