Anna Kooi, CPA

Partner, Wipfli LLP and Wipfli Advisory LLC

Location: Chicago, IL
Contact: +1 630 928 1455
Email: anna.kooi@wipfli.com

Anna Kooi leads Wipfli’s financial services practice. A partner with almost 25 years of experience in serving a variety of public and private clients in the financial services industry, Anna has advised clients ranging from startups to Fortune 10, bringing deep industry knowledge to clients. In addition to core audit work, Anna has experience in attestation engagements including internal audit, agreed-upon procedures and examination engagements. She has advised startups from proof of concept through exit strategies and is accomplished in buy-sell due diligence, IPOs and strategy consulting.

Organizational performance, transformation and strategy consulting
Mergers and acquisitions consulting
Technology integration and implementation strategies
Leadership succession and board training
Compliance – audit, tax and regulatory compliance
FDICIA, FINRA, MAR, NAIC, PCAOB, SEC

Certified public accountant

American Institute of Certified Public Accountants (AICPA) - Member
Illinois CPA Society (ICPAS) - Member
Illinois Bankers Association (IBA) - Member
Insurance Accounting and Systems Association (IASA) - Board Director
Wisconsin Insurance Accountants - Member
The Institute of Internal Auditors (IIA) - Member

University of Wisconsin-Whitewater

Bachelor of business administration degree in accounting, summa cum laude

INDUSTRY EXPERTISE

Fintech Insurance Private equity Financial Services Technology industry

SERVICES

Assurance

News and publications

Thursday, December 18, 2025
Financial Services Roundup: Market Talk (opens in new tab)
Publication: The Wall Street Journal
Monday, December 1, 2025
3 AI Imperatives for Insurers in 2026 (opens in new tab)
Publication: Insurance Thought Leadership
Monday, December 1, 2025
The Big, Bold Reset: What the OBBB Means for Fintech and Financial Services (opens in new tab)
Publication: FinTech Weekly

