Create a future-focused credit union
Everything matters to the members who depend on your credit union. But with increasing pressure from new competition, digital disruption, empty branches and talent shortages, it’s getting harder to continue to be the heart of your community.
You operate in a changing financial and technological landscape. Wipfli is ready to help you master it with solutions for modernizing your operations and adapting to new member expectations.
Why Wipfli?
Wipfli’s credit union consulting brings extensive industry experience to help you navigate your business challenges with clarity and confidence. Many of our staff are former industry professionals, positioning us to offer unique credit union services with tailored support that understands your operations.
Risk advisory services
Enhance your risk mitigation with Wipfli. Our team applies a risk-based approach and proactive strategies to help you identify how you can improve and enhance your risk management practices. We help you manage risk with services for regulatory compliance, valuations, IT audits, BSA and other critical areas.
Digital services
Wipfli’s digital team can help you adopt the latest credit union technology to connect with members while keeping their data secure. Our team leverages our extensive industry experience and knowledge of best practices to help you develop a strategy that drives digital success.
Assurance services
As stakeholders demand more accountability, you need industry-specific support to help you build trust and maintain compliance. Wipfli can help, with audit, accounting and assurance services for credit unions that deliver insight into your compliance and performance.
Outsourced services
Streamline your back office with Wipfli’s outsourced services. We provide talent and solutions for your accounting, technology, HR and operational challenges, so that you can focus on serving your members.
Organizational performance consulting
Whether you need support for strategic planning, developing your people or improving operations, Wipfli can help. Our organizational performance team provides tailored solutions and proven processes to help you drive results.
Transaction advisory services
Credit unions looking to grow or sell need industry-specific transaction support to achieve a successful outcome. Wipfli provides a broad range of services, including buy-side, sell-side, valuation, tax and investment banking support to meet your strategic and transactional needs.
Our team
Alison J. Herrick, CPA
Alison Herrick is a partner who provides external and internal audit services to credit unions and banks, including evaluating lending programs, auditing compliance, conducting internal control studies and consulting on generally accepted accounting principles. She specializes in developing audit plans and providing credit unions with regulatory compliance audits and internal audit outsourcing and co-sourcing.
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.
Robin Early, MLO
Robin Early is a manager with over 18 years of experience in financial services. She is attuned to the needs of the industry having worked within financial institutions herself in various roles before moving the consulting side. Robin’s experience gives her the ability to share personal experience and valuable lessons learned. Clients appreciate her insight and passion for ensuring user adoption during the digital transformation process.
Katie L. Kennedy, CFE, CUCE
Katie Kennedy is a senior manager with Wipfli’s risk advisory service. Katie’s experience enables her to provide unique consultative services to assist clients in improving compliance management systems and the internal control environment.
