Resource Center Case Studies

Case Studies
FISG-Thumb.jpg

End-to End Commercial Lending Process Performance

Planning continued market and business expansion, a regional bank wanted to ensure its commercial loan process was delivering the desired customer

Read More

DSG-thumb.jpg

The Impacts of Family Dynamics on the Transition of...

In a collaborative effort to demonstrate some common roadblocks that both DHG Dealerships and The Rawls Group often sees within family-run dealership

Read More
FISG-Thumb.jpg

Assist Internal Audit Department with Model Risk Man...

A regional bank’s internal audit team wanted to assess the overall effectiveness of its model risk management framework. This included analyzing a sample

Read More
FISG-Thumb.jpg

Contemporary Approach to Strategy Development

Client sought a rigorous, fresh approach to strategic planning. Given the rapidly changing community banking landscape, the client wanted a process that

Read More
FISG_Thumb.jpg

Transition from in-house to outsourced internal audi...

Following decades of using an in-house internal audit model, a multi-billion dollar regional bank’s Director of Internal Audit retired. The client made the

Read More
IT_Advisory.jpg

SAP Implementation

Client had a requirement to source new transactional data to its GL from upstream applications to identify intercompany relationships as part of its Global

Read More
Advisory-and-Consulting_thumb.jpg

Reconciliation Software Implementation

Client needed assistance with unresolved issues with reconciliation software.

Read More
Advisory-and-Consulting_thumb.jpg

Reconciliation Process Centralization

Client wanted to centralize the ownership, reconciliation and maintenance of external accounts across a complex entity structure.

Read More
IT_Advisory.jpg

IT Optimization

Client needed to determine the costs associated with core software applications to identify savings in their IT Department.

Read More
Assurance_thumb.jpg

Internal Audit

Client required assistance within its Internal Audit group to complete the annual internal audit plan.

Read More
1 2
Industry Issues



Services In Focus
Alerts, News
& Publications


Targeted Improvements to Related Party Guidance for ...

On October 31, 2018, the Financial Accounting Standards Board (“FASB”)...
Read More

Revenue Recognition: A Private Company Disclosure Guide
The Financial Accounting Standards Board issued Accounting Standards...
Read More

New IRS Notice Offers Initial Guidance on Business E...

The Tax Cuts and Jobs Act (TCJA) ( Read More

Events



Blog

Have You Heard of...
WCSC-TV’s Live 5
Read More

Warranty Woes in ...

Warranties seem
Read More

Case Studies