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From financial institutions and investment funds grappling with increasingly complex reporting, governance, and regulatory requirements to insurance companies seeking to protect against mounting cybersecurity risks, the financial services industry faces increasing pressure. Our dedicated financial services practice simplifies the complexity of industry change for more than 500 financial institutions, insurance companies, mortgage lenders and servicers, and alternative investment groups. Our audit, tax, and consulting professionals are poised to help you succeed.

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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 01, 2017 1 min read
With the new revenue recognition standard, it pays to be proactive
Shelly Gower
Article October 25, 2016 2 min read
Will policy changes affect revenue recognition implementation?
David Grubb
Article March 06, 2017 1 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

How technology can transform your business

How technology can transform your business
5 min read
Avoiding whack-a-mole in the operating room
With unprecedented data at their fingertips, hospital executives are often tempted to promote OR transformation through imposing KPI targets – only to see a short-lived uptick in performance. Here are five tips to drive sustainable change in the OR.
Chris Moshier
Article March 06, 2018 5 min read
Do you really need to build more operating rooms?
Sharon Ulep
Article March 06, 2018 5 min read
Industry 4.0: Adopt smart technologies for a competitive advantage
Dave Plomin
Article January 26, 2018 5 min read
Must-consider technologies to disrupt your status quo
Dennis Bagley
Article November 17, 2017 4 min read

CECL guidebook
An introduction to the FASB financial instruments credit loss model

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Financial Services Thought Leadership

  • CECL part I: Introduction to the final standard
    Do the new standards for CECL have you wondering how you’ll be affected? This webinar will help you understand the changes and ensure you’re ready to follow them.
    Webinar September 14, 2016 42 min watch
    Business partners overlooking a blurred cityscape
  • Don't neglect tech: Cybersecurity is key to due diligence
    An independent assessment of your target's network, data, and cybersecurity measures mitigates risk — and headaches. Don’t overlook these seven areas.
    Raj Patel Jennifer Fiebelkorn
    Article April 12, 2017 3 min read
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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

Our Team

Plante Moran's financial services practice comprises more than 150 industry professionals serving more than 500 financial services clients. Our team includes CPAs and consultants — many of whom have certifications and specialized skills in areas like internal audit, regulatory compliance, trust audit, information systems audit, and information systems security. But, expertise is just one part of the equation. Just as important is the fact that clients tell us they genuinely like the people on our team — and the positive attitudes we bring to every engagement.