For every business, looking to the future is one of its biggest responsibilities. For Wipfli, it’s not just ensuring the longevity of our firm, it’s recognizing how the needs of our clients are changing and how we can evolve to meet those needs.
To become the firm of the future and continue delivering a high level of value to our clients, we have challenged ourselves to redefine our long-term plan and mindset. We’ve looked at what success means for the people we serve every day, with the ultimate goal of creating lasting, positive impact for our clients, our teams and our communities.
The result is a new vision: Wipfli 2025. This multipronged approach will further build value for our clients by addressing current and future challenges. We’ll do this by developing or adapting new technology, evolving our business model and anticipating our clients’ needs outside their core scope.
We are committed to continuing to meet the current needs of our clients’ businesses in real-time — after all, disruption in their industries is occurring now, and not just in a future state. We have the incredibly talented people we need to build the firm of tomorrow, and we have an unshakeable foundation to build on, both in terms of our financials and the strength of our service and client relationships.
Our relationships fuel our growth, and feedback guides our client-centric focus. With this feedback in mind, Wipfli has continued to shift to the outward mindset, allowing us to better provide long-term, uniquely tailored solutions that will evolve with clients. Our dedication to exceptional service has again earned us an increase in client satisfaction. This year, Wipfli received a 90.51% rating in our annual Client Satisfaction Index (CSI) survey. I’m thrilled that this continues an impressive trend of raising our score every year since we received a 78.39% in our first survey in 2007.
We also experienced a year of strong growth. FY18’s net revenue was $316.7 million, up from $275 million in FY17. Supporting that figure was both our organic growth and four distinguished combinations. With this growth, we expanded our geographic presence across the United States, enhanced our service offerings and contributed further resources toward enriched client service.
With Wipfli 2025, we are poised to continue leading in our industry and be the innovative provider of the solutions our clients need to be successful in their own industries. Thank you to all our clients for allowing us to work with you, and we are excited to begin our 2025 journey together.
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Chris Blaylock is a partner in Wipfli’s commercial audit group and currently leads the manufacturing and distribution industry in the Chicago region. He assists clients with financial accounting and reporting matters and related business considerations to help them achieve their goals. Chris strives to gain a thorough understanding of his clients’ core operations in order to help them meet their business objectives. Interacting regularly with clients allows him to take a proactive approach to identifying their issues and helping them solve their problems to ensure their timeline, value and efficiency expectations are met.
Michael Carlson is a partner in Wipfli’s financial institutions practice in the St. Paul office. He has dedicated his entire career to this industry and is able to provide his clients with practical, real-world knowledge. Michael’s clients find value in his unique ability to identify opportunities for improvements across all functional areas of their business, not just the accounting area.
Karl Eck has over 18 years of experience with grant-funded nonprofit organizations, providing audit, consulting and training services. As a member of Wipfli's nonprofit technical issues committee, he stays up to date on current accounting and regulation matters affecting nonprofit organizations. Karl specializes in providing outsourced accounting services, which includes outsourced CFO, accounts payable processing and payroll services. He also performs consulting on negotiated indirect cost rate agreements. In addition, Karl trains on various topics at Wipfli's annual national conferences. With this knowledge, he helps clients navigate through audit, outsourced accounting and consulting engagements to provide solutions to their problems. Karl says, "Providing clients with a clear and concise picture of their finances gives them assurance that their organization is functioning properly. If there are any issues, we can help solve them."
Mark Elliott is an audit partner in Wipfli’s Rockford office. He has over 20 years of experience dedicated to serving manufacturers, wholesalers, distributors, contractors and other closely held businesses of all sizes. Developing a strong and productive business relationship, along with a thorough understanding of his clients’ businesses, is a top priority for him. Mark enjoys assisting clients in problem solving and providing timely and quality services.
Scott Hanson is a partner with more than 17 years of experience in public accounting. His primary focus is on providing proactive business consulting, tax compliance and planning services for small and medium-sized businesses and their owners. In addition, Scott plays a key role in the development and maintenance of client relationships in the Duluth market.
Jim Hyland is a health care partner based in Wipfli’s Milwaukee office. He has significant experience in conducting and managing financial statement audits. Since joining Wipfli in 2007, Jim has dedicated his time to health care organizations, including a variety of integrated health systems, individual hospitals, long-term care facilities and health insurance companies. His clients have ranged in size from regional continuing care facilities to large hospital systems with annual revenue in excess of $1 billion. In addition, Jim oversees audits of employee benefit plans. He participates in the firm’s health care technical issues committee, which analyzes industry developments, pursues internal quality initiatives and creates audit tools and best practices. Jim also authors articles for Wipfli’s online periodical, Accounting Wire.
With over 25 years of experience working in and with nonprofit organizations and for-profit businesses, Tammy Jelinek engages with leadership teams to strategically align their goals to grow, expand and meet their outcomes.
She is one of our nationally recognized trainers in the areas of Head Start/Early Head Start and Uniform Guidance regulations, parent engagement, employee engagement, organizational development and culture, talent management, leadership, action planning and client service.
As a partner in Wipfli’s risk advisory services practice, Paul Johnson works with clients to assess, improve and test their information security and risk management programs. He also helps clients determine their compliance with health care security requirements, including HIPAA and HITRUST. In addition, Paul leads a team with extensive experience and qualifications to provide HIPAA risk assessments, HITRUST assessments, health care privacy and security policy development, and other security advisory services.
