Partners and Associates

Partners and Associates

A hybrid team of accountants, advisors, and consultants whose collective experience and diverse backgrounds ignite ideas, reconfigure approaches, and recommend strategies and innovative solutions for our clients.

Steven Persons
Fox Cities

2901 E Enterprise Ave
Appleton, WI 54913

Tel: 920.832.2430
Email: spersons@wipfli.com

Areas of Focus

  • BSA examinations
  • ACH examinations
  • Risk-based internal audits

Industries

Financial Institutions
Financial Services

Education

University of Wisconsin-Green Bay
  • Bachelor degree in accounting and business administration

Steven Persons, CIA, CAMS

Manager

Steve Persons is an internal audit manager in Wipfli LLP’s financial institutions practice.  He provides internal audit, Bank Secrecy Act (BSA), and automated clearing house (ACH) services to clients utilizing his experience and industry knowledge.  Steve offers practical solutions regarding risk assessments, internal controls, and BSA/ACH regulations.

Certifications
  • Certified Internal Auditor
  • Certified Anti-Money Laundering Specialist

Professional Memberships and Activities

  • The Institute of Internal Auditors (IIA) - Member

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