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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39th Annual Eide Bailly Bankers Seminar

Save the date for our 2019 Bankers Seminars and join us to gain industry insights and valuable information in a city near you. To register, click on the date of the bankers seminar you would like to attend.

FARGO | Thursday, October 24

MANKATO | Thursday, November 7

SIOUX FALLS | Tuesday, November 12

DES MOINES | Thursday, November 14

10th Annual Eide Bailly/VTD Bank Forum

Save the date for our 2019 Bank Forum and join us to gain industry insights and valuable information. To register, click on the date below.

ONTARIO, CA | Monday, October 28

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.

October 9, 2019

Article

Change May Be on the Horizon for Estate and Gift Tax Exemptions

While we may not know the future outcome of the exemption, we do know its current status. If you are considering using the higher exemption available today, talk to your business advisor to be sure you understand the tax and cash flow consequences …

September 18, 2019

Article

Libra Cryptocurrency Puts Facebook at the Global Economy’s Roundtable

Facebook has entered the cryptocurrency arena with Libra, and reactions have been mixed. This has the potential to affect many areas of both global and local financial systems.

September 9, 2019

Article

Tax Reform: Trust and Estate Key Rate Changes

The impact of tax reform is far reaching. Not only do businesses and individuals need to consider how the new legislation impacts their situation, but reviewing how the Tax Cuts and Jobs Act affects trusts and estates is also important because …

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