Anna Kooi leads Wipfli’s financial services practice. A partner with almost 25 years of years of experience in serving a variety of public and private clients in the financial services industry, Anna has advised clients ranging from startups to Fortune 10, bringing deep industry knowledge to clients. In addition to core audit work, Anna has experience in attestation engagements, including internal audit, agreed-upon procedures & examination engagements. She has advised startups from proof of concept through exit strategies and is accomplished in buy-sell due diligence, IPOs and strategy consulting.
Specializations
▪ Organizational performance, transformation and strategy consulting
▪ Mergers and acquisitions consulting
▪ Technology integration and implementation strategies
▪ Leadership succession and board training
▪ Compliance – audit, tax and regulatory compliance
▪ FDICIA, FINRA, MAR, NAIC, PCAOB, SEC
Past experience
▪ Nearly 20 years at a Big Four firm, serving public and private organizations in all facets of the financial services industry
Professional memberships and activities
▪ American Institute of Certified Public Accountants (AICPA) – Member
▪ Illinois CPA Society (ICPAS) – Member
▪ Illinois Bankers Association (IBA) – Member
▪ Insurance Accounting and Systems Association (IASA) – Board Director
▪ Wisconsin Insurance Accountants – Member
▪ The Institute of Internal Auditors (IIA) – Member
Education
University of Wisconsin-Whitewater
▪ Bachelor of business administration degree in accounting, summa cum laude