Strategic Advisory Services

 

The Strategic Advisory Services (SAS) team in Wipfli’s FIP is one of the country’s leading authorities on strategic planning and related strategy consulting for financial institutions and related trade associations. The SAS team is nationally renowned and highly regarded by the regulatory agencies and by state, regional, and national trade associations. The team consists of former financial institution executives with extensive regional and community banking leadership experience.

With a deep understanding of the issues you face, our SAS team provides customized, innovative, and strategic solutions to clients, including the following:
 
  • Strategic Planning and Facilitation at Board and Executive Team Levels
  • Human Resource Management Consulting
  • Merger and Acquisition Services
  • Succession and Talent Assessment
  • Capital Planning
  • Efficiency Studies
  • Branch Analytics
  • Board Governance
  • Profit Improvement
Board Governance Services
Board Governance Services
Get started today on better, stronger governance. Highly customized, organization-specific board governance consulting services can help ensure that your financial institution has better, stronger governance in place.
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Capital Planning Services
Capital Planning Services
Create a comprehensive capital planning framework that helps balance growth, risk profile, and capital levels.
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Strategic Planning Services
Strategic Planning Services
Propel your financial institution toward higher performance with a unique, customized strategic planning process and an end-product plan document that aligns strategy with shareholder and board expectations. 
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Human Resources
Human Resources

Wipfli provides HR consulting for financial institutions, including banks and credit unions. Contact us today to develop your human resource strategies.

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Merger and Acquisition Advisory Services
Merger and Acquisition Advisory Services

Wipfli provides mergers and acquisitions (M&A) advisory services for financial institutions. Our experienced advisors guide you through every step of the process.

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Featured Expertise


Terry Saber

Terry Saber has more than 25 years of experience in the areas of strategic planning, human capital, executive compensation, and executive coaching with financial institutions, state financial institution associations, and nonprofit organizations.

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“Excellent . . . plan is awesome; it is what we need to stay focused. Thank you!”

- $93MM Community Bank in Midwest

“The management team needed to hear the information and see the big picture . . . We made a plan that is attainable, achievable, and feels like ‘us.’  Thank you!”

- $535MM Community Bank in Midwest

“Leadership was excellent and enthusiastic . . . excellent assessment, great job consulting . . . best facilitator to date.”

- $3.3B Bank in Southeast

“Many thanks for your extraordinary efforts with our planning session. You have outstanding instincts, and we accomplished so much more as you were willing to take the ‘risk’ to venture off the agenda. The place is buzzing again!”

- Chairman and CEO, $7B Bank in Northeast