WebinarsSeptember 5, 20261 min read

How much is your financial services firm willing to risk?

Wipfli Insights Team

Enterprise risk management has typically been reserved for large financial institutions. However, regulatory demands and the marketplace are forcing financial services providers of all sizes to adopt risk management practices. Organizations need to understand how internal and external factors affect their strategy.

In this video podcast, Wipfli’s Robert Zondag and Michelle Joseph explain how formal enterprise risk management practices can be applied in smaller financial services organizations. By watching, you’ll learn:

  • Why organizations of all sizes should conduct an enterprise-level risk assessment.
  • How to identify who should “own” risk management within your organization.
  • The short- and long-term benefits of adopting a risk-aware mindset across the business.

Our enterprise risk management team can work closely with your firm to identify internal and external risks that get in the way of your goals. Work with Wipfli to understand your organization’s risk tolerance and uncover potential roadblocks, so you can protect your ambitions and plans. Learn moreabout our enterprise risk management services.