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Insights to help financial institution leaders outpace disruption and mitigate risk with confidence

Insights to help financial institution leaders outpace disruption and mitigate risk with confidence

Insights to help financial institution leaders outpace disruption and mitigate risk with confidence

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
Four hour watch
CECL update: Insights and lessons learned from the field
Join us on December 11 and 12 for a webinar in partnership with the Financial Managers Society (FMS) to hear CECL insights and lessons learned from the field with Plante Moran expert Ryan Abdoo.
Ryan Abdoo
Webinar Wednesday, Dec. 11, & Thursday, Dec. 12, 2019, 2-4 p.m. EST Four hour watch
GLBA Safeguards Rule updated: FTC defines “financial institutions”
Colin Taggart
Article November 21, 2019 3 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

Financial Institutions Advisor: Insights for 2020 and Beyond
Strategic insights and guidance to remain competitive while balancing risk and delivering strong returns.

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
Accounting update for private companies
Diane Kirk
Article February 4, 2020 18 minute read

Related Events

Financial Services Thought Leadership

  • Turning risk into opportunity: Five questions to ask
    Organizations make themselves vulnerable to risk in ways you may not have thought about. Are you vulnerable? Ask yourself these five questions.
    Doug Farmer Troy Snyder Jack Kristan
    Article December 20, 2019 8 min read
    Risk
  • CECL update: Insights and lessons learned from the field
    Join us on December 11 and 12 for a webinar in partnership with the Financial Managers Society (FMS) to hear CECL insights and lessons learned from the field with Plante Moran expert Ryan Abdoo.
    Ryan Abdoo
    Webinar Wednesday, Dec. 11, & Thursday, Dec. 12, 2019, 2-4 p.m. EST Four hour watch
    Business meeting with professionals watching presentation
  • The CFO cheat sheet: Nine ways to improve effectiveness
    Whether you’re a CFO looking to improve your strategy or a CEO or board member wanting to coach your CFO, this nine-point guide can help.
    Stan Hannah
    Article December 3, 2019 7 min read
    Business professionals looking at charts on a large screen
  • GLBA Safeguards Rule updated: FTC defines “financial institutions”
    You may not define your company as a financial institution, but the FTC may regarding the GLBA Safeguards Rule and the Privacy Rule. We discuss the released updates and what can be a complex road to compliance.
    Colin Taggart Emily Fletcher
    Article November 21, 2019 3 min read
    Three people looking at a computer screen

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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