Marcie Bomberg-Montoya, OCI, OEI
Partner
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. Marcie is highly sought after for her wide range of experience with advising traditional regulated financial institutions, bank holding companies, community development organizations and financial technology (fintech) companies. She believes that client satisfaction is best achieved through a holistic approach to client needs, ensuring successful goal fulfillment now and throughout her clients’ future planning.
Certifications
- Organizational Culture Inventory®
- Organizational Effectiveness Inventory®
- Leadership/Impact®
- Management/Impact®
Professional Memberships and Activities
- Marquette University Blockchain Lab – Advisory board chair
- Blue and Gold Ventures – Operational committee board member
- University of Wisconsin-Madison, Graduate School of Banking – Faculty member
- Marquette University Commercial Banking Program – Advisory board member
- Women in Technology – Member
- Tempo – Member
- Chamber of Digital Commerce – Member
- Sought after strategy and innovation speaker and panel participant
Areas of Focus
- Leader of Wipfli’s Strategic Advisory Services area serving all industries
- Turn strategy into action - Advisory, facilitation, plan development, guidance and implementation
- Organizational transformation in a digital age - Technology integration and implementation strategies
- Strategy surrounding innovation and growth
- Organizational development, management, and operational assessments
- Drive engagement and performance through quantifying culture and climate while measuring the impact of leaders and managers
Education
University of Wisconsin-Stevens Point- Bachelor of science degrees in political science and business administration
- Graduate degree in banking
Recent Insights
Articles
3 ways associations can accelerate innovation and stay relevant
Jun 20, 2023
4 best practices to reduce your banking risk
Mar 16, 2023
Stay ahead by staying informed about digital asset insurance
Feb 08, 2023
Strategic planning: Time to rethink how we prepare for the future
May 17, 2022
3 benefits of blockchain for the insurance industry
Jan 15, 2021
What a Crazy Year This Week Has Been
Mar 31, 2020
Why your strategic planning process should be agile — not linear
Aug 20, 2019
Webinars
Unveiling Wipfli’s Prime Growth System
Dec 04, 2023
How to use competitor benchmarking to gain market share
Mar 11, 2021
Credit Union Forum Webinar #1: Lessons learned from the past year of unanticipated change
Oct 07, 2020
Community Banking Forum Webinar #1: Lessons learned from the past year of unanticipated change
Oct 07, 2020
In The News
External News
Reaching a state of prime performance
NonProfitPro | Apr 01, 2024
Business Banking’s Digital Transformation Pain Points
Bank Director | Aug 28, 2021