Start doing more for your mission
Transformation starts with a compelling vision. Establishing a desired future state that matches your organization鈥檚 core values helps build a strong culture that keeps employees engaged and motivated while guiding your organization鈥檚 strategic priorities.
But having a vision is only the first step to achieving it. Truly impactful nonprofits have a vision and strategy and allocate resources in a way that aligns with their objectives. They have a strong culture that fosters innovation and keeps staff motivated. And they continuously focus on effectiveness and achieving measurable results.
Wipfli鈥檚 nonprofit organizational performance team is ready to help you find your path forward. Together, we can help your organization strategize effectively, improve operations and unlock the full potential of your people.
Why Wipfli?
Wipfli applies over 45 years of experience working with nonprofit organizations to help you achieve stability and success. We take the time to understand your operations and mission as deeply as you do, working with you to develop an approach that meets your vision of an impactful organization. When needed, we can also provide specific knowledge and support, filling gaps in your organization during a critical project or period of rapid growth.
Our organizational performance services for nonprofits include:
Strategy and operations
Create a more innovative, efficient organization with Wipfli鈥檚 strategy and operations services. We offer support for critical areas, including strategic planning, community needs assessments, uniform guidance, Head Start checkups, change management and process\ improvement.
Leadership development services
Wipfli helps you develop leaders capable of keeping staff engaged, resilient and aligned with your mission. We offer a range of coaching, team development, board development and nonprofit leadership training services to help you build workforce readiness and improve organizational culture. We also offer support for talent assessment tools that can help you make data- driven decisions about your people.
Nonprofit training
We strive to meet the training needs of nonprofit organizations with flexible training options for a wide range of topics, including Uniform Guidance, board governance, Head Start, CSBG and ERSEA. Our trainers apply their real-world, nonprofit experience to provide you with best practices, relevant examples and engaging sessions.
Prime Growth System
Start your journey to greater impact and increased efficiency with Wipfli鈥檚 Prime Growth System. We help you take a holistic look at your operations and build a more effective strategy for your organizational health.
Our team
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.
Tony Smith, CPC, PI, EQ-I
Tony Smith is a certified executive coach, team facilitator and expert in the Predictive Index assessment toolkit, using skills honed through his role as a leader in the telecommunications, advertising and consulting markets over the past 30 years. At Wipfli, Tony works closely with CEOs and senior leaders as a personal leadership coach. He also helps organizations develop high-functioning teams and build cultures that value leadership as the primary transformer of business results.
Tammy T. Jelinek, MBA
Tammy engages with leadership teams to strategically align their goals to grow, expand, and meet their organization's mission. She is passionate about helping plans become actions, which becomes impact. She is one of our nationally recognized trainers in the areas of organizational development, organizational culture, human resources, leadership, and management.
Julia A. Johnson
Julia Johnson has more than 20 years of diversified human resources and organizational development experience and has worked closely with presidents and boards of directors on initiatives including but not limited to the development of compensation and performance management systems, organizational structure, role alignment, succession planning, and training and development.
Deron J. Kling
Deron Kling is an experienced consultant and leader focused on helping Wipfli’s clients plan for the future and reach their goals. His background includes over 20 years as an organizational leader and management consultant.
Brett Polglaze
Brett Polglaze brings over 20 years of experience to Wipfli鈥檚 organizational performance management consulting team and has a passion for tackling complex organizational questions. From improving business process flows to assisting clients through complex system selections, his focus has always been to architect solutions that solve critical business issues. He has led all aspects of technology selection, implementation, and operations improvement initiatives.
