Finance-1

Financial Services

Providing banks, savings and loans and credit unions with the resources they need to drive growth, improve profitability and compete in a challenging regulatory environment.

What We Do 

IT Assessments

We erase system errors and complex IT issues that are a barrier to your bank’s tactical strategy so that you can work more efficiently and cost-effectively.

Third-Party Loan Review

When you need assurance that loans are made in accordance with board-approved policies, count on us to thoroughly review loan polices and test compliance.

 

Allowance for Loan and Lease Losses Review

Working with banks to transition to the Current Expected Credit Loss (CECL) model to accurately value your loan/ease portfolios.

Interest Rate Risk Review

We’ll help you meet the requirements of the Joint Policy Statement on Interest Rate Risk (IRR) and other IRR regulatory guidance. 

Compliance Services

Meeting stringent regulatory standards can be challenging. We’ll help you review and manage your compliance and protect you against worst-case scenarios.

Strategic Planning

Working together, we’ll craft a road map for success that includes regulatory matters, IT, marketing and management consulting.

Leadership

Ken-Haffey
Ken Haffey
CPA, CVA, CEPA, CGMA, CFP
Partner

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