Anna Kooi, CPA
National Financial Services Industry Leader, Partner
Anna Kooi is a partner and leads Wipfli’s financial services practice. She has more than 20 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 50, bringing deep industry knowledge to the clients she services. In addition to core audit work, Anna has experience in attestation engagements including internal audit, agreed-upon procedures and 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.
Certifications:
- Certified Public Accountant
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) - Past chapter president
- Wisconsin Insurance Accountants - Member
- The Institute of Internal Auditors (IIA) - Member
Areas of Focus
- Organizational performance, transformation and strategy consulting
- Mergers and acquisition consulting
- Technology integration and implementation strategies
- Leadership succession and board training
- Compliance – audit, tax and regulatory compliance
- Expertise in - FDICIA, FINRA, MAR, NAIC, PCAOB, SEC
Education
University of Wisconsin-Whitewater- Bachelor of business administration degree in accounting
Recent Insights
Articles
What insurers need to know about the Silicon Valley Bank failure
Apr 13, 2023
How to reverse quiet quitting in financial services
Oct 24, 2022
What banks should do as they approach $10 billion in assets
Apr 17, 2022
Our commitment to our clients, partners never wavers
Dec 15, 2020
Webinars
IT leadership roundtable, May 2023
May 11, 2023