Audit and Accounting Services can be very similar from firm to firm; the Wipfli difference is in the value you receive from the relationship. We strive to add value to your organization through our committed resourceful partners and associates, who are experienced in the financial institution industry. We use our industry experience to understand the risks your institution faces, and present value added comments and solutions that can be used to enhance your operations and processes.
Visit our Financial Institutions page often for our Tax and Accounting Insights which are designed to educate you on key topics affecting the industry.
Brian Blaha is a certified public accountant who provides the highest-quality service to financial institutions. Since 100% of his clients belong to this industry, Brian is able to clearly focus his energies, professional education, and skill development for the direct benefit of this clientele.
FinCEN Mandatory Filing General Business - 05/08/12
Wipfli and Eide Bailly announce plans to merge General Business - 01/06/12
January Credit Union Newsletter General Business - 01/01/12
January Banking Newsletter General Business - 01/01/12
Wipfli named one of the Top Five Fastest-Growing Firms in the nation General Business - 10/07/11
September Credit Union Newsletter General Business - 09/01/11
September Banking Newsletter General Business - 09/01/11
Wipfli LLP’s Kevin Graff receives CRC designation General Business - 08/01/11
Wipfli LLP elects seven associates to partner Audit and Accounting - 07/20/11
July Credit Union Newsletter General Business - 07/01/11
July Banking Newsletter General Business - 07/01/11
Wipfli associate Erika Brink receives MBA General Business - 06/21/11
Wipfli LLP opens office in Chicago General Business - 05/18/11
May Credit Union Newsletter General Business - 05/01/11
May Community Banking Newsletter General Business - 05/01/11
March Banking Newsletter General Business - 03/01/11
Wipfli manager Kathy Enbom earns Certified Regulatory Compliance Manager certification Audit and Accounting - 01/04/11
January Credit Union Newsletter General Business - 01/01/11
January Banking Newsletter General Business - 01/01/11
Small Business Health Care Credit May Benefit Tax-Exempt Employers General Business - 11/02/10
Illinois-based Lindgren Callihan Van Osdol & Co., Ltd (LCV) joins Wipfli LLP General Business - 10/06/10
September Financial Institutions Newsletter General Business - 09/01/10
BSA/AML/CIP/OFAC Workshop - Rockford, IL - Session full General Business - 05/15/12
BSA/AML/CIP/OFAC Workshop - Moline, IL - Session full General Business - 05/22/12
Culture of Accountability: How Do We Get One? How Do We Drive Performance? - Recorded Webinar General Business - 05/03/12
Transition Planning: Early Preparation Key to Available Options and Value General Business - 05/01/12
Regulation E: Working with Disputes General Business - 05/01/12
Protecting Data: 12 Best Practices to Help Prevent Disaster General Business - 05/01/12
Managing Vendor Relationships General Business - 05/01/12
IRS Audit Protection – The Bad Debt Conformity Election General Business - 05/01/12
Hiring an Executive Coach = Big Results General Business - 05/01/12
Nonaccrual Loans General Business - 05/01/12
Real Estate Valuation: Beyond the Basics - Recorded Webinar General Business - 03/08/12
Seven Credit Union Issues to Address in 2012 General Business - 03/01/12
Top 10 Regulatory Hot Topics General Business - 03/01/12
Seven Community Banking Issues to Address in 2012 General Business - 03/01/12
Sensing a Change and Managing Interest Rate Risk General Business - 03/01/12
RESPA and Obtaining Intent to Proceed General Business - 03/01/12
Incident-Response Missteps and How to Avoid Them for Digital Forensics Success General Business - 03/01/12
Concentrations of Credit: A Topical View According to the OCC General Business - 03/01/12
Bank Buy-Sell Agreements: What is Your Plan? General Business - 03/01/12
Using Group Policies to Secure Your Microsoft Network - Recorded Webinar General Business - 01/11/12
The Business Side of SCRA General Business - 01/01/12
Reporting Requirements for Corporate Stock Redemption General Business - 01/01/12
