Leadership that adds value
Leadership determines the direction of your insurance business.
The right executive can guide your company with the strategy and leadership you need to build a successful future. But finding talent can be challenging in a market where current leadership is retiring, and there’s a shortage of talent and skill to replace them.
Wipfli can help you fill critical leadership gaps in your organization with our C-suite outsourced services for insurance.
Why Wipfli?
Wipfli offers an outsourced C-suite tailored to the insurance industry. We don’t demand that you conform to our systems — we work with yours.
Our executives use their depth of experience, leadership and advisory skills to help you develop strategy and effectively manage your team and operations.
How we help you
Wipfli’s outsourced CFO services can help you direct financial strategy and navigate your complex, industry-specific accounting needs. Our CFO services can support your company by:
- Providing strategic planning and financial analysis.
- Establishing KPIs.
- Evaluating cost drivers and financial stability.
- Consulting on debt structure or refinancing opportunities.
- Developing and overseeing action plans to address budget gaps.
- Analyzing cash flow forecasting.
- Identifying opportunities to improve cash flow and liquidity.
- Maintaining banking relationships.
- Attending board meetings.
Wipfli’s outsourced CHRO services can help you overcome your talent challenges with support for:
- Talent strategy and philosophy.
- Succession planning.
- Career pathing.
- Organizational structure and role alignment.
- Leadership development.
- Executive coaching.
- Talent assessment.
- Employee experience strategy.
- Compensation and benefits strategy.
Help manage your technology risks and opportunities with Wipfli’s outsourced CIO. A Wipfli CIO can help your organization with critical IT functions, including:
- IT budgeting.
- IT strategic planning.
- Infrastructure decisions.
- Digital advancements.
- IT vendor management.
- Digital transformation initiatives.
- IT goal setting.
- IT process design.
- Performance metrics and benchmarks.
Enhance your organizational performance with a Wipfli COO. Our outsourced COO service can help your company with:
- Strategic planning.
- Metrics and benchmarking analysis.
- Organizational vision.
- Organizational goal setting.
- Planning and organizational functioning.
- Organizational culture enhancement.
- Annual operational planning.
- Vendor management and selection.
Your company handles vast amounts of customer data, including personally identifiable information, financial details and health records, making it an attractive target for cybercriminals. Wipfli’s virtual chief information security officer services understand the risks in your industry, and we can help you build a cybersecurity program that mitigates your risk.
Our vCISO services can support your organization by:
- Building a holistic program and strategy to secure your data and add resiliency in the event of malicious activity.
- Establishing strategic road maps that fit both the budget and risk appetite of the organization.
- Maintaining compliance with regularity mandates specific to the industry and the clients’ industries.
- Educating employees to operate with a cyber mindset and implementing security training.
- Establishing board and leadership communication.
- Creating secure architecture for the network and data repositories.
- Helping ensure security incident and breach support.
- Training other staff to fill the security leadership role.
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.
Ken Kulawiak
Ken Kulawiak is a senior manager in Wipfli’s cybersecurity and technology management practice. He specializes in helping organizations mature their information security posture by reducing risks to a strategic level. To meet the rigorous expectations of customers, regulators, and business partners, Ken works with clients to ensure their holistic information security program and risk management practices continue to evolve to ensure confidentiality, integrity, and availability of the organizations data.
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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