Danielle M. Damon, CIA
Manager
Danielle Damon is a manager in Wipfli’s strategic advisory and financial services practice. Danielle has over 20 years of experience in the financial services industry and specializes in operational consulting, Call Report preparation assistance, training and reviews, and other consulting services to assist community banks with managing risk and improving efficiency and profitability.
Certifications
- Certified Internal Auditor
- Lean Six Sigma Green Belt
Professional memberships and activities
- The Institute of Internal Auditors (IIA) - Member
Areas of Focus
- Operations process reviews focused on eliminating waste and improving accuracy, efficiency and effectiveness.
- Chart of accounts reviews and assistance with restructuring for ease of use and reporting
- Assistance with preparing for core conversions to maximize the core system interfacing and financial reporting opportunities.
- Call Report review, assistance, training, and customized process development.
- Evaluation, recommendations, and implementation of current processes to remediate regulatory concerns
- Risk-based internal audits
Education
Lewis University - Romeoville, Illinois- Bachelor of arts degree in marketing
- Master of business administration degree with a concentration in finance and human resources
- Six Sigma Green Belt - Financial Services
Recent Insights
Articles
Tips for mastering accurate CECL regulatory reporting
Mar 05, 2024
Should your credit union have a merger playbook?
Jan 23, 2024
How to create an effective knowledge management strategy
Apr 19, 2023
AOCI blues: Ramifications of increased unrealized losses and accounting for AFS to HTM securities transfers
Oct 26, 2022
How credit unions can navigate the complexities of the employee retention tax credit
Oct 18, 2022
Reconsider your return on assets strategy
Aug 02, 2022
Is your organizational structure creating inefficiencies and turnover?
Jun 26, 2022
Recent changes to capital adequacy standards may encourage credit union mergers
Jun 15, 2022
Be ready for major changes to the NCUA 5300 Call Report Form in March
Jan 19, 2022
Banks shouldn’t let knowledge walk out the door with Boomers
Sep 19, 2021
7 steps to help your credit union when considering a merger
Feb 24, 2021
The challenge of integrating controls into an efficient process
Apr 22, 2020
Community Bank Leverage Ratio (CBLR) questions and answers
Dec 12, 2019
Wasting Energy
Jul 17, 2018