Other Real Estate Questions and Answers General Business - 01/01/12
Financial Institution Fraud Goes Small in a Big Way General Business - 01/01/12
Due Diligence for Technology Outsourced Solutions General Business - 01/01/12
Don’t Be a Scrooge on Internal Controls General Business - 01/01/12
Culture of Accountability: How do we get one? How do we drive performance? General Business - 01/01/12
Accounting and Tax Update for Credit Unions -Recorded Webinar General Business - 11/17/11
Accounting and Tax Update for Banks -Recorded Webinar General Business - 11/17/11
Social Media: Does It Scare You? - Recorded Webinar General Business - 09/07/11
Accounting Standards for Private Companies General Business - 09/01/11
Field Exams: How Your Financial Institution Can Benefit - Recorded Webinar General Business - 07/20/11
Dodd-Frank July 21 Deadline "To Do" List General Business - 07/14/11
Troubled Debt Restructuring: More Complications...or a Silver (Tax) Lining? General Business - 07/01/11
What Is Your Bank Really Worth? - Recorded Webinar General Business - 03/09/11
Sourcing Strategies: Getting the Most From Your Staffing Budget General Business - 02/01/11
In-sourcing, Co-sourcing, and Outsourcing Strategies to Optimize Your Financial Institution - A Recorded Webinar General Business - 01/12/11
Seven Community Banking Issues to Address in 2011 General Business - 01/10/11
Can Credit Unions Learn From Bank Consent Orders? General Business - 01/01/11
Seven Credit Union Issues to Address in 2011 General Business - 01/01/11
Consent Orders - A Real Learning Opportunity for All Institutions General Business - 01/01/11
Cancellation of Debt and Form 1099-C Reporting Requirements General Business - 01/01/11
Help Your Commercial Customers Help You by Helping Themselves - Recorded Past Webinar General Business - 12/01/10
Secure and Fair Enforcement for Mortgage Licensing Act (SAFE Act) General Business - 10/27/10
Preparing for Your Next Exam General Business - 10/27/10
New Rules for FHA Lenders General Business - 10/27/10
Corporate Governance – Setting the Tone General Business - 10/27/10
Changing Environment = Changing Tax Planning Strategies General Business - 10/27/10
Chief Credit Officer Meeting - Recorded past meeting held on September 13, 2010 General Business - 09/28/10
Recent Developments in Secondary Market Loan Quality Control General Business - 09/01/10
Troubled Debt Restructuring General Business - 09/01/10
Beyond ALLL doubt: Methodology and policy development in uncertain times General Business - 09/01/10
Employee Stock Ownership Plans in Today’s Banking World - Recorded Past Webinar General Business - 08/19/10
The Regulation E Overdraft Deadline Approaches… General Business - 07/01/10
Health Savings Accounts – Not Just for Customers General Business - 07/01/10
Global Cash Flow - Know Your Customer General Business - 07/01/10
Strategies to Improve Your CAMELS Rating - Recorded Past Webinar General Business - 06/24/10
Managing Operating Expense - Recorded Past Webinar for Credit Unions General Business - 06/22/10
Loan Review: The Best Time for Best Practices is Now - Recorded Past Webinar General Business - 06/22/10
Accounting for Transfers of Financial Assets General Business - 06/17/10
Strategic Planning - Survive and Thrive in 2009! - A recorded past webinar Strategic Planning - Survive and Thrive in 2009! - Recorded Past Webinar General Business - 06/15/10
FDIC Failed Bank Acquisitions Recorded Webinar General Business - 06/14/10
“We’ve Been Robbed!” Six Risk Management Measures for Protecting Your Most Valuable Assets General Business - 06/02/10
Nonearning Assets: Taking Control General Business - 05/06/10
With compliance being a major issue within the institution, the bank knew that Wipfli was the right partner for them. "They are always timely and there when we need them," states Alice Hensen, President. "The bank just went through a project to form a bank holding company, and Wipfli was there for us through all the steps. It's the extraordinary things that they do."
"Our Wipfli team has never hesitated to tell it like it is. We get honest answers in a professional manner."