The mission of our team is to educate, advise, and assist financial institutions in successfully navigating the complex environment they face. In recognition of the unique issues financial institutions face, Wipfli’s specialized Financial Institutions Practice includes certified internal auditors, certified compliance specialists, certified trust auditors, former bankers, former regulators, certified information technology specialists, and licensed certified public accountants with the financial institution expertise and consulting experience to provide quality services, as well as good proactive advice, industry information, and real value.
Our practice includes 18 partners and over 100 associates whose time and professional training are exclusively dedicated to financial institution industry. We provide services to over 600 financial institutions throughout the Midwest and our clients range from small community financial institutions to multi-billion dollar organizations.
Contact us to find out how Wipfli can help shape the future of your financial institution.
800-486-3454
Wipfli Alerts & Updates: President’s Budget–Possible Significant Tax Changes Ahead General Business - 02/14/12
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
2012 Payroll Update General Business - 12/13/11
Wipfli Alerts & Updates: Last-Minute Business Tax Planning Strategies General Business - 12/09/11
Wipfli’s Community Day helps 58 organizations General Business - 11/18/11
Wipfli Alerts & Updates: Wisconsin changes adult child health care insurance benefit General Business - 11/10/11
Wipfli Alerts & Updates: Workers Being Treated as Independent Contractors General Business - 11/09/11
Wipfli Alerts & Updates: Updated Employee Benefit Plan and IRA Quick Reference Table 2011 & 2012 General Business - 11/03/11
Wipfli Alerts & Updates: URGENT—Enhanced Gift Tax Rules May Be Ending Soon General Business - 11/02/11
November Credit Union Newsletter Financial Institutions - 11/01/11
November Banking Newsletter Financial Institutions - 11/01/11
Wipfli named one of the Top Five Fastest-Growing Firms in the nation General Business - 10/07/11
Wipfli Alerts & Updates: The Importance of Updating Beneficiary Designations General Business - 09/28/11
Wipfli formalizes Public Company (SEC) Services Practice General Business - 09/08/11
September Credit Union Newsletter General Business - 09/01/11
September Banking Newsletter General Business - 09/01/11
Wipfli Alerts & Updates: Generous Depreciation Rules May Be Quickly Coming to an End General Business - 08/24/11
Wipfli associate earns CRISC General Business - 08/24/11
Wipfli Alerts & Updates: Hackers Now Targeting More Small Businesses General Business - 08/15/11
Wipfli LLP’s Kevin Graff receives CRC designation General Business - 08/01/11
Wipfli LLP named a Best Place to Work for second consecutive year by the Minneapolis/St. Paul Business Journal General Business - 07/29/11
Two Wipfli compliance specialists earn CRCM designation General Business - 07/27/11
Wipfli associate earns certified compliance officer designation General Business - 07/26/11
Wipfli LLP elects seven associates to partner Financial Institutions - 07/20/11
Star Tribune honors Wipfli LLP as a Top Workplace in Minnesota General Business - 07/07/11
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 launches corporate finance subsidiary General Business - 06/13/11
Wipfli Alerts & Updates: Michigan Legislation- Repeal of MBT and Significant Individual Tax Changes General Business - 05/23/11
Wipfli LLP opens office in Chicago General Business - 05/18/11
GSB Spring Newsletter Features Terry Saber Financial Institutions - 05/06/11
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
Wipfli Alerts & Updates: Now May be the Time to Buy a New SUV for Business General Business - 03/31/11
March Banking Newsletter General Business - 03/01/11
Wipfli Alerts & Updates: HSAs Gain Favorable Wisconsin Income Tax Treatment General Business - 01/28/11
Wipfli Alerts & Updates: New Credit Card Protection Rules – Are You Compliant With the Data Security Standard? General Business - 01/21/11
