Lisa M. Thouin

“Be grateful and slow down.” These are words that Lisa Thouin lives by. As a Managing Director with Mercadien’s Financial Institutions Services Group, Lisa provides outsourced internal audit, risk assessment and consulting services to commercial and community banks as well as credit unions. This requires her to oversee a lot of moving parts, which she handles with ease. She thrives on working in a fast-paced environment and is devoted to guiding her clients through regulatory obstacles.

Lisa works closely with her clients to help them overcome these obstacles by developing and implementing proper policies, procedures and internal controls, allowing them to achieve efficiency while staying compliant with federal and state regulations. Additionally, Lisa aids her clients in mitigating risk through the design and execution of a comprehensive risk management plan, which she customizes for each client based on their risk profile.

Over the years, Lisa provided audit, compliance and tax services to many industries, including nonprofit, retail, medical and construction. Her extensive background in these industries is a useful asset to her clients today. Giving her the ability to look at things from their customer’s point of view, Lisa offers her clients well-rounded expertise that truly helps them to ‘Know Your Customer’ – one of the most important processes in the banking world.

A frequent presenter and author on a variety of topics, Lisa is always willing to share best practices and valuable advice while educating members of the banking community. She stays up to date on industry trends to ensure her audience always has relevant and useful information at their fingertips.