Treliant

Compliance and Strategic Advisors to the Financial Services Industry

Treliant Risk Advisors is a multi-disciplinary compliance and strategic advisory firm specializing in the financial services industry. Formed by industry notables Andrew L. Sandler and Jeremiah S. Buckley, and co-chaired by former Federal Reserve Board Governor Mark W. Olson, and former Deputy Comptroller of the Currency Jo Ann Barefoot, Treliant was created to address the many regulatory, strategic, and operational issues that confront financial services companies today.

Treliant clients receive best-in-class solutions from an exemplary team of industry executives and compliance and strategic advisors who have held leadership positions in Fortune 100 companies, financial institutions, and regulatory agencies.

Our professionals are particularly adept in risk management, including crisis management and regulatory compliance; fair lending; corporate governance; business strategy; acquisition strategy; due diligence; portfolio evaluation; and financial analysis. We serve businesses located throughout the United States.

Examination and Enforcement Regulatory Compliance Business Strategy Corporate Development

Breakthrough Compliance Strategic Planning for Dodd-Frank Announcement: Updated Dodd-Frank Dashboard now available including new rulemaking. Click here to request a copy. See below for upcoming Dodd-Frank Telephone Briefing

More Treliant News:

Please join:

Mark W. Olson, Co-Chair, Treliant Risk Advisors
Susanna K. Tisa, Managing Director, Treliant Risk Advisors
Kathlyn L. Farrell, Managing Director, Treliant Risk Advisors

For American Bankers Association’s Telephone Briefing as they address:

Planning Your Strategic Response to Dodd-Frank: An Update
Wednesday, March 7, 2012 ▪ 2:00 – 3:30 p.m. (ET)

Dodd-Frank is a massive piece of legislation that will continue to impact the industry for years to come. It will change the business for banks large and small. Your challenge is to identify those parts of the legislation that will significantly impact your bank and shape your strategic response to minimize the impact of new threats and identify new opportunities.

This ninety–minute, live telephone briefing will provide a targeted update of the areas community bank executives need to focus on after the flurry of new rules and proposals issued just before yearend 2011. A panel of industry experts will provide key executives involved in setting the bank’s strategic objectives with insight into which provisions are likely to have an impact on their business in the near future and ideas they should begin to consider as they plan how to respond. Participants will receive the Treliant Dodd-Frank Strategic Planning Dashboard which highlights at-a-glance those areas likely to impact their bank.

More Information

Announcement:

Treliant has expanded its regulatory compliance practice to serve:

• Hedge Funds
• Private Equity Funds
• Investment Advisors
• Asset Managers, and
• Broker-Dealers

For more information, please contact Waldo Abbot, General Manager, in our New York Office or Contact Us.

Treliant Risk Advisors
New York Office
1133 Avenue of the Americas
Suite 3100
New York, NY 10036
Phone: 646.315.9430

Washington, DC Office 202.249.7950

New York City Office 646.315.9430

Los Angeles Office 310.752.5620