Proactive solutions for managing your risk
Insurers face an ever-evolving regulatory landscape that increasingly requires more resources to manage effectively. And new technology is introducing new risks and compliance concerns, as organizations need to protect sensitive data against more sophisticated and frequent cyberattacks.
Let Wipfli help you develop a risk strategy that keeps your organization compliant and safe while still driving productivity and profitability.
Why Wipfli?
Wipfli’s insurance regulatory compliance services can support your in-house operations in navigating complex regulations with guidance on best practices for governance, compliance and risk models.
We take a risk-based approach to compliance, with integrated services designed to align your people, processes and technology. And our team is industry-experienced, so we understand the latest information and best practices specific to your business.
We’re ready to deliver strategic advice, practical road maps and specific compliance execution.
How we help you
ORSAWhether your company needs to develop or evaluate your enterprise risk management plan, Wipfli can help. Our team provides support for improving and developing plans to maintain a sound risk structure and ORSA compliance. |
HITRUSTGet experienced support for your needs at each stage of the HITRUST assessment. Wipfli is one of the longest-tenured HITRUST Assessor firms. We understand the complexities you face during assessments, and we’re ready to help you prepare by determining an accurate scope, identifying controls and developing targeted solutions for any gaps. |
ISO 27001Wipfli applies our extensive experience in ISO 27001 audits to support your certification success. Our team conducts audits in the same manner as certifiers so that you’re better prepared to provide policies, procedures and supporting evidence. |
Internal auditsWipfli’s audit team brings an advisory mindset and insurance industry experience to help you identify risks and develop a tailored internal audit plan. We scale our services to your needs, whether you want a hands-off solution or support for your existing internal audit team. And we provide actionable guidance for remediation to help you better determine the solutions and approaches that can meet your company’s needs. |
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.
Karen Johnston, CCSFP, CIA, CISA, CCSFP-CHQP
Karen has more than 15 years of experience in public accounting and private industry. She applies her experience in risk advisory services and assists her clients in protecting and tailoring their business environment to mitigate risk, identify trends, increase efficiencies, and gain a competitive advantage.
Angela Haasch, CCSFP
Angela Haasch is a versatile management consulting professional with over 10 years of experience helping organizations with risk advisory services, project management, process improvement, and technology initiatives.
Cayci Branum, CIA, CRCM
Cayci Branum is a senior manager with over 13 years of experience in providing accounting, assurance and consulting services for a wide variety of financial institutions. She has specialized in the external and internal audits of financial institutions and insurance companies and has extensive experience in administering and performing Sarbanes-Oxley Section 404 compliance for accelerated filers and smaller reporting companies, as well as Federal Deposit Insurance Corporation Improvement Act (FDICIA) compliance, operational and financial internal audits, and mergers and acquisitions accounting. Over the past several years, Cayci has become deeply entrenched in the firm’s risk advisory practice to gain experience with regulatory compliance including loans, deposits and Bank Secrecy Act (BSA) for our financial institution clients. Clients appreciate her willingness to listen and active interest in improving their control environment and maintaining a strong regulatory compliance program.
Client success story
Discover how we helped one insurer go beyond a SOC audit to limit manual controls while staying secure.