Wipfli Alerts & Updates: The Payroll Tax Holiday General Business - 01/07/11
Wipfli Alerts & Updates: U.S. Treasury’s Electronic Federal Tax Payment System General Business - 01/05/11
Wipfli manager Kathy Enbom earns Certified Regulatory Compliance Manager certification Financial Institutions - 01/04/11
January Credit Union Newsletter General Business - 01/01/11
January Banking Newsletter General Business - 01/01/11
Wipfli Alerts & Updates: 2011 Payroll Update General Business - 12/20/10
Wipfli Alerts & Updates: 2010 Tax Relief Act—Finally Some Holiday Cheer! General Business - 12/17/10
Wipfli’s New Digital Forensics Lab Helps Companies Identify Threats, Determine Damage, Protect Reputations General Business - 12/13/10
Greg Butler quoted in Milwaukee Journal Sentinel General Business - 12/10/10
Brian Knoll, Wausau Tax Partner, quoted in Wausau Daily Herald General Business - 12/09/10
Down, but Not Out: Important Tax Changes Included in Deficit Commission Study Will Resurface in Coming Months General Business - 12/07/10
Wipfli is named to Accounting Today's Technology Pacesetter list on November 15 General Business - 11/23/10
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
Wipfli Alerts & Updates: Small Business Jobs Act of 2010 Provides Valuable Benefits for Businesses General Business - 09/23/10
September Financial Institutions Newsletter General Business - 09/01/10
Wipfli LLP Joins the 2010 Inner Circle for Microsoft Dynamics General Business - 07/20/10
Wipfli Selected Among Microsoft Partners to Host Microsoft Dynamics® GP 2010 Launch Event! General Business - 04/23/10
Wipfli Sponsors The Minneapolis / St. Paul Business Journal 40 Under Forty Awards General Business - 03/23/10
Wipfli Financial Institutions Associates Receive CFSA and CIA Certifications Financial Institutions - 03/11/10
Chicago-based American Capital LLC’s tax practice joins Wipfli LLP General Business - 03/04/10
Wipfli is the Presenting Sponsor of Insight 2010 with Charlie Sykes General Business - 02/26/10
Wipfli LLP joins PKF North America General Business - 02/02/10
Wipfli Financial Institutions Associates Receive CAMS and AAP Certifications Financial Institutions - 01/21/10
Jason Wimmer joins Wipfli LLP as a partner in the firm’s financial institutions practice General Business - 01/20/10
Wipfli Financial Institutions Practice Announces Upcoming Speaking Engagements Financial Institutions - 01/18/10
Wipfli Proudly Sponsors Economic Trends 2010 General Business - 01/11/10
Terry Saber Has Recent Articles published! Financial Institutions - 12/24/09
Wipfli is proud to sponsor Minneapolis / St. Paul Business Journal’s 2010 Book of Lists General Business - 12/17/09
New twists on old scams can result in big losses. General Business - 12/12/09
Wipfli selected to be one of "Bob Scott's Insights' VAR Stars" for 2009 General Business - 12/04/09
Wipfli’s Community Day helps 35 organizations General Business - 12/02/09
Ron Hafner Joins Wipfli LLP to Lead The Firm's SEC Practice General Business - 12/01/09
Wipfli is proud to sponsor Minneapolis / St. Paul Business Journal’s CFO of the Year Awards General Business - 11/19/09
Recent articles by associates in Wipfli’s Financial Institutions Practice are published! Financial Institutions - 10/29/09
Wipfli Financial Institutions Practice Announces Upcoming Speaking Engagements Financial Institutions - 10/21/09
Wipfli Financial Institutions Practice Announces Fall Speaking Engagements Financial Institutions - 09/01/09
Wipfli Elects Five New Partners Financial Institutions - 08/06/09
Wipfli Financial Institutions Practice Announces Summer Speaking Engagements Financial Institutions - 05/01/09
Wipfli Financial Institutions Practice Announces Upcoming Speaking Engagements Financial Institutions - 03/25/09
NCUA Corporate Stabilization Program Financial Institutions - 03/25/09
Wipfli Announces Upcoming Financial Institutions Speaking Engagements Financial Institutions - 03/04/09
Troubled Asset Relief Program & Temporary Liquidity Guarantee Program Financial Institutions - 02/16/09
