Expertise. Trust. Value.
Financial institutions face many challenges today, including regulatory pressure, financial performance, shareholder value, and fierce competition to retain market share and employees.
Wipfli’s financial institutions professionals are dedicated to serving financial institutions. Many of us have worked in financial institutions and understand what it is like to walk in your shoes.
We live it. We breathe it. We get it.
Our goal is to help your organization succeed by providing constant communication, value-driven consultation and education. Some of the complimentary services we provide to financial institutions include networking and educational forums, educational webinars and trainings, timely blogs and podcasts, and relevant articles and whitepapers.
Our professionals are featured speakers at various financial institution trade association meetings around the country and are committed to sharing their knowledge within the industry. Bring the strengths of Wipfli to your financial institution today, and put yourself in a stronger position to meet the challenges of tomorrow.
Benefits of Co-Sourcing Your Internal Audit Plan (Video)
You don’t have to stress about making sure your internal audit plan is completed on time. Together, we work with you to identify risks, update processes and finalize your plan.
CECL: The New World of Credit Losses
FASB’s new Current Expected Credit Loss (CECL) model is the biggest accounting and financial reporting change for financial institutions in over a generation. We are ready to help you make what seems like an “impossible” task a reality.
IT Audit
New technologies continue to change how financial institutions connect and serve information to customers, our IT consulting experts will be with you every step of the way.
Regulatory Compliance Services
Today’s ever-changing regulatory environment makes it difficult for financial institutions to maintain an effective compliance program. Wipfli's professional compliance team can help.
Talent Management Consulting
Build a high performance organization with strategic support from a proven group of talent management experts who are experienced in the financial institution industry.
Our team
Anna Kooi, CPA
Anna Kooi is a partner and leads Wipfli’s financial services practice. She has more than 20 years of experience in serving a variety of public and private clients in the financial services industry. Anna has advised clients ranging from startups to Fortune 50, bringing deep industry knowledge to the clients she services.
