Flexible and effective back-office support
Securing the talent that can secure your future isn’t easy.
Rising costs make efficiently managing your human resources more critical than ever. And as generational shifts and workforce shortages persist, finding the right talent at the leadership level has become increasingly challenging.
Let Wipfli help you fill critical talent gaps and create a leaner, more flexible business with insurance outsourcing.
Why Wipfli?
Wipfli can provide the leadership you need to help ensure that your strategy and key areas of your organization are operating effectively.
Our team applies extensive experience and industry-tailored solutions to help your back office succeed. We’re ready to support your organization with insights and experience in accounting, operations, talent and technology so that you can focus on driving growth.
Our outsourcing services for insurance firms include:
Finance and accounting
Wipfli provides outsourced CFO, controller and accounting teams to help you navigate your complex accounting needs. We can also help your existing CFO reach their potential with our coaching services.
C-suite
Wipfli’s experienced C-suite team can help you direct strategy and decision-making at the highest levels of your organization.
Technology
Adopt the latest solutions while managing your risk and securing sensitive data with Wipfli’s outsourced technology support. We help you strengthen your cybersecurity posture, with services including managed cybersecurity and virtual CISO.
Operations
Wipfli’s outsourced operations services can help you unlock new efficiencies, drive productivity and create a high-performing organization.
Technology
In a challenging labor market, an effective talent management strategy is crucial. Wipfli can transform how you attract, hire and retain talent with our outsourced human resources service.
Our team
Greg Foster, CPA
Greg Foster is a partner with over 30 years of practice in public accounting. His experience includes providing insurance, banking, credit union and securities clients with various services including financial statement audits, public and private securities registrations and mergers and acquisitions. As leader of the insurance services group, Greg oversees a variety of services to insurance companies including traditional insurers and reinsurers as well as captives, risk retention groups, reinsurance pools and similar arrangements.
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.
Jeff Olejnik
Jeff Olejnik is responsible for the leadership, growth, and development of Wipfli’s cybersecurity services practice. Jeff helps clients manage risk through effective information security, business continuity planning, and program management. He is a seasoned entrepreneur with proven experience in building successful companies in the IT services industry.
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.
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