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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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.

June 8, 2018

Article

Possibilities Newsletter: Insights for Financial Institutions

This newsletter's topics include: Conversation with Bill Stovall, Bitcoin 101: A Primer on One of the Hottest Cryptocurrencies, Tax Reform: Perspective From A Banker, Tips for CECL Preparation, Regulatory Relief Efforts Highlight Shifting Tide in…

May 29, 2018

Article

Internal Audit or a Forensic Examination: Which Do I Actually Need

A medium–sized organization reached out to one of our offices with a problem.

April 12, 2018

Article

The New 20 Percent Deduction for Pass-Through Businesses

The long expected corporate tax rate reduction was enacted into law as part of the 2017 Tax Cuts and Jobs Act, taking the rate paid by C corporations down to 21 percent.

April 1, 2018

Article

Before You Open That Attachment: Creating a Policy for Avoiding Hackers

Here’s a reason to address social media through acceptable use policies in the workplace.

March 5, 2018

Video

Financial Institutions Cyber Security Risk Assessment

What would you do if your financial institution was under cyber attack? Is your customer data safe? Does your financial institution have a plan? How can you prevent an attack in the first place? Only a comprehensive cyber security plan can help your…

March 1, 2018

Article

Essential Cybersecurity - Best Practices for Financial Institutions (Part 2 of 2)

Banks and other businesses that hold people’s most sensitive personal information are and will always be prime targets for cyber thieves.

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