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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5 strategic steps to meet looming HHS reporting deadline

Here are five steps to help healthcare providers meet HHS September 30 deadline for filing Period 1 COVID-19 relief fund data.

7/29/21
Industries: Healthcare

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Economic Nexus Reporting Requirements Reference Table

The states listed in the table below have either enacted sales tax economic nexus filing requirements or are in the process of adopting reporting requirements either legislatively or through administrative rule as of November 5, 2019. Keep in mind that the sales threshold may be defined differently from state to state. The sales threshold may be a combination of both taxable and exempt sales or taxable sales only.

7/29/21
By: Tara T. Johnson, Daniel N. Kidney
Industries: Agribusiness, Construction and Real Estate, Dealerships, Fintech, Financial Institutions, Financial Services, Insurance, Manufacturing and Distribution, Private Equity
Services: CPA Tax Services, State Tax Services

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Is your digital strategy a competitive advantage?

Competition among registered investment advisor firms is heating up. A firm’s digital strategy can provide a competitive advantage.

7/28/21
By: Tim Fargo
Industries: Wealth and asset management

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Registered investment advisor: Be proactive, compliance matters

Registered investment advisors can easily run afoul with all complicated regulations promulgated by the Securities and Exchange Commission, which is why turning to a professional can help.

7/28/21
By: Rusty A. Planert
Industries: Wealth and asset management

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$1.8 million penalty issued to financial services firms, signaling increased enforcement of NYDFS cybersecurity regulations

In April 2021, the New York Department of Financial Services (NYDFS) announced it levied a fine against First Unum Life Insurance Company and Paul Revere Life Insurance Company for violations of NYDFS’s Cybersecurity Regulations. The companies are subject to a $1.8 million penalty for failure to comply.

7/28/21
By: Tom Wojcinski
Industries: Financial Institutions
Services: Business consulting services, Fraud and Forensic Services, Cybersecurity

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Federal Reserve announces FedLine Solutions Security and Resiliency Assurance Program

In response to the increased risk and evolution of the threats surrounding the FedLine platforms, the Federal Reserve has announced a new program, FedLine Solutions Security and Resiliency Assurance Program.

7/27/21
By: Matthew T. Janoski
Industries: Financial Institutions
Services: Business consulting services

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These 3 shifts in manufacturing are driving Industry 4.0

Manufacturers who hear more and more about Industry 4.0  may be wondering, where’s it coming from? 

7/27/21
By: Jake R. Rohrer, Anirudh Nadkarni, Joe Girard
Industries: Manufacturing and Distribution, Industry 4.0

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What is Industry 4.0, and why does it matter?

There always seems to be a next big thing in manufacturing. It certainly speaks to the importance of the industry and its enviable ability to keep evolving in order to get better, more efficient and more productive. But it can seem hard to keep up with.

7/26/21
By: Jake R. Rohrer, Anirudh Nadkarni, Joe Girard
Industries: Manufacturing and Distribution, Industry 4.0

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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, Business consulting services, CPA Tax Services

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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, Business consulting services

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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: Business consulting services, 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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Healthcare Connections: Healthcare mergers and acquisitions, buying and selling what you need to know

This webinar discusses merger and acquisition activities in the healthcare industry.

7/20/21
By: Lisa M. Cribben
Industries: Healthcare

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How to keep your remote workforce secure and productive

Watch this remote work productivity webinar recording to learn how your association can use technology to build and secure your remote workforce.

7/15/21
By: Ryan Peasley
Industries: Nonprofits
Services: Business consulting services, Tech Consulting

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Healthcare Connections: Provider Relief Fund Reporting – What you need to know

Watch this webinar recording as we discuss the latest updates to the HHS Provider Relief Fund reporting requirements and provide guidance on what we know.

7/14/21
By: Jeff Bramschreiber, Larry P. Lester, Tiffany Karlin, Wes A. Thew
Industries: Healthcare

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Top benefits: How associations can improve operations with a modern financial system

The shift to the cloud is in high gear. By adopting a modern accounting and financial system, associations benefit from more than just enabling remote work. In this webinar, we dive into how modern accounting software can help you:

  • Increase visibility into financial performance
  • Digitize tedious manual processes
  • Streamline budgeting and planning workflows
  • Improve security
  • Integrate with AMS systems

Join us to learn how your association can use finance and accounting technology to improve your operations.

6/23/21
By: Brent Neitz, Shereen Mahoney
Industries: Nonprofits
Services: Business consulting services, Tech Consulting

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Business continuity planning post-pandemic. Keeping your program current and flexible

Is your business continuity program well defined and up to date? This webinar recording discusses the regulatory requirements for a business continuity program as well as critical features of a leading program.

6/22/21
By: Teri J. Behling, Tom Wojcinski
Industries: Financial Institutions, Financial Services, Private Equity
Services: Business consulting services, Tech Consulting

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

Topic: Triple Check and Appeal Process

This webinar is a must watch for skilled nursing providers who want to learn more about auditing Medicare claims and the steps necessary if you need to file an appeal. In a world of multiple audit agencies looking at providers’ claims, it’s important for providers to audit themselves first. The most effective way to accomplish this is through the Triple Check Process, an internal audit process prior to submitting claims for payment.

During the video webinar, we discussed

  • A Checklist for implementing an effective Triple Check Process
  • Key action steps when auditing claims prior to submitting to Medicare for review and payment
  • How to tackle and overcome the appeal process for Medicare and Medicare Advantage

Presenters:

Peggy Biesen, Consultant, Senior Living
peggy.biesen@wipfli.com

Tina Campbell, Specialist II, Senior Living
tcampbell@wipfli.com

Brent Young, Manager, Senior Living
brent.young@wipfli.com

6/17/21
Industries: Healthcare

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Healthcare Connections: Maximizing Reimbursement 2021 Evaluation and Management Code Changes

Healthcare executives will want to view this 45 minute presentation, as our team reviews many of the 2021 Evaluation and Management Code Changes and the impact to the revenue cycle. Evaluation and management (E/M) codes are at the core of most physician practices. Family physicians and other qualified health professionals (QHPs), such as nurse practitioners or physician assistants, can maximize payment and reduce the stress associated with audits by understanding how to properly document and code for E/M services.

The session covered the following topics:

  • How the new 2021 Evaluation and Management (E/M) code changes impact the revenue cycle
  • Discussed best practices for documentation to decrease claim denial rates
  • Provided guidance on requirements for telehealth compliance

Presenters:

Aiyana Cook, CPC, CPMA, CRC
Consultant II, Healthcare Coding Consultant

John Folger, RHIA, CCS, CCS-P
Manager, Healthcare

Beverly Youmas, CRCR
Senior Consultant, Healthcare

6/15/21
By: John L. Folger
Industries: Healthcare

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The American Rescue Plan Act: An Overview for Tribes

The American Rescue Plan Act (ARPA), was signed into law on March 11, 2021. This legislation has allocated billions for tribes to help combat the negative impact of COVID-19. On May 10, the US Treasury issued interim final guidance on how the Fiscal Recovery Funds (a component of the ARPA) can be calculated and spent.

6/1/21
By: Denis Adams, Suresh Geer, Nik K. Wong
Industries: Tribal Gaming and Government, Tribal Government

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