Why Wipfli?
Wipfli’s credit union consulting brings extensive industry experience to help you navigate your business challenges with clarity and confidence. Many of our staff are former industry professionals, positioning us to offer unique credit union services with tailored support that understands your operations.
Enhance your risk mitigation with Wipfli. Our team applies a risk-based approach and proactive strategies to help you identify how you can improve and enhance your risk management practices. We help you manage risk with services for regulatory compliance, valuations, IT audits, BSA and other critical areas.
Wipfli’s digital team can help you adopt the latest credit union technology to connect with members while keeping their data secure. Our team leverages our extensive industry experience and knowledge of best practices to help you develop a strategy that drives digital success.
As stakeholders demand more accountability, you need industry-specific support to help you build trust and maintain compliance. Wipfli can help, with audit, accounting and assurance services for credit unions that deliver insight into your compliance and performance.
Streamline your back office with Wipfli’s outsourced services. We provide talent and solutions for your accounting, technology, HR and operational challenges, so that you can focus on serving your members.
Whether you need support for strategic planning, developing your people or improving operations, Wipfli can help. Our organizational performance team provides tailored solutions and proven processes to help you drive results.
Credit unions looking to grow or sell need industry-specific transaction support to achieve a successful outcome. Wipfli provides a broad range of services, including buy-side, sell-side, valuation, tax and investment banking support to meet your strategic and transactional needs.
Reach out to our team
Member needs are evolving faster than ever. Improve risk management, enhance digital experiences and streamline operations with guidance tailored to credit unions.
Insights and resources
EVENT | September 10, 2026
AI without the hype: How credit unions can use AI responsibly and profitably
Are you ready to cut through the hype and hear clear, practical advice on using AI in your credit union? Join Wipfli and CUNA Strategic Services on September 10 as we lay the groundwork for responsible and scalable AI adoption. We’ll explain how you can use AI to improve member experiences, increase operational efficiency and support decision-making across your institution. This webinar is designed for credit union CEOs, CIOs, COOs and senior leaders who want to move beyond AI experimentation. Join us to help ensure your credit union’s AI investments support today’s priorities and tomorrow’s strategy.
EVENT | September 17, 2026
CFO Roundtable: Succeeding responsibly with AI
To succeed with AI, financial institutions must understand the technology, its costs and how to govern it responsibly. That’s a tall order given the pace of change. Join Wipfli to learn how to evaluate, implement and govern AI responsibly. We’ll discuss capabilities you could gain from different AI technologies, the role of data management and governance and practical steps to manage risk and control costs.
EVENT | October 15, 2026
Risk Roundtable: Understanding AI to support responsible governance
AI literacy is becoming an essential competency for compliance professionals. Our October Risk Roundtable will cover AI fundamentals and how AI is changing the risk landscape. In many organizations, employees are rapidly adding AI to their daily workflows, and adoption is moving faster than governance. Get caught up with Wipfli. You’ll leave this session with: • A better understanding of the AI technologies your teams may be adopting. • Best practices for supporting responsible AI implementation. • Practical considerations around AI governance, policy and employee education. A live Q&A opportunity will follow the presentation. Risk Roundtable is designed specifically for chief risk officers, internal auditors, BSA officers and compliance officers in community banks and credit unions. Join the community on October 15 and learn how to manage this evolving risk.
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See how Wipfli’s collaborative approach can help your organization turn regulatory, operational and technology challenges into opportunities for growth and resilience.
