Create a unified, impactful organization
Community-based federated nonprofits are an integral part of the communities they serve.
Your organization is uniquely suited to achieve a wide-reaching impact while still building close community relationships and engagement. But doing so effectively requires the right mix of autonomy and oversight, effective communication and an agile strategy.
If you’re looking to empower both your affiliates and larger organization, Wipfli can help. Our dedicated federated nonprofit consulting team can guide you in building the right organizational strategy and supporting tech. We also help keep your organization aligned under a clear mission while giving you and your affiliates the tools to remain financially viable.
Why Wipfli?
Wipfli has extensive experience in helping federated nonprofits, giving us the insight needed to quickly understand your approach to the federated model and the challenges you face.
We know the difficulties of creating a unified organization while achieving the right balance of independence. That’s why we offer a holistic approach, breaking down silos where appropriate to address your organization’s needs. With services from strategy and compliance to talent and financial management through a data-informed lens, we’re ready to help you achieve greater performance and impact.
Our team
Chris Bryant
Chris Bryant is a director and senior consultant with Wipfli’s CIO advisory services practice and serves as a technology quarterback and coach for clients in the nonprofit and healthcare markets.
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.
Brian R. Gaumont
Brian Gaumont is a partner within Wipfli鈥檚 nonprofit and government practice. He has over seven years of experience at Wipfli. During this time, Brian has served as an experienced facilitator, working with small and large groups, and specializes in work with grant-funded and community-based nonprofit organizations. His consulting expertise is with organizational development and strategic planning.
George Persekian
George Persekian is a principal in Wipfli鈥檚 nonprofit, government and education practice who always starts with 鈥渨hy.鈥� His passion is to build new relationships and inspire people to be their best. George is always ready to help clients identify areas they can streamline for improvement to maximize their success.
CLIENT SUCCESS STORY
Wipfli’s strategic planning services were able to help Prevention First increase revenue and expand programs.
