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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
60 minute watch
MBA webinar: How to implement CECL using Excel
Are you prepared to implement CECL? View our on-demand webinar, in partnership with the Michigan Bankers Association (MBA), and learn how to implement CECL using Excel from our experts.
Ryan Abdoo
Webinar 60 minute watch
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

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

  • WBA Secur-I.T. Conference
    We’re pleased to be a Silver Sponsor of this year’s Wisconsin Bankers Association’s (WBA) Secur-I.T. Conference in Wisconsin Dells, Wis.
    Event September 25 - 26, 2018 Upcoming
    Group meeting at desk with computers
  • CBAI Annual Convention & Expo
    We’re excited to be exhibiting and speaking at the Community Bankers Association of Illinois’ (CBAI) Annual Convention & Expo in St. Louis, Mo.
    Ryan Abdoo
    Event September 27 - 29, 2018 Upcoming
    Image of three business people sitting outside looking at tablet computer together.

Financial Services Thought Leadership

  • MBA webinar: How to implement CECL using Excel
    Are you prepared to implement CECL? View our on-demand webinar, in partnership with the Michigan Bankers Association (MBA), and learn how to implement CECL using Excel from our experts.
    Ryan Abdoo Joe Vloedman
    Webinar July 11, 2018 60 minute watch
    Image of businessman sitting at a desk holding a pen to paper, with an open laptop in front of him.
  • Why many companies should terminate defined benefit plans
    The rising stock market and rising interest rates mean that the time may be right for companies to terminate their defined benefits plans. Learn what factors to consider before making a move at Pensions & Investments.
    Joseph Rankin
    Article June 25, 2018 1 min read
    A photo of two businessmen discussing terminating defined benefit plans.
  • 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
    Man at computer
  • 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.

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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.