Each industry we serve, including community banking, has their own robust team dedicated to alleviating the challenges they face and mining opportunities for their success. Today, we have offices and clients encompassing the U.S. from coast-to-coast, providing nationalized scope and resources, while meeting each client’s challenges with personalized attention within Montana. We embrace our rich 90-year history and connections formed between our people and their communities — and recognize it’s what has set us apart and remains our key differentiator. Pinion has been named a top accounting firm in the U.S. and operates as an alternative practice structure in accordance with AICPA regulations with KCoe Isom, a certified public accounting (CPA) firm for our audit and assurance services. PROACTIVE IN SERVICE As I work with clients across this industry, I see a single commonality that supports our purpose — to enrich the banking industry with resources, information and insights. As a consulting firm that has a specialized team dedicated to challenges, changing regulations and opportunities for financial institutions, we aim to maximize your ability to thrive as a business, protect your customers and optimize your community relationships. Many of the people on our team bring a unique understanding of banking from first-hand experience. This, combined with accounting and business advisory expertise, allows our team to provide a variety of services to many of the MIB member banks, including: • Financial statement audits • Directors’ exams Pinion has remained steadfast in its core mission for over 90 years: To impact and make a difference in the lives of our people, clients and the world we live in. • Internal audit and compliance exams • Loan reviews • Consulting • Tax consulting and preparation • BSA and ACH exams PURPOSEFUL INSIGHTS TO MOVE BUSINESSES FORWARD Why are we called Pinion? In its simplest definition, a pinion is the part of a machine that is required to make the machine focus in a specific direction. It helps drive things forward. We view our client’s business as a large operating machine, and we are the pinion that helps them drive forward and steer them in the right direction so they can achieve success. Community Banker 13 38697 Partner with us for: • Loan participation purchases and sales* • Bank stock financing • Bank executive and employee financing *We do not reparticipate loans. Craig McCandless Call me at 406.850.3790 Based in Billings, Mont. Serving Montana, Wyoming and Idaho Our Mission Is to Help You Succeed
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