Insights - Articles, Blogs and on-demand webcasts Insights - Articles, Blogs and on-demand webcasts

Insights

The latest insights on topics that matter to you.

Wipfli is dedicated to business leaders and their organizations. Each month, we bring you thought-provoking articles on long-range organizational issues related to people, processes, technology, customers, and financial management.

You'll also find whitepapers, blogs, on-demand webcasts, and eBooks. You can sort via your industry or the topic.


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Articles

What financial institutions need to know about their cloud tech’s shared responsibility model

As cloud technology becomes more and more widespread among financial institutions, security is a growing concern. And the COVID-19 pandemic has only spiked the amount of cyberattacks against financial institutions as employees continue to rely on cloud technology to work from home.

9/30/20
By: Austin W. Lentz
Industries: Financial Services

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3 risks of going with the low-cost SOC audit provider

If you’ve started to research SOC audit providers, you’ve probably noticed right away that one of the biggest differences between them is price. Some SOC auditors are priced much lower than others. Why is that? Are higher-cost providers delivering things that low-cost providers aren’t? Are there risks to going with a low-cost provider?

9/23/20
By: Durward J. Ferland, Jr.
Services: Consulting, Governance & Risk, SOC Examinations

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5 ways to improve your revenue cycle and limit denials

Hospitals are rethinking their revenue cycle management. From patient access, to accuracy of clinical documentation and coding, to proper reimbursement, hospitals understand that nothing represented on the UB-04 claim form is generated in the business office. They know it all emanates along the continuum prior to bill creation.

9/22/20
By: Mary Lopez
Industries: Healthcare

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What is HITRUST, and why does it matter?

Among many security and compliance experts, HITRUST® has become a well-known name with a lot of weight behind it. And that’s for a very good reason. But before we get into why HITRUST is important, let’s talk about what, exactly, HITRUST is.

9/22/20
By: Jacqueline Cooper
Services: Consulting, Compliance, HITRUST CSF compliance & certification

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Manufacturers, make your move!

In a recent article by ITR Economics Advisor for August (Itreconomics.com), in big bold letters, the author states "Make Your Move." This headline is followed by their reasoning: "Consider using today's low interest rates to upgrade your technology; this is one way to increase your capacity and efficiency without increasing headcount."

We’re often asked, "What do you think is going to happen the rest of this year and into next year for manufacturers?" While we’re not economists, based on our many interactions with manufacturers from different industries, we usually begin our answer with "it depends." Not as a cop out, but it really depends on what products and markets the client or prospect is in. It's not a one-sized answer that fits all.

9/21/20
By: Joe Girard
Industries: Manufacturing and Distribution
Services: Consulting, Tech Consulting

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CECL adopters vs. non-adopters: Comparing ALLL to loans

In part two of our planned multi-part series, we continue to follow the migration of the allowance for loan and lease losses (ALLL) for banks that have adopted Accounting Standards Codification (ASC) 326 – Financial Instruments – Credit Losses (CECL) compared to non-adopters, as well as the impact of the COVID-19 pandemic on loan loss provisioning.

9/18/20
By: John Erwin
Industries: Financial Institutions

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What triggering terms activate rules in financial institution advertising

With more people interacting with financial institutions online, there is an opportunity for more online advertising.

Online advertising can be an effective way to communicate quickly with current customers and members — and also potential customers and members. But financial institutions have to ensure their ads follow the applicable regulations, such as Regulation B, Regulation Z, Regulation DD, Fair Housing Act.

9/17/20
By: Amanda L. Knudsen
Industries: Financial Institutions

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4 reasons why right now is the best time to gift your business

Gifting stock in a closely held business is often a good technique to transfer assets out of someone’s estate if they are concerned it will be subject to estate taxes in the future.

9/17/20
By: Audra M. Moncur
Services: Business Valuations, M&A and Transaction Support

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Blogs

Ag Conversations blog

Ag Conversations

The ag landscape is always changing, and you need reliable information you can depend on. Designed with you in mind, Ag Conversations covers topics important to you and your business — everything from how to successfully navigate the current tax environment to updates on court rulings and policy issues. Let your voice be heard. Join the conversation!

Industries: Agribusiness

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Bank on Wipfli blog

Bank on Wipfli - Blog and Podcast

Count on Bank on Wipfli blogs and podcasts to be your go-to source for need-to-know-now information that affects the financial institution industry.

