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Teresa Francis, CIA, AAP

Teresa Francis is an expert in financial institution consulting, having dedicated her career to unparalleled service to this industry. Teresa serves as a consultant to Wipfli LLP’s financial institution clients on internal operational and financial reviews of activities to determine the reliability of information and evaluate compliance with established regulations, policies, and procedures. She has accumulated substantial experience in evaluating the efficiency and effectiveness of processes, procedures, and internal control systems of financial institutions.

With focused experience and a dedication to continuing education, Teresa has positioned herself in the forefront of professionals dedicated to serving the financial institution industry. Her technical expertise and knowledge of the field allow her to provide Wipfli clients with state-of-the-art consulting services.



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Teresa Francis

Teresa Francis, CIA, AAP


 
Fox Cities
2901 E. Enterprise Ave.
Suite 500
Appleton, WI  54913
Tel: (920) 832-2417
tfrancis@wipfli.com
 
Areas of Expertise
  • Bank Secrecy Act and Automated Clearing House examinations
  • Internal control risk assessments
  • Internal control audits
  • Internal investigation research
  • Information technology audits
  • Accounting

Industries
  • Financial Institutions
Education
  • Northern Michigan University; bachelor of science degree with a major in accounting and computer information systems