Insights for effective governance
To maintain the trust of your clients and stakeholders, you need to ensure you are operating legally, ethically and transparently. But doing so in an increasingly complex business and compliance landscape can be challenging.
Wipfli can provide your organization with the guidance you need to help ensure that you are sustainably and ethically creating long-term value. Our integrated services help you foster resilience with informed decision-making and proactive risk management that aligns with your strategic plan.
Why Wipfli?
Our integrated teams bring a unique broad perspective that means we can both help craft governance and risk strategies across silos in your organization and execute on a tactical level.
We can help you enhance your governance with services including:
How we help
Wipfli can assist boards and management in establishing or enhancing an appropriate risk management system that fits your strategic objectives. We work closely with your people to identify, develop and integrate key risk governance components and related reporting systems so that you can facilitate timely monitoring and controlling of risks.
Manage your data securely with Wipfli. Our data privacy and governance services help you evaluate your controls, identify gaps and mitigate weaknesses. We also offer data management services, including:
- Enterprise information management
- Data governance (metadata management, master data management)
- Data warehouse
- Cloud data management
The Wipfli ESG and sustainability services team is ready to help you turn your ESG strategy into action. We offer comprehensive ESG services to support any aspect of your ESG program, including strategy development, program design and implementation, training, reporting and attestation. Through close collaboration, we help give you the ESG clarity you need to see results.
Even the smallest U.S. company with any type of presence in Europe (whether physical or online) must comply with the General Data Protection Regulation (GDPR). Wipfli is ready to help you understand how GDPR may impact your business and how you can comply. Our team can assist you in critical areas, including installing a data privacy officer, implementing a compliant privacy program, training employees and performing readiness testing.
Our team
Karen A. Mitchell
Karen Mitchell brings more than 25 years of experience in the financial services and nonprofit industries, as well as industry and regulatory perspectives to her work. Karen currently provides consulting services in the areas of risk management, particularly enterprise risk. She assists clients in obtaining the highest level of success by helping to identify and navigate the risks associated with achieving strategic objectives.
Robert D. Cedergren, CPA, CGMA, CITP, CISM, CISA, CGEIT
Bob is the leader of Wipfli’s risk advisory services practice. Leveraging his 20+ years of experience, Bob provides consulting services to clients in the areas of risk management and is a frequent speaker and author on risk management-related topics including risk assessments, business continuity planning, and management of internal controls.
Sarah K. Williams, CPA
With a particular interest in long-term sustainability, Sarah focuses on the risks and opportunities that environmental, social and governance (ESG) presents. She helps provide clients with fund structuring, audit and tax compliance, SEC custody rule examinations, consulting and cybersecurity.
