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.

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HOW DEBBIE DRIVES MEMBERSHIP

Rewarding smart financial behaviors, connecting Gen Z with credit unions.

Debbie is an online platform that primarily helps younger consumers build smart financial behaviors. Every time a Debbie user reaches a financial milestone, they receive a cash reward that can only be accessed through a credit union account. The platform streamlines membership applications to unlock those rewards, bringing instant deposits and members to your credit union.

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 provide 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 Financial Officer
  • Chief Information Officer
  • Chief Information Security Officer (virtual)
  • Chief Operating Officer
  • Program Management Office
  • Chief Human Resources Officer
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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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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.
“Wiplfli 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, Lending at 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