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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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How changing regulations affect financial institutions

How changing regulations affect your bank image
15 min read
CECL guidebook part 2: Loss rate calculations of the allowance for loan and lease losses
Wondering how to move forward with the process of adopting CECL? We believe the next step is putting pen to paper and working with the mechanics of a CECL calculation to fully grasp the data needs of the available approaches.
Ryan Abdoo
Whitepaper June 14, 2018 15 min read
CECL: Select what's best for your institution
Ryan Abdoo
Article May 14, 2018 1 min read
Navigating the road to the new CECL standard
Ryan Abdoo
Article November 16, 2017 2 min read
How to implement CECL using Excel
Ryan Abdoo
Webinar September 27, 2017 61 min 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
Will policy changes affect revenue recognition implementation?
David Grubb
Article March 6, 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

Related Events

  • IBA Annual Conference 2018
    We’re excited to be sponsoring the Illinois Bankers Association’s (IBA) Annual Conference in Chicago, Ill.
    Event June 20 - 22, 2018 Upcoming
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Financial Services Thought Leadership

  • Tax reform: Six months in, what should businesses do now?
    The Tax Cuts and Jobs Act (TCJA) was enacted only a little over six months ago. Join our webinar as we discuss what you should do now to ensure your business maximizes all of the benefits tax reform has to offer.
    Kurt Piwko Stephen Eckert Dana Hullinger Jason Parish
    Webinar Tuesday, June 19, 10-11 a.m. EDT 60 min watch
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  • CECL guidebook part 2: Loss rate calculations of the allowance for loan and lease losses
    Wondering how to move forward with the process of adopting CECL? We believe the next step is putting pen to paper and working with the mechanics of a CECL calculation to fully grasp the data needs of the available approaches.
    Ryan Abdoo Robert Bondy
    Whitepaper June 14, 2018 15 min read
    Photo of five people sitting around a meeting table in discussion.
  • How to prepare yourself for likely cyberattacks
    After the United States’ decision to withdraw from the Iran nuclear deal, many are concerned about retaliation in the form of cyberattacks. How can you and your organization prepare? Read more at Crain’s Detroit Business.
    Raj Patel
    Article May 15, 2018 3 min read
    Cityscape
  • CECL: Select what's best for your institution
    With the new CECL accounting standard approaching, institutions are re-evaluating their methodologies. The more complex choice isn’t always better. Are you selecting the right methodology for your institution?
    Ryan Abdoo
    Article May 14, 2018 1 min read
    Image of presenter at the front of the room with backs of heads in the image.

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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.