In an industry where adaptability is key, credit unions must stay ahead of the curve to ensure financial stability and success. Gain valuable insights on evaluating liquidity risk management practices in a rapidly changing environment, the importance of stress testing and scenario analysis and how to mitigate risk. Read more: https://lnkd.in/gFZDFtpr #CreditUnions #Liquidity #RiskManagement #Banking
About us
Always advancing. Always progressing. From curiosity to clarity to results. That’s Wipfli. We’re Wipfli, a top 20 advisory firm with a strong CPA foundation serving 59,000 clients across today’s most complex industries. For more than 90 years, we have evolved and grown to help our clients take on whatever comes next. Yet as much as we change, at our core we remain committed to curiosity and our clients. Our more than 3,200 associates help our clients with services that range from business consulting and digital services to audit and accounting. We focus on emerging and mid-market organizations with specialized knowledge in industries like financial institutions, financial services, manufacturing, distribution, healthcare, construction, real estate, government, nonprofit, agriculture, auto dealerships, technology and tribal gaming and government. Our mission to create a lasting, positive impact extends beyond our clients to our associates and communities. We believe in a workplace — and world — where everyone feels included and diversity is embraced. To foster that, we are committed to creating an environment where everyone is equally supported, empowered and encouraged. Through initiatives focused on leadership, recruitment, training and diverse business resource groups, we will continue to become a more inclusive firm and build the workforce of the future. We know that diversity makes us all stronger. Visit www.wipfli.com/EmailSignup to get updates from our team. You can also find us on Facebook and Twitter at: - Twitter: www.twitter.com/Wipfli_LLP - Facebook: www.facebook.com/WipfliLLP Specialties: Digital services, organizational performance, executive coaching, financial solutions, audit/accounting, outsourcing and mitigating risk.
- Website
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https://www.wipfli.com/?utm_source=linkedin&utm_medium=social&utm_campaign=wipfliorganic
External link for Wipfli
- Industry
- Business Consulting and Services
- Company size
- 1,001-5,000 employees
- Headquarters
- Milwaukee, WI
- Type
- Partnership
- Specialties
- Audit & Accounting, Information Technology (IT), Tax, Merger & Acquisition, Valuation, Litigation, and Transaction, Employee Benefits, Risk Advisory and Forensic, Financial Accounting Outsourcing, Sustainability, Business Consulting, Digital strategy, Custom software & apps, Enterprise solutions, Cybersecurity, Outsourcing, Organizational performance, and Executive coaching
Locations
Employees at Wipfli
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Joe Baker, MBA
Senior Business Developer at Wipfli | Introducing Microsoft (ERP, CRM, Cloud) and Assurance, Tax, and Business Consulting Solutions to Corporations…
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Deanna Wachsmuth, CISM
Risk Management and Internal Audit Professional
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Greg Woodard
Data Visualization | Data Warehousing | Data Analytics
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Anirudh Nadkarni
Design and Delivery Leader in Data and Analytics
Updates
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It’s nice to be recognized for our hard work. Wipfli has been named No. 11 on the Bob Scott’s Top 100 VARs list for 2024. The Top 100 value-added resellers (VARs) are chosen from organizations across the nation that specialize in the sale and implementation of enterprise resource planning (ERP) and accounting software: https://lnkd.in/gkFKXpnw
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When people and technology work together smoothly, it paves the way for innovation and efficiency. Learn how to prepare your people and build a culture that loves #AI: https://lnkd.in/gj5P8GG4 #GenAI
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Overcoming supply chain obstacles is essential to operating a successful manufacturing and distribution business. Learn how you can stay on top of a changing market and keep your operations running smoothly: https://lnkd.in/gu2eyjVQ #SupplyChain
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Wipfli reposted this
Last week at Wipfli's partner summit, we had the honor of hearing Kara Lawson, Duke Women's Head Basketball Coach, deliver an inspirational keynote. I loved so many of her quotes and stories. As CHRO, one that really resonates is related to leader communication ~ " Early, loud and continuous". As a coach and leader, if things go wrong, make sure it's not due to poor communication. Create clarity and communicate often. Finally, as we all embrace a fast and always changing work environment, "Delaying hard doesn't change hard". Lean in with empathy AND expectations, connect through relationships and tackle hard conversations. We will be better for it. #leadership #inspiration #wipfli
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Listening is the cornerstone of effective accounting and advisory services. Our annual client experience survey is crucial in capturing our clients’ insights and enhancing our services. Read more about our approach and the latest survey results from our managing partner, Kurt Gresens, CPA, CMA: https://lnkd.in/g5-bKR8K #ClientFeedback #ClientSatisfaction #CX
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Wipfli reposted this
Anna Kooi, CPA, leader of the financial services and financial institutions practice at top 25 advisory and accounting firm Wipfli, recently spoke with The Financial Brand on data privacy regulations for banks on a state-by-state basis. “These state-to-state variations mean that organizations operating across multiple states must navigate a complex regulatory landscape, tailoring their compliance programs to meet specific state requirements,” Kooi says. “While some states, like California, impose comprehensive and rigorous standards, others, such as Utah, adopt a more relaxed approach, focusing on basic transparency and consumer rights.” https://lnkd.in/e6ytf_66 (CC: Teresa Schmedding, Jessica Malmberg, Lauren Miketinac, Joey Pizzolato)
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Despite economic growth, many businesses are feeling uncertain. Why the disconnect? Our latest article explores this issue and offers insights on how to navigate uncertainty with a strategic and holistic approach: https://lnkd.in/gNrpahKT #EconomicResilience #Opportunity #BusinessGrowth
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Wipfli reposted this
Partner - Nonprofit, Government, and Education Practice at Wipfli | Bringing Innovation & Financial Compliance to Nonprofit, Government, and Education Sectors to Create Lasting Positive Impact | Nonprofit Board Member
Winning with purpose is what it’s all about! These past 3 days, our Wipfli partner group did what every good team does…we got clear on how we help the team win. And Kara Lawson absolutely CRUSHED IT as our keynote speaker and set the tone for how we can handle hard better. Walking out of here absolutely jacked to continue creating lasting, positive impact. LETS GOOOO!! #handlehardbetter #winwithpurpose #lastingpositiveimpact
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