Cory has provided financial institution clients with audit, risk management, and regulatory compliance consulting services since 2004. He manages the development and execution of internal audit programs within community banks, credit unions, and trust companies.
Cory’s areas of expertise include managing operational internal audits across all departments of the institution, developing internal audit risk assessments, reviewing bank trust departments and stand-alone trust companies for compliance with 12 CFR 9, reviewing retirement plan services operations for compliance with the Employee Retirement Income Security Act (ERISA) requirements, and Sarbanes-Oxley (404b) and Federal Deposit Insurance Corporation Improvement Act (FDICIA) implementation and testing for operational effectiveness for covered institutions.
Prior to joining Moss Adams, Cory worked for a national audit, tax, and consulting firm, managing and conducting internal audits, consulting engagements, and regulatory compliance reviews.
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.