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.

Teresa Francis
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

Financial Institutions
Financial Services

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
Professional Memberships and Activities
  • The Institute of Internal Auditors (IIA) - Member