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

5 cybersecurity measures to focus on now

Is your organization doing all it can to protect its data and prevent a breach? These cybersecurity measures will help you reduce risk.

11/16/23
By: Tom Wojcinski
Industries: Technology industry
Services: Cybersecurity services

Is your higher-ed institution ready for the Safeguards Rule?

Learn how your higher-ed institution can help ensure GLBA safeguards rule compliance, with an information security program that keeps key financial aid data secure.

11/14/23
By: Sean Grennan
Industries: Nonprofits
Services: Cybersecurity services

Employee benefit plan and IRA cost-of-living adjustments: 2023 vs. 2024

The IRS has issued Notice 2023-75, announcing the 2024 cost-of-living adjustment (COLA) limits. Wipfli has designed a quick reference table to assist you in comparing the COLA limits for different qualified retirement plans.

11/13/23

How Microsoft’s built-in generative AI, Microsoft Copilot, intends to change how people work

Microsoft’s built-in generative AI tool could change the way we work. Is your organization ready to deploy Microsoft Copilot?

11/3/23
By: Tom Wojcinski
Services: Digital Services, Business consulting services

Cyber regulations reach insurance industry with NAIC insurance data security model law

With the NACI data security model, state-specific cybersecurity regulations are ramping up for the insurance industry.

11/3/23
By: Tom Wojcinski, Greg Foster
Industries: Insurance
Services: Business consulting services, Cybersecurity services, Digital Services

New data security laws for insurers: How to comply with NAIC cybersecurity model law

New NAIC cybersecurity rules require insurers to have an information security program and a detailed incident response plan. Learn what’s expected to comply.

11/2/23
By: Greg Foster, Tom Wojcinski
Industries: Insurance
Services: Business consulting services, Cybersecurity services, Digital Services

NCUA compliance priorities: Overdraft protection and fair lending

The NCUA offers a rundown of major compliance priorities for credit unions based on consumer complaints and staff observations.

10/31/23
By: Lisa Lenhard
Industries: Financial Institutions
Services: Compliance

Generative AI in financial services whitepaper

Generative AI is transforming financial services because it has the power to go beyond analyzing existing data, allowing financial institutions to generate new experiences, efficiencies and services.

10/30/23
Industries: Financial Services
Services: Digital Services

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

GroundBanking Podcast

Each episode will feature experts in banking and FinTech who will discuss the challenges and opportunities in today’s marketplace – whether it’s embracing new technology, coming up with new lines of business or finding more efficient ways to serve their customers and communities.

Industries: Financial Institutions, Financial Services, Fintech consulting services

Webinars

Healthcare Connections: Strategic planning 2.0 – building an implementation road map for organization success

In this Healthcare Connections webinar, we explore how you can create a high-performing implementation road map that turns your strategic plan into reality.

11/21/23
By: Tara Cohn, Sydney Diekmann, Robert H. Zondag
Industries: Healthcare
Services: Business consulting services

NAIC cybersecurity model rule implementation

Join Wipfli partner Greg Foster, CPA and Tom Wojcinski, a leader in Wipfli’s cybersecurity and technology management practice, for an on-demand webinar that covered these requirements and the framework for a sound cybersecurity risk management strategy. The discussion will position you to help protect your business and customers.

11/19/23
By: Greg Foster, Tom Wojcinski

How AI is transforming financial management

This webinar covers how to automate accounting processes with AI.

11/15/23
By: Lindan D. Elliott, Shereen Mahoney
Services: Digital Services, Business consulting services

Webinar: CRM is more than a pipeline

CRM has evolved for today's complex banking landscape into a multifaceted tool that goes far beyond managing customer data and sales processes. Wipfli hosted industry leaders and we dove into the world of customer relationship management.

11/14/23
Industries: Financial Institutions

Elevate your Sage Intacct: Q4 2023

In this Elevate your Sage Intacct webinar, we explore the new Q4 2023 features and look at how your organization can make the most of the latest updates.

11/11/23
Services: Digital Services, Business consulting services

IT Leadership Roundtable recording, November 2023

Our IT Leadership Roundtables provide an opportunity to learn the latest trends and hot topics in the IT industry. Our quarterly webinars consist of a primary hot topic presentation, a solution highlight and a Q&A discussion. Each meeting lasts approximately 90 minutes and is facilitated by our IT specialists

11/9/23
Industries: Technology industry

Reduce your personal tax liability with year-end planning tips

Join this year-end tax planning webinar for insights on incentives and deductions to reduce your liabilities.

11/9/23
By: Chuck Martin, Kathy Frable, Tiffany Kuntemeier, Ryan T. Usalis, Chris Lockhart, Mandy R. Riles
Services: Private client services, CPA Tax Services

Reaching zero downtime and zero defects with Industry 4.0

This webcast explores the Industry 4.0 transformation process, including how manufacturers can scale their technology and benefit from the latest innovations.

11/7/23
By: Mo Abuali
Industries: Manufacturing
Services: Digital Services, Business consulting services