Partners, principals and associates

Bunch_LuAnn Madison

2501 West Beltline Highway
Madison, WI 53713

Tel:

608.270.2905


Email: lbunch@wipfli.com

LuAnn E. Bunch, CPA

Manager, Asset/Liability Management

With over 20 years of experience in asset/liability management, LuAnn Bunch utilizes her expertise to provide quality services to financial institution clients.  Her responsibilities include a plethora of asset/liability-related consulting services such as building financial models, forecasting, interest rate risk analysis, liquidity risk analysis, regulatory reporting, policy reviews, and independent validations.  Providing excellent customer service is one of LuAnn’s greatest strengths and drives her ability to consistently meet and exceed client expectations.  She develops relationships by consulting with her clients on asset/liability management strategies, modeling, and regulatory expectations, with an effort to maximize financial performance and enhance their decision-making process for financial success.

Certifications

  • Certified Public Accountant

Professional Memberships and Activities

  • American Institute of Certified Public Accountants (AICPA) - Member 
  • Wisconsin Institute of Certified Public Accountants (WICPA) - Member 
  • Financial Managers Society (FMS) - Member
  • St. John’s Catholic Church - Member

Services

Consulting

Areas of Focus

  • Asset/liability modeling
  • Asset/liability process validations
  • Interest rate risk consulting

Education

Upper Iowa University
  • Bachelor of science degree with a major in accounting and a minor in management