Financial Institutions

INSPIRED TO KEEP YOUR FOCUS ON WHAT MATTERS

Take pressure off the day-to-day and gain more time for serving customers.

We see it every day—more regulations. More competition. More technology needs. Financial institutions are continually being asked to do more with the same resources. It’s the new normal for the industry, and it doesn’t seem to be going away anytime soon. Having a trusted advisor by your side can help you relieve that strain and put your attention back where it belongs—on your customers.

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A Simple, Smarter CECL Solution

The Eide Bailly CECL Solution offers an easy-to-implement, robust tool that can scale up with your needs. Utilizing a spreadsheet model that uses the vintage analysis methodology, the Eide Bailly CECL Solution requires minimal data points while still supporting complex loan portfolios with many risk pools. Tackle CECL with a fully customizable tool that your team can learn quickly.

Cybersecurity Risk Assessment

We are pleased to offer this risk assessment to assist your financial institution in measuring inherent risk and cybersecurity maturity. This questionnaire is designed to help your organization understand baseline requirements for mitigating cybersecurity risks and evaluate additional controls as your organization matures in size and complexity.

January 22, 2020

Article

The Community Bank Leverage Ratio: Questions, Answers and Additional Considerations

The Community Bank Leverage Ratio is designed to reduce the burden of reporting risk-based capital ratios by providing a simple measure for capital adequacy. Does your institution qualify?

January 21, 2020

Article

Why In-House IT May Be Too Old-School for Your Financial Institution

Do you remember how much work went into movie night before internet streaming? Well, what if you found out you may be still be living in the past when it came to your IT services?

January 3, 2020

Article

What You Need to Know to Correct Form 1099

It is highly unlikely that you will go through 1099 filing season and not come across one required correction, but correcting forms is easy once you understand the process.

December 23, 2019

Article

Further Consolidated Appropriations Act Update

The federal spending bill has been signed by the president, opening up the potential for many taxpayers to benefit from an amended 2018 tax return. Learn what’s changed.

December 20, 2019

Article

Federal Spending Bill Likely to Bring Much-Needed Tax Benefits

The federal spending bill is set to be signed by the president, and with it comes some legislation that should benefit most taxpayers.

December 12, 2019

Article

Review Withholdings and Plan Before Year-end

Year-end is a good time to review your 2019 income tax withholdings and assess your exposure to estimated tax penalties. Here are a few tips to keep you on track.

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