Leadership for growth and innovation
Financial services firms need leadership that drives results and mitigates risk.
An increasingly digital world means that both employee expectations and your workplace are constantly evolving. But generational shifts and a shrinking labor market have left many organizations without the guidance they need to adapt.
Maintaining your growth requires leadership capable of promoting an agile culture, all while supporting the development of high-performing teams. It also means having a team that understands the inherent enterprise risks that come from being a financial service provider.
If your leaders aren’t at that level, let Wipfli help them reach it.
Why Wipfli?
Wipfli does more than just upskill your leaders. We create systemic, lasting behavioral changes with programs focused on creating transformational leadership.
We start with your business objectives, providing real-time situations and learning that targets the skills your leadership needs to achieve them. We also equip your leaders with the capabilities needed to enact a culture shift, so that your leaders understand that success isn’t solely based on skill — it’s also about their ability to help others succeed and grow.
With our experienced facilitators and proven solutions, we’re ready to help you improve retention, increase leadership readiness and build a more resilient culture.
How we help you
In today’s demanding and dynamic financial services environment, questions regarding effective governance are relentless. Wipfli can help ensure that you have the right policies, practices and structure in place to achieve solid, proactive governance that also meets regulatory scrutiny.
Our advisors work with your board to:
- Conduct third-party board assessments.
- Evaluate board practices and policies to enhance governance.
- Review committee structure and committee charters to strengthen focus.
- Provide board education to enrich board member understanding.
- Recommend best practices for evaluating CEO performance to ensure accountability.
- Examine board culture to help ensure engagement and garner more valuable contributions.
- Explore board composition and establish succession plans to support success.
- Review and design board compensation to help ensure it is competitive.
- Assist with establishing a sound enterprise risk management structure.
- Develop a 12-month board agenda to retain focus on appropriate strategies and policies.
- Engage the board and senior management in a robust strategic planning process to help ensure alignment and appropriate board involvement.
Wipfli’s Leadership Essentials helps equip your leaders with the skills they need to produce clear performance expectations, reduce turnover, navigate change and spearhead business growth.
We take your leaders on a dynamic, flexible journey that minimizes disruption by integrating into the flow of work and lets them apply training directly to their duties as they learn. We can also align training with your organization’s needs, strategies and culture and show how ROI can be achieved.
Visit our Leadership Essentials page to learn more about how we can help take your people from capable to exceptional.
Take a data-based approach to team development with Wipfli. We apply scientifically validated assessments to gain a deep understanding of your organization’s individual and group dynamics. And we provide customized problem-solving exercises and interactive team building to help further team development.
With Wipfli, your people can increase self-awareness and learn targeted strategies for helping them work together effectively as members of high-performing teams.
Wipfli’s leadership coaching services can help your leaders address specific skill deficits and the key aspects of leading others so that they can grow your people and your organization. We work with a three-step process, helping leaders discover their core values and any obstacles to their success, conquer resistance and assumptions about their leadership and transcend their limitations.
We offer two levels of coaching to meet your needs
- Rise: An accessible, 90-day approach that helps your most critical leaders realize their capacity and reach the next stage in their growth.
- Transform: Our transform approach provides six to 12 months of personalized, one-on-one support to help leaders develop executive presence, EQ and other critical leadership skills.
Help improve hiring and retention with proven tools and a data-based people strategy.
Wipfli can help you apply the following assessments to gain more insight into your people and transforming your talent management:
- Predictive Index: As a certified partner of PI, Wipfli can help you use PI’s assessments and data-driven strategies to change the way you hire and build teams. Discover how we can help you align your business strategy and people strategy so that you can improve engagement and performance.
- Emotional quotient inventory (EQ-i): Wipfli can help you facilitate and evaluate EQ-i assessments so that you can build effective development plans and improve leadership readiness.
- 360-degree evaluations: Wipfli provides 360-evaluation facilitation and support, helping your leaders gain a new perspective on their performance and providing you with insight into how you can increase productivity and engagement.
Our team
Robert H. Zondag, CTP
Robert H. Zondag brings leadership experience as an entrepreneur and executive in financial services. His clients have included financial institutions, technology companies, healthcare organizations and government entities. Robert is passionate about bringing clarity to his clients when they face complex business issues and regulatory matters.
Tom Cox
Tom Cox leads Wipfi's leadership development programs. As a partner with 35 years of experience, clients benefit from Tom’s demonstrated ability to develop leaders and teams, cascading plans and accountability throughout organizations.
Julia A. Johnson
Julia Johnson has more than 20 years of diversified human resources and organizational development experience and has worked closely with presidents and boards of directors on initiatives including but not limited to the development of compensation and performance management systems, organizational structure, role alignment, succession planning, and training and development.
Michelle Joseph, MBA
Michelle Joseph is a manager with over 12 years of experience in providing consultative services to c-suite audiences. She is attuned to the organizational performance and talent management needs of various types of clients, from startup businesses to established companies Clients appreciate her tailored people strategy solutions to help them overcome challenges and meet their goals.
Client Success Story
How we helped one client use their people data to achieve a 95% customer service rating
