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Balance risk and deliver strong returns in 2020. Get insights

Balance risk and deliver strong returns in 2020. Get insights

Balance risk and deliver strong returns in 2020. Get insights

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
The financial industry is transforming quickly. Balance risk and deliver strong returns in 2020.

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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