We understand banks, both community banks and regional banks. Our team has extensive experience and technical expertise in the banking industry, enabling us to 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 any opportunity.
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 PiwkoStephen EckertDana HullingerJason Parish
WebinarTuesday, June 19, 10-11 a.m. EDT60 min watch
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.
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?
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 HollowedEVP / Cashier and Chief Financial Officer, Cornerstone National Bank & Trust Company
We realize that each client is unique. Although our financial services team serves more than 225 community banks and provides risk management services to more than 150 financial institutions, our approach to each engagement is as distinct as the bank we’re serving. As trends, economic factors, and regulations change, we study the data and bring you practical, effective solutions. And although we have a colleague partnering approach, which enables us to draw from the experience of multiple experts, we provide you with one primary contact who coordinates all services and facilitates rapid responses to your inquiries and service needs.