Credit Unions to Pay for Corporate Credit Union System Rescue Financial Institutions - 01/30/09
Waiver of the 2009 Required Minimum Distribution Financial Institutions - 01/15/09
Saber & Associates, Inc. Joins Wipfli LLP Financial Institutions - 12/15/08
The Complexity of Foreclosed Assets Financial Institutions - 07/28/08
Housing Assistance Tax Act of 2008 Financial Institutions - 01/01/08
Real Estate Valuation: Beyond the Basics General Business - 03/07/12
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
The Forecast Calls for Cloud Computing – Part Two General Business - 12/07/11
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
The Forecast Calls for Cloud Computing – Part One General Business - 11/17/11
Unfair, Deceptive, or Abusive Acts or Practices (UDAAP) General Business - 11/01/11
Tax Planning in an Uncertain Environment General Business - 11/01/11
Social Media - Does It Scare You? Financial Institutions - 11/01/11
OCC Issues Guidance Telling Banks To Keep Their Foreclosure House Clean Financial Institutions - 11/01/11
FASB Finalizes Qualitative Goodwill Impairment Guidance Financial Institutions - 11/01/11
A New Era in Compensation General Business - 11/01/11
A Layered Security Approach for Internet Banking Risk Management General Business - 11/01/11
Compliance Insight: BSA Form Revisions Financial Institutions - 10/10/11
The Importance of Updating Beneficiary Designations General Business - 09/28/11
Loan Originator Compensation and Profit Sharing/401(K) Contributions General Business - 09/14/11
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
Garnishment of Accounts Containing Federal Benefit Payments General Business - 09/01/11
Field Exams: How Your Financial Institution Can Benefit General Business - 09/01/11
Disaster Recovery/Business Continuity Plan Testing General Business - 09/01/11
Are Fringe Benefits Taxable? General Business - 09/01/11
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
Driving Sustainable Business Value General Business - 07/08/11
Troubled Debt Restructuring: More Complications...or a Silver (Tax) Lining? General Business - 07/01/11
Troubled Debt Restructuring: An Accounting Update Financial Institutions - 06/23/11
Overdraft Protection Guidance Financial Institutions - 06/23/11
Developing an Effective and Practical ALM Policy Financial Institutions - 06/23/11
Underwriting and Loan Presentations – Where’s the Beef? Financial Institutions - 06/23/11
Do Your Clients Provide or Use Outsourced Business Services? Understand How the End of SAS 70 Affects Them. General Business - 06/07/11
How to Better Manage Your Compliance Function - Recorded Past Webinar Financial Institutions - 05/06/11
Troubled Debt Restructurings General Business - 05/02/11
Don’t Lose Sight of the Small Stuff Financial Institutions - 05/01/11
What Is Your Bank Worth? Financial Institutions - 05/01/11
The New Appraisal and Evaluation Guidance General Business - 05/01/11
Maximizing Owners' Retirement Plan Benefits General Business - 05/01/11
Internal Control Considerations for the Allowance for Loan and Lease Loss Calculation Financial Institutions - 05/01/11
FDIC Assessment Changes Financial Institutions - 05/01/11
Don't Lose Sight of the Small Stuff General Business - 05/01/11
Don't Look Now But Here Come the States General Business - 05/01/11
Deposit Growth Strategies General Business - 05/01/11
An Unpleasant State of Affairs: Recognizing Trustee Mismanagement of Estates General Business - 03/23/11
Top 10 Regulatory Hot Topics for Credit Unions Financial Institutions - 03/23/11
Top 10 Regulatory Hot Topics for Community Banks Financial Institutions - 03/23/11
Sourcing Strategies: Getting the Most From Your Staffing Budget General Business - 02/01/11
HSAs Gain Favorable Wisconsin Income Tax Treatment General Business - 01/28/11
Is the SBLF Right for Your Community Bank? Financial Institutions - 01/25/11
From SAS to SOC: What You Need to Know About the End of the SAS 70 General Business - 01/21/11
New Credit Card Protection Rules: Are You Compliant With the Data Security Standard? General Business - 01/21/11
