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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
1 hour watch
CECL: Applying current condition and forecast adjustments
The current expected credit losses (CECL) standard leaves institutions with questions regarding which methodology they should select. View our on-demand webinar to learn more about the qualitative factors.
Ryan Abdoo
Webinar 1 hour watch

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

Ready for change?
Revenue recognition guide for financial institutions

Financial Services Thought Leadership

  • 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 July 23, 2019 3 min read
    Image of two people working
  • CECL: Applying current condition and forecast adjustments
    The current expected credit losses (CECL) standard leaves institutions with questions regarding which methodology they should select. View our on-demand webinar to learn more about the qualitative factors.
    Ryan Abdoo Brian Franey Kristin Golab
    Webinar Wednesday, May 15, 11 a.m. - 12 p.m. EDT 1 hour watch
    Writing on paper
  • CECL transition: Establishing effective processes/controls
    Join Plante Moran and the Darling Consulting Group for a multi-day online event hosted by FMS, and learn best practices for managing the CECL transition, including establishing effective processes and controls.
    Ryan Abdoo
    Webinar May 8 - 9, 2019 1 min read
    Image of a man sitting in front of his laptop in his office, writing notes on a notepad.
  • CECL: Full application of the WARM method
    With the FASB’s release of a Q&A document in January 2019, the weighted average remaining maturity (WARM) method has been confirmed as an option. Join our webinar on April 17 to learn how this can affect your organization.
    Ryan Abdoo
    Webinar April 17, 2019 60 minute watch
    Image of businessman in office looking at a computer.

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?

Submit an RFP