Outsourced and fractional C-suite services

Get C-suite help, scaled to your needs

If you’re facing challenges like being short-staffed or your current staff is overwhelmed with big projects, our fractional and outsourcing C-suite team can help.

We help clients who are struggling to adapt to growth or experiencing other obstacles, such as unexpected turnover.

Why Wipfli and why C-suite?

Our team has a proven track record for providing outsourced and fractional services tailored to your specific industry. And we work in your systems and on your platforms. We don’t demand you conform to ours.

What’s different about C-suite outsourced services versus regular is that we don’t just step in and help complete a few tasks. We bring the full power of our experience, leadership and advisory skills to step in to a C-suite role and manage your team and operations.

Whether it’s finances, technology, operations or people, we can help.

Outsourced and fractional C-suite offerings

Chief financial officer

Financial analysis
Strategic planning
Margins evaluation
Debt structure and refinancing
Budgeting and gap analysis
Benchmarks and KPIs
Cash flow forecasting
Spending habits analysis
Board meeting attendance
CFO plus training program

Chief human resources officer

Talent strategy and philosophy
Employee experience strategy
Compensation and benefits strategy
Organizational structure and role alignment
Succession planning
Career pathing
Talent assessment
Leadership development
Executive coaching

Chief information officer

IT strategic planning
Digital transformation initiatives
IT goal setting
Performance metrics and benchmarks
Digital advancements
IT vendor management
Infrastructure decisions
IT budgeting
IT process design

Chief operating officer

Strategic planning
Organizational goal setting
Metrics and benchmarking analysis
Organizational culture enhancement
Organizational vision
Vendor management and selection
Annual operational planning
Planning and organizational functioning

Virtual chief information security officer

Information security strategy
Cybersecurity road map and reporting
Employee security training
Board and leadership communication
Security architecture and strategy
Data regulatory compliance
Security incident and breach support

Our team

Christina Trapp, CPA, MST

Christina Klein Trapp brings over 25 years of leadership experience to our team. She has partnered with businesses of all sizes to realize creative, innovative financial solutions ranging from chief financial officer (CFO) and controller services to tax planning and business advisory solutions.

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Jeff Olejnik

Jeff Olejnik is responsible for the leadership, growth, and development of Wipfli’s cybersecurity services practice. Jeff helps clients manage risk through effective information security, business continuity planning, and program management. He is a seasoned entrepreneur with proven experience in building successful companies in the IT services industry.

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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.