Partnering withthe best

You’re dedicated to serving your members or customers with innovative, yet accessible technology and financial products. Building long-term relationships that touch all aspects of life and business. As you strive to be the best for your members and customers, our Financial Institutions Group provides the expertise and services to help make it happen.

Serving the financial industry for more than 45 years, we understand the demanding regulations, risks, challenges, and transactional complexity you face. Our Financial Institutions Group serves as your trusted advisor, leveraging their deep technical expertise, extensive training, and industry knowledge for your success. Comprised of 85+ team members, they use their experience working with more than 350 financial organizations to give you valuable insight and effective solutions.

Financial Organizations We Serve

Credit unions

Credit union service organizations

Community banks

Mortgage companies

Payment processing companies


  • Audit & Assurance
  • Internal Audits
  • IT & Cybersecurity Advisory
  • Regulatory Compliance
  • Enterprise Risk Management
  • Lending Portfolio Reviews
  • Tax Services
  • Merger Advisory
  • Business Valuations
  • Fraud & Forensic Investigation Services

How To Prepare For Your Next Employee Benefit Plan Audit

Institutions that once qualified for limited scope audits will be required to choose between a full scope audit or the replacement of limited scope audits, a Section 103(a)(3)(C) audit. The Section 103(a)(3)(C) audit introduces a new set of reporting requirements and required procedures. Watch the on-demand webinar to understand the differences between the two audit types, what to expect on the audit report, and more!

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