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) - Board Director
- Wisconsin Insurance Accountants - Member
- The Institute of Internal Auditors (IIA) - Member
Areas of Focus
- 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
Industries
Financial Services Insurance Fintech consulting services Financial Institutions Private EquityEducation
University of Wisconsin-Whitewater
- Bachelor of business administration degree in accounting, summa cum laude
Recent Insights
Articles
What insurers need to know about the Silicon Valley Bank failure
Apr 13, 2023
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
IT leadership roundtable, May 2023
May 11, 2023
In The News
External News
Wealth and Asset Management Firms Are Still Hesitant On U.S. Economy
CPA Practice Advisor | Aug 18, 2023
Texas bank is taking aim at businesses' 'chaos spend'
American Banker | Jun 28, 2023
Anna Kooi Helps Life Insurers See (Potential) Deadbeats
Think Advisor | May 11, 2023
NFR BankBeat Quick Takes Interview
Bankbeat | Nov 07, 2022
Data privacy: How to keep customer data safe
Independent Banker | Oct 01, 2022