Latest case studies, resources, and insights

ARTICLE | BANKS
Can traditional financial institutions avoid losing Gen Z to fintech?
Gen Z opens four million bank accounts a year, but often prefers fintech companies over traditional financial institutions. How can institutions stop losing transactions, fees and customers?
Learn More
RESEARCH REPORT | FINANCIAL SERVICES
The state of the credit union industry 2026 research report
Download Wipfli’s 2026 state of the credit union industry report to hear from 100 leaders about their market outlooks, strategic priorities and common constraints.
Learn More
RESEARCH REPORT | BANKS
The state of the banking industry 2026 research report
Discover how financial institutions are preparing for growth, AI and rising cyber risk. Download Wipfli’s 2026 state of the banking industry report.
Learn More
ARTICLE | FINANCIAL SERVICES
SEC proposes major increase to the RIA AUM threshold
See how the SEC’s proposal to raise the AUM threshold could reshape RIA compliance, reduce regulatory burden and influence future rulemaking across the industry.
Learn More
RESEARCH REPORT | WEALTH MANAGEMENT
The state of the wealth management industry 2026 research report
Wealth management leaders are optimistic about growth but face rising tech, data and cybersecurity pressures. Explore key trends and actions in this industry report.
Learn More
RESEARCH REPORT | ASSET MANAGEMENT
The state of the asset management industry 2026 research report
Asset management leaders expect strong growth in 2026 — but they’ll have to overcome rising tech, data and cybersecurity pressures. Explore key trends and new research in the state of the asset management industry report.
Learn More
ARTICLE | BANKS
FDICIA threshold changes: Next steps you can’t overlook
FDICIA threshold changes take effect in 2026, but audit and governance risks remain. Learn what banks must do to stay compliant and protect their institutions.
Learn More
ARTICLE | INSURANCE
2026 insurance outlook: Firms with a people-first AI strategy will outdo competitors
As the insurance industry heads into 2026, firms are facing challenges like rising claims, uncertainty and a major talent drain. Can the right AI strategy help?
Learn More
ARTICLE | FINANCIAL SERVICES
5 ways the OBBB is a game changer for financial services
Regulatory changes passed in the OBBB represent fresh challenges and opportunities for financial services and fintech. Here are five you should know.
Learn More
ARTICLE | BANKS
New debanking order could reshape compliance for financial institutions
Learn how the new debanking order reshapes compliance for financial institutions, raising legal, operational and reputational risks.
Learn More
ARTICLE | BANKS
AI banking: How retail banks can use AI agents and even agentic AI to navigate uncertainty
Learn how AI banking tools like AI agents and agentic AI can help your bank navigate an uncertain political and economic climate by improving performance.
Learn More
ARTICLE | WEALTH MANAGEMENT
Third-party attestations and surprise exams: A practical guide for registered investment advisors
Learn the basics of navigating SEC custody rule compliance, including third-party attestations, preparing for surprise examinations and some best practices to strengthen your firm’s compliance posture.
Learn More
ARTICLE | WEALTH MANAGEMENT
Navigating custody and surprise examinations: Evolving regulatory standards for registered investment advisors
In an ever-changing regulatory environment, it’s more important than ever for RIAs to stay on top of expectations. Learn how you can keep your firm in compliance.
Learn More
RESEARCH REPORT | ASSET MANAGEMENT
State of the asset management industry 2025 research report
Wipfli’s 2025 “State of the asset management industry” report offers industry insights for the coming year.
Learn More
ARTICLE | FINANCIAL SERVICES
Game-changing policy shifts will transform the financial landscape for institutions, insurers and advisors
New policies on tax, trade and deregulation present opportunities and risks for financial services firms.
Learn More
RESEARCH REPORT | WEALTH MANAGEMENT
State of the wealth management industry 2025 research report
Wipfli’s “State of the wealth management industry” report uncovers leaders’ priorities and concerns for 2025.
Learn More
ARTICLE | FINANCIAL SERVICES
Custody rule checklist and key considerations for SEC-registered investment advisors (RIAs)
Navigate SEC custody rule complexities with our comprehensive checklist for RIAs. Help ensure compliance and safeguard client assets effectively. Read more here
Learn More
ARTICLE | FINTECH
President Trump’s financial services appointees push for regulatory innovation and clarity
President Trump's financial services appointees signal major changes in regulatory approach. See how new FDIC and SEC leadership could transform fintech innovation, crypto oversight and bank supervision.
Learn More
RESEARCH REPORT | BANKS
State of the banking industry 2025 research report
Wipfli’s “State of the banking industry” report uncovers leaders’ top growth strategies, priorities and concerns heading into 2025.
Learn More
RESEARCH REPORT | FINANCIAL SERVICES
State of credit unions 2025 research report
Wipfli’s “State of credit unions report” uncovers leaders’ top growth strategies, priorities and concerns heading into 2025.
Learn More

Anna Kooi, CPA

Focus Areas

Credentials

Professional Membership and Activities

Education

News and publications

Financial Services Roundup: Market Talk (opens in new tab)

3 AI Imperatives for Insurers in 2026 (opens in new tab)

The Big, Bold Reset: What the OBBB Means for Fintech and Financial Services (opens in new tab)

Can traditional financial institutions avoid losing Gen Z to fintech?

The state of the credit union industry 2026 research report

The state of the banking industry 2026 research report

SEC proposes major increase to the RIA AUM threshold

The state of the wealth management industry 2026 research report

The state of the asset management industry 2026 research report

FDICIA threshold changes: Next steps you can’t overlook

2026 insurance outlook: Firms with a people-first AI strategy will outdo competitors

5 ways the OBBB is a game changer for financial services

New debanking order could reshape compliance for financial institutions

AI banking: How retail banks can use AI agents and even agentic AI to navigate uncertainty

Third-party attestations and surprise exams: A practical guide for registered investment advisors

Navigating custody and surprise examinations: Evolving regulatory standards for registered investment advisors

State of the asset management industry 2025 research report

Game-changing policy shifts will transform the financial landscape for institutions, insurers and advisors

State of the wealth management industry 2025 research report

Custody rule checklist and key considerations for SEC-registered investment advisors (RIAs)

President Trump’s financial services appointees push for regulatory innovation and clarity

State of the banking industry 2025 research report

State of credit unions 2025 research report