Partners and Associates

Partners and Associates

A hybrid team of accountants, advisors, and consultants whose collective experience and diverse backgrounds ignite ideas, reconfigure approaches, and recommend strategies and innovative solutions for our clients.

Bush_Tracy
Eau Claire

4890 Owen Ayres Court
Eau Claire, WI 54701

Tel: 715.858.7695
Email: tbush@wipfli.com

Services

Consulting

Areas of Focus

  • Regulatory compliance examinations
  • BSA examinations
  • Home Mortgage Disclosure Act (HMDA) data integrity reviews
  • Fair lending performance evaluations
  • Regulatory compliance management and risk assessment consulting
  • Compliance with regulatory orders
  • Customized training presentations

Industries

Financial Institutions
Financial Services

Education

University of Wisconsin-Platteville
  • Bachelor of science degree in agribusiness
Wisconsin Bankers Association
  • Lending Compliance School
  • Deposit Compliance School
  • Introduction to Commercial Lending School
  • Operations School
  • Information Technology School

Tracy Bush, CRCM

Manager

Tracy Bush is a manager in Wipfli’s financial institutions practice.  She has more than 20 years of financial institution experience, including a strong background in compliance, Bank Secrecy Act (BSA)/Anti-Money Laundering (AML), and operations. This experience has allowed Tracy to develop strong advisory, training and leadership skills.  She has designed, implemented, and monitored full-scope, risk-based compliance and BSA programs. Tracy has a deep understanding of the issues facing financial institutions and is able to provide meaningful insight and recommendations.

Certifications:

  • Certified Regulatory Compliance Manager
  • NAFCU Certified Compliance Officer

Professional Memberships and Activities

  • American Bankers Association (ABA) Professional Certifications - Member
  • Presenter for regional and state industry organizations
  • Facilitates the ComplianceHelp Live Wisconsin peer group for the firm