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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NCUA’s 2021 exam priorities
In mid-2020, NCUA issued updated 2020 supervisory priorities, which continue to be a focus for 2021. With the signing of the Consolidated Appropriations Act, 2021, in December 2020, many of the Coronavirus Aid, Relief and Economic Security (CARES) Act provisions have been extended, resulting in continued focus from examiners on credit unions’ response.
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2/26/21
By: Alison J. Herrick
Industries: Financial Institutions
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Lender’s requirements for SBA loan relief under the CARES Act
Navigating the rules of information reporting for tax purposes is often a challenge — and reporting for certain transactions that took place in 2020 is no exception due to new guidance surfacing regularly.
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2/25/21
By: Kimberly Massopust
Industries: Financial Institutions
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7 steps to help your credit union when considering a merger
COVID-19 had slowed merger activity while credit union executives and boards of directors prioritize the impact of the pandemic, record high mortgage volumes and PPP loans.
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2/24/21
By: Danielle M. Heidemann
Industries: Financial Institutions
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6 ways contractors can conserve cash and increase cash flow
Many contractors made it through 2020 with a strong feeling that work hadn’t slowed down that much. Construction for certain sectors, like healthcare and public utilities, actually expanded.
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2/23/21
By: Tina Nazier, Robert H. Zondag
Industries: Construction and Real Estate
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Understanding the Anti-Money Laundering Act of 2020
The Anti-Money Laundering Act (AMLA) of 2020 is the most substantial anti-money laundering and counter terrorism legislative reform since the implementation of the USA PATRIOT Act of 2001.
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2/23/21
By: Robin Guthridge
Industries: Financial Institutions
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Why now is the time to switch to tribal cloud-based accounting software
Keeping your tribe’s finance and accounting department running smoothly over the past year has been no easy feat. With IT staff having limited access to on-premise systems, providing support, fixing issues and generating the insights you need to continue delivering tribal services have become a mission-critical concern.
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2/23/21
By: Jason Winkler
Industries: Tribal Gaming and Government
Services: Consulting, Tech Consulting
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Accounting for foreclosures in 2021
Financial institutions have had little foreclosure activity in 2020 and may expect minimal activity in the coming months due to the continued efforts to allow borrowers some relief, such as modifications and forbearances.
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2/22/21
By: Alison J. Herrick
Industries: Financial Institutions
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Internal audit: The need to exceed the code of ethics
In 2009, the Institute of Internal Auditors (IIA) established a code of ethics for internal auditors. IIA is the profession’s global voice, chief advocate, principal educator, and recognized leader and authority. Its code of ethics describes minimum requirements for conduct and lays out behavioral expectations rather than specific activities.
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2/19/21
Services: Consulting, Governance & Risk, Internal Audit Outsourcing & Consulting Services, Outsourcing
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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
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
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
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
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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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
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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.
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2/18/21
By: Larry P. Lester
Industries: Healthcare
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What commercial property taxes will look like in 2021
COVID-19 has left the tenants of income-producing property facing revenue shortfalls, closures and bankruptcies. We’re seeing long-term changes to occupancy rates and market rents, leading to lower property values. However, reduced property values can lead to lower assessed values and lower property taxes.
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2/17/21
By: Daniel N. Kidney, Chad Zeznanski
Industries: Construction and Real Estate
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Audit requirements for recipients of HHS Provider Relief Funds
During the webcast Wipfli healthcare specialists provided insights on the audit requirements for recipients of Health and Human Services (HHS) Provider Relief Funds (PRF). With the funding being subject to a Single Audit under the Uniform Guidance, it is critical that healthcare finance officers and their teams understand the regulatory, accounting and auditing implications and start preparing now.
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2/16/21
By: Tim A. Ritter, Julie Toups
Industries: Healthcare
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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.
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2/15/21
By: Erika Young, Andrew Seifert
Services: Tax
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Top Business Strategies to Consider in 2021
Facing a world of unknowns, businesses are forced to adapt their strategies and become more agile while managing the current environment.
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2/3/21
By: Jeff Olejnik, Anthony Gullickson, Michael T. Pynch
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Rural Healthcare in 2021 – What lies ahead?
Healthcare leaders will want to view this exclusive video panel discussion with top association executives about the current and future state of rural healthcare. You'll hear their perspectives on what lies ahead and what healthcare leaders can do to be even more prepared for 2021’s biggest challenges. Our distinguished group of panelists weighed in on a these topics and more.
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1/19/21
Industries: Healthcare
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Hospital price transparency: Key learnings to date
Wipfli offers two levels of price transparency solutions: a machine-readable all services file program, and an option for both the services file and shoppable services file to help healthcare organizations comply with CMS regulations. The Centers for Medicare & Medicaid mandated enhanced transparency of hospital pricing and payment rates through a set of regulations that became effective January 1, 2021.
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1/19/21
By: Jane F. Jerzak
Industries: Healthcare
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