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

Filter by Industry:

Filter by Service:

Articles

Clean Up Your Casino’s Vendor Management: Reduce Costs, Mitigate Risk and Increase Vendor Relations

Casino accounting staff process a significant volume of transactions each day. They do so while attempting to carry lean workforces. To complicate matters, many accounting processes in casinos have traditionally been done manually. For tasks like vendor management, relying on manual workflows is not only burdensome but also particularly risky and could easily present casinos with a variety of challenges.

4/23/2019
Industries: Nonprofits, Tribal Gaming and Government, Tribal Gaming
Services: Consulting, Technology
By: April D. Bacon, Jason Winkler

> Read More

Opportunity Zone Regulations: Summarizing the Key Updates

In a long-awaited act, the Treasury has released its second set of proposed opportunity zone regulations. While opportunity zones have gotten a lot of attention for their exciting potential benefits, the lack of substantive guidance has prevented many investors and developers from fully moving forward. However, these proposed regulations answer many lingering questions and provide greater clarity. Below we summarize what you need to know about the key updates.

4/22/2019
Industries: Construction and Real Estate
Services: Tax
By: Dannielle Lewis, Josh A. Graham, James D. Lockhart

> Read More

Notice of Proposed Rulemaking: Joint Employer Status Under the FLSA

On April 1, 2019, the U.S. Department of Labor announced a proposed rule to revise and clarify the responsibilities of employers and joint employers to employees in joint employer arrangements. The Department has not revised its joint employer regulation in more than 60 years.

4/22/2019
Services: Human Capital Management Solutions

> Read More

HITRUST vs SOC 2: Leveraging the Best Path to Assurance

Becoming HITRUST certified can certainly be a potential differentiator. But many service organizations who’ve undergone a SOC 2® examination wonder whether that isn’t already enough to provide the assurances health care organizations are requesting.

4/21/2019
Industries: Agribusiness, Construction and Real Estate, Dealerships, Financial Institutions, Financial Services, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity, FinTech
Services: Governance & Risk
By: Paul J. Johnson

> Read More

Improve Profitability and Create a Dynamic Culture in Your Dealership

Employees are every dealership’s best assets. In today’s competitive environment, it’s increasingly difficult to find and retain qualified employees. Many dealerships have found that when hiring to fill a specific role, often candidates with impressive resumes with all the right skills, experience and qualifications still aren’t a good fit. Sometimes employees’ work styles just don’t quite gel, leading to unnecessary stress, underperforming teams and limited productivity.

4/18/2019
Industries: Dealerships
By: Shelly R. Fine

> Read More

Action UI Is Great — But Where Did Everything Move?

Change is inevitable, and Sage Intacct’s decision to introduce the Action UI was welcomed by many as a way to make the application more user friendly; make necessary features, screens, and modules easier to access; and make the process of attaching a document, communicating with the platform and completing tasks easier than ever. 

4/18/2019
Services: Consulting, Technology
By: Stephanie M. Smith

> Read More

Use Your Website as a Recruiting Tool: 9 Steps to Get Started

Does your website say, “Work with us!”? Customers aren’t the only people you’re selling to online. Your site can be a powerful recruitment tool that attracts prospective job candidates and convinces top recruits you are an employer of choice. 

4/16/2019
Services: Consulting, Technology
By: Dianne Newton-Shaw

> Read More

Are You Following the IIA Standards for Your Internal Audit Practice?

Many of us in the accounting profession are familiar with and required to comply with accounting standards developed, issued, and enforced by the American Institute of Certified Public Accountants (AICPA). Did you know the internal audit profession is also governed by standards established by The Institute of Internal Auditors (IIA)?

4/15/2019
By: Teresa Francis

> Read More

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

View More
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

View More
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: Technology, Consulting

View More
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, Technology

View More
Health Care Perspective Blog

Health Care Perspectives

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

Industries: Health Care
Services: Audit and Accounting, Consulting, Tax

View More

Webinars

Product Demo Webinar: Is Business Central Right for You?

Microsoft Dynamics 365 Business Central is an all-in-one business management solution. With Business Central, organizations can upgrade from their entry-level accounting software or legacy system into a comprehensive, cloud-based solution to manage finance, sales, HR, operations and customer service.

4/11/2019
Services: Consulting, Technology
By: Mark Christie

> Read More

How to Monitor Your Org's Performance With Automated Financial Processes

In this complicated and need-it-now world, monthly check-ins no longer enable effective decision-making. Your people, processes and technologies matter more than ever as you seek to answer pressing financial questions. With such intense pressure on the finance department to inform decisions and provide information, why is it so hard to generate reports? You have the right people, and your processes are in order, but too often, it’s your technology that’s holding you back.

4/10/2019
By: Rebecca A. Hurst, Brent Neitz

> Read More

Shining a light on Internal Fraud: Implementing an action plan to monitor and safeguard your practice

It is estimated that over 10% of all independent medical and dental practices are affected by internal fraud. Amazingly, 5% of all revenue is lost to fraud. It is vital to implement an action plan to help protect your practice from fraudulent activities.

4/9/2019
Industries: Health Care
Services: Fraud and Forensic Services

> Read More

Office 365 Security: The threats are evolving. Are you doing enough?

Cybercrime is a big business. Email phishing attacks are not only on the rise but also becoming more sophisticated. Large and small organizations alike are being hit, and the consequences to their reputation and their wallet have been devastating.

3/27/2019
Services: Consulting, Technology
By: Mark A. Burger, Dan Miller

> Read More

Plan and Budget Smarter with Sage Intacct

Sage Intacct recently unveiled its Budgeting and Planning solution. How can it help you and your organization? Find out now.

3/26/2019
Industries: Agribusiness, Governments, Nonprofits, Private Equity, Tribal Gaming and Government
Services: Consulting, Technology
By: Tony Cantor

> Read More

IT Examination Hot Topics - Cybersecurity

You can’t have an effective cybersecurity strategy if you don’t know what you’re up against. This webinar discusses the latest threats to your customer information

3/23/2019
Industries: Financial Institutions
By: Matthew T. Janoski, Travis Wouters

> Read More

Research and Development Tax Credit Opportunities for Ag

Many of the business activities associated with agriculture qualify for the research and development tax credit. Could you be missing out on tax credits without realizing it?

2/21/2019
Industries: Agribusiness
Services: Tax
By: Christina Schultz

> Read More

Fair Lending Examiner Expectation for Your Fair Lending Program

It’s still a hot topic and one that affects all financial institutions. Do you know how to manage your fair lending risk? Why be surprised when confronted with disparities in your lending performance.

2/20/2019
Industries: Financial Institutions
By: Melissa D. Blaser, John Moniak

> Read More