vSuite

Technical, cost-effective risk management experts are in short supply and difficult to recruit and retain. Based on prominent trends and technological advancements seen across industries, our suite of virtual consulting services (vSuite) will provide a valuable extension to management teams to help organizations fulfill their unique risk management initiatives.

Cecilia M. Frerotte

CPA

Virtual Chief Financial Officer (vCFO)

Is your current financial forecasting and budgeting process giving you headaches? Wolf’s Virtual Chief Financial Officer (vCFO) services ensure that you’re building out your financial future with growth in mind. In addition to financial modeling, forecasting, and budgeting, our seasoned team of experts assist with preparation for board meetings, implementation of new strategies and processes, and analysis of cash flow, compensation, supporting our Outsourced Accounting Solutions team, and more. Without a CFO, opportunities can pass you by – get in touch with our team and ensure you’re positioned for growth today.


Outsourced Accounting Solutions

Stephen R. King

JD

Virtual Chief Compliance Officer (vCCO)

Maintaining a robust compliance program can be challenging in the face of changing regulatory landscapes. Evolving requirements and interpretations mean organizations must be updating their programs to ensure they’re hitting examination expectations. Our Virtual Compliance team offers expertise in lending, operational, and retail compliance. We can assist with gap analysis, education and training, enhancing internal controls, and much more. A fractional compliance officer will help you feel secure in meeting regulatory expectations while freeing up your time to focus on growth. We emphasize working with you as a trusted partner, crafting a compliance program that fulfills your organization’s unique needs.


Fractional Compliance

Derek J. Morris

CISSP, CISA, CISM, CDPSE, PCI-QSA, CCSFP

Virtual Chief Information Security Officer (vCISO)

A comprehensive information security program is critical to the safety, reputation, and stability of organizations. Cybersecurity threats are constantly evolving and targeting organizations of all sizes and industries. Our virtual Chief Information Security Officers (vCISOs) provide in-depth analyses of your controls, step-by-step guidance, and innovative solutions to address your organization’s unique needs and security challenges. Ensuring proper allocation of resources, we’ll help your organization create and implement the necessary procedures to meet regulatory obligations, secure your IT infrastructure, and defend against cybersecurity threats.


Virtual CISO

Cynthia R. Boehmer

JD, CIPM

Virtual Chief Privacy Officer (vCPO)

Ad hoc privacy solutions can lead to increased regulatory scrutiny, reputation damage, and business risk. Our privacy expert will join your leadership team to provide a strategic perspective on your particular data security and privacy requirements. Through extensive evaluation and collaboration, we’ll measure the current status of your program, define the desired state, and develop strategies to implement a privacy framework to ensure compliance, mitigate risk, and properly respond to consumers exercising rights under applicable law. Our professionals will align your privacy and information technology (IT) controls to protect your customer’s personal information.

Michael Cohn

CPA, CISA, CGEIT, CERP

Virtual Chief Risk Officer (vCRO)

A holistic approach to risk management is needed to keep your organization safe, but building an effective program requires specific skills and knowledge that can be expensive to recruit and retain. Our virtual Chief Risk Officers (vCROs) provide comprehensive guidance and customized solutions regardless of your enterprise risk management program maturity. A dedicated professional will work diligently to support your organization across all three lines of defense—from conducting risk assessments and building risk management policies, to developing and maintaining risk appetite statements and reviewing key risk indicators (KRIs) against industry benchmarks, to board and management training and guidance. By aligning your risk management initiatives with your strategic objectives, we’ll ensure your organization is prepared to meet your goals safely.

Cecilia M. Frerotte

CPA

Virtual Chief Strategy Officer (vCSO)

Do you find yourself reviewing the past fiscal year and wondering why, if business is so good, your profitability and return on capital are not exceeding your expectations? Wolf’s Virtual Chief Strategy Officers (vCSO) will help you find and resolve your problem areas. We can also assist with establishing banking relationships, sourcing scalable tools, aligning cashflows, financial planning, and much more. Our vCSOs advise, augment, and work alongside your team to identify opportunities, deploy resources, and achieve desired results unique to your organization.

Whatever your strategic needs, reach out to our team – we are here to help you and your organization overachieve.

Lisa Spampinato

CRVPM

Virtual Vendor Management Officer (vVMO)

Managing your vendor program is hard work requiring specialized resources, and can be a time-consuming endeavor when limited resources mean full-time staff isn’t viable. There’s plenty of data to collect, review, and organize – and to top it off, adhering to regulations can be challenging. Without proper vendor management, you risk not meeting regulatory standards, potential financial loss from under-performing vendors, and operational inefficiencies. That’s where Wolf’s virtual Vendor Management Officer (vVMO) comes in. Our expert will assist with every step of the vendor management lifecycle – from reviewing your program, to risk assessment, regulatory adherence, or even creating a new vendor management policy from the ground up. Wolf’s expert can join your management and leadership meetings to provide third-party expertise when it counts.