The Top Incident-Response Missteps and How to Avoid Them for Digital Forensics Success General Business - 01/20/11
Digital Forensics: Putting Detective Skills to Work in the Corporate Sector General Business - 01/17/11
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
Need a Forensic Accountant? Here’s What to Look For General Business - 01/07/11
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
QlikView Product Roadmap General Business - 12/10/10
Forensic Accounting: Why Timing Matters to Successful Litigation General Business - 12/06/10
Help Your Commercial Customers Help You by Helping Themselves - Recorded Past Webinar General Business - 12/01/10
Cost Containment That Works: How Internal Audit Can Enhance Your Bottom Line General Business - 10/29/10
The Importance of Leadership - Credit Unions General Business - 10/27/10
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
The Importance of Leadership - Banks General Business - 10/27/10
Chief Credit Officer Meeting - Recorded past meeting held on September 13, 2010 General Business - 09/28/10
The Future of U.S. GAAP Lease Accounting General Business - 09/10/10
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 ABCs of PCI: Are you compliant? General Business - 07/20/10
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 Financial Institutions - 06/22/10
Loan Review: The Best Time for Best Practices is Now - Recorded Past Webinar General Business - 06/22/10
PCI Data Security Standards Compliance: It’s All or Nothing General Business - 06/21/10
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
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
Compliance Management: Front & Center Financial Institutions - 04/05/10
Employers Who Hire or Rehire Employees May Qualify for Important Tax Break General Business - 04/02/10
The Patient Protection and Affordable Care Act: Key Provisions Affecting Individuals and Business General Business - 04/01/10
Unrelated Business Income Tax Update Financial Institutions - 03/31/10
Hiring Incentives To Restore Employment Act Financial Institutions - 03/30/10
Refund Claim For FICA Taxes On Severance Payments Financial Institutions - 03/30/10
NACHA Rule Changes – Stop Payments and Authorization Revoked Financial Institutions - 03/25/10
Mitigating Fraud Risk: Tools for Your Antifraud Arsenal - A Webinar for Financial Institutions Financial Institutions - 03/24/10
Six Excuses Organizations Use to Ignore Fraud Risk and Antifraud Measures General Business - 03/01/10
Survive and Thrive: Deposit Growth Strategies for 2010 and Beyond Financial Institutions - 02/01/10
Survive and Thrive: Deposit Growth Strategies for 2010 and Beyond Financial Institutions - 01/14/10
The Role of Asset Level Management in Capital Planning Financial Institutions - 01/01/10
Well capitalized? It no longer means what you think. Financial Institutions - 12/17/09
Six Excuses Organizations Use to Ignore Fraud Risk and Anti-Fraud Measures General Business - 12/14/09
Prepaid FDIC Assessment Financial Institutions - 12/08/09
Your SAS 70 Audit Is Going to Change: Are You Ready? General Business - 12/04/09
Survive and Thrive: 3 Remedies for Healthier Loan Portfolio Management Financial Institutions - 12/01/09
Take it Outside: There's Never Been a Better Time to Outsource General Business - 12/01/09
Survive and Thrive: Capital Planning Webinar Financial Institutions - 11/18/09
Lack of Simple Fraud Preventions Leads to Harsh Consequences Financial Institutions - 11/02/09
Wisconsin Tax Changes Affecting Financial Institutions Financial Institutions - 10/09/09
Eight companies, one tough economy: Reflections on new realities General Business - 10/08/09
Survive and Thrive: The Importance of Leadership General Business - 10/01/09
Failure To Appeal Is Appealing Financial Institutions - 09/21/09
MDIA: The Impact on Loan Operations Financial Institutions - 09/01/09
The economic downturn...Is it fueling fraud in your organization? General Business - 08/05/09
Liquidity Stress Testing: A Case Study Financial Institutions - 08/03/09
