Financial Institutions


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

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.

PPP Loan Forgiveness Modeling Tool

Help your borrowers work through their Paycheck Protection Program forgiveness with consistency and confidence with the help of our loan forgiveness modeling tool.

CECL Implementation and Compliance

The Current Expected Credit Loss (CECL) model has had a far-reaching impact on banks. For many, the impact is yet to be seen as delays continue to push the required implementation date back. However, strategic, proactive banks are taking the extra time to develop a game plan to implement CECL correctly in their organization.

Latest Insights

October 9, 2020
The government has released several important updates to the Paycheck Protection Program (PPP) that are generally good news for borrowers.
October 1, 2020
If everyone makes cybersecurity a priority, you can save your business from detrimental cybersecurity incidents that would otherwise cost your organization time, money and possibly your reputation.
September 21, 2020
Like many years, there are a host of tax provisions expiring at the end of the year. Will we get more tax extender legislation? We look at what’s inspiring and the possibility of extensions.
August 22, 2020
Keeping your financial institution safe is critical to your success. The right security measures and procedures can help you prevent cyberattacks, embezzlement and more.
August 19, 2020
Certain banks may be able to take advantage of the Employee Retention Credit. However, qualification is far from cut and dry. Do either of these scenarios fit your institution?
July 24, 2020
In the ever-changing environment of government assistance and regulation, change is the one constant. The Payroll Protection Program (PPP) loans and their forgiveness are no exception.
July 16, 2020
Planning early for CECL will result in better decision making and design of a CECL approach that better serves your financial institution. Here’s how you can get started.
July 8, 2020
Recorded Webinar
The Keeping American Workers Paid and Employed Act, more commonly referred to as the Paycheck Protection Program (PPP) is administered by you – the SBA PPP Lender. The next step to prepare for phase two of the PPP is loan forgiveness for your PPP …
July 3, 2020
Elder financial exploitation is the crime of the 21st century, and financial institutions play a vital role in preventing and responding to it.
June 18, 2020
On June 17, 2020 the government released an updated Paycheck Protection Program (PPP) loan forgiveness application form along with a new simplified application form for certain borrowers.
June 4, 2020
Is your organization working to improve existing products, processes or software? Or are you developing new ones? The research and development (R&D) tax credit has the potential to benefit your organization by providing valuable tax savings.
May 29, 2020
We break down the recently released SBA guidance on the reporting process for PPP loans and the collection of processing fees.


Gary W. Smith
Gary W. Smith
Partner-in-Charge of Financial Institutions
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