For more than 90 years, Wipfli has helped empower credit unions to achieve their goals and plan for future success. Leverage our consulting, audit and accounting solutions to solve your biggest challenges.  Wipfli provides thorough service solutions that result in practical, customized recommendations for improving controls, mitigating risk, exam readiness and regulatory compliance. We readily adapt to individual environments, and can, through our integrated services approach, seamlessly fulfill accounting, advisory and other needs that surface.

Services provided include:

  • 990/990-t prep
  • Audit and accounting
  • Board governance training
  • Cybersecurity
  • Disaster recovery services
  • Forensic
  • Internal audit and compliance
    • ACH compliance
    • Bank Secrecy Act compliance
    • Branch security and controls
    • Compliance audits
    • Deposit operations
    • File maintenance
    • Loan review services
    • Payroll and benefits
    • Secondary market quality control reviews
  • Internal vulnerability scanning
  • IT controls review
  • IT risk assessments
  • Model validation (ALM, AML)
  • Physical penetration testing
  • Pretext calling
  • Profit improvements
  • Quality assurance and improvement program audit
  • Retirement plan administration
  • Strategic planning
  • Supervisory committee exams
  • Talent management
  • Vendor management

Contact: Alison Herrick, CPA, Partner
Telephone:  207-523-3346
Website: wipfli.com/fi