How Wipfli Fosters a Culture of Continuous Learning

Built In sat down with the fintech consulting company to gain insight into “The Wipfli Way” and see its core values in action.

Written by Taylor Rose
Published on Dec. 29, 2023
How Wipfli Fosters a Culture of Continuous Learning
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The phrase “sharpen the saw” isn't an instruction in advanced woodshop — at least not in the case of Wipfli’s leadership training. 

Wipfli, a fintech and consulting business, is known for offering leadership training and other ways for any of its 3,000 employees to move up in their career path. “Sharpen the saw” comes from the popular “7 Habits of Highly Effective People” training, one of the two most sought-after at Wipfli. The phrase refers to the final habit that teaches attendees to focus on continuous improvement — a concept that aligns closely with Wipfli’s values. 

The company’s five values — integrity, caring, excellence, teamwork and perseverance — form what teammates call “The Wipfli Way.” Wipfli makes sure to put the five values into action. Along with a long list of personal stories from employees and community outreach efforts, the company also has a foundation that supports college scholarships for women in accounting and the National Association of Black Accountants leadership program. 

Built In spoke with Kevin Smith, principal and the national leader of Technology and Innovation Industry, about his experience with “The Wipfli Way.” 

 

Kevin Smith
principal and the national leader of Technology and Innovation Industry • Wipfli

Wipfli pairs the strengths of nearly 90 years of consulting experience with a forward-thinking approach to technology.

 

Describe your company culture in one word. 

Genuine. At Wipfli corporate values are lived not just written. One of our five core values is caring. Caring for our clients, caring for each other and caring for our communities are all lived at Wipfli. For example, Wipfli has an annual community day where all associates and partners select a local non-profit cause and volunteer for the day on company time.

 

How long have you been with the company, and what professional growth or development have you seen in that time?

I have been with Wipfli for two years and have grown immensely. One specific training I was offered is used throughout the organization, Outward Mindset Training. It has helped me grow more perceptive and attentive to others' situations. It has made me a better leader, and honestly, a better father as well.

 

 

Responses have been edited for length and clarity. Images provided by Shutterstock and listed companies.

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