Revisiting FDICIA: A Summary of Key Part 363 Final Rules Financial Institutions - 07/27/09
IRS Argument Doesn't Appeal to Judge Financial Institutions - 07/23/09
Managing ALM and Liquidity - A Practical Business Approach (Credit Unions) Financial Institutions - 07/22/09
Managing ALM and Liquidity - A Practical Business Approach (Community Banks) Financial Institutions - 07/22/09
Selling a closely-held business? Time to understand what impact the current economy has on value General Business - 07/15/09
Conventional Wisdom: Secondary Market Loan Quality Control Review Financial Institutions - 07/01/09
Temporary Corporate Credit Union Stabilization Fund Update Financial Institutions - 06/25/09
Corporate Stabilization Fund & Investmentsin Corporate Credit Unions Q & A Financial Institutions - 06/08/09
Community First Credit Union Wins First Round Financial Institutions - 05/15/09
Loan Review: The Best Time for Best Practices is Now Financial Institutions - 05/07/09
Leading in Extraordinary Times: Part 2 General Business - 05/04/09
Leading in Extraordinary Times: Part 1 General Business - 05/04/09
Credit Cycle – The Opportunity Financial Institutions - 05/01/09
Troubled Asset Relief Program & Temporary Liquidity Guarantee Program Financial Institutions - 04/15/09
Creating Strategies to Thrive General Business - 04/14/09
Vendor Management: Ensure Oversight Even When Resources Are Limited Financial Institutions - 04/01/09
Maximizing FDIC Insurance Coverage Financial Institutions - 03/17/09
Strategic Planning – Survive and Thrive in 2009 Financial Institutions - 03/05/09
Tax Planning Moves Still Possible After Year End for Businesses General Business - 02/20/09
Resources for Fueling Your Company's Resurgence General Business - 02/20/09
Troubled Economy – Surviving and Thriving Webinar General Business - 02/20/09
Successfully adapting to the new economy: Where to start General Business - 02/12/09
GLBA Safeguards: After 8 Years, Finally Some Respect! Financial Institutions - 02/02/09
IT Through the Looking Glass: Final Reflections Financial Institutions - 01/01/09
IT Through the Looking Glass: Committee Leadership & Strategic Planning Financial Institutions - 12/01/08
Total Transparency: IT Through the Looking Glass Financial Institutions - 11/01/08
Foreclosed Assets Financial Institutions - 07/28/08
Information Technology and Your Trust Department Financial Institutions - 06/01/08
Economic Stimulus Act of 2008: Business Incentives Financial Institutions - 05/01/08
Are Your Fiduciary Activities Adequately Monitored? Financial Institutions - 04/01/08
The Top 10 Must-Haves for Better IT Governance Financial Institutions - 04/01/08
Is Your Trust Department Fulfilling its Fiduciary Responsibilities? Financial Institutions - 03/01/08
Here's a Tip: Hotline Tips Dramatically Curb Fraud Losses Financial Institutions - 02/01/08
AML Vigilance Requires a Sound Program Financial Institutions - 01/25/08
Managing Market Risk with EVE Financial Institutions - 01/01/08
The Other S Corporation Benefit Financial Institutions - 12/01/07
Aligning Performance Management and Compensation Systems General Business - 12/01/07
Eight Reasons to Revisit Your Compliance Program Financial Institutions - 11/01/07
New Risk-Based Audit Standards: How New Rules Will Affect You Financial Institutions - 10/01/07
Commercial Real Estate Loans Require Well-Defined Processes Financial Institutions - 09/01/07
Deposit Accounts: Addressing Market and Pricing Issues Financial Institutions - 08/01/07
Use POWER to Reduce Noninterest Expense Financial Institutions - 07/01/07
CRM Implementation: 7 Elements That Drive Success Financial Institutions - 04/01/07
CRM: Finding the Right Growth Mix Financial Institutions - 03/01/07
CRM: Leading With Strategy Financial Institutions - 02/01/07
The Housing Assistance Tax Act of 2008 Financial Institutions -
"The assurance of complete anonymity helps create a comfort level for hotline users. In addition, Wipfli’s personable service and smooth reporting process provides me with an easy format with which to perform due diligence.”