CUNA Strategic Services Aligns With Wipfli to Provide Access to Top C-Suite Talent and Streamline Loan Reviews
February 04, 2025
MADISON, WI – February 4, 2025 – CUNA Strategic Services is excited to announce their new alliance with Wipfli, a top 25 advisory and accounting firm delivering holistic solutions to help clients navigate the modern marketplace, optimize performance and drive growth.
CUNA Strategic Services chose to ally with Wipfli to pursue their shared vision of credit union growth, building upon our diverse portfolio of solutions.
"The war for talent rages on for credit unions. This launch is the culmination of important work CSS has been doing with America’s Credit Unions’ Small Credit Union Committee. By offering access to shared fractional crucial c-level resources, we’re opening a tremendous opportunity for credit unions of all sizes to leverage top talent across the industry. Likewise, Wipfli’s loan review service creates the opportunity to mitigate risk and ensure compliance standards are met, reducing the burden on credit union staff. We’re excited to partner with Wipfli to help credit unions win these battles in the war for talent," said Barb Lowman, President, CUNA Strategic Services.
Wipfli benefits credit unions by turning data into actionable insights, optimizing workflows, increasing margins, and transforming through digital innovation.
"We are thrilled to join CUNA Strategic Services as an alliance provider, leveraging our trusted expertise and offerings to bring tangible value to America’s credit unions,” said Anna Kooi, Wipfli’s National Financial Services Industry Leader, Partner. " At Wipfli, our approach is to deliver solutions that empower businesses to thrive in today's modern marketplace, driving performance and growth every step of the way."
Wipfli’s tailored solutions levels the playing field and equips credit unions of any size to grow and stay competitive. Learn how Wipfli can empower your credit union.
Wipfli LLP is an advisory firm offering expansive services in tax, audit, risk, M&A, strategic planning, operational performance, and digital transformation. Wipfli professionals bring real-world experience to deliver the industry, compliance, and technology knowledge you need. We understand the realities you face and provide the guidance necessary for success. Our experts use decades of industry experience and innovation to help clients transform faster, engage smarter, and achieve tangible results. Others see problems. We see possibilities.