Amplify your impact and achieve your vision
Strengthen the financial health of your nonprofit organization so you can transform faster, engage smarter and lead your association with confidence and clarity.
The challenges facing associations are significant: Technology. Competition. Funding. Fatigue.
But so are the opportunities that come from new and impactful solutions that can empower you to:
- Improve your financial foundation.
- Leverage technology to drive engagement and efficiency.
- Automate personalized membership experiences.
- Elevate employee experiences.
- Accelerate growth.
- Align leadership, board and team.
Why Wipfli?
What makes us different is we combine nonprofit passion and a 360-degree advisory framework that can make as true a difference in your association as you make in the lives of your members.
While some firms can help with leadership and others can help with technology or finances, we bring a suite of integrated services that break through silos to drive tangible and impactful results across your entire association.
That’s why we have decades of experience serving hundreds of professional and trade associations with custom solutions in:
- Organizational performance and leadership.
- Digital, data, cybersecurity and enterprise platforms.
- Outsourcing for accounting, HR and technology.
- Financial solutions, audit, accounting and tax.
- Fraud, forensics and compliance.
We also don’t deliver solutions and run. Wipfli’s mission is to help associations achieve their full potential, empowered by the security of a stable foundation. That means we deeply invest in our relationships to drive the results you need for today and tomorrow.
Services for associations
Digital services
We help associations build strong data foundations so that they can make decisions, communicate with members and speed up operations. From software selection and assessments to membership engagement and technology road maps, we can help.
Organizational performance
To drive your business forward and optimize your performance, you need to align your people, strategy and operations. Our team can dig in to strengthen your operational and organizational performance through key metrics like membership acquisition, revenue streams and talent retention.
Leadership training
Without the right people — from boards to interns — you cannot optimize your organization’s performance to sustain growth and achieve success. We use data-backed tools such as the Predictive Index to help ensure the right people are in the right roles. Our executive coaching and leadership training programs develop high-performing teams so you can get a greater return on your people.
Outsourced accounting, HR and technology
It’s time to hand off tasks that you (and your staff) don’t love or have the time or experience to handle. Whether that’s running payroll, paying bills or closing the books — we’ve got you. Outsource your CFO, accounting or IT roles to Wipfli and reclaim time and energy.
Tax services
Taxes are complicated, and that complexity only grows as you scale. We make taxes easier for you to manage, even if you operate in multiple cities, states or countries. We handle tax planning, reporting and filing — and help you predict the tax consequences of future strategies. Wipfli brings everything into focus and creates more opportunities for tax-advantaged growth.
Audit services
Wipfli’s audit specialists help associations address complex audit challenges head on and anticipate future requirements. We have extensive association experience at the local, state and national level.
Our Connections
We are an active member of the American Society of Association Executives and Association Forum along with several local and state societies of association executives.
Our team
Kathleen DuBois, M.A.
Kathleen DuBois is the incoming industry leader of Wipfli’s nonprofit and government practice, serving clients nationally and internationally. Her role entails leading the vision, strategy, operations and resources of the overall practice. During her career, Kathleen has partnered with executives, boards, government officials and staff to guide strategic plans, establish financials, mobilize teams, launch marketing efforts and manage complex projects.
George Persekian
George Persekian is a principal in Wipfli’s nonprofit, government and education practice who always starts with “why.” His passion is to build new relationships and inspire people to be their best. George is always ready to help clients identify areas they can streamline for improvement to maximize their success.
Chad Stewart
Chad Stewart is a leader in the association nonprofit practice with a specialization in digital strategy. During his career, he has been involved in hundreds of client projects, including strategy, project management, implementation, software assessment and selection. During his time, he has taken on the role of certified engineer and certified implementer, and has managed numerous types of software projects, including CRM, ERP and membership management. His greatest achievement has been assisting nonprofits, associations and the business community at large in making the best software decisions needed to provide sustainable returns in reaching their mission.
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Julie Cox
Julie Cox is the market lead in Washington, D.C. within Wipfli’s nonprofit, government and education practice. Julie specializes in work with associations and nonprofits. She has more than 20 years of experience running an education nonprofit and bringing technology innovation to multiple industries.
