Create a future-ready educational institution
Securing your institution’s future means finding new ways to navigate the changing educational landscape.
With an impending enrollment cliff and increased competition from other employers in your community, retaining and attracting both students and staff is a critical priority. And as technology continues to change how we work and learn at a rapid pace, you need a strategy to modernize effectively and securely.
Wipfli’s higher education consulting services can help you strengthen your institution with support that not only understands your unique challenges but also provides comprehensive support for overcoming them.
Why Wipfli?
Wipfli offers a wide range of services, from audit and leadership development to cybersecurity and energy incentive advisory, all delivered by a team that includes former educational institution professionals.
We understand your challenges, and we know that your mission is rooted in your students and community. We’re ready to bring that same level of commitment to our work with you, providing personalized attention and tailored support.
Assurance services
Go beyond compliance with Wipfli’s audit and assurance services. Our team applies our extensive education sector experience to help you meet your financial statement and Uniform Guidance audit needs and identify opportunities to improve your institution.
Digital services
From navigating increased cybersecurity regulations to adopting AI and other innovations, Wipfli’s higher education technology consulting services can help you create a digital strategy that moves your institution forward while keeping sensitive data secure.
Tax services
Wipfli’s experienced tax team can help you address your tax challenges and maximize opportunities. If you’re working on new facilities, our team of architects, engineers and tax professionals can help you realize the full value of your energy credits.
Outsourced services
Get support for managing your finances, talent and technology so that you can focus on creating a better student experience. Wipfli’s outsourced services give you access to experienced talent and effective strategy at the level your institution needs.
Organizational performance consulting
Create and realize an effective vision for your institution with Wipfli’s organizational performance services. We help you gain a holistic view of your institution, guiding you in higher education strategic planning and best practices for your people, processes and technology challenges.
Risk advisory services
Wipfli can help you identify and mitigate risks and potential fraud at your institution. Our multidisciplinary team brings integrated perspectives and strategies to help you manage internal control and compliance needs across your institution.
Our team
Sean Grennan, MS
Sean Grennan is a manager in Wipfli’s CIO Advisory practice. He has more than 20 years of IT experience, demonstrating leadership through team building, restructuring, and continually making the leap to new and emerging technology. He prides himself on increasing IT effectiveness when it benefits revenue and decreasing overall spending through removing obstacles caused by outdated infrastructure.
Josh Evans
Dr. Josh Evans is the NGE executive lead for Denver and manages growth for Wipfli’s nonprofit, government and education sectors. He has more than 20 years of experience working across government, nonprofit and education organizations in numerous leadership positions. Josh has his doctorate from Vanderbilt University and brings knowledge and passion in his service of Wipfli clients.
Theron Kelso, PMP
Theron Kelso is a manager with over 25 years of experience in serving a variety of industries including aerospace, public safety and nonprofits. He is a digital transformation leader, recognizing the power of technology to advance each organization’s goals and executing on technology roadmaps that rally organizations to deliver results. Theron gains a clear vision of business and technology strategy through exploration and high-touch engagement with clients.
Marcie Bomberg-Montoya, OCI, OEI
Marcie Bomberg-Montoya brings over 25 years of experience in executive leadership roles in both financial institutions and private enterprise to her engagements. She has developed a high level of proficiency, leading a myriad of complex enterprise-wide endeavors such as mergers and acquisitions, strategic analysis and plan implementation, growth and transformation strategies, as well as innovative product and service development.
Ryan Peasley
Ryan Peasley is an experienced consultant, advocate , and technology enabler. He has over 15 years of experience working with and planning for technology in regulated industries, helping organizations manage, implement and utilize technology to engage constituents, and customers and achieve organizational goals.
Tony Smith, CPC, PI, EQ-I
Tony Smith is a certified executive coach, team facilitator and expert in the Predictive Index assessment toolkit, using skills honed through his role as a leader in the telecommunications, advertising and consulting markets over the past 30 years. At Wipfli, Tony works closely with CEOs and senior leaders as a personal leadership coach. He also helps organizations develop high-functioning teams and build cultures that value leadership as the primary transformer of business results.
Sara McKenna, CPA
Sara McKenna is a senior manager with Wipfli’s nonprofit and government practice. She has more than 10 years of experience providing audit services to governmental entities in various areas including cities, villages, school districts, community colleges, and counties. Sara has also worked in the areas of budgeting, fixed assets, and cost (fee) studies. She shares industry best practices with clients in order to improve both internal and external reporting.
