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.

Sue Kappel
Marshfield

503 South Cherry Ave. #4
Marshfield, WI
54449

Tel: 715.387.3710
Email: skappel@wipfli.com

Services

Audit and Accounting

Areas of Focus

  • Identification of opportunities for profit improvement to increase net income
  • Business process improvement, alignment, and redesign
  • Process and value stream mapping
  • Analysis of processes and workflows to improve efficiencies and sharing of best practices she has developed over her 30+ years in the industry
  • Targeted projects related to:
    • System conversion reconciliations
    • Secondary market custodial account reconciliations
    • Call reporting and system interface
    • General ledger design
    • Interim operations officer
  • BSA compliance audits to assess an institution’s program required by regulation

Industries

Financial Institutions
Financial Services

Education

Mid-State Technical College
  • General business
University of Wisconsin-Madison, Graduate School of Banking

Villanova University
  • Six Sigma Green Belt - Financial Services

Susan Kappel

Senior Manager

With over 20 years of experience working in a financial institution and over 15 years with Wipfli LLP providing consulting services, Sue Kappel is able to bring hands-on experience to her clients and offer targeted suggestions for improvements in operations processes and workflow, profit improvement strategies, Bank Secrecy Act (BSA) compliance, and other special project engagements.

Certifications
  • Certified BSA/AML Professional
  • Lean Six Sigma Green Belt
Professional Memberships and Activities
  • WBA Operations School - Presenter/speaker
  • Wipfli webinar - Presenter/speaker
  • CFO forums - Presenter
  • National and state conferences - Speaker