Empowering educational institutions for a resilient future
Transformational student outcomes start when your educational institution is operating at its best. But administrators, boards of directors and other staff face more challenges than ever.
Changing regulations, rising cyberattacks, a growing labor shortage and consistent funding uncertainty impact institutions from higher education to PK-12 schools. To secure a better future for your institution and students, you need education consulting that brings a deep understanding of your industry with a strong bench of resources.
Why Wipfli?
Wipfli serves hundreds of clients in the education sector, including universities, community colleges, technical colleges, school districts, PK-12 schools, private schools and charter schools.
With a team of former educational institution professionals, we’ve lived through the challenges you face. We also serve you holistically with everything from strategic planning to outsourced payroll to financial statement audits — all while sharing promising practices that enable you to make faster, more impactful decisions.
Let Wipfli help you improve student support, protect your assets and transform your infrastructure with the following education consulting services:
Organizational performance consulting
See past day-to-day hurdles and achieve better outcomes for your institution and students with Wipfli’s education strategy and operations support. Our leadership development services can empower you to build robust teams and cultivate effective school leadership capable of supporting your staff and driving change.
Digital services
Advance your institution with Wipfli’s tailored technology solutions for education. Whether you aim to integrate siloed systems, embrace cutting-edge innovations like AI or transition to cloud-based platforms, Wipfli’s experienced professionals can help you develop an effective technology plan and implement solutions.
Assurance services
Work with an audit team that has extensive experience helping educational institutions meet their financial and Uniform Guidance audit requirements. With Wipfli, you get knowledgeable audit support that goes beyond reporting to help you identify and address your institution’s critical challenges.
Tax services
Optimize your tax strategy with Wipfli’s dedicated tax team. Our seasoned tax professionals are equipped to help you tackle your tax challenges and seize opportunities, including experienced support for maximizing energy incentives.
Outsourced services
Access experienced strategy and leadership for your finances, human resources, operations and technology. Wipfli can help you augment your existing staff with outsourced services tailored to your level of need.
Risk advisory services
Mitigate risks and prevent fraud with Wipfli’s multidisciplinary team. We help you apply strategies and promising practices to strengthen internal controls and meet compliance requirements throughout your institution.
Sample RFPs for education
Streamline your RFP process with Wipfli’s sample RFP templates. Our templates are customized for educational institutions and can help you craft proposals for technology, HR, strategy and audit.
Our team
Teri LeSage
Teri LeSage is a veteran educator and nonprofit coordinator. With over 25 years of experience serving schools and nonprofits, Teri is a curriculum developer driven by a passion for individualized learning and service. She excels at creating compelling, multimodal curriculum that aligns to organizational goals and needs. In addition, as an expert grant writer and administrator, Teri ensures understanding of complex compliance requirements with various local, state and federal laws and regulations through thoughtful and deliberate use of adult education toolsets.
Kimberly Dare, CPA, CFE, CGMA
Kimberly Dare provides high-quality auditing and consulting services to local governments and nonprofit organizations. She is a regional leader within Wipfli LLP’s nonprofit and government practice. Kimberly has vast audit and consulting experience in a wide range of industries, with specialized knowledge relating to governmental and nonprofit organizations. In addition to her auditing experience, she has performed a number of forensic accounting engagements.
Sean Grennan, MS
Sean Grennan is a manager in Wipfli’s CIO Advisory practice. He has more than 20 years of IT experience, demonstrating leadership through team building, restructuring, and continually making the leap to new and emerging technology. He prides himself on increasing IT effectiveness when it benefits revenue and decreasing overall spending through removing obstacles caused by outdated infrastructure.
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.
Scott Duenser, CPA
Scott Duenser is a partner and certified public accountant with more than 25 years of experience who works with governmental and not-for-profit clients to improve financial reporting and internal controls. Scott provides guidance to clients regarding the implementation of new accounting standards and develops strategies to streamline processes and internal controls.
Josh Evans
Dr. Josh Evans is the NGE executive lead for Denver and manages growth for Wipfli’s nonprofit, government and education sectors. He has more than 20 years of experience working across government, nonprofit and education organizations in numerous leadership positions. Josh has his doctorate from Vanderbilt University and brings knowledge and passion in his service of Wipfli clients.
