Insights for effective governance
To maintain the trust of your clients and stakeholders, you need to ensure you are operating legally, ethically and transparently. But doing so in an increasingly complex business and compliance landscape can be challenging.
Wipfli can provide your organization with the guidance you need to help ensure that you are sustainably and ethically creating long-term value. Our integrated services help you foster resilience with informed decision-making and proactive risk management that aligns with your strategic plan.
Why Wipfli?
Our integrated teams bring a unique broad perspective that means we can both help craft governance and risk strategies across silos in your organization and execute on a tactical level.
We can help you enhance your governance with services including:
How we help
Wipfli can assist boards and management in establishing or enhancing an appropriate risk management system that fits your strategic objectives. We work closely with your people to identify, develop and integrate key risk governance components and related reporting systems so that you can facilitate timely monitoring and controlling of risks.
New risks and evolving regulations mean organizations need a data privacy plan that scales as they grow and adapts quickly.
Our comprehensive support can also be customized to the unique privacy challenges of your industry and organization, including:
CPPA compliance
Wipfli leverages our extensive experience with privacy regulations to help surface gaps and strengthen your CPPA compliance. We help you identify vulnerabilities in your existing security program and implement controls to improve compliance while minimizing disruption to your daily operations. Our services include support for privacy notices, data processing, privacy impact assessments, opt-out management, privacy by design and data minimization.
Cookie management
Wipfli’s team helps you reduce regulatory risk with cookie management services, including support for properly categorizing cookies and tags, tag and consent-management software configuration, privacy control interface design and privacy notice development. We work with you to build a service package that fits your needs and high-priority tasks.
Data management services
We also provide data management services, supporting your organization with:
- Cloud data management
- Data warehouse
- Data integration
- Data governance (master data management, metadata management)
- Enterprise information management
The Wipfli ESG and sustainability services team is ready to help you turn your ESG strategy into action. We offer comprehensive ESG services to support any aspect of your ESG program, including strategy development, program design and implementation, training, reporting and attestation. Through close collaboration, we help give you the ESG clarity you need to see results.
Even the smallest U.S. company with any type of presence in Europe (whether physical or online) must comply with the General Data Protection Regulation (GDPR). Wipfli is ready to help you understand how GDPR may impact your business and how you can comply. Our team can assist you in critical areas, including installing a data privacy officer, implementing a compliant privacy program, training employees and performing readiness testing.
Our team
Sarah K. Williams, CPA
With a particular interest in long-term sustainability, Sarah focuses on the risks and opportunities that environmental, social and governance (ESG) presents. She helps provide clients with fund structuring, audit and tax compliance, SEC custody rule examinations, consulting and cybersecurity.
Greg Sparrow
Greg Sparrow is a partner at Wipfli, where he helps organizations identify, mitigate and manage risk associated with sensitive information across the entire data management lifecycle. In this role, he focuses on delivering integrated cybersecurity, data privacy and risk management solutions that enable responsible, secure interactions between organizations, their customers and the broader marketplace.
Ready to get started? See how we can help you reduce your risk profile.