Holly Kohl began her public accounting career in 1999 and has extensive experience working with closely held businesses primarily in the manufacturing and commercial industries. She also has specialized training and expertise in employee benefit plans related to audit, accounting, financial reporting and regulatory compliance issues. Holly works closely with clients to gain a thorough understanding of their business to guide them through complex business and accounting matters, as well as to help them solve their business issues.
Paul Lally leads Wipfli’s business transition group, specializing in transition and succession planning for business owners. Leveraging 28 years of experience, he assists clients in making sound decisions as they navigate the growth and perpetuation of their business. As an industry speaker, Paul is known for his lively, on-target delivery of timely topics, practical strategies and thought-provoking insights. He has delivered keynote speeches to thousands of executives from a multitude of companies. Paul has extensive knowledge of industry trends, the transformations going on within various companies and the realities of operating a privately owned company in today’s market.
Sara Mikuta leads the risk advisory services team for Wipfli’s financial institutions practice and leads the Chicago market’s financial institutions practice. Her team is responsible for the development and delivery of internal audit, regulatory compliance examination, loan portfolio, asset-liability and liquidity, information technology, and fiduciary and trust services. Sara brings over 35 years of experience, focusing solely on financial institutions. This depth of knowledge and experience provides her clients with the necessary tools to be successful in their endeavors.
Kevin Paul is a partner in the firm’s tax practice, specializing in individual, family entity, trust, estate, and gift tax compliance, planning and consulting for high-net-worth individuals and their families. An experienced and knowledgeable financial planner, he assists various types of businesses and individuals with financial, insurance and investment management planning consulting services.
Ryan Risley, partner with Wipfli’s technology consulting practice, leads the firm’s Chief Intelligence Officer (CIO) advisory practice. This practice approaches digital transformation holistically to align enterprise strategic plans with technological innovation and governance.
This holistic approach creates digital strategies utilizing expansive technology expertise in a number of core industries to produce results for greater impact and growth. The technology-agnostic practice works with organizations of all sizes to chart a course to their success.
Matt Rowley is a partner in the technology consulting practice and leads the firm’s intellectual property and product development. He has built and led product and client service teams that drive innovation inside financial, operational and process improvement transformations. Matt is adept at evaluating market opportunities that create value to clients, understanding client business requirements and designing technology and business strategies to drive organizational efficiency and growth. He leverages his knowledge and capabilities to help the firm bring more productized intellectual property to market that solve client business challenges. Matt’s experience serves small and medium-sized businesses in a variety of industries including nonprofit, financial services, software and manufacturing.
To stay ahead of the changes facing our industry and deliver greater value to our clients, we have challenged ourselves to redefine our long-term plan and outlook. The result is Wipfli 2025 — an ambitious, multipronged approach to transforming the future of our firm and its impact on clients. The strategy is designed to address current and future challenges, seize opportunities to expand the business and create lasting, positive impact.
We measure true success by the quality and longevity of our client relationships. Our ongoing goal is to consistently increase the satisfaction our clients' experience when working with Wipfli and serve not just to meet but also to exceed clients’ needs.
Everything we do as a firm starts and ends with our people. We’re committed to providing a well-rounded career journey for our associates through robust professional development services and specialized trainings.
At Wipfli, we serve multiple sizes and types of businesses, but one thing is certain: We always lead by industry. We are refining our industry focus in order to provide our clients with more specialized services as well as our expanded knowledge and thought leadership.
Our mission is to make a positive difference in the lives of those we serve and solidify our place as a leader within the industry. We will achieve this through continuously expanding our services, industries and geographies — ultimately providing an even more impactful client experience.
Through continued disruption, new technology rollout and the changing industry landscape, one thing remains constant: our client-centered focus. One way we measure our success and clients' satisfaction is through our Client Satisfaction Index (CSI). Our 10th annual CSI ran from February 13 to March 6, and the firm earned its highest CSI rating ever!
We are committed to meeting our clients' unique needs through a deep knowledge of their goals and challenges. Providing customized solutions to help them succeed is how we earn such positive client feedback year after year. With permission from our clients, below are a sampling of client success stories from FY18.
SPIRE Credit Union is a not-for-profit, member-owned financial cooperative founded in 1934. The credit union is fast-growing, with 17 branches serving more than 100,000 members and more than $1 billion in assets.
Given its long, established history and recent rapid growth, SPIRE was having difficulty viewing and making business sense of its massive database. Among the issues were a lack of data consistency and a lack of uniformity, thanks to a host of wide-ranging definitions within more than 2,000 reports, creating further reporting inconsistencies.
To help the organization better utilize its data to inform better decisions, Wipfli presented and implemented the business intelligence solution Qlik Sense®. The firm provided exploration and guidance to help SPIRE’s leaders define what the organization wanted to accomplish with its data, establish the appropriate key performance indicators, identify the kinds of dashboards and visualizations that would enable the insight they sought and load all that existing data into Qlik Sense® in order to achieve its objectives.
SPIRE was able to get insights quickly and make smart decisions right off the bat. Once the data was loaded, visualizations came rapidly, allowing SPIRE to answer some core questions it had previously been unable to pin down. For example, under the previous system, SPIRE had no real way of knowing the average life of different loan types because the hard data simply did not support a clear answer.
