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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COVID-19 funding and cost allocation: What could go wrong?

During the past year, many grant-funded organizations saw significant increases in federal funds. Much of that funding is short term, while some of it will be with you for several years. 

Such fluctuations in funding can play havoc on a nonprofit’s processes and procedures. One of the areas that can be affected is cost allocation, whether you use a direct allocation method or an indirect cost rate (IDCR).

4/16/21
By: Denes Tobie
Industries: Nonprofits

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How business owners can plan for the unexpected

Traditional business transition planning tends to focus on the retirement of the owner and how their business might transition to their children, other partners, key employees or third parties.

What many owners overlook, however, is how to protect the business in case of an unforeseen event such as the sudden disability or death of the owner. 

4/15/21
By: Paul T. Lally
Industries: Manufacturing and Distribution
Services: Private Client Services, Business Succession Planning

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What is a 409A valuation, and why do you need one?

When starting a business, cash flow can be limited. Employee salaries can take up a lot of your much-needed cash flow. If a company wants to utilize the best talent but can’t pay them the going wage rate, they may provide a future incentive to entice employees to work for less — and part of that incentive could be in the form of equity in the company.

4/15/21
By: Paul D. Ouweneel
Services: Business Valuations, Consulting

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Loan portfolio stress testing for banks and credit unions in the wake of COVID-19

Are you thinking about how COVID-19 will impact your loan portfolio, your earnings and your capital position? Do you continue to see warnings and have concerns regarding increasing credit risk as a result of the pandemic?

4/14/21
By: Janeen Bradshaw, Karen A. Mitchell , Cynthia Brzeski
Industries: Financial Institutions
Services: Consulting, Governance & Risk

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What is stress testing, and why should smaller financial institutions do it?

Stress testing is a management tool that helps a financial institution forecast its financial position using different what-if scenarios. It’s a way to understand your financial strength and identify risks that could have an adverse impact on your portfolio and earnings. 

4/13/21
By: Janeen Bradshaw, Karen A. Mitchell , Cynthia Brzeski
Industries: Financial Institutions
Services: Consulting, Governance & Risk

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7 ways service organizations benefit from a SOC exam

Businesses are increasingly asking their vendors (i.e., service organizations) for independent assurance that their data is in safe hands. Some of your customers may be asking you for a SOC report, and you may be wondering, what is a SOC exam, and what is the value of having one performed?

4/12/21
By: Jacqueline Cooper
Services: Consulting, Governance & Risk, SOC Examinations

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Key factors to consider when valuing a construction company

When construction companies develop construction project bids, they rely on clearly defined scope documents for estimating costs and schedule. Estimating the value of their own construction company, however, is not always so clear-cut.

4/5/21
Industries: Construction and Real Estate
Services: Consulting, Business Valuations

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How to use competitor benchmarking to gain market share

In an ever-changing and dynamic marketplace, financial institutions must increasingly rely on peer data and competitive benchmarking to make strategic business decisions.

Where do you stand amid your competitors? How do you measure up against their best practices? Is the information you currently have detailed enough to create actionable plans? By gathering custom peer data and benchmarking it against key performance metrics, you can evaluate what the stakes are in your market and how to gain a competitive advantage.

4/5/21
By: Marcie Bomberg-Montoya, Ryan Barrow, Robert H. Zondag
Industries: Financial Institutions

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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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IT examination hot topics - The latest trends

Information technology and cybersecurity are constantly evolving. This webinar discusses the latest tips and trends for how to navigate your institution’s IT security posture to ensure you are protecting your assets efficiently and effectively. We will also bring you up to date on the latest FFIEC and other interagency guidance as it affects the roles and responsibilities within your financial institution. Resources for enhancing your training program and the effectiveness of your cybersecurity program will also be provided.

3/29/21
By: Jim Rumph, Joel R. Lego
Industries: Financial Institutions
Services: Cybersecurity, Consulting

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Healthcare Connections: Strategic Planning – Creating a durable plan to thrive, even during disruption

During the webcast Wipfli healthcare specialists shared why strategic planning is key to the leadership process, especially with so much uncertainty around patient demand and financial stability. This on-demand webcast would be helpful for many healthcare provider types; for-profit, not-for-profit, and government-owned entities such as hospitals, nursing homes, senior living and clinics.

3/16/21
By: Nicholas E. Smith, Robert H. Zondag
Industries: Healthcare

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How to use competitor benchmarking to gain market share

Knowing how your financial institution measures up against your competitors is step one to gaining market share. The second step is taking action on the insights and best practices you’ve learned.

3/11/21
By: Marcie Bomberg-Montoya, Ryan Barrow, Robert H. Zondag
Industries: Financial Institutions, Financial Services

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[Updated] The latest on the Employee Retention Credit

Join Wipfli for this on-demand webinar to learn about the latest with the employee retention tax credit (ERTC) and what it could mean for you.

3/11/21
By: Andrew Seifert, Samantha A. Wimmer
Services: Tax

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Managing cyber risks for businesses

In the last year, many businesses accelerated their upcoming technology advancements to meet new and changing challenges. They might have also exposed their company to a widening array of cyber threats. To properly combat risk in the 21st century, organizations must ensure their security strategies and solutions are as fluid and agile as the evolving cyber landscape.

3/11/21
By: Tom Wojcinski, Gina C. Skibo
Services: Cybersecurity, Tech Consulting, Consulting

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Credit risk: How loan portfolio stress testing can help your institution now

Are you thinking about how and when the current health crisis will impact your loan portfolio, your earnings and your capital position? Do you continue to see warnings and have concerns regarding increasing credit risk as a result of the COVID-19 pandemic? Don’t worry, you are not alone!

3/3/21
By: Janeen Bradshaw, Karen A. Mitchell , Cynthia Brzeski
Industries: Financial Institutions

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Elevate your Sage Intacct: Quarterly webinar Q1 2021

In this quarter's Elevate your Sage Intacct, we cover the following highlights of the release: enhanced approval process for General Ledger, additional enhancements to the new AR Receive Payment feature and more

2/26/21
Services: Consulting, Tech Consulting

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Senior Living Educational Series: Understanding account receivables from A-Z

Our healthcare team stays well-versed in the ever-changing accounting and compliance rules that potentially impact your senior living organization. We’ll provide best practices when it comes to managing bad debt, and how it can impact the financial stability of your organization.

2/18/21
By: Larry P. Lester
Industries: Healthcare

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