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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.

Related Events

  • Taking advantage of the employee retention credit

    The employee retention credit (ERC), created as part of the CARES Act, has seen recent expansions and modifications. Make sure you’re up to date and taking advantage of the credit. Join our ERC experts to learn more.

    Stephen Eckert Amy Forester Alan Gallatin Ginger Powell
    Webinar March 2, 2021 60 min watch Upcoming
    Businessperson standing outside taking a phone call wearing a blue suit.
  • The Illinois Bankers Association Annual ONE Conference
    We’re looking forward to sharing our expertise during two breakout sessions at the IBA Annual ONE Conference this March.
    Steve Schick Ben LeClaire Tom Siska John Spear
    Event March 3, 2021 Upcoming
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COVID-19 benchmarking report insights
Key findings and strategies to help insurance companies emerge stronger.

Financial Services Thought Leadership

  • Colorado Bankers Association Virtual CECL Conference

    Gain expert insights on CECL adoption, lessons learned, and best practices during this two-day virtual conference.

    Ryan Abdoo
    Event February 24, 2021
    Woman sitting in her living room using a laptop computer smiling.
  • Creating your exit plan? Five signs your IT environment is ready

    The right IT environment is key to support value creation and streamline sell-side efforts. Does yours measure up? Achieve these five best practices and optimize your IT environment.

    Evan Honour Dennis Bagley Craig Zampa
    Article February 19, 2021 4 min read
    A business executive standing by an all glass wall looking into the city.
  • COVID-19 is shaping M&A: Here’s what private equity needs to know

    The COVID-19 pandemic has slowed private equity deals, but adaptable buyers and sellers are still transacting. Add-ons and strategic acquisitions are driving the buy side, and good, quality targets are in high demand. Our experts break down deal trends and considerations to reduce risk and get ahead.

    Michele E. McHale Eric Wozniak Joe Wagner
    Article February 19, 2021 10 min read
    Woman wearing a mask while sitting at her desk, typing on her cellphone
  • Comparison of COVID-19 employer tax incentives

    Recent COVID-19 legislation provides several generous tax incentives for employers through the payroll tax system. This alert provides a detailed analysis of each of these incentives, including illustrative examples and a comparative summary table for easy reference.

    Michael Krucker Kurt Piwko Brett Bissonnette Preston Ridinger
    Article February 19, 2021 30 min read
    A person running on a walkway outside a government building.

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

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.”

How can we help your business?

Contact us or submit an RFP