Risk Advisory Services

Mitigate risk and gain a competitive advantage

Risk management is a crucial component of your financial institution’s success. You face increasingly complex issues, and it’s imperative to have the systems, processes, and procedures in place to minimize your risk exposure. Wipfli’s experienced Risk Advisory Services team can assist you in cultivating a culture of risk awareness while building a sustainable, solid foundation of effective and efficient internal controls. We begin by providing an independent evaluation of how your current systems are working, as well as provide insight into the industry’s best practices, helping you to create a process and culture tailored to your specific needs.
 
Asset and Liability Management Services
Asset and Liability Management Services

Our asset liability management services are led by former financial institution executives with extensive experience to guide your organization towards success.

View More
Compliance Services
Compliance Services

Wipfli's consultants bring real-world experience in regulatory compliance for financial institutions to deliver the expertise you need.

View More
 
Information Technology Security Services
Information Technology Security Services

Our banking information security services provide testing and process evaluations by certified and experienced professionals who understand financial institutions.

View More
Internal Audit Services
Internal Audit Services

Wipfli's financial institution internal audit services brings industry best practices, while keeping your staff focused on core competencies and functions.

View More
 
Loan Review and Loan Portfolio Services
Loan Review and Loan Portfolio Services

With Wipfli, our loan review consulting team can help you proactively develop best practices and risk management strategies.

View More
Trust and Fiduciary Services
Trust and Fiduciary Services

Trust and fiduciary risk management is just one of the services we provide at Wipfli. Learn more about how we can help you plan to manage those risks.

View More
 
 
Featured Expertise


Sara J. Mikuta, CPA, CGMA, CIA, CRMA

Sara Mikuta leads Wipfli’s financial institutions practice risk advisory services team, which is responsible for the development and delivery of internal audit services, regulatory compliance examinations and services, loan portfolio services, information technology services, and fiduciary and trust services. She brings more than 30 years of experience, focusing solely on financial institutions. This depth of knowledge and experience provides our clients with the tools necessary to be successful in their endeavors as they address existing and emerging issues facing the industry.

Featured Success Story


Brimfield Bank


An Illinois bank requests expertise in developing best practices to meet evolving regulatory requirements and mitigate its risk.



Read and view pertinent Financial Institution-related insights

View upcoming Financial Institution-related events

State Bank of Speer
Lynne Knobloch, Cashier

“Our exam with the FDIC was originally scheduled for three weeks but was completed in less than half the time. We had a very good exam with no significant or repeat violations. I am very pleased with our staff and how everyone worked together with Wipfli on this. Thank you, Wipfli, for the two days you spent here at the bank, the numerous e-mails and phone calls you answered, and all the time you spent helping us with policies, procedures, and the CIDR. All were instrumental in preparing us for this exam. These favorable results can be largely attributed to your diligence. Thank you for all your assistance.”