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COVID-19: Adapt faster, emerge stronger. Access our resource center.

COVID-19: Adapt faster, emerge stronger. Access our resource center.

COVID-19: Adapt faster, emerge stronger. Access our resource center.

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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Related Events

Financial Institutions Advisor: Insights for 2020 and Beyond
The financial industry is transforming quickly. Balance risk and deliver strong returns in 2020.

Banks Thought Leadership

  • Credit risk management during the COVID-19 pandemic

    Listen in as our loan review specialists share their experiences helping clients manage their credit risk through the pandemic as part of the Plante Moran Financial Institutions Symposium 2020.

    Steve Schick
    Webinar November 19, 2020 60 min watch
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  • Cybersecurity amid COVID-19: The biggest threats facing financial institutions

    Our cybersecurity experts share their insights on how to identify and minimize cybersecurity threats on Day Three of the Plante Moran Financial Institutions Symposium.

    Joe Oleksak Alex Brown Ben LeClaire
    Webinar November 19, 2020 60 min watch
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  • The basics of cost segregation
    Many owners of income-producing real estate are unaware that they can maximize the tax savings on their investments with an IRS-approved project called a cost segregation study. Are you one of them?
    Jonathan Winterkorn Lawrence Knutson Jeremy Sompels
    Video November 18, 2020 3 min watch
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  • COVID-19: Updates on regulatory compliance, tax, and accounting impacts

    Join day two of the Plante Moran Financial Institutions Symposium 2020 for expert updates on accounting, tax, and regulatory compliance. 

    Brian Franey
    Webinar November 18, 2020 120 min watch
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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

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.”