By creating analytics through the Qlik Sense® solution, SPIRE has achieved better insight into its portfolio profitability. Now the organization can determine the average life of various loans to effectively price its portfolio and examine the risk. With this more accurate information, SPIRE expanded from a four-tier loan rate system to a 12-tier one and can more accurately measure the performance and volume within the different tiers. The insights have further allowed SPIRE to tweak its rates accordingly, pushing its yield up. Pricing and product decisions are now based entirely on facts and not on “gut.” In fact, one particular type of loan was anecdotally thought to be unprofitable. However, analytics illustrated just the opposite. As a result, SPIRE increased its loan limits and its lending within that particular loan type.
In addition, SPIRE is now able to instantly demonstrate its data, performance proof points and the decisions supporting its exponential growth, which has instilled further confidence in the credit union’s actions among its NCUA examiners.
A community bank since 1892, Holcomb Bank offers personal and commercial banking services with nearly $173 million in assets.
Holcomb Bank has worked for decades to ensure sound compliance with consumer regulations, but today’s ever-changing regulatory environment makes maintaining an effective compliance program difficult. To help, the financial institution relies on Wipfli.
Wipfli provides Holcomb Bank with a regulatory compliance approach centered on risk-focused, best practice solutions. Its team understands the realities the institution faces and regularly delivers:
Holcomb Bank recently completed an FDIC compliance examination. The bank examiner noted Holcomb Bank’s compliance exam was the best she had been involved with throughout her career. Among the compliments received were the bank’s proper adherence to regulations and having the systems in place to effectively monitor compliance policies.
A Federally Qualified Health Center, Scenic Bluffs Community Health Centers is a private, nonprofit organization that offers a full range of medical, dental, chiropractic, behavioral health, health education and pharmacy services to more than 7,500 people in medically underserved areas.
Scenic Bluffs struggled to address its growing technology needs and establish a meaningful IT plan. The organization’s IT infrastructure was fragmented and insufficient to support its varied applications, multiple locations and numerous users. Like many nonprofits, Scenic Bluffs did not carry deep technical expertise in-house, leaving it with a mostly reactionary approach to issues management and reliance upon external IT providers. The IT responsibilities fell to the accounting executive, who was forced to split priorities. After disappointing relationships with three different IT providers, the organization sought a more trusted partnership, which it found in Wipfli.
After assessing the organization’s needs and overall technology environment, Wipfli created a comprehensive technology plan to support Scenic Bluff’s strategic priorities. As part of the plan, the firm revealed the various root causes of several critical issues. Scenic Bluffs agreed to address the issues, and Wipfli then set out to correct the problems, one at a time, including numerous lingering issues. Among the ways Wipfli helped were by:
Scenic Bluffs has traded its reactive and costly approach to IT for a proactive and more productive one. It now has the peace of mind knowing that all systems are working, servers are being patched and networks are being maintained. Its information is now more secure and accessible to all users, and its networks are more reliable.
The improved IT environment has also created a more productive staff by permitting more time to focus on value-added services and generating greater opportunities to serve more of the community’s population. Scenic Bluffs can now focus on introducing new services. It can also spend its IT dollars much more strategically. The executive team and board of directors have a plan and a corresponding budget for the next three years, defined by project priorities. They can therefore make informed decisions far enough in advance to properly prepare, both financially and operationally.
Valley Corporation is a cranberry grower that was first established in 1891. The family operation consists of third-generation growers who own 240 acres of cranberry beds, 95% of which are the company’s own high-yield hybrids.
Through a community advisory partnership, Wipfli learned that Valley Corporation breeds unique and highly productive cranberry varieties. As a result, the firm suggested the company could quality for an R&D tax credit and suggested a study — something Valley Corporation’s previous tax firm had never mentioned. Wipfli also recognized Valley Corporation’s need for entity selection and estate planning to help ensure that the third-generation business could be optimally transferred to the next generations.
Wipfli met with Valley Corporation and conducted an initial feasibility assessment to weigh the costs of performing a comprehensive study against the potential tax savings. The assessment showed a $30,000 tax credit for the current year — a credit that was substantially greater than the study cost, convincing Valley Corporation of the value.
As part of the study, Wipfli identified the hybrid breeding activities and expenses that would qualify for the tax credit. The firm also gathered the necessary documentation needed to substantiate the credit.
Wipfli also conducted entity restructuring to protect Valley Corporation’s assets and followed up with estate and retirement planning assistance to better position the business and its future for all stakeholders.
Valley Corporation is now saving money and is tax efficient. In addition to its current-year tax credit, the company’s savings were compounded by Wipfli’s three-year lookback study, in which Valley Corporation would net nearly $40,000.
The company also has a clearer vision of its long-term goals. An established 401(k) plan allows the group to invest $80,000 annually in a retirement plan on a tax-deferred basis versus just $22,000 with an IRA. The veteran stakeholders are saving for retirement, confident in the knowledge that they will sell or gift the business to the next generation with the best interests of all involved.
Racine Metal-Fab (RMF) is a fabrication company founded in 1968. The company works with light-gauge materials to produce products for the lighting, technology and medical industries. It specializes in sheet metal fabrication and, in addition to production, offers prototyping and engineering services.
