Bank of Sun Prairie. Wipfli helps ensure compliance throughout the institution.

The Bank of Sun Prairie has a long legacy of striking the right balance between modern banking and classic personal service. An independent community bank for more than 100 years, the institution faced a key issue that kept its management awake at night, namely compliance. With industry changes and the bank’s continued growth, the Dane County, Wisconsin, bank recognized the need to secure audit services, beginning in its trust department.   

With expertise in regulatory requirements, Wipfli designed a tailored audit and compliance review plan for the Bank of Sun Prairie. Wipfli conducted a number of assessments in a timely manner and included strategic suggestions specific to the independent financial institution.    

With an increased awareness of compliance “dos and don’ts,” the Bank of Sun Prairie and its trust department employees have grown much more confident in their performance. Comfortable that proper procedures have been well established and are being followed correctly, the bank’s newfound confidence has translated into stronger operational efficiencies. The partnership between the Bank of Sun Prairie and Wipfli has grown to include additional tax services. When the bank formed a holding company, Wipfli’s business expertise was also used to the institution’s advantage, successfully helping the Bank of Sun Prairie every step of the way.