Outsourced guidance to help you transform
Achieving operational excellence starts by looking beyond your organization’s day-to-day needs to find new ways to build success. But gaining an overview of the gaps you face between your current state and future vision requires time, resources and leadership.
Outsourcing your operations provides a flexible, cost-effective way to access the COO and compliance capabilities you need to further your organization.
Whether you’re managing modernization, regulations or new growth, outsourcing effective COO and compliance support can provide the guidance and strategy you need to transform. And Wipfli is ready to help, with an industry-experienced team capable of leading your change.
Why Wipfli?
Wipfli brings our extensive experience in financial services to help you improve processes and compliance as you focus on growing your organization.
We’re ready to navigate your complex business models, enhance your compliance program, identify your obstacles and evaluate your plans to help ensure that your operations can stay efficient. And we maintain a close relationship with your teams, communicating regularly so that we can better fulfill our role as part of your organization.
How we help you
Wipfli’s outsourced compliance support services leverage our real-world experience to deliver the best practices you need to satisfy regulators.
Our team includes former financial institution compliance officers, compliance auditors, regulatory examiners, certified regulatory compliance managers, certified anti-money laundering specialists and certified risk assurance managers. Having worked in the trenches, we understand your environment and provide the hands-on, in-house assistance you need to support a successful compliance management system or Bank Secrecy Act program.
Enlist our support for the interim while you search for key compliance leadership, bring us on as a temporary extension of your existing staff or secure our support long term as part of an alternative staffing plan.
Whatever your organization’s needs, we can help enhance your ongoing compliance journey.
Build a foundation for your continued success with Wipfli’s outsourced operations services.
We’re ready to help your organization:
- Translate strategy into action.
- Implement organizationwide goal setting.
- Manage operations planning.
- Examine critical processes or areas of concern.
- Managed day-to-day needs for initiatives and projects that drive operational excellence.
- Document customer journeys and implement key customer experience projects.
Wipfli’s outsourced chief operating officer services can help guide strategy at the highest level of your organization. Our experienced, knowledgeable team is ready to help you overcome obstacles to growth and:
- Develop your strategic plan and operations strategy.
- Build a stronger culture.
- Establish and implement an organizational vision.
- Analyze efficiency measures and ratios to determine organizational impact.
Our team
Kathy Enbom, CRCM
Kathy Enbom is a leader of the firm’s regulatory compliance and Bank Secrecy Act (BSA) services. She has an extensive background in regulatory compliance, marketing, and leadership that includes significant training in developing, delivering, and implementing instructional programs. Kathy uses this experience to enhance consultative interaction by providing guidance and resources to assist clients in improving their overall compliance management system.
Melissa D. Blaser, CPA, CRCM, CAMS, CFSA, CFIRS
Melissa Blaser leads the regulatory compliance and Bank Secrecy Act practice for the firm. She assists financial institutions in navigating the complex requirements included within consumer federal bank regulations. Melissa has 25 years of experience in regulatory compliance, internal audit, and public accounting for the financial services industry within a Bank environment and within a public accounting/consulting firm.
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.
