Katie Kennedy

Katie L. Kennedy, CFE, CUCE

Senior Manager, Wipfli Advisory LLC

Location
Bedford, NH

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.

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

  • Certified Fraud Examiner
  • Credit Union Compliance Expert

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

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

SERVICES

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