How we help you
The right executive can guide your company with the strategy and leadership you need to build a successful future. But finding talent can be challenging in a market where current leadership is retiring, and there’s a shortage of talent and skill to replace them.
Direct financial strategy with CFO support.
Leverage CHRO guidance to overcome talent challenges.
Enhance operational performance with COO services.
Strengthen cybersecurity and IT capabilities with a CIO or CISO.
Leadership that delivers value
Our executives use their depth of experience and leadership skills to help you develop strategy and effectively support long-term success.
Explore our outsourced services for the c-suite
Wipfli’s outsourced CFO services can help you direct financial strategy and navigate your complex, industry-specific accounting needs. Our CFO services can support your company by:
- Providing strategic planning and financial analysis.
- Establishing KPIs.
- Evaluating cost drivers and financial stability.
- Consulting on debt structure or refinancing opportunities.
- Developing and overseeing action plans to address budget gaps.
- Analyzing cash flow forecasting.
- Identifying opportunities to improve cash flow and liquidity.
- Maintaining banking relationships.
- Attending board meetings.
Wipfli’s outsourced CHRO services can help you overcome your talent challenges with support for:
- Talent strategy and philosophy.
- Succession planning.
- Career pathing.
- Organizational structure and role alignment.
- Leadership development.
- Executive coaching.
- Talent assessment.
- Employee experience strategy.
- Compensation and benefits strategy.
Help manage your technology risks and opportunities with Wipfli’s outsourced CIO. A Wipfli CIO can help your organization with critical IT functions, including:
- IT budgeting.
- IT strategic planning.
- Infrastructure decisions.
- Digital advancements.
- IT vendor management.
- Digital transformation initiatives.
- IT goal setting.
- IT process design.
- Performance metrics and benchmarks.
Enhance your organizational performance with a Wipfli COO. Our outsourced COO service can help your company with:
- Strategic planning.
- Metrics and benchmarking analysis.
- Organizational vision.
- Organizational goal setting.
- Planning and organizational functioning.
- Organizational culture enhancement.
- Annual operational planning.
- Vendor management and selection.
Your company handles vast amounts of customer data, including personally identifiable information, financial details and health records, making it an attractive target for cybercriminals. Wipfli’s virtual chief information security officer services understand the risks in your industry, and we can help you build a cybersecurity program that mitigates your risk.
Our vCISO services can support your organization by:
- Building a holistic program and strategy to secure your data and add resiliency in the event of malicious activity.
- Establishing strategic road maps that fit both the budget and risk appetite of the organization.
- Maintaining compliance with regularity mandates specific to the industry and the clients’ industries.
- Educating employees to operate with a cyber mindset and implementing security training.
- Establishing board and leadership communication.
- Creating secure architecture for the network and data repositories.
- Helping ensure security incident and breach support.
- Training other staff to fill the security leadership role.
Reach out to our team
Our executives use their depth of experience, leadership and advisory skills to help you develop strategy and effectively manage your team and operations.
LET'S CONNECT
Discover how Wipfli can help you adapt to a challenging market with decades of experience and a deep bench of insurance professionals across a wide range of specialties.