Given the constant stream of headlines regarding hacking and ransomware incidents, leaders at RMF were motivated to learn more about the topic of cybersecurity. They attended Wipfli webinars and spoke with Wipfli cyber risk experts. Recognizing the potential risks to manufacturing in general — and to its company in particular — RMF engaged Wipfli to address two main questions:
Taking a phased approach, Wipfli conducted external and internal vulnerability assessments as well as social engineering email phishing tests to give RMF a baseline on where potential compromises and gaps existed from technical and business perspectives. Reviewing the results with RMF leaders, Wipfli identified, categorized and prioritized the various vulnerabilities that were found, which ranged from software updates to end-of-life equipment to employee training. The review further included recommendations on how best to address the findings.
Wipfli then worked with RMF to develop an incident response plan that included necessary steps for addressing data loss. In addition, Wipfli enrolled RMF in a fraud and incident hotline to accommodate tips and delivered employee training to develop greater security awareness.
RMF received a Cybersecurity Risk Roadmap, giving the company a well-thought-out, phased approach for mitigating risks and gaining the peace of mind that comes with security insight and assurance.
Because of the assessments, RMF proactively reduced its risks by identifying hotspot vulnerabilities. It eliminated the easy-to-address ones right away and developed a workable plan for addressing the others based on priority. The company now also has a well-conceived incident response plan. The plan serves as an effective framework, giving the manufacturer the ability to identify and fix any breach quickly for faster recovery and communications.
Employee training and RMF leadership have now established a strong culture of security awareness, further mitigating the most common risk to security — the human factor.
Wipfli, one of the leading CPA and consulting firms in the United States, has been approved by Receivables Management Association International (RMA) as an authorized audit provider. This designation, held by only 10 organizations worldwide, allows Wipfli to perform limited and full compliance audits of debt-buying companies, collection agencies and law firms.
Wipfli, a national leader in accounting, consulting and technology, today announced a new connector from Wipfli/Brittenford for mid-sized to large enterprise travel managers, accounting leaders and other financial end-users looking to simplify their expense management workflows by synchronizing data between Microsoft Dynamics AX and Concur Travel & Expense Management.
Wipfli, one of the leading CPA and consulting firms in the United States, is pleased to announce that partner Mark Stricker and manager Rich Kane have been named 2017 Top 100 ProAdvisors by Insightful Accountant. The publication is an independent news and information source written specifically for the small business advisor who needs to stay current on the latest news and offerings in accounting technology. This list recognizes the leading consultants who have embraced the ProAdvisor program.
Wipfli, one of the leading CPA and consulting firms in the United States, has been named one of the Top Workplaces in Minnesota by the Star Tribune. Produced by the same team that compiles the 26-year-old Star Tribune 100 report of the best-performing public companies in Minnesota, Top Workplaces recognizes the most progressive companies in Minnesota based on employee opinions measuring engagement, organizational health and satisfaction. The analysis included responses from over 69,000 employees at Minnesota public, private and nonprofit organizations.
Wipfli, one of the top 25 accounting and consulting firms in the United States, has been named 2017 U.S. SMB Microsoft Dynamics Central Region Partner of the Year by Microsoft’s U.S. Small and Mid-sized Business (SMB) Group. The award recognizes the U.S. SMB partner that has demonstrated key competitive Microsoft Dynamics 365 wins achieved in Central Region. Members of the U.S. SMB Partner Program have shown dedication to arming the small business community with the right technology and services they need to be successful.
Wipfli has been named #19 on the 2017 Top 100 Firms list recently published by Inside Public Accounting (IPA). This year’s ranking is an increase for Wipfli, which ranked #20 on last year’s IPA Top 100 Firms list.
Wipfli announced today that the firm has become a 2017 Champion of National Cyber Security Awareness Month (NCSAM). They will be joining a growing global effort among colleges and universities, businesses, government agencies, associations, nonprofit organizations and individuals to promote online safety awareness. This is the third year Wipfli has taken part in the NCSAM initiative.
Wipfli, one of the top 20 accounting and consulting firms in the United States, has announced that 13 professionals have been admitted to the partnership.
“These partners are well positioned to play integral roles as Wipfli continues to evolve and grow in the future,” said Wipfli’s Managing Partner Rick Dreher. “They are exemplary leaders who consistently demonstrate the meaning of strong professionals in our industry through their exceptional service to their clients, their efforts toward developing the next generation of leaders in the profession and their contributions to Wipfli’s continued success."
Wipfli, one of the top 20 accounting and consulting firms in the United States, announced the launch of Wipfli Web Marketing, a new web marketing group that will specialize in developing websites that act as the foundation for effective customer engagement and lead generation. The group will also support websites with innovative graphic design and digital marketing programs that increase visibility for companies, organizations and individuals and help clients connect with customers and generate leads. The group of web marketing professionals was formerly known as the Placemaking Group.
Wipfli, one of the top 20 accounting and consulting firms in the country, announced that Agriculture Industry Practice Leader and Partner Brad Cook has been selected as one of 20 emerging leaders to participate in Resource Education and Agriculture Leadership (REAL) Montana. Leaders were selected from a pool of qualified candidates, all representing a variety of agriculture and natural resource industries.
