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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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.

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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.

September 3, 2020

Article

Protecting Your Bank in a Time of Uncertainty

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

Article

Can Banks Cash in on the Employee Retention Credit?

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

Article

How to Ensure Proper Accounting for PPP Funding and Loan Forgiveness

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

Article

What You Need to Know About CECL

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

Resources for SBA PPP Lenders

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

Article

Why Financial Institutions Must Care About Elder Financial Exploitation

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

Article

Updated PPP Forgiveness Application: What the New Guidance Means for You

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

Video

The Benefit of the Research & Development Tax Credit

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

Article

PPP Processing Fee, Reporting Guidance, and Potential Clawbacks

We break down the recently released SBA guidance on the reporting process for PPP loans and the collection of processing fees.

May 18, 2020

Article

New PPP Loan Forgiveness Guidance Issued

Many Paycheck Protection Program (PPP) loan borrowers are more than halfway through their eight-week forgiveness period (the “covered period,” beginning on the date of loan disbursement) yet there are still many unanswered questions concerning how a …