Recent Insights
Webinar Recording
June 7, 2023
Discover the essential knowledge for New Markets Tax Credit (NMTC) allocation applications, compliance, and reporting requirements.
Newsletter
May 24, 2023
Our Regulatory Compliance Digest features a summary of the latest on the FDIC’s Consumer Compliance Supervisory Highlights, OCC Overdraft Protection Programs and CFPB updates.
Article
May 24, 2023
Discover how the IRS's recent announcement affects employers utilizing Professional Employer Organizations (PEOs) and their ability to receive refundable Employee Retention Credits (ERCs).
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Discover how financial institutions can manage data to generate revenue, improve business performance, and elevate processes for digital transformation.
Article
May 22, 2023
Discover how the Microsoft Power Platform automates workflows, analyzes data, and delivers AI solutions for enhanced business performance.
Newsletter
April 26, 2023
Our Regulatory Compliance Digest features a summary of the latest updates from the CFPB, HUD’s Discriminatory Effects Standard, HMDA Data on Mortgage Lending and more.
Article
April 11, 2023
Take proactive steps to safeguard your financial institution's long-term stability by implementing these seven essential risk management activities.
Learn how to prepare for the 2023 SOX compliance reporting season as our experts share lessons learned from the 2022 year-end SOX engagements.
Article
April 3, 2023
Building an actionable risk management program provides security and a clear response to any emerging event. Learn where to begin and how we can help.
Article
March 15, 2023
Identifying the right internal audit firm is a crucial business decision. Here are some key areas to evaluate when choosing the right internal auditor.