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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

Conquer challenges and leverage opportunities

The pressure on today’s banks is relentless. Rapidly changing regulations. Complex reporting requirements. Cybersecurity risks. As the decision-maker, it’s challenging to be responsible for such high stakes.

Our team has extensive experience and technical expertise in the banking industry, with both community and regional banks. We tailor our approach and solutions to your distinct needs, even as they change over time. From internal audit, loan review, and trust audit services to regulatory compliance, technology audit, and other risk management services, we’re prepared to help you address any challenge — and leverage every opportunity.

Our 200 professionals also participate in myriad national and state associations for bankers, including the American Bankers Association, the Independent Community Bankers of America, and the Financial Managers Society. We regularly attend and present at all major conferences, such as the Independent Community Bankers of America (ICBA) National Convention, the AICPA National Banking Conference, the AICPA SEC Conference, and the ABA national conferences.

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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.

Related Events

Banks Thought Leadership

  • 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
  • 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
  • Proposed amendments to statistical disclosures provided by banking registrants
    Proposed updates to statistical disclosures from the Securities and Exchange Commission aim to clarify the scope of disclosure requirements, as well as amend current reporting periods and disclosures.
    Kate Krones Ryan Abdoo
    Article November 7, 2019 3 min read
    Close up image of a round building and the american flag on a flag pole
  • The strategic side of cybersecurity governance

    Most financial institutions’ cybersecurity programs are tactical or project-oriented. This piecemeal approach to cybersecurity is inefficient and increasingly risky, given the number of new compliance requirements and privacy and security laws. Do you have a comprehensive strategy? Read more at BankDirector.com.

    Scott Petree
    Article August 26, 2019 2 min read
    A group of staff members discussing cybersecurity governance inside a glass conference room.

Collaborating for your success

We have more than 50 years’ experience serving clients just like you. We apply this deep industry knowledge to every engagement, providing customized solutions to your unique situation — and with one of the lowest turnover rates in the industry, the same team members will collaborate with you for every step of your engagement.

In an industry rife with complexity and change, it’s reassuring to partner with people you can depend on to see your project all the way through. Like our financial services practice leader Brian Pollice often tells clients, “Our staff know this industry and they act as key business advisors for our clients, helping them grow and thrive in a tough regulatory environment.”

Our clients say

Our team met with Plante Moran experts for a one-day training on CECL; the experience was eye-opening. We now see that we can adopt CECL using an Excel-based tool we can develop ourselves. We’re confident about the path ahead and took a big leap toward adoption based on the clarity provided during this training.

Dan Hollowed EVP / Cashier and Chief Financial Officer, Cornerstone National Bank & Trust Company