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.

Schwantes_Brett
Wausau

11 Scott St.
Wausau, WI
54403

Tel: 715.843.7404
Email: bschwantes@wipfli.com

Services

Audit and Accounting

Areas of Expertise

  • Financial institution audit and accounting services
  • Investment company audits and examinations
  • SEC, FDICIA, HUD, and other regulatory reporting
  • Asset/liability analysis and assistance with interest rate swaps and other risk management tools

Industries

Financial Institutions
Financial Services

Education

University of Wisconsin-Eau Claire
  • Bachelor of business administration degree in accounting - Graduated summa cum laude

Brett D. Schwantes, CPA

Senior Manager

Brett Schwantes has over 20 years of experience working closely with financial institutions and is the leader of the Technical Issues Committee for the financial institutions practice of Wipfli LLP. He has received specialized training on accounting for a number of complex issues such as derivatives and fair value measurements of financial instruments, which has allowed him to better understand the unique problems and challenges this industry faces and to advise financial institutions on a variety of accounting and regulatory issues. Brett also consults with clients on the impact of new accounting standards and how best to implement them to avoid negative consequences whenever possible.

Brett shares his knowledge and understanding of current accounting trends and issues with other professionals through professional organization meetings, the WICPA Financial Institutions Conference, the Community Banking Advisory Network annual conference, and the annual Wipfli Community Banking Forums. In addition, he has authored several articles published by Wipfli that address new and technical accounting issues affecting the financial institution industry.

Certifications
  • Certified Public Accountant
Professional Memberships and Activities
  • American Institute of Certified Public Accountants (AICPA) - Member
  • Wisconsin Institute of Certified Public Accountants (WICPA) - Member
  • WICPA Financial Institutions Conference - Planning Committee chair
  • Community Banking Advisory Network - Executive Committee member