Wipfli, one of the top 20 CPA and consulting firms, announced today that it has appointed Michael (Mike) Vesel as the leader of the firm’s Financial Institutions Industry Practice. In his new role, Vesel will oversee the fast-growing Wipfli Financial Institutions Practice, which currently has 122 dedicated professionals serving over 800 financial institutions across the Midwest and the country. He will also be responsible for the overall financial results, strategic direction and development of services within the practice, as well as partner and associate development.
Wipfli, one of the top 20 CPA and consulting firms in the United States, announced today that it has hired Bill Laakso as the firm’s new executive human resources officer and partner. In this role, Laakso will be responsible for developing the strategies related to associate recruitment, development and engagement, and will oversee human resources operations for the firm. He will also work with Wipfli’s strong Talent & Culture team to continue to evolve the firm’s employment brand and culture.
Wipfli will join manufacturers and industry experts from throughout northeast Wisconsin at the Manufacturing First Expo & Conference on October 25 and 26 at the KI Convention Center, Green Bay, WI.
Wipfli Corporate Finance Advisors (WCF Advisors) announced today that it has expanded the team with the recent addition of Robert Meyer. In his new position, Meyer will leverage over 15 years of experience in investment banking and corporate finance to execute mergers and acquisitions and capital raises for clients. He will be based in WCF Advisors’ downtown Chicago location.
Wipfli, one of the top 20 accounting and consulting firms in the United States, announced that JOSEPH EVE joined the firm effective October 1. JOSEPH EVE, a firm headquartered in Great Falls, Montana, provides accounting, tax and consulting services to businesses and individuals, with a strong focus on serving tribal governments and the gaming industry. This is the second combination for Wipfli in Montana in three years.
Through critical development assistance from Wipfli/SpiderLogic, and access to Microsoft’s Azure cloud computing platform, DocLaunch is poised to deploy its blockchain-powered documentation management software in December.
Wipfli, a top 20 U.S. accounting firm and leading provider of audit, tax, consulting, and financial technology services for mid-market firms, has announced that Shereen Mahoney, Wipfli partner and leader of the firm’s office in Reston, Virginia, has been named to DCA Live’s "Trending 40 - The New Power Women of Tech" list.
Wipfli, one of the top 20 accounting and consulting firms in the United States, announced that Sattell, Johnson, Appel & Co. (SJA) merged with the firm effective December 1. This is the fifth firm to join Wipfli this year and the second Milwaukee-based firm to join Wipfli in the last 12 months.
Wipfli, one of the top 20 accounting and consulting firms in the United States, announced today that the partners and associates of Chicago-based Kessler Orlean Silver & Co., P.C. (KOS) have joined the firm effective January 1. This combination marks the sixth Chicagoland combination for Wipfli in three years.
Wipfli, one of the top 20 accounting and consulting firms in the United States, has been selected as a member of the Bob Scott’s VAR Stars for 2017, a group of 100 organizations honored for their accomplishments in the field of midmarket financial software.
Wipfli, one of the top 20 accounting and consulting firms in the United States, announced today that the associates of Colorado-based Bauerle and Company have joined the firm. As part of this combination, more than 80 Bauerle and Company professionals have joined more than 1,900 professionals at Wipfli.
Wipfli LLP’s (Wipfli) Brian Gaumont and Wipfli Hewins Investment Advisors, LLC’s (Wipfli Hewins) Erika Young, CRPS®, CPFA, AIF® have been selected for In Business magazine's 2018 40 Under 40 Class, joining 38 driven young professionals in the Greater Madison area who are making a tangible difference in their companies and communities. In its eighteenth year, the 2018 roster features honorees who were chosen from more than 160 applicants within the region.
Ann Broderick, CPA, partner at Wipfli, recently earned the IBFD-AG Advanced Professional Certificate in International Taxation of High Net Worth Individuals and Expatriates. Jointly created by Allinial Global (Allinial) and the International Bureau of Fiscal Documentation (IBFD), one of the world's foremost authorities on international taxation, this rigorous program allows participants to differentiate themselves by becoming certified experts in international taxation.
Wipfli LLP (Wipfli), a top 20 accounting and consulting firm in the United States, announced today that it has received two distinguished awards from leading provider of travel, expense and invoice management, SAP Concur. Presented at the annual SAP Concur Fusion conference, Wipfli was named SAP Concur Solution Provider Partner of the Year for Innovation and SAP Concur App Center Partner of the Year for Volume.
Wipfli LLP (Wipfli), a top 20 national accounting and consulting firm, welcomed Maureen Pistone earlier this month as a member of the executive leadership team and their new chief human resources officer. A seasoned senior human resources business executive with over 25 years of experience, Pistone brings a passion for cultural stewardship, development and performance excellence to the firm.
An organization that helps more than 2,000 women per year, administering more than 1,000 free pregnancy tests on average, providing a host of services and support for women and children. Our Green Bay associates worked on landscaping projects for the organization.
A small horse ranch where horses and humans connect and help one another. Our Eau Claire associates stained fence posts in the horse arena and conducted general cleaning projects inside the buildings.
An organization that distributes nutritious food to 240 nonprofit agencies in Alameda County that ultimately goes to low income county residents. Our Oakland associates packed 16,475 pounds of food that will result in 13,729 meals for the community.
