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 | 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. 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.
EVENT | November 12, 2026
IT Leadership Roundtable: Becoming a Future-Ready IT Professional
The role of IT isn’t disappearing. Its value is shifting. Join Wipfli for a focused session on IT trends impacting financial institutions. In this session, we’ll explore the technology that’s changing the value of IT professionals and how they can spend less time keeping technology running and more time helping decide where it can make a difference. This session is designed for compliance officers, IT managers, information security officers, IT auditors and operations managers who work in financial institutions. Wipfli’s Digital Services team will deliver a 45-minute presentation, followed by a Q&A.
EVENT | December 9, 2026
CFO Roundtable: Prepare your financial institution for 2027 and beyond
Staying compliant today requires looking ahead to the regulatory and reporting expectations of tomorrow. Join us from 12:30-2:00 pm CT on December 9 for the CFO Roundtable, a forward-looking learning opportunity for chief financial officers, chief risk officers and other accounting leaders. This two hour session will provide strategic clarity on key audit, accounting and tax developments to help your institution prepare for 2027 and beyond. Proactively preparing for change helps your institution maintain a competitive advantage. Join us for the context and practical guidance needed to lead your team with clarity and confidence. Save your seat today.
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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.
