Banks

Experience

Our bank practice serves a wide-range of financial institutions — from small mutual savings banks to large publicly held, multi-state regional and national commercial banks. At Wolf & Company, we have 100+ years of experience serving financial institutions, so you can rest-assured that you are working with top-tier advisors who know your industry. We develop effective service strategies based on our research of new accounting pronouncements, industry trends, regulatory requirements, and taxation issues — giving you guidance to anticipate challenges, excel in a competitive environment, and exceed stakeholder expectations.

Our team of seasoned auditors and consultants have experience in all stages of banking growth, including de novo, initial public offerings, and mergers and acquisitions. We work with you to optimize your bank’s risk management procedures, increase profitability, and encourage value creation to give your bank the competitive edge it needs to succeed.

 

Clients We Serve

Insights

Environmental Sustainability in Banking: A Roadmap for Financial Institutions

Is your financial institution ready to navigate evolving sustainability regulations and build a strategy for...

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Case Studies

Driving Sustainability Forward: How BayCoast Bank Used Carbon Accounting to Strengthen Environmental Responsibility

See how BayCoast Bank used carbon accounting to turn climate goals into measurable action -...

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Case Studies

Partnering With Wolf for a Sustainable Future: BayCoast Bank’s Climate Materiality & Gap Assessment

Discover the steps BayCoast Bank took to build a future-focused sustainability strategy.

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Insights

How Financial Institutions Use Data to Understand Their Customers & Drive Growth

Learn how financial institutions partner with Wolf Data Solutions to better understand customer behaviors, drive...

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Insights

OFAC Compliance: The Critical Role of Model Validation in Sanctions Screening

How can you validate that your financial institution’s OFAC screening models are up to regulatory...

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Blog

A Practical Junk Fee Review

Junk fees can be ambiguous, but have you considered them from a lending perspective? Here...

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Blog

A Chief Risk Officer’s View Across the Risk Pillars

The 2023 California Bankers Association Bank Summit offered insights into the various risk factors facing...

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Blog

Highlights of the FDIC Supervisory Report of First Republic Bank

The FDIC’s Supervisory Report of First Republic Bank serves as guidance for effective interest rate...

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Case Studies

Border Bank: A Better Path to Risk Management

Challenge Border Bank is a progressive financial institution that has grown significantly through successful mergers...

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Alerts

NJ Governor Signs Landmark Tax Legislation Affecting Corporation Business Tax

The New Jersey Governor signed a bill with key changes to Corporation Business Tax –...

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White Paper

Beyond the Data Fields: Preparing for Small Business Lending Collection and Reporting Implementation

The CFPB final rule on Section 1071 reporting is here. Make sure that your organization...

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Events

FMS Philadelphia Chapter: East Coast Regional

Wolf will be speaking at the FMS Philly East Coast Regional Conference.

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Events

American Bankers Association: Risk and Compliance Conference

Wolf will be speaking at the ABA Risk and Compliance Conference.

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Events

Wisconsin Bankers Association: CFO Conference

Wolf will be speaking at the Wisconsin Bankers CFO Conference.

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Alerts

2017 Tax Cuts & Jobs Act – Impacts on Banks

On December 22, 2017, President Trump signed the tax reform bill, commonly known as the...

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Alerts

FDIC InTREx Program – What to Expect

As of July 1, 2016 all institutions supervised by the Federal Deposit Insurance Corporation (FDIC)...

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