The world's leading voluntary health organization in Alzheimer's care, support and research. Our Green Bay associates counted fundraising proceeds.
A nonprofit organization that helps adults who have cancer by providing emergency financial assistance, education and support to them and their families. Our Twin Cities associates prepared Angel Packs and created journals and tie blankets for adults in the program.
An organization that offers a safe haven that protects sick, injured, abused, and abandoned animals. Our Green Bay associates worked on landscaping projects for the organization.
A nature reserve that is bordered by the Eau Claire River. Our Eau Claire associates did outdoor painting projects at the youth camp located at the reserve.
An organization that provides a safe, fun, and educational environment that unites youth grades four to twelve from all backgrounds and encourages their development as caring, responsible community members and leaders. Our Wausau associates painted the multi-purpose room stained picnic tables, did weeding/yard maintenance work and leveled and raked gravel and set down pavers.
An organization that provides programs to inspire and enable all young people, especially those in need, to reach their dreams and full potential as caring, productive, and responsible citizens. Our Rice Lake associates worked on various projects.
An organization that provides programs and services that promote and enhance the development of Rockford’s youth by instilling a sense of competence, usefulness, belonging and influence. Our Rockford associates performed indoor and outdoor facility maintenance.
A nonprofit organization that provides a safe, positive and productive place for youth to go after school and during school breaks. Our Eau Claire associates helped set up for the organization’s annual fundraising dinner.
An organization that is dedicated to ensuring that the community’s youth in Northern Minnesota and Wisconsin have greater access to quality programs and services that will empower their lives and build great futures. Our Duluth associates worked on cleaning projects and assisted with programs and activities.
An organization that provides programs to inspire and enable young people, especially those in need, to reach their dreams and full potential as caring, productive, and responsible citizens. Our Billings associates painted rooms, moved furniture and finished projects that were not completed during United Way’s Day of Caring.
An all-inclusive camp that provides coeducation and opportunities for boys, girls, and their families to grow together and fosters leadership in a safe, fun, and nurturing environment. Our Twin Cities associates conducted fall clean-up projects.
An organization that was formed in 1949 by a group of interested citizens who wished to have a vehicle to collect and preserve the history of Carlton County. Our Duluth associates worked on cleaning and inventory projects.
An organization that works with individuals and families by providing support and professional services to those who have been affected by temporary or permanent physical, sensory, and/or speech needs or conditions regardless of what brought on the need for services. Our Green Bay associates painted and washed windows for the facility.
An organization that collects blood from donors, processes it in their laboratory and provides 18 Wisconsin and Michigan hospitals with a full range of blood components, including red blood cells, platelets and plasma. Our Fox Cities associates labeled envelopes, buccal swabs and registration cards for the program, prepared and packaged registration envelopes for the event, and painted a fire hydrant, washed mobile buses, planted flowers, donated blood, and organized the organization’s warehouse.
An organization with a mission to provide free clothing to those in need while maintaining their dignity and providing opportunities to improve their lives. Our Fox Cities associates sorted and hung clothes and prepared a mailing.
A violence prevention organization that provides comprehensive services and support for victims of interpersonal violence and their families. Our Twin Cities associates performed indoor and outdoor fall clean-up projects for the organization and a deep cleaning of the shelter’s kitchens and food shelf, cooked applesauce, prepared a healthy snack, sorted clothes and worked on gardening projects.
A park district that owns and maintains over 1100 acres, including the historic Lowell Park. Our Dixon associates split wood and cleaned up the Dixon park.
Associates made fleece tie blankets for children served by the ECASD homeless program.
A nonprofit organization established in 1999 to provide hippo therapy and therapeutic horseback riding opportunities to families in Northeastern Wisconsin. Our Green Bay associates cleaned horse pastures and pens and handled some general cleaning and yard maintenance projects for the organization.
An organization that serves children, families and individuals with a continuum of services designed to strengthen families and promote individual well-being. Our La Crosse associates cleaned and organized the facility and organized the donation closet at two of the organizations’ sites.
A food bank in west central Wisconsin that provides food to more than 100 hunger-relief organizations in 14 counties. Our Eau Claire associates repacked bulk foods, sorted food donations, and packaged weekend meals for area school-aged children.
A food pantry that feeds the people in need in the Havre area. Our Havre/Chester/Malta associates painted the interior and exterior of the organization’s building.
A nonprofit organizationthat strives to eliminate starvation in children throughout the world. Our Chicagoland associates packed 340 boxes worth of food for those in need.
A nonprofit organization that is committed to feeding hungry children by providing hand-packed meals specially formulated for malnourished children. Twin Cities associates packed meals for the organization.
A historic fort that was established by the United States Army in 1877 on land that is now part of the city of Missoula, Montana, to protect settlers. Our Missoula associates led kids’ tours, worked on the apple press and did lawn maintenance work.
Our Freeport associates helped prepare the Kiwanis Kids playground at Krape Park for rehabilitation.
An organization that organizes maintenance and enhancement projects for the betterment of Rib Mountain State Park. Our Wausau associates painted picnic tables and benches at amphitheater and spread woodchips in the lower picnic area.
An organization that organizes enhancement projects to develop the first public botanical garden for the use and enjoyment of residents of central Wisconsin and all who visit the region. Our Wausau associates cut brush, weeded, planted daffodils, put in flagstone, and cleaned up the vegetable garden.
