Future-Ready Leadership: Guiding Teams Through Uncertainty, AI and Change (opens in new tab)
Publication: ABF Journal
Marcie Bomberg-Montoya, OCI, OEI
Partner, Wipfli Advisory LLC
- Location
- Milwaukee (Headquarters), WI
- Contact
- +1 708 522 7161
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.
- 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
- Organizational Culture Inventory®
- Organizational Effectiveness Inventory®
- Leadership/Impact®
- Management/Impact®
- 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
University of Wisconsin-Stevens Point
- Bachelor of science degrees in political science and business administration
- Graduate degree in banking
Reaching a state of prime performance (opens in new tab)
Publication: NonProfitPro
Business Banking’s Digital Transformation Pain Points (opens in new tab)
Publication: Bank Director
Latest case studies, resources, and insights
ARTICLE | NONPROFITS
The financial and operational benefits of nonprofit mergers and acquisitions
Mergers and acquisitions aren’t just for for-profit businesses. Learn how nonprofits can benefit financially and operationally from M&As.
WEBINAR | PERFORMANCE MANAGEMENT
Workforce strategy when headcount keeps changing: What if your people strategy didn’t rely on perfect conditions?
Access our on-demand webinar to learn how leaders stabilized teams, strengthened retention and built flexible workforce models that adapt to changing conditions.
ARTICLE | PERFORMANCE MANAGEMENT
What CEOs need from HR when workforce decisions keep shifting
When workforce decisions keep shifting, CEOs need clarity, not speed. Learn how HR can support confident, durable workforce choices.
