Anna Kooi, CPA
Partner, Wipfli LLP and Wipfli Advisory LLC
Anna Kooi leads Wipfli’s financial services practice. A partner with almost 25 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 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.
Credentials
- 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) - Board Director
- Wisconsin Insurance Accountants - Member
- The Institute of Internal Auditors (IIA) - Member
Areas of Focus
- 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
Education
University of Wisconsin-Whitewater
- Bachelor of business administration degree in accounting, summa cum laude
Recent Insights
Articles
SEC proposes major increase to the RIA AUM threshold
Jan 15, 2026
FDICIA threshold changes: Next steps you can’t overlook
Dec 08, 2025
5 ways the OBBB is a game changer for financial services
Oct 01, 2025
New debanking order could reshape compliance for financial institutions
Aug 27, 2025
AI banking: How retail banks can use AI agents and even agentic AI to navigate uncertainty
Jul 17, 2025
Game-changing policy shifts will transform the financial landscape for institutions, insurers and advisors
Feb 20, 2025
President Trump’s financial services appointees push for regulatory innovation and clarity
Jan 27, 2025
Banking regulation could be overhauled in Trump’s next term
Dec 16, 2024
Navigating the future under CFPB Section 1033 rule
Nov 07, 2024
Open banking: Understanding CFPB’s Rule 1033
Nov 05, 2024
What insurers need to know about the Silicon Valley Bank failure
Apr 13, 2023
What banks should do as they approach $10 billion in assets
Apr 17, 2022
Podcasts
Podcast: State of community banking research report
Feb 28, 2022
Videos And Webcasts
Perspectives in Financial Services recording: Choose to lead
May 23, 2024
IT leadership roundtable, May 2023
May 11, 2023
In The News
External News
Banks, Credit Unions Growing Advisory Practices
planadviser | Jan 29, 2026
Asset Managers Embrace AI, but Lack Governance and Strategy Roadmap
Fund Fire | Jan 12, 2026
Financial Services Roundup: Market Talk
The Wall Street Journal | Dec 18, 2025
The Big, Bold Reset: What the OBBB Means for Fintech and Financial Services
FinTech Weekly | Dec 01, 2025
3 AI Imperatives for Insurers in 2026
Insurance Thought Leadership | Dec 01, 2025