A physical activity-based youth development program for girls in third to fifth grade that culminates with the girls being physically and emotionally prepared to complete a celebratory 5k running event. Our Eau Claire associates made tulle tutus for the Girls on the Run 5K participants.
A food bank that provides food to those in need in the Helena area. Our Helena associates prepared food packs for underprivileged children.
A nonprofit organization with a mission to end homelessness by connecting individuals and families to resources that promote self-sufficiency and prevent future homeless episodes. Fox Cities associates served breakfast to those in need and cleaned up the facility following the meal.
An organization with a mission to relieve the suffering and abuse of animals and to foster an awareness of their importance in our community. Our Wausau associates cleaned and organized the organization’s attic.
A shelter for pets in need and adoption for animals into loving, lifelong homes. Our Missoula associates cleaned the cat rooms, played with the cats, walked the dogs, did some yard maintenance and cleaned cages at the animal shelter.
An organization that works to prevent hunger and malnutrition by providing food to people in need. Our Milwaukee associates harvested and built food boxes for the elderly at the organization’s pantry location.
Property that belongs to the Illinois Department of Natural Resources and was built for the Army Corp of Engineers around the turn of the century. Our Sterling associates performed maintenance activities including painting the interior and landscaping details on the exterior of the colonel’s house at the historical site.
A nonprofit organization that brings the real world to students through hands-on curriculum delivered by a trained classroom volunteer and provides programs for children that foster work-readiness, entrepreneurship and financial literacy skills. Our Twin Cities associates assembled school sponsorship packets and helped with marketing preparation.
A nonprofit organization committed to educating and involving individuals in productive solutions that care for our state’s community environment. Our Rockford associates helped recycle old crayons into new molds, so the recycled crayons can be redistributed through the KNIB classroom education program.
An animal shelter that houses animals and finds them new permanent homes. Our La Crosse associates planted bushes, handled other landscaping projects and washed windows.
A volunteer organization that provides boys and girls ages 5-12 with the opportunity to play baseball. Eau Claire associates painted the concession building, conducted yard maintenance projects and organized and reinforced the storage shed.
An organization that provides a safe, secure and nurturing learning environment and creates partnerships with families and community resource agencies to make a positive difference in the lives of the children and families they serve. Our Wausau associates handled window washing and carpet cleaning in the Zion Lutheran Church School Building.
An organization that delivers surplus medical supplies and equipment to communities in need around the world. Our Oakland associates packed and sorted medical supplies for delivery to countries in need.
A nonprofit organization with a mission to prevent homelessness, end hunger and promote independence. Our Madison associates focused on the “promoting independence” segment of the organization’s mission by serving the organization’s clients who are age 60 and over and still living in their own homes.
A community-focused nonprofit established in 1844 with recreational programs and services for all ages. Our Missoula associates painted the kids’ project room and hallways for the organization.
An organization with a mission to end hunger in the Missoula community through activism, volunteerism and healthy food for all. Our Missoula associates worked on stocking, sorting and rebagging.
An organization that is dedicated to eliminating racism, empowering women and promoting peace, justice, freedom and dignity for all. Our Missoula associates worked on the secret seconds project, costume assembly and stocked items for the organization.
A nonprofit that works to end hunger in Montana through food acquisition and distribution, education and advocacy. Our Missoula associates worked on stocking, sorting and rebagging.
An organization that helps low to moderate income individuals and families achieve their home ownership goals. Our Green Bay associates removed the shutters on homes to clean them and reinstalled the shutters.
A nonprofit thrift store that sells donated clothing and household items. Our Mendota associates sorted and tagged clothing items to be sold.
Eau Claire associates tore down an old fair structure called the "Brown Barn."
An organization that offers child care and learning services. Our Dixon associates painted a classroom in the Lincoln School location.
A nonprofit that builds and provides safe, affordable and sustainable housing to those in need in Helena. Our Helena associates helped move and reorganize recycled home products, which would have taken the organization months to accomplish on its own.
A nonprofit organization that provides community services and support such as food, shelter and clothing for families and individuals in need in the Appleton area. Fox Cities associates painted the organization’s donation kettles.
An organization that creates innovative, sustainable ways to end hunger in Orange County. Our Orange County associates rebagged oranges into mesh bags for easier distribution to residents.
A food bank that leads a network of 250 neighborhood food banks and meal centers throughout Eastern Washington and North Idaho, providing 1.7 million pounds of donated food each month to help feed hungry people. Our Spokane associates sorted and packed 12,523 pounds of food or 10,436 meals for underprivileged people in the community.
A nonprofit organization and the sole distributor of surplus food products to over 180 charitable food programs, including the region’s soup kitchens, food shelves and shelters. Our Duluth associates worked in the organization’s warehouse.
An organization that offers tangible assistance to those in need including intervention, consultation, or direct dollar or in-kind service. Our Green Bay associates worked on sorting and pricing items for the organization.
An organization that offers valuable equine therapy that enhances the quality of life and health for special needs individuals by improving physical, emotional, cognitive and social development. Our Wausau associates handled yard maintenance, worked on fencing, and worked on some painting and cleaning projects.
