
- Fox Cities
-
2901 E Enterprise Ave
Appleton, WI 54913 - Tel: 920.832.2417
- Email: tfrancis@wipfli.com
Areas of Focus
- Internal control risk assessments
- Risk-based internal control audits
- Internal controls consulting
- Internal investigation research
- Bank Secrecy Act (BSA) examinations
- ACH examinations
Industries
Education
Northern Michigan University - Marquette, Michigan- Bachelor of science degree in accounting and computer information systems
Teresa Francis, CIA, AAP
Senior Manager, Internal Audit
Teresa Francis is a senior manager in Wipfli LLP’s Fox Cities office and leads the financial institutions internal audit services team. With a 100-percent focus on financial institutions, she has more than 20 years of experience in leading risk-based internal audits and serves as a consultant to financial institution clients on internal, operational, and financial reviews of activities to determine the reliability of information and evaluate compliance with regulations, policies, and procedures. Teresa has accumulated substantial experience in evaluating the efficiency and effectiveness of processes, procedures, and internal control systems of financial institutions and frequently consults with clients on risk assessment and risk mitigation strategies. As an Accredited Automated Clearing House (ACH) Professional, she assists clients in managing risks associated with this ever-growing and complex area.
Certifications- Certified Internal Auditor
- Accredited Automated Clearing House Professional
- The Institute of Internal Auditors (IIA) - Member
Recent Insights
Articles
Faster is Better: What you need to know about Same Day ACH
Jun 23, 2019
Standards for the Internal Audit Practice: Are You Following the IIA Standards?
Apr 23, 2018
Standards for the Internal Audit Practice, Credit Unions: Are You Following the IIA Standards?
Apr 23, 2018
Are You Following the IIA Standards for Your Internal Audit Practice?
Apr 14, 2019
Blogs
Invasion of Privacy or Keeping Us Safe?
Aug 29, 2017
Driving Lessons
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Faster is Better, Sometimes
Jun 30, 2019
It's Planning Time
Dec 25, 2018