Industries: Financial Institutions, Financial Services
Services: Audit and Accounting, Consulting, Tax

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D365 blog

Connect – Microsoft Dynamics 365

Stay connected with product news, best practices, ideas, and tips to explore alignment with strategic business objectives, meet a short term tactical need, or just get thinking.

Services: Tech Consulting, Consulting

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Dynamics GP blog

Get Dynamic - Microsoft Dynamics GP

Get the most out of Microsoft Dynamics GP with the latest tips, tricks, and announcements that help keep it simple.

Industries: Manufacturing and Distribution
Services: Consulting, Tech Consulting

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Dealership Blog | Wipfli

Dealer Conversations

The dealer environment is rapidly changing, and you need reliable sources of information more than ever. Dealer Conversations covers topics and issues important to you and your business. We would like to hear from you — join the conversation!

Industries: Dealerships

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Webinars

How your financial institution can keep — and grow — COVID-19 customers

Your financial institution gained customers during the COVID-19 pandemic by being nimble and service-focused. But how do you keep these customers? For financial institutions, it’s essential to learn more about your customer’s needs, wants and long-term goals so you can continue growing these new relationships.

9/23/20
By: Marcie Bomberg-Montoya, Ryan Barrow
Industries: Financial Institutions

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Healthcare Connections – Student loan forgiveness programs for medical professionals

Watch Wipfli's for Healthcare Connections! We are inviting leaders from the healthcare industry to watch this recorded webcast to learn more about the top student loan forgiveness programs for medical professionals. These include Public Service Loan Forgiveness and National Health Service Corps, among others. We will also discuss considerations for how to properly qualify and maximize available forgiveness offered through these programs.

9/22/20
Industries: Healthcare

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What is Power Apps? How to utilize Power Apps and the Power Platform

When business needs and goals evolve, especially in times of uncertainty, being able to quickly pivot to better serve clients and customers is critical.

9/16/20
By: Andrew J. Potasek
Industries: Construction and Real Estate, Manufacturing and Distribution, Nonprofits
Services: Consulting, Tech Consulting

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Nonprofits: Learn how to use Sage Intacct Dynamic Allocations, Budgeting and Planning

Building an effective budget means understanding your performance. And understanding your performance means allocating indirect costs and revenue across your services, projects, departments and other dimensions. The entire process is time-consuming, complex and involves a wide range of spreadsheets.

That’s why nonprofit organizations can benefit significantly from Sage Intacct’s Dynamics Allocations and Budgeting and Planning features.

9/10/20
Services: Consulting, Tech Consulting

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How professional services organizations can use Sage Intacct Dynamic Allocations, Budgeting and Planning

For professional services organizations, it’s critical to understand your true performance. That’s what makes Sage Intacct’s Dynamics Allocations and Budgeting and Planning features so valuable.
 
Dynamics Allocations allocates indirect costs and revenue, removes the complexity of allocations and, through automation, saves you time and reduces errors by eliminating manual processes.

9/9/20
Services: Consulting, Tech Consulting

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Connectors for Sage Intacct User Group

Does your organization use Wipfli’s ExpenseConnect and/or InvoiceConnect for Sage Intacct?

Linda Alegria, Michelle Starkey, and Bryce Fullmer hosted a free SAP Concur solutions connector user group. The team led an open discussion, covering:

  • An overview of the products in Wipfli’s marketplace
  • The latest ExpenseConnect and InvoiceConnect features
  • Most commonly used — but at times underrated! — features

9/2/20
By: Michelle M. Starkey
Services: Consulting, Tech Consulting

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Connectors for GP User Group

Does your organization use Wipfli’s ExpenseConnect and/or InvoiceConnect for Microsoft Dynamics GP?

Mary Baumann, Bryce Fullmer, and Michelle Starkey hosted a free connectors for SAP Concur solutions user group. The team led an open discussion, covering:

  • An overview of the products in Wipfli’s marketplace
  • The latest ExpenseConnect and InvoiceConnect features
  • Most commonly used — but at times underrated! — features

9/1/20
By: Michelle M. Starkey
Services: Consulting, Tech Consulting

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Q&A panel: Leading change to find a new way forward

For manufacturers, navigating the COVID-19 pandemic has been all about managing unanticipated change. But what about emerging from it?

8/26/20
By: Mark Stevens, Dan Miller, Brett Polglaze, Jake R. Rohrer, Joe Girard, Luis J. Murgas
Industries: Manufacturing and Distribution

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