Marcie Bomberg-Montoya, OCI, OEI
Principal
Marcie Bomberg-Montoya brings over 25 years of experience in executive leadership roles in both financial institutions and private enterprise to her engagements. She has developed a high level of proficiency, leading a myriad of complex enterprise-wide endeavors such as mergers and acquisitions, strategic analysis and plan implementation, growth and transformation strategies, as well as innovative product and service development. Marcie is highly sought after for her wide range of experience with advising traditional regulated financial institutions, bank holding companies, community development organizations and financial technology (fintech) companies. She believes that client satisfaction is best achieved through a holistic approach to client needs, ensuring successful goal fulfillment now and throughout her clients’ future planning.
Certifications
- Organizational Culture Inventory®
- Organizational Effectiveness Inventory®
- Leadership/Impact®
- Management/Impact®
Professional Memberships and Activities
- Marquette University Blockchain Lab – Advisory board chair
- Blue and Gold Ventures – Operational committee board member
- University of Wisconsin-Madison, Graduate School of Banking – Faculty member
- Marquette University Commercial Banking Program – Advisory board member
- Women in Technology – Member
- Tempo – Member
- Chamber of Digital Commerce – Member
- Sought after strategy and innovation speaker and panel participant
Services
Business consulting servicesAreas of Focus
- Leader of Wipfli’s Strategic Advisory Services area serving all industries
- Turn strategy into action - Advisory, facilitation, plan development, guidance and implementation
- Organizational transformation in a digital age - Technology integration and implementation strategies
- Strategy surrounding innovation and growth
- Organizational development, management, and operational assessments
- Drive engagement and performance through quantifying culture and climate while measuring the impact of leaders and managers
Education
University of Wisconsin-Stevens Point- Bachelor of science degrees in political science and business administration
- Graduate degree in banking
Recent Insights
Articles
4 best practices to reduce your banking risk
Mar 16, 2023
Stay ahead by staying informed about digital asset insurance
Feb 08, 2023
How to use competitor benchmarking to gain market share
Apr 05, 2021
3 benefits of blockchain for the insurance industry
Jan 15, 2021
3 ways your financial institution can keep new customers and members
Oct 12, 2020
How COVID-19 has changed how we measure success
May 21, 2020
Shifting from timelines to trigger events for planning during COVID-19
May 20, 2020
Resiliency: Making the shift from crisis management to future thinking
Apr 29, 2020
The questions business leaders should be asking during COVID-19
Mar 26, 2020
How to turn the strategic planning process into a way of being
Jul 07, 2019
Board Governance – Highly Effective Boards and the Strategic Mindset
Feb 27, 2019
Strategic Planning: The Importance of Focusing on the Customer Experience
Dec 18, 2018
Blogs
Strategic planning: Time to rethink how we prepare for the future
May 17, 2022
What a Crazy Year This Week Has Been
Mar 31, 2020
Why your strategic planning process should be agile — not linear
Aug 20, 2019
Webinars
Financial Services Forum recording: Industry overview
Dec 12, 2022
Digital transformation: Unlocking the true potential – Financial Services Forum
Oct 27, 2021
Digital transformation: Unlocking the true potential – Credit Union Forum
Oct 19, 2021
Digital transformation: Unlocking the true potential – Community Banking Forum
Oct 14, 2021
Where are we going? CECL, DEI and Industry Update – Community Banking Forum
Oct 13, 2021
Managing talent in uncertain times
Apr 28, 2021
How to use competitor benchmarking to gain market share
Mar 11, 2021
How to leverage your ALM to generate new income
Nov 19, 2020
Credit Union Forum Webinar #1: Lessons learned from the past year of unanticipated change
Oct 07, 2020
Community Banking Forum Webinar #1: Lessons learned from the past year of unanticipated change
Oct 07, 2020
How leaders are adapting to the “Next Normal”
Jun 17, 2020
Four shifts you should be making now to jumpstart your path to recovery
May 06, 2020
How to Turn Strategy From a Plan to a Way of Being
May 17, 2019
In The News
External News
Business Banking’s Digital Transformation Pain Points
Bank Director | Aug 28, 2021