Anna Kooi, CPA
National Financial Services Industry Leader, Partner
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.
Certifications:
- Certified public accountant
Professional Memberships and Activities
- American Institute of Certified Public Accountants (AICPA) - Member
- Illinois CPA Society (ICPAS) - Member
- Illinois Bankers Association (IBA) - Member
- Insurance Accounting and Systems Association (IASA) - Past chapter president and National volunteer
- Wisconsin Insurance Accountants - Member
- The Institute of Internal Auditors (IIA) - Member
Areas of Focus
- Organizational performance, transformation and strategy consulting
- Mergers and acquisition consulting
- Technology integration and implementation strategies
- Leadership succession and board training
- Compliance – audit, tax and regulatory compliance
- FDICIA, FINRA, MAR, NAIC, PCAOB, SEC
Education
University of Wisconsin-Whitewater
- Bachelor of business administration degree in accounting, summa cum laude
Recent Insights
Articles
How to reverse quiet quitting in financial services
Oct 24, 2022
What banks should do as they approach $10 billion in assets
Apr 17, 2022
Blogs
Podcast: State of community banking research report
Feb 28, 2022
Our commitment to our clients, partners never wavers
Dec 15, 2020
The world has changed – So has our thought leadership!
Mar 26, 2020
Webinars
SEC fines for cybersecurity breaches: How to increase your security and avoid penalties
Oct 21, 2021
Where are we going? CECL, DEI and Industry Update – Community Banking Forum
Oct 13, 2021
In The News
External News
NFR BankBeat Quick Takes Interview
Bankbeat | Nov 07, 2022
Data privacy: How to keep customer data safe
Independent Banker | Oct 01, 2022