An organization that is dedicated to ending hunger by providing food and life-changing aid. Our Media and Philadelphia associates packed 10,000 meals that will be sent to developing countries.
Our Idaho Falls associates did soccer field maintenance.
A nonprofit organization that feeds the Eau Claire community nutritious meals. Our Eau Claire associates prepared and served a community meal and handled the clean-up.
A shelter in Lewis and Clark, Jefferson, and Broadwater Counties that provides a safe haven and a broad range of support services at no charge for anyone who has experienced domestic violence, sexual assault, dating violence or stalking. Our Helena associates worked on a variety of projects at the center.
An independent, nonprofit home for women in crisis. Our Marshfield associates worked on lawn maintenance and cleaning projects.
An organization that advocates and educates to stop the cycle of violence and provides a shelter for victims needing an emergency crisis shelter. Our Rhinelander associates stained a fence on the organization’s new site and did other projects.
The two closets (Rebecca's Closet and Career Closet) help low-income individuals and families overcome barriers that stand in the way of their success. Our Wausau associates handled light cleaning, sorting children's and business professional clothing, did laundry, pulled inventory and worked on the Community Fest preparations at Marathon Park, which involved cleaning, hanging banners and set-up.
An organization that serves individuals and families in four counties by investing in 220-plus programs at over 110 agency program partners. Our Milwaukee associates prepared shoeboxes with personal hygiene items and made sandwiches for shelters.
A community project of the Workplace Volunteer Council. It is the collection and distribution of toiletry items to organizations such as The Salvation Army, The Women’s Community, North Central Health Care, and other agencies with clients in need. Our Wausau associates sorted and packaged toiletries for distribution to other nonprofits.
A camp that provides outdoor program experiences that support youth development, healthy living, and social responsibility. Our Twin Cities associates performed fall camp clean-up projects including painting cabins and buildings.
Our associates did gardening at the Aspirus YMCA, which involved clean up, pulling dead plants and pulling up the plastic in the garden.
An organization that provides care for children who are facing abuse, neglect, emotional trauma and substance abuse problems. Our Missoula associates painted the organization’s Radke House and Miller House in Missoula.
An organization that provides programs and services that fulfill its vision of empowering women and children while providing an environment of racial and cultural acceptance. Our Green Bay associates worked on cleaning and organizing projects for the organization.
A nonprofit organization that offers valuable programs that promote lifelong learning, embrace diversity, and enrich the lives of women, girls, and their families. Our Wausau associates organized the agency’s basement storage, washed toys and cleaned up the playground area for the YWCA.
Rick Dreher is the managing partner and chairman of the board of Wipfli LLP and oversees the vision, strategy, leadership, growth and overall performance of the entire firm. As managing partner, he has led Wipfli’s evolution from an $87 million firm to a $360 million, top 20 accounting firm with advisory and consulting practices that have established it as a leader in the industry.
Rick identifies and encourages excellent leaders to build a strong vision for the firm’s direction and assist in achieving this transformation. In 2017, he and the leadership team launched Wipfli 2025, an ambitious, multipronged initiative dedicated to addressing current and future challenges and seizing opportunities to expand the business.
Lauri Roberts is a tax partner in the Minneapolis office of Wipfli LLP and leads the Minnesota Region tax group. A professional in the tax industry since 1982 with more than 30 years of taxation and wealth management experience, she concentrates on understanding the complex needs of her clients while collaborating with other advisors.
Lauri specializes in working with executives, high-net-worth individuals and family foundations as part of Wipfli’s private client services group. She provides personalized services to simplify the financial lives of her clients and works closely with other advisors to preserve family wealth.
Steve Lipton serves in several leadership roles, helping Wipfli LLP’s clients achieve their mission and improve their outcomes. His roles include leading the firm’s nonprofit and government practice, a diverse group of accounting and consulting professionals deeply focused on the needs of nonprofit organizations and units of government; serving as Wipfli’s growth and innovation leader, helping to foster the firm’s development of leading-edge services and delivery methods; and leading the delivery of organizational development and governance consulting services to the markets Wipfli serves. In addition, he has served as vice chair of Wipfli’s board of directors. In his spare time, Steve enjoys amateur photography, especially photographing events.
Greg Butler is a partner leading Wipfli’s Milwaukee tax practice. He has more than 25 years of experience in providing tax compliance and consulting services to primarily closely held companies.
With over 20 years of experience, Randy Mahoney is the partner in charge of the Fox Cities office. His specialized areas of focus include manufacturing and distribution companies, construction contractors and cooperatives. Over the years, Randy has built strong relationships with his clients, helping them navigate challenges by providing sound business solutions.
With over 20 years of experience, Kevin Janke is a partner in the valuation, litigation and transaction services practice of Wipfli LLP. As the leader of the business valuation practice, he has performed over 2,000 business appraisals for numerous industries throughout Wisconsin, Minnesota, the Upper Peninsula of Michigan and many other states. In addition, he has performed hundreds of financial institution valuations.
Jef Munger is a partner in the Eau Claire and Minneapolis offices of Wipfli LLP’s health care practice. He has more than 25 years of valuable experience assisting medical practice clinics, health care institutions, dentistry and individuals. Licensed in both Wisconsin and Minnesota, Jef works with businesses of all sizes in both states. He provides sound advice, coupled with success-oriented decision making, to his extensive health care clientele.