As one of the country’s leading authorities in strategic advisory services for financial institutions and related trade associations, Wipfli LLP’s strategic advisors work with numerous financial institutions on all facets of strategic planning and strategy.
Bottom Line: We provide value-added, custom solutions specific to our clients.
We take pride in our creativity and our track record in developing and delivering innovative and strategic solutions to clients, which result in high-performing financial institutions—as defined by both earnings and leadership. We constantly research and explore trends and technical issues to develop innovative approaches not typically considered by other consulting firms.
Our extensive financial institution experience gives us a practical approach that results in customized solutions that can be effectively implemented and tied to bottom-line results, as opposed to theoretical recommendations that inevitably end up being ineffective and ultimately sit on a client’s bookshelf.
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 associate earns certified compliance officer designation General Business - 07/26/11
Wipfli LLP elects seven associates to partner Strategic Advisory - 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
Troubled Debt Restructurings General Business - 05/05/11
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
January Credit Union Newsletter General Business - 01/01/11
January Banking Newsletter General Business - 01/01/11
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
Unfair, Deceptive, or Abusive Acts or Practices (UDAAP) General Business - 11/01/11
A New Era in Compensation General Business - 11/01/11
Social Media: Does It Scare You? - Recorded Webinar General Business - 09/07/11
Strategic Planning: It Has Never Been More Critical! General Business - 09/01/11
Field Exams: How Your Financial Institution Can Benefit General Business - 09/01/11
Troubled Debt Restructuring: More Complications...or a Silver (Tax) Lining? General Business - 07/01/11
Troubled Debt Restructurings General Business - 05/02/11
Deposit Growth Strategies General Business - 05/01/11
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
Is the SBLF Right for Your Community Bank? Strategic Advisory - 01/25/11
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
New Security Cost Basis Reporting General Business - 01/01/11
Covered With Life of Loan Coverage? 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
The Importance of Leadership - Credit Unions 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
The Importance of Leadership - Banks General Business - 10/27/10
Recent Developments in Secondary Market Loan Quality Control General Business - 09/01/10
Troubled Debt Restructuring General Business - 09/01/10
Tax Planning for Acquisition-Related Expenses General Business - 09/01/10
Strategic Planning – The New Era General Business - 09/01/10
Beyond ALLL doubt: Methodology and policy development in uncertain times General Business - 09/01/10
2010 BSA Manual: How it Could Impact the Exam Process General Business - 09/01/10
Qualified High Deductible Health Plans and Health Savings Accounts (HSAs) - The Key to Reining in Health Care Costs - Recorded Past Webinar General Business - 08/21/10
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
Troubled Bank Acquisitions 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
Managing Financial Performance - Recorded Past Webinar for Financial Institutions Strategic Advisory - 06/22/10
Loan Review: The Best Time for Best Practices is Now - Recorded Past Webinar General Business - 06/22/10
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
“We’ve Been Robbed!” Six Risk Management Measures for Protecting Your Most Valuable Assets General Business - 06/02/10
Beyond the Teller Holdup: Protecting Your Most Valuable Assets - A Recorded Webinar for Financial Institutions General Business - 05/19/10
Nonearning Assets: Taking Control General Business - 05/06/10
Six Excuses Organizations Use to Ignore Fraud Risk and Antifraud Measures General Business - 03/01/10
Survive and Thrive: 3 Remedies for Healthier Loan Portfolio Management Strategic Advisory - 12/01/09
Aligning Performance Management and Compensation Systems General Business - 12/01/07
Armed with only three days’ notice and a profound knowledge of Wisconsin subsidiary laws, Wipfli worked to lead a robust due-diligence process in support of the bank’s acquisition, working closely with the bank’s attorneys and investment banker.