Terry Ammons, CPA, CISA, CTPRP
Partner
Terry Ammons assists financial institutions and fintech companies with a variety of risk advisory, assurance and consulting services and serves as Wipfli’s Fintech Practice leader. He has extensive experience providing Service and Organization Controls (SOC) reports for transaction and payment processors, core banking, alternative lenders, managed services, loan servicing and software development for technology companies throughout the United States. Terry also counsels fintech companies at the startup and growth-stages on strategy matters. He has written and presented on variety of topics such fintech/banking partnerships, vendor risk management and innovation in financial services and currently serves on the Board of the Association for Financial Technology.
Certifications
- Certified Public Accountant
- Certified Information Systems Auditor
- Certified Third Party Risk Professional
Professional memberships and activities
- American Institute of Certified Public Accountants (AICPA) – Member
- Georgia Society of Certified Public Accountants (GSCPA) – Member
- Association for Financial Technology (AFT) – Board member and treasurer
- Technology Association of Georgia (TAG) – Member
- Information Systems Audit and Control Association (ISACA) – Member
Areas of Focus
- Financial institutions
- Financial technology
- Startup businesses
- SOC reporting
- Information technology reviews
- Information security
- Vendor management
Education
McNeese State University
- Bachelor of science degree in accounting
Recent Insights
Articles
The newest fintech investors: Financial institutions
Feb 12, 2023
How financial institutions can support financial inclusion
Oct 26, 2021
SOC for Cybersecurity vs. SOC 2: 5 key differences
Jul 02, 2020
Relationship counseling for financial institutions and fintechs
Feb 17, 2020
In The News
External News
Do your fintech partners speak “Bank”?
BAI | Nov 03, 2021
Business Banking’s Digital Transformation Pain Points
Bank Director | Aug 28, 2021