Partners, principals and associates

Katie Kennedy Bedford

43 Constitution Drive, Suite 100
Bedford, NH 03110

Tel:

207.523.3311


Email: katie.kennedy@wipfli.com

Katie L. Kennedy, CFE, CUCE

Senior Manager

Katie Kennedy is a senior manager with Wipfli’s risk advisory service. She has more 17 years of experience in providing financial institution services in the areas of regulatory compliance, internal audit, Bank Secrecy Act/Anti-Money Laundering compliance, risk assessments and internal control studies. Katie’s experience enables her to provide unique consultative services to assist clients in improving compliance management systems and the internal control environment. Clients appreciate her tailored approach to internal and compliance audit, resulting in her ability to provide meaningful insights and recommendations pertinent to the institution.

Certifications

  • Certified Fraud Examiner
  • Credit Union Compliance Expert

Professional memberships and activities

  • Association of Certified Fraud Examiners (ACFE) - Member
  • Omicron Delta Epsilon, The International Economics Honor Society - Member

Areas of Focus

  • Regulatory compliance
  • Internal audit
  • Bank Secrecy Act/ Anti-Money Laundering compliance
  • Risk assessments
  • Internal control studies

Education

Worcester State University, formally Worcester State College – Worcester, Massachusetts
  • Bachelor of science degree in economics