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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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2019 Community Bank Advisor

People reviewing documents
2 min read
CECL: Clarity and simplicity are on the horizon for community institutions
The road to adopting the CECL standard continues to narrow as the industry moves closer to adoption, bringing with it simplicity and practicality for community institutions. But political noise provides distraction.
Ryan Abdoo
Article February 1, 2019 2 min read
FDICIA implementation: Is your institution properly prepared?
Sherrie Krowczyk-Mendoza
Article January 31, 2019 5 min read
Tax law changes for banks: Reminders and updates on the TCJA
Brian Howe
Article January 31, 2019 5 min read

CECL guidebook part 2
Loss rate calculations of the allowance for loan and lease losses

How changing regulations affect financial institutions

How changing regulations affect your bank image
17 min read
CECL guidebook part 3: Applying the current condition and reasonable and supportable forecasts
The regulators have consistently indicated that community institutions don’t need complex models to implement CECL. In this guidebook, we walk through how to apply a few of the simpler loss rate methods for CECL.
Ryan Abdoo
White Paper August 8, 2019 17 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
CECL transition: Establishing effective processes/controls
Ryan Abdoo
Webinar May 8 - 9, 2019 1 min read

2019 Community Bank Advisor
Offering expertise on tax law changes, CECL, cybersecurity, FDICIA implementation, and more.

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Banks Thought Leadership

  • 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.
  • CECL guidebook part 3: Applying the current condition and reasonable and supportable forecasts
    The regulators have consistently indicated that community institutions don’t need complex models to implement CECL. In this guidebook, we walk through how to apply a few of the simpler loss rate methods for CECL.
    Ryan Abdoo Brian Franey
    White Paper August 8, 2019 17 min read
    Business meeting in conference room
  • Banks Perspectives
    Welcome to Bank Perspectives, your hub for insights on everything from the CECL standard and changing regulations to data security and enterprise risk governance. Subscribe now.
    Robert Bondy Chris Ritter Kristine Toy
    Newsletter July 18, 2019 4 min read
    People exited building in motion

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