Partners, principals and associates

Robert Zondag Milwaukee (Headquarters)

10000 W Innovation Dr.
Milwaukee, WI 53226




Robert H. Zondag, CTP

Senior Manager

Robert H. Zondag brings to his clients 25+ years of leadership experience as an entrepreneur and executive in financial services, private enterprise and agriculture. His clients have included financial institutions, technology companies, corporations, municipalities and government entities. Robert is passionate about bringing clarity to his clients when they face complex business issues and regulatory matters.


  • Certified Treasury Professional®
  • Municipal Advisor (Series 50, 54)
  • Certified Conscious Uncoupling Coach®

Professional memberships and activities

  • Municipal Securities Rulemaking Board, Professional Qualifications Advisory Committee – Member
  • State of Wisconsin Medical Examining Board – Board member
  • State of Wisconsin Commissioner, Interstate Medical Licensure Compact Commission – Member
  • Board member of various civic and nonprofit organizations
  • Sought-after public speaker and moderator

Areas of Focus

  • Strategic planning, including growth, customer acquisition and profitability measurement
  • Capital planning, divestures and acquisitions, including management of the investment banking process, due diligence and milestone triggered events
  • Enterprise risk management; finance, audit and operational assessments
  • Regulatory and compliance matters including Board of Directors’ development and governance


University of Wisconsin-Madison
  • Bachelor of Business Administration
University of Wisconsin-Madison, Graduate School of Banking
  • Graduate degree in banking
L'Université d'Aix-Marseille III
  • Certificat des études économiques
Harvard Business School Online

Recent Insights


Podcast: Could vendor management benefit your institution?
Mar 29, 2023

The value of agile strategic planning for financial institutions
Mar 26, 2023

Podcast: Keeping up with compliance
Feb 20, 2023

Podcast: Getting a grip on the state of the economy
Jan 23, 2023

Podcast: Getting your account holders’ attention digitally
Jan 12, 2023

Podcast: Succession planning’s role in your financial institution
Dec 07, 2022

Podcast: The roles of blockchain and crypto in your institution’s future
Oct 25, 2022

Podcast: Improving the customer experience with e-statements
Oct 11, 2022

Podcast: The current state of commercial real estate
Aug 23, 2022

Podcast: It’s still about the employee experience
Jul 26, 2022

Podcast: The changing investment experience
Jun 12, 2022

Podcast: Keys to improving the employee experience
May 10, 2022

Podcast: Examining the talent gap
Apr 11, 2022

Podcast: Financing trends in senior living
Mar 23, 2022

Podcast: State of community banking research report
Feb 28, 2022

Podcast: The evolving trust landscape
Feb 04, 2022

Podcast: Commercial real estate trends in 2022
Jan 09, 2022

Podcast: How’s your ESG program?
Nov 16, 2021

Podcast: Hotspots in third-party risk management
Sep 30, 2021

Podcast: Is cryptocurrency on your radar?
Aug 20, 2021

Podcast: Looking beyond CRM to digital evolution
Jul 26, 2021

Podcast: How interest rate swaps are being used by banks today
Jul 06, 2021

Podcast: How farm management software gives you tools to work smarter, not harder
Jun 14, 2021

Podcast: In a world of technology, banking is all about people
May 20, 2021

Podcast: The strategy behind starting a de novo bank
Apr 21, 2021

How transformational strategic planning can help financial institutions during COVID
Nov 04, 2020