Elevate Your Business Performance

2025 CBA Annual Conference

Thank you for connecting with us at the California Bankers Association (CBA) 2025 Annual Conference and Directors Forum. We’re here to support your business with solutions to help you keep pace with trends in the banking industry. Our accounting and consulting solutions guide institutions to stay ahead of change—providing industry-specific regional and national resources to solve your institution’s most complex challenges.

The financial institutions team is comprised of over 440 dedicated professionals who provide IT, internal audit, regulatory compliance services, and more. Our professionals can help you confidently navigate the complex financial services and banking landscape through our industry-specific services.

  • Credit Risk Management and Loan Review
  • Due Diligence
  • Regulatory Compliance (deposit and lending)
  • Bank Secrecy Act and Anti-Money Laundering (AML)
  • IT Risk Management
  • FDICIA Compliance
  • SOX 404 Compliance
  • Trust and Fiduciary Service
  • Internal Audit and Operational Audits
  • Model Risk Management and Validation
To learn more about how our team can assist your institution, please visit our Financial Services Advisory page.

Explore Featured Resources

Dive into key topics to help keep your organization moving forward.

Article
2025 Financial Services Outlook
Here are emerging trends to watch in 2025, including artificial intelligence, mortgage interest rates, and fintech developments.
Article
Article
Manage Credit Risk with Confidence
Though increased credit risk for banks seems likely, explore ways to manage the risk without overburdening your resources.
Article
Article
Manage Risk Using Artificial Intelligence
AI’s ability to analyze vast amounts of data in real-time can help identify potential risks and enhance risk management and fraud prevention in banking.
Article

Insights, Elevated

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Connect With Our Professionals

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Derek Criswell
Principal
(916) 503-8115
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Travis Smith
Principal
travis.smith@mossadams.com
(480) 366-8341
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Noory Song
Director
noory.song@mossadams.com
(949) 517-9475
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Trang Sumpter
Director
trang.sumpter@mossadams.com
(503) 478-2261
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Theresa Wright
Principal
theresa.wright@mossadams.com
(503) 478-2283

Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.