Insights

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, webinars, and eBooks. You can sort via your industry or the topic

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Articles

How to read a SOC report

As part of their annual vendor due diligence activities, many companies review Service Organization Controls (SOC) examination reports. However, they’re often unsure of what they should be looking for in the report.

By knowing how to read a SOC report and determine what information is relevant to your organization, you can help ensure that you get the most value and assurance out of reviewing the SOC report — and know that you’re in good hands with your vendor.

10/16/19
Services: SOC Examinations, Governance & Risk
By: Jacqueline Cooper

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Cybersecurity Weekly: Freedom Healthcare Staffing, BitPaymer ransomware & Microsoft patches

Each week, Wipfli’s cybersecurity professionals review the latest breaches, vulnerabilities, patches and updates.

10/15/19
Services: Cybersecurity

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The fraud triangle: Does employee fraud increase during a recession?

News stories have increasingly focused on whether a recession is in the near future of the economy. Will there be a recession? It’s still too early to tell, but this is the perfect time to talk about fraud’s relationship with the economy. 

10/15/19
Services: Cybersecurity, Business Valuations, Fraud and Forensic Services, Litigation Support Services, M&A and Transaction Support
By: David G. Friedman

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What is human capital management?

Human capital management (HCM) is a term and concept that has evolved over the decades. And it is a broad term, which has led to not only different definitions but also confusion over what it actually encompasses. But HCM is extremely valuable to businesses and organizations, so we’re going to break down what it is and how it adds value.

10/14/19
Services: Human Capital Management Solutions
By: Erika Young

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Information security and the employee exit checklist: Part II

In part one of this series, we discussed the importance of policies and procedures in protecting employers and their information (from intellectual property to physical assets). We also detailed what actions employers can take to protect their assets before an employee starts and while they’re a current employee. 

In part two, we’re going to dive into what actions to take when an employee hands in their notice. This is a critical area, and it pays to be well-prepared.

10/14/19
Services: Business Valuations, Fraud and Forensic Services, Litigation Support Services, M&A and Transaction Support, Cybersecurity
By: Marc W. Courey

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Information security and the employee exit checklist: Part I

Don was once your best sales manager. Debra was a polished exec in your C Suite. Joel and Ray were your crackerjack IT team. 

Today they’re all working at other businesses. But now you suspect Don is using your proprietary customer list. You worry that Debra might have shared your next big product idea with a competitor. And you discover that Joel and Ray still have access to your network and have now exposed your company to a huge security risk. What do you do?

10/11/19
Services: Business Valuations, Fraud and Forensic Services, Litigation Support Services, M&A and Transaction Support, Cybersecurity
By: Marc W. Courey

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How to modernize your business transition plan

As technology continues to disrupt the way we all do business, a new leadership question has surfaced: What does all this change mean for business transition planning?

10/9/19
Services: Tax, Business Succession Planning
By: Paul T. Lally

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The Business Associates Path to HITRUST CSF Certification

The Health Information Trust (HITRUST) Alliance developed the Common Security Framework (CSF) in 2007 to give health care organizations a comprehensive set of baseline security controls.This whitepaper presents the key measures and corresponding activities business associates can expect to encounter along the path to HITRUST CSF certification.

10/7/19
Industries: Agribusiness, Construction and Real Estate, Dealerships, FinTech, Financial Institutions, Financial Services, Freshwater, Governments, Healthcare, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Governance & Risk
By: Paul J. Johnson

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Blogs

Ag Conversations

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

Bank on Wipfli

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

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

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Dynamics CRM 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: Business Technology Solutions, Consulting

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Get Dynamic 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, Business Technology Solutions

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Health Care Perspective Blog

Healthcare Perspectives

This blog covers a variety of current topics in the healthcare industry.

Industries: Healthcare
Services: Audit and Accounting, Consulting, Tax

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Webinars

Learn 50 ISVs in 50 minutes for your clients

A typical Dynamics GP user has over five complimentary solutions to meet their specific needs.

It’s the norm. But what else could help you with better reporting, speed up processes and give you faster information in making business decisions?

10/9/19
Services: Consulting, Business Technology Solutions
By: John Kirsch

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What dealership owners need to know about successful business transition

Only 20% of businesses have strategically planned a seamless, well-orchestrated succession planning model and had it work out as well as they had planned.

Succession planning will not be successful unless we challenge and change the way we do it.

10/8/19
Industries: Dealerships
By: Paul T. Lally, Kevin Janke, Steve Hewitt

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Explore Intelligent Clouds features in Microsoft Dynamics GP

The latest release of Microsoft Dynamics GP 2018 R2 includes access to Intelligent Cloud Insights. Join our webinar to explore how Intelligent Cloud gives you flexibility of keeping data on premises along with the power of cloud computing.

9/25/19
Services: Consulting, Business Technology Solutions
By: John Kirsch, Mark Christie

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Thinking about selling your nursing home?

The healthcare industry is facing massive innovation, demanding regulations and changing ownership. That leaves long-term care organizations with a choice between staying the challenging course or fast-forwarding their exit strategy.

9/24/19
Industries: Healthcare
Services: Business Valuations, Fraud and Forensic Services, Litigation Support Services, M&A and Transaction Support
By: Robb Strukoff

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Sage Intacct Interactive Custom Report Writer: Bring Powerful Intelligence Capabilities to Operational Reporting

Sage Intacct Interactive Custom Report Writer is a modern, visual reporting tool that delivers ease and speed of report creation, an enhanced user experience, and the analytical tools to address complex reporting needs. Fast, real-time, advanced reporting.

9/18/19
Services: Consulting, Business Technology Solutions
By: Brent Neitz

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Insights into building enduring value into your business

Truly understanding the worth of your business to you, your future successors and your family - your long-term wealth goes beyond numbers!

Whether your company is in its early stages or you're starting to plan your exit strategy, now is the time to understand and improve the transfer-ability characteristics of your company. Gain actionable thoughts and ideas that will enable you to align your business to your goals and unlock your transferable value in order to get the most out of your business, both today and for the future.

9/4/19
Services: Tax
By: Paul T. Lally

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Are You Working It or Winging It? How to Lower Your Technology Risk and Manage Its Complexity

Dependable technology is essential for your business. Yet rapid advancements in technology, plus cloud and on-premise integration, have increased both the complexity and the vulnerability of IT environments. More than ever before, organizations are challenged with making the right technology decisions and investments, as well as mitigating the inherent risks.

8/28/19
Industries: Manufacturing and Distribution
Services: Consulting, Business Technology Solutions
By: Dan Miller

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Elevate Your Sage Intacct with Wipfli

Get a sneak peek of the next Sage Intacct release in our free webinar.

Sage Intacct users who are looking for ways to improve and simplify using the program for tough business challenges can attend Wipfli’s free quarterly webinars.

8/27/19
Services: Consulting, Business Technology Solutions
By: Tony Cantor, Stephanie M. Smith, Rebecca A. Hurst

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