Ready for next. Now.
Everything matters to the members who depend on your credit union.
And with increasing pressure from new competition, digital disruption, empty branches and talent shortages, it’s getting harder to continue to be the heart of your community.
We believe perspective changes everything. That’s why we have a team that brings solutions unique to credit unions to help you navigate the complex landscape with clarity and confidence.
Services for credit unions include:
Digital services
Digital transformation touches your members, your employees and your operations. We can help turn obstacles into opportunities.
Talent strategy
To recruit and retain top talent, credit unions need a mix of strategic and tactical programs. Our team can help you build the team of the future.
Cybersecurity
From threat analysis and data security to compliance and IT audits, our team can help mitigate your risks.
Compliance services
Today’s ever-changing regulatory environment makes it difficult for financial institutions to maintain an effective compliance program. Wipfli's professional compliance team can help.
Audit
Find another level of experience and insight with an audit team that adds value to every level of interaction.
Training
From BSA and HR workshops to compliance help, our team is ready to help yours achieve your goals and meet compliance regulations.
Contact us
Since 1930, our team has been providing value and finding solutions for credit unions, from the smallest institutions to the multibillion-dollar, multistate ones.
Our committed to long-term relationships means you can depend on us for the guidance so your credit union can continue to thrive.
Contact usOur team
Alison J. Herrick, CPA
Alison Herrick is a partner who provides external and internal audit services to credit unions and banks, including evaluating lending programs, auditing compliance, conducting internal control studies and consulting on generally accepted accounting principles. She specializes in developing audit plans and providing credit unions with regulatory compliance audits and internal audit outsourcing and co-sourcing.
Anna Kooi, CPA
Anna Kooi is a partner and leads Wipfli’s financial services practice. She has more than 20 years of experience in serving a variety of public and private clients in the financial services industry. Anna has advised clients ranging from startups to Fortune 50, bringing deep industry knowledge to the clients she services.
