Grow confidently with CRI’s depth of Financial Institutions expertise.
As a Top 25 accounting and advisory firm, CRI’s industry-specific knowledge provides community banks, credit unions, FinTech, mortgage lenders, and specialty finance organizations with the depth of expertise often found in global firms—with the hands-on client-centric approach typically associated with local providers. CRI’s Financial Institutions team strives to meet the highest standards set by the profession while also providing for a befitting level of autonomy at the local level, all the while helping your organization manage risk, adhere to regulatory compliance measures, and propel growth forward. Maintaining the skill set necessary for working in the financial institutions field is crucial. Our highly credentialed team of professionals participates in ongoing skill assessments and internal and external training relevant to their current and expected roles. The result is quality service delivery from partners who are accountable, agile, and responsive.
Spring Cleaning Now Improves Business Performance All Year
As the spring season arrives, it presents an ideal opportunity for small business owners to prepare for filing their tax returns and adopt a proactive approach towards year-round business accounting.LEARN MORE
Learn more about where CRI professionals are speaking and sharing their expertise "Around Town."LEARN MORE
The Importance of Conducting a Valuation of Your Small Business
Whether you plan to pass it on to the next generation or sell it to the highest bidder, a thorough valuation might be in order. Learn about the types of valuations and how they vary.LEARN MORE
2023 GASB Update
Get up to speed on the latest state and local government accounting and financial reporting requirements of the Governmental Accounting Standards Board (GASB) by attending this instructive webinar hosted by CRI!REGISTER NOW
It Figures S3:E7 – The Transaction Timeline: The 5 Stages of Selling Your Business
Tune in as CRI Capital Advisors’ Partners discuss the five stages of selling a business for maximum value. Listeners will learn everything from the discovery of premarket company value to the due diligence and closing processes.LISTEN NOW
25 Years of Client-Service, Respect & Integrity
CRI celebrates 25 years of consistent growth since our formation and development into a Top 25 CPA firm nationally.LEARN MORE
The Global Internal Audit Standards Are Coming: Is Organization Ready?
The Internal Standards for the Professional Practice of Auditing and the IPPF are undergoing a significant transformation; clarity and change are needed in the face of unprecedented challenges.LEARN MORE
CRI & Xero
The Xero accounting platform takes you beyond bookkeeping by making your data accessible anytime, anywhere, on any device, giving you a cloud-based collaboration that provides relevant information for making real-time decisions to propel your business forward.LEARN MORE
GASB & FASB Lease Compliance Tool
Our easy to use, cloud-based software caters to those business professionals looking for a hassle-free and cost-effective lease compliance experience.MORE INFO
Financial Institutions Insights
It Figures Podcast: S4:E18 – Out with TDRs and in with...
Global Internal Audit Standards
It Figures Podcast: S4:E16 – What Talent Really Wants
It Figures Podcast: S4:E15 – Current Trends in Mergers and Acquisitions
Liquidity Risk for Community Banks
Introduction to the Global Internal Audit Standards
Liquidity Risk for Community Banks – Focusing on Fundamentals
It Figures Podcast: S4:E12 – Credit Risk Management in a Potential...
It Figures Podcast: S4:E9 – FDICIA Transition for Community Banks
It Figures Podcast: S4:E7 – Cost Segregation and Other Engineered Tax...
It Figures Podcast: S4:E4 – The Art and Science of a...
It Figures Podcast: S4:E1 – Adding Value To Your Internal Audit
Financial Institutions Year-End Accounting & Auditing Update
It Figures Podcast: S3:E12 – Lease Accounting is for EVERYONE
CRI CECL Validation Services
It’s Too Early for CECL Fatigue
Crypto Quick Reference Guide
CECL: It’s Not Just About Financial Institutions
Cryptocurrency: What’s a Community Bank to do?￼
Cryptocurrency Fundamentals for Financial Institutions
What is Section 1071, and Why is it Important for Your...
ICBA Live 2022 Conference Recap
Conference Recap – AICPA 2021 National Conference on Banks and Savings...
CECL: It’s Getting WARM in Here Webinar
Credit Memorandum Best Practices and “The 5 C’s”
Risky Business: Comparing Risk Levels of MRBs
CECL: It’s Getting WARM in Here
Anti-Money Laundering (AML) and Cannabis Banking: Is Your Financial Institution Ready?
Compliance Management System (CMS) – A Refresher
The Anti-Money Laundering Act of 2020: An Overview
Credit Risk Management in an Unpredictable Environment
Current FDICIA Regulatory Relief – What You Need to Know Now...
CECL: Impact to Date and the Road Ahead
Don’t Sleep on CECL
Anti-Money Laundering (AML) Implications of Human Trafficking
The Evolution of the Bank Secrecy Act
The Continued Importance of Risk Assessment for Financial Institutions
The Bank Secrecy Act/Anti-Money Laundering (BSA/AML) Audit Revisited
Is Your Bank’s Audit Committee Reaching the Summit of their Potential?