Consulting Services


The foundation for continued success begins with solid planning now.

The foundation for continued success begins with solid planning now.

Fraud, risk assessment, when and if to merge or acquire another bank--these are all factors where today's decisions can have unforeseen effects on your bank's future. Determining the best course of action can seem like a daunting task. Trusted guidance in these situations can help you see the opportunities and the obstacles, and how to navigate through them.


We have in-depth expertise in the areas that matter most to your institution. We strive to keep you informed on industry trends and offer the kind of guidance that will give you confidence in your decisions. Our professionals work to understand your goals so we can deliver tailored services that fit your unique needs.

Latest Insights

January 22, 2021
Phishing scams continue to be a common cyberattack, and they also continue to evolve and become more sophisticated. We breakdown how a successful one can impact your organization and what you can do to help prevent them.
January 20, 2021
Recorded Webinar
New Paycheck Protection Program (“PPP”) legislation is enacted. This legislation introduces material changes to the PPP for existing borrowers, including new forgiveness parameters, as well as additional funding for existing and first-time …
January 12, 2021
Many organizations negotiated lease concessions during the pandemic, and the Financial Accounting Standards Board (FASB) now has guidance related to the proper treatment of these concessions.
January 11, 2021
On December 27, 2020, President Trump signed the Consolidated Appropriations Act of 2021 (CAA) into law. Aspects of this act may provide some additional opportunities to banks and bankers.
January 8, 2021
The second draw PPP loans are here. Here’s what you’ll need to consider for compliance and loan forgiveness.
December 29, 2020
The COVID relief legislation, signed into law on December 27, 2020, includes an extension and enhancements to the Employee Retention Credit (ERC) along with technical corrections.

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.


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