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 Klein 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.
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.
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.
Client story
“Working with Wipfli is like having a full-fledged advisory team.”
Guide to C-suite outsourcing
See how you can custom build C-suite roles to fit your needs
