How to Plan for the Next Wave in Senior Living | Tiffany Karlin & Robert Zondag (opens in new tab)
Publication: Bridge the gap
Robert H. Zondag, CTP
Partner, Wipfli Advisory LLC
- Location
- Milwaukee (Headquarters), WI
- Contact
- +1 414 431 9314
Robert H. Zondag brings leadership experience as an entrepreneur and executive in financial services. His clients have included financial institutions, technology companies, healthcare organizations and government entities. Robert is passionate about bringing clarity to his clients when they face complex business issues and regulatory matters.
- Strategic planning inclusive of 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 and finance, and audit and operational assessments
- Regulatory and compliance matters, including board of directors’ development and governance
- Certified Treasury Professional
- Former Municipal Advisor Professional (Series 50, 54)
- Certified Conscious Uncoupling Coach
- Municipal Securities Rulemaking Board, Professional Qualifications Advisory Committee
- State of Wisconsin Medical Examining Board
- Interstate Medical Licensure Compact Commission – State of Wisconsin Commissioner
- Board member for various civic and nonprofit organizations
- Sought-after public speaker and moderator
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
Publication and in the news
Latest case studies, resources, and insights
ARTICLE | FINANCIAL SERVICES
How financial institutions can compete in today’s economy
Financial institutions now operate in a hyper-fast, attention-driven economy. Learn which growth and risk-management strategies will help attract customers.
PODCAST | FINANCIAL SERVICES
Bank on Wipfli podcast: Building loyalty with financial wellness programs
Podcast: Learn how financial wellness programs can help financial institutions address financial stress, deepen member relationships and build long-term loyalty.
ARTICLE | OUTSOURCED FINANCE AND ACCOUNTING
Capital allocation strategy: A guide to help CFOs establish funding priorities
Explore how CFOs are approaching capital allocation strategy, EBITDA improvement, forecasting visibility and operational scalability heading into FY planning.
