Wipfli

STRENGTHENING CREDIT UNION COMPLIANCE

Driving credit union growth and innovation.

Wipfli LLP is an advisory firm offering expansive services in tax, audit, risk, M&A, strategic planning, operational performance, and digital transformation.

Many team members are former credit union professionals, combining deep operational insights with expertise in strategic planning and digital transformation to help credit unions meet evolving needs and strengthen community ties.

WIPFLI SOLUTIONS

Connecting strategy and intent to action and outcomes.

Fractional leadership

Looking to bring in executive experience and insights without the overhead? Wipfli’s team of experts provides top-level strategic guidance, leadership, and counsel at a rate and engagement level that meets your credit union’s needs. Reach out to discuss onboarding a fractional:

  • Chief Artificial Intelligence Officer
  • Chief Data Analytics Officer
  • Chief Digital Officer
  • Chief Financial Officer
  • Chief Human Resources Officer
  • Chief Information Officer
  • Chief Information Security Officer (virtual)
  • Chief Operating Officer
  • Data Warehouse Solution Architect
  • Program Management Office
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AI readiness

AI readiness services with Wipfli help the credit union assess its preparedness to adopt artificial intelligence responsibly, securely and in alignment with business strategy, while strengthening governance and building a scalable foundation for future AI adoption.

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Data analytics readiness

Data analytics readiness services with Wipfli help the credit union improve how data is used to support decision making, performance management and strategic insight, while reducing manual reporting efforts and building a scalable foundation for future AI investments.

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Ransomware simulation services

Wipfli’s ransomware simulation services help credit unions identify gaps and strengthen defenses against cyber threats. Advanced attack simulations validate the effectiveness of prevention, detection, and response controls – ensuring internal and third-party safeguards deliver real-time protection and value. These non-disruptive simulations provide an accurate assessment of overall security posture.

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Loan review services

Wipfli’s loan review team is comprised of seasoned credit specialists, on-hand to provide consultative services to help credit unions proactively develop best practices and risk management strategies.

Loan review services include credit quality (including underwriting and borrower performance), credit and collateral documentation, regulatory and internal compliance, and more.

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Succession planning

Wipfli’s succession planning helps credit unions ensure leadership continuity by identifying and preparing qualified internal talent for critical roles. The objective is to reduce disruption, manage key person risk, retain and develop high-potential talent, and support long-term organizational stability.

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PROVEN SOLUTIONS

Wipfli in action

200+
credit unions have partnered with Wipfli to drive success and growth.
300
dedicated professionals within the industry, driving impactful solutions.
95
years serving the credit union system.

“Wipfli brought in really smart people. They’ve been true partners who have been just as excited about the results as we have been.”

Cliff Wantz
VP of Lending, SPIRE Credit Union

THE RIGHT SOLUTION FOR YOUR CREDIT UNION

Tailored solutions and support for lasting success.

Wipfli helps credit unions with regulatory compliance, risk management, and IT services, going beyond standard advisory services to offer expert guidance, tailored to the unique needs of credit unions.

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WIPFLI RESOURCES