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