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COVID-19: Adapt faster, emerge stronger. Access our resource center.

COVID-19: Adapt faster, emerge stronger. Access our resource center.

COVID-19: Adapt faster, emerge stronger. Access our resource center.

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
5 min read
Key accounting and regulatory changes you need to know
Latest insights on recent accounting and regulatory changes including delays, phaseouts, and SEC reviews that affect financial organizations.
Ryan Abdoo
Article July 2, 2020 5 min read
Bank goodwill impairment in the COVID-19 environment
Ryan Abdoo
Article June 19, 2020 4 min read
Brave new world: Credit quality during COVID-19
Brian Franey
Article April 14, 2020 6 min read

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

Related Events

  • Maximizing cash flow through COVID-19 tax planning

    As organizations and individuals look to accumulate and preserve cash, we’ll provide tax-planning strategies that maximize cash flow. Our tax experts will show you how in this webinar.

    Stephen Eckert Brett Bissonnette Josh Bemis Rebecca Smart
    Webinar July 8, 2020 60 min watch Upcoming
    Close-up photo of hands opening a letter and holding a check.
  • Dealing with business debt during challenging times

    Business debt can play both positive and negative roles during trying times. Our experts will discuss bad debts, COD income and debt renegotiations, the interest expense limitation, and bankruptcy.

    Stephen Eckert
    Webinar July 22, 2020 60 min watch Upcoming
    A frustrated employee working from home with his head down on the desk.
  • Optimizing tax accounting methods in challenging times

    Accounting methods are a valuable — but often overlooked — tool for managing tax cash flow, which is even more valuable during times of economic uncertainty. Join our webinar to make sure you’re optimizing your accounting methods.

    Stephen Eckert Emily Murphy
    Webinar August 5, 2020 60 min watch Upcoming
    Middle-aged woman sitting at table reviewing tax documents.
  • Rethinking business and transaction structures during COVID-19

    Explaining longer-term tax planning strategies, our tax experts focus on business entities, operations, and transaction planning. We help you find and implement the best strategy to help you attain your business goals, as well as how to implement it.

    Stephen Eckert
    Webinar August 18, 2020 60 min watch Upcoming
    Young business woman writing on post-it notes stuck to a glass window.

Financial Services Thought Leadership

  • Interagency guidance on the impact of COVID-19 and regulatory examinations

    Regulatory agencies issued joint examination guidance regarding the impact of the COVID-19 pandemic on examiners’ supervisory principles and the examination process, CAMELS. Here’s what you need to know.

    Scott Phillips
    Article July 7, 2020 5 min read
    Man using a laptop computer and monitor at a desk.
  • FDICIA readiness: Is your bank prepared?
    If your bank or credit union is nearing $500 million or $1 billion in asset size, start planning now for FDICIA readiness. Advance work is crucial. Our guide helps you identify key steps to take.
    Ryan Abdoo Sherrie Krowczyk-Mendoza
    Article July 6, 2020 12 min read
    Professional alone at computer
  • Key accounting and regulatory changes you need to know
    Latest insights on recent accounting and regulatory changes including delays, phaseouts, and SEC reviews that affect financial organizations.
    Ryan Abdoo Kate Krones
    Article July 2, 2020 5 min read
    Man sitting in a coffee shop window, reading the paper and drinking coffee
  • Tax strategies for adapting to challenging times

    Adapting to the challenges posed by the COVID-19 pandemic and its economic impact has been difficult, to say the least. During this webinar, our tax experts discuss practical tax planning strategies, with a focus on concrete action steps.

    Stephen Eckert Kurt Piwko
    Webinar June 24, 2020 60 min watch
    Young business professional sitting at a work table using a laptop 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?

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