Amplify impact and unleash the power of your association
Associations are vital to the industries and professionals they serve.
Your challenges in supporting your members are significant: Membership value proposition. Technology. Competition. Funding. Fatigue. But so are the opportunities that come from new and impactful solutions that can empower you to:
- Diversify revenue and strengthen your financial foundation.
- Leverage technology to drive member engagement and value proposition.
- Elevate employee experience and increase engagement.
- Achieve strategic staff alignment with leadership, board and team.
Wipfli is ready to help you strengthen the overall health of your association so you can transform faster, engage smarter and lead your association with confidence and clarity. Our association consulting and compliance services work to position your organization for future growth with custom solutions based on our decades of experience serving professional and trade associations.
Why Wipfli?
Wipfli combines nonprofit passion and a holistic approach that can make as true a difference in your association as you make in the lives of your members.
While some firms can help with leadership and others can help with technology or finances, we bring a suite of integrated services that break through silos and align with your organizational goals to drive tangible and impactful results.
We also don’t deliver solutions and run. Wipfli’s mission is to help associations achieve their full potential, empowered by the security of a stable foundation. That means we deeply invest in our relationships to position your organization for future growth.
Digital services
From membership engagement and IT road maps to software selection and AI readiness, Wipfli’s digital team applies our services and extensive experience to help associations use technology to drive greater impact. We can help you build a strong data foundation so that you can make smarter decisions, communicate effectively and speed up operations. We also provide comphrensive support for enterprise solutions such as Sage Intacct, Microsoft Dynamics 365 Business Central and Oracle NetSuite.
Organizational performance consulting
Wipfli’s support for strategy, operations and people can help drive your association’s future growth. We help you optimize performance with strategic planning services and operational support designed to help you create a more effective, impactful organization. We also help you increase workforce readiness with leadership and team development, talent assessment tools, executive coaching and industry-specific training.
Outsourced services
Wipfli’s outsourced services help you navigate finance, HR, operations and IT challenges by providing access to our knowledgeable, experienced team. From full back-office support to C-suite level services, we help manage the areas that give you unnecessary stress and expense so that you can increase operational efficiency and focus on adding value for your members.
Assurance services
Wipfli’s audit and assurance specialists have extensive association experience at the local, state and national levels. Our dedicated team can help associations address complex audit challenges ahead and anticipate future requirements. We also go beyond reporting to help you identify best practices and opportunities to enhance your organizational effectiveness.
Tax services
Wipfli combines over 45 years of serving nonprofits with our experience as one of the top CPA firms in the country to help you navigate your unique tax challenges. Whether you need support for form 990, international tax compliance or energy incentives, we can help you mitigate risk and find opportunities for tax-advantaged growth.
Risk advisory
Get experienced guidance to help identify and mitigate your most complex risk and compliance challenges. From navigating risk assessments and compliance to investigating and litigating fraud, Wipfli’s multi-disciplinary risk advisory team can help you manage the full spectrum of your internal control and compliance needs.
Our Connections
We are an active member of the Association Women Technology Champions, American Society of Association Executives and Association Forum, along with several local and state societies of association executives.
Our team
Kathleen DuBois, M.A.
Kathleen DuBois is the industry leader of Wipfli’s nonprofit and government practice, serving clients nationally and internationally. Her role entails leading the vision, strategy, operations and resources of the overall practice. During her career, Kathleen has partnered with executives, boards, government officials and staff to guide strategic plans, establish financials, mobilize teams, launch marketing efforts and manage complex projects.
Michelle Wroblewski
Michelle Wroblewski is a director with over 14 years of experience driving growth, strategy and innovation in the association sector. As a trusted advisor, she partners with organizations to create impactful strategies that enhance performance, foster collaboration and align operations with their missions. Michelle’s experience lies in building strategic road maps, adopting innovative solutions and creating high-value partnerships that deliver measurable results.
Marcie Bomberg-Montoya, OCI, OEI
Marcie Bomberg-Montoya brings over 25 years of experience in executive leadership roles in both financial institutions and private enterprise to her engagements. She has developed a high level of proficiency, leading a myriad of complex enterprise-wide endeavors such as mergers and acquisitions, strategic analysis and plan implementation, growth and transformation strategies, as well as innovative product and service development.
Andrew J. Potasek
Andrew Potasek brings more than 11 years of experience to help our clients in process and design with a focus on Microsoft Dynamics and D365 technologies. Andrew is highly respected for his motivation and flexibility.
