Financial Institutions

Advice for today. Vision for tomorrow.

Financial Institutions

Financial institutions face many challenges today, including regulatory pressure, financial performance, shareholder value, and fierce competition to keep good customers. Wipfli’s financial institutions practice includes partners and associates whose time and professional training are dedicated to serving financial institutions. We live it. We breathe it. We get it.

Integrity, Caring, Excellence, Teamwork, and Perseverance.

These are the values that define our goals of providing constant communication, value-driven consultation, and education. Complimentary services for financial institutions include Financial and operational performance analyses, networking forums, educational webinars, annual forums, and articles and whitepapers on our website.

Get the local attention and insight you deserve from a strong firm. Bring the strengths of Wipfli to your financial institution now, and put yourself in a stronger position to meet the challenges you face and take advantage of the opportunities that matter most to your success.

Audit and Accounting
Audit and Accounting

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.

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Risk Advisory Services
Risk Advisory Services

Wipfli offers customized, flexible solutions delivered by industry specific professionals for all of your risk management needs. Providing solutions for risk assessments, internal audit, regulatory compliance, loan review, trust examinations, asset liability management, and information technology examinations and security testing, we'll be with you every step of the way.

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Tax Services
Tax Services

Our team continually reevaluates tax strategies to ensure they are beneficial to you. Wipfli's Tax associates have in-depth knowledge of the financial institutions industry and can provide tax planning, compliance, and audit assistance on industry-specific issues, as well as issues that are not unique to financial institutions.

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Strategic Advisory Services
Strategic Advisory Services

As one of the country’s leading authorities in strategic advisory services for financial institutions and related trade associations, Wipfli’s strategic advisors work with numerous financial institutions on all facets of strategic planning and strategy. Our reputed approach and process treats every financial institution as a unique entity.  The bottom line is we provide value-added, custom solutions specific to our clients.

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Featured Expertise


JoAnn Cotter, CPA

JoAnn Cotter is the partner in charge of Wipfli LLP’s financial institutions practice. She coordinates the strategic direction and development of services within the firm’s financial institutions practice and the development of practice associates. 
Featured Success Story


International Bank of Amherst


Seeking to be proactive in meeting regulatory expectations yet recognizing its resource limitations, a longstanding community bank requests an independent evaluation—and gets a whole lot more.



Read and view pertinent Financial Institution-related insights

View upcoming Financial Institution-related events


Wipfli Connect for Banking

State Bank of Speer
Lynne Knobloch, Cashier

“Our exam with the FDIC was originally scheduled for three weeks but was completed in less than half the time. We had a very good exam with no significant or repeat violations. I am very pleased with our staff and how everyone worked together with Wipfli on this. Thank you, Wipfli, for the two days you spent here at the bank, the numerous e-mails and phone calls you answered, and all the time you spent helping us with policies, procedures, and the CIDR. All were instrumental in preparing us for this exam. These favorable results can be largely attributed to your diligence. Thank you for all your assistance.” 

American Trust
Lisa Stoutenborough, Director of Internal Auditing

"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.”