Create a unified, impactful organization
Community-based federated nonprofits are an integral part of the communities they serve.
Your organization is uniquely suited to achieve a wide-reaching impact while still building close community relationships and engagement. But doing so effectively requires the right mix of autonomy and oversight, effective communication and an agile strategy.
If you’re looking to empower both your affiliates and larger organization, Wipfli can help. Our dedicated federated nonprofit consulting team can guide you in building the right organizational strategy and supporting tech. We also help keep your organization aligned under a clear mission while giving you and your affiliates the tools to remain financially viable.
Why Wipfli?
Wipfli has extensive experience in helping federated nonprofits, giving us the insight needed to quickly understand your approach to the federated model and the challenges you face.
We know the difficulties of creating a unified organization while achieving the right balance of independence. That’s why we offer a holistic approach, breaking down silos where appropriate to address your organization’s needs. With services from strategy and compliance to talent and financial management through a data-informed lens, we’re ready to help you achieve greater performance and impact.
Digital services
Implement a technology strategy and scalable solutions that can grow with your organization. We offer a wide range of technology services, including data and analytics to help you integrate and share data to monitor organizational performance, implementation support for cloud-based enterprise solutions and cybersecurity guidance, designed to help you leverage technology to transform how you engage your community and affiliates.
Organizational performance consulting
Wipfli’s organizational performance and nonprofit training services can help you create consistent performance across all your affiliates. We work closely with your team to develop an agile strategy that defines your ideal future state and the practical steps you need to achieve it, with additional guidance for helping you execute it throughout your organization. We also offer operations support to help you improve processes, develop and monitor the right KPIs, and manage change. And our leadership development services can help you grow leaders to drive your culture and retain top talent.
Assurance services
Wipfli’s assurance team has extensive experience helping nonprofit organizations navigate their audit and accounting needs. Our team strives to deliver timely, efficient audits while maintaining close communication with your staff and providing insights into how you can improve your organization.
Tax services
Get tax support from a team that understands the unique needs of nonprofit organizations. Whether you need assistance with Form 990 filing, navigating international tax or maximizing potential energy credits, Wipfli’s tax team can help.
Outsourced services
Overcome critical staffing and leadership gaps with Wipfli’s outsourced services. We provide a flexible way for you to augment your back-office staff, including accounting, human resources, operations and technology teams. We also offer outsourced and fractional C-suite services, including CFO, CHRO, CIO and CISO to help guide strategy at the highest levels of your organization.
Risk advisory services
Wipfli’s risk advisory services can help you navigate regulations at the local and national levels. Our regulatory compliance and risk assessment services help give you the support you need to mitigate risk and manage compliance more effectively.
Our team
Chris Bryant
Chris Bryant is a director and senior consultant with Wipfli’s CIO advisory services practice and serves as a technology quarterback and coach for clients in the nonprofit and healthcare markets.
Marcie Bomberg-Montoya, OCI, OEI
Marcie Bomberg-Montoya brings over 25 years of experience in executive leadership roles in both financial institutions and private enterprise to her engagements. She has developed a high level of proficiency, leading a myriad of complex enterprise-wide endeavors such as mergers and acquisitions, strategic analysis and plan implementation, growth and transformation strategies, as well as innovative product and service development.
Andrew J. Potasek
Andrew Potasek brings more than 11 years of experience to help our clients in process and design with a focus on Microsoft Dynamics and D365 technologies. Andrew is highly respected for his motivation and flexibility.
Brian R. Gaumont
Brian Gaumont is a partner within Wipfli’s nonprofit and government practice. He has over seven years of experience at Wipfli. During this time, Brian has served as an experienced facilitator, working with small and large groups, and specializes in work with grant-funded and community-based nonprofit organizations. His consulting expertise is with organizational development and strategic planning.
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.
CLIENT SUCCESS STORY
Wipfli’s strategic planning services were able to help Prevention First increase revenue and expand programs.
