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Risk Management

Plante Moran

Are you properly managing risk? Download the ERM guidebook.

Are you properly managing risk? Download the ERM guidebook.

Are you properly managing risk? Download the ERM guidebook.

Risk management is everybody’s business

From internal fraud to cyberattacks, organizations are put at risk every day. It’s how you prepare for and respond to those risks that separates successful organizations from the rest. The key is a holistic approach that includes people, process, and technology and takes your entire organization into account. Risk management is everybody’s business — and we offer a comprehensive suite of services to help you manage it.

With more than 30 years of collaborative risk experience, we’ve seen it all. Whether solving financial puzzles, protecting sensitive data, or locking down internal controls, our professionals provide best-in-class, customized recommendations and set you up for success — despite an ever-evolving risk landscape.


Managing risk

Managing risk: Protecting people and data
16 min read
Are you prepared for the next disruption? An enterprise risk management guidebook
Risk management is critical to every organization, yet many leaders don’t think seriously enough about it until it’s too late. Enterprise risk management helps mitigate risks and, ultimately, realize value. Our guidebook pulls back the curtain to show how.
Doug Farmer
White Paper July 27, 2020 16 min read
Seven-point cybersecurity assessment
Raj Patel
Article March 15, 2021 3 min read
Six-degree hacker assessment: Is your information at risk?
Joe Oleksak
Article January 8, 2021 2 min read

Do your internal controls meet SOX 404 requirements?
Get the checklist to find out.

Risk Management Thought Leadership

  • CMS hospital price transparency: Are you compliant?

    As of July 2021, less than 6% of hospitals were compliant with the CMS hospital price transparency rule. Crackdowns are coming, and fines aren’t the only thing you’ll risk if you fail to comply. Here’s what to know now.

    Katy Dettman Erik Tauschmann
    Article September 8, 2021 3 min read
    Image of a doctor using a laptop computer.
  • Right-size your BSA/AML model risk management

    Many financial institutions have questions about the recent interagency statement on BSA/AML model risk management. We share some key takeaways and steps to help your organization right-size its BSA/AML model risk management practices, originally published in Bank Director magazine.

    Robert Bondy Brad Birkholz James Siegel
    Article July 14, 2021 1 min read
    Younger adult using an ATM machine on the street to withdraw money.
  • Business combinations: Top challenges for midmarket CFOs

    Is a merger or acquisition likely in your future? To ensure a smooth post-close business transition, work with the seller to bring in technical accounting and tax advisors early.

    Paul E. Edwards Felicia Banks Donaldson
    Article July 9, 2021 10 min read
    Closeup view of a manufacturing assembly line.
  • No Surprises Act: Ensure compliance at your healthcare organization

    Congress has passed the No Surprises Act, which becomes effective on Jan. 1, 2022. Here’s what the bill will mean for you and how to keep your organization compliant.

    Katy Dettman Erik Tauschmann
    Article June 24, 2021 2 min read
    Doctor in an ER room monitoring a piece of equipment.

Our clients say

I have worked with Plante Moran at Leaders Bank for five years. They provide several services to us, including internal, IT and compliance audits. In the past, another firm did our external audit but we have since moved all our tax and audit business to Plante Moran because they educate our team on how to do things better and they share best practices from the industry. They serve as a true partner to us. “We have open and honest communication throughout the year with our Plante Moran team. They are always responsive to our needs and their banking expertise and experience includes banks of all sizes so they know the types of issues a smaller bank might encounter. I would recommend Plante Moran because they are banking industry experts and they provide open communication to us throughout the year. Simply put…they talk to us.

William Gleason President, Leaders Bank

People looking over financial documents
1 min read
Organization saves $200,000 and reduces risk with outsourced accounting
A thorough evaluation and revamped accounting process helps organization avoid crisis, save money, and reduce risk.
Rebecca Kelley
Case Study May 1, 2019 1 min read
Image of people meeting
1 min read
Internal audit and data analytics overhaul
Food manufacturer strengthens internal controls and improves data-driven decisions with trade promotion management.
Chris Moshier
Case Study May 31, 2017 1 min read

Holistic services tailored to you

When it comes to risk management, there isn’t just one solution. Risk touches every facet of your organization and can’t be managed from a single point. A collaborative, holistic approach is key — and that’s what sets us apart.

At Plante Moran, we’re structured differently. As a one-firm firm, we don’t have competing office-level profit centers, which provides our team the support and encouragement to build the best team possible for each engagement. What does this mean for you? It means we tailor our services, resources, and experts to fit your needs — your industry, your organizational structure, and your challenges.

According to Doug Farmer, Plante Moran’s risk management practice leader, our approach is key for successful risk management. “We don’t take a one-size-fits-all approach to each client. Our experts apply their specialized knowledge and experience across many disciplines to ensure every risk point is covered.”

How can we help your business?

Contact us or submit an RFP