Luke Soper is a senior consultant in Wipfli’s financial institutions practice. He has over 10 years of experience in financial management in banks and credit unions ranging in size from $50 million to $8 billion. He is attuned to the needs of various client types and sizes.
Luke currently specializes in interest rate risk management and liquidity risk management consulting and advises his clients on solutions to help them overcome challenges in the modeling and monitoring of these risks to assist them with strategy, meeting regulatory expectations and optimizing risk/reward tradeoff.
- ALM process validations
- Asset liability management models, assumptions and back testing
- Liquidity risk management, stress testing and process validations
- Balance sheet strategy and optimization
- Financial modeling and budgeting
- Policy review and regulatory reporting
- Certified Public Accountant
- American Institute of Certified Public Accountants (AICPA) – Member
- Financial Manager’s Society (FMS) - Member
- Bachelor of Business Administration in Comprehensive Accounting
Latest case studies, resources, and insights
ARTICLE | FINANCIAL SERVICES
Regulatory pressure mounts for interest rate risk and liquidity management
With an increase in pressure on interest rate risk management practices, regulatory compliance has never been more important. Learn how your organization can better manage its risk.
ARTICLE | FINANCIAL SERVICES
How credit unions can manage liquidity risk in 2024
In 2024’s interest rate environment, liquidity risk management is critical for credit unions. Discover five tips for managing elevated risk.
ARTICLE | FINANCIAL SERVICES
How banks can manage liquidity risk in 2024
In 2024’s interest rate environment, liquidity risk management is critical for banks. Discover five tips for managing elevated risk.
