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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Articles

How CRM helps the financial industry

Mobile banking. Videoconferencing. Push notifications.

In the financial sector, clients might already have been embracing technology at a steady clip but the novel coronavirus pandemic has accelerated the pace of adoption. While a few financial institutions are scrambling to cover up the inefficiencies such a tech pivot has exposed, the pandemic has also shown that now is the time to reboot the technology conversation — and focus it squarely on the client.

8/24/20
By: Tim Fargo
Industries: Financial Institutions
Services: Tech Consulting, Consulting

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Welcome to the club: A quick guide for new nonprofit board members

Congratulations! Your passion and professional skills have been recognized, landing you an esteemed spot on a nonprofit board of directors.

So, what exactly did you sign up for?

8/17/20
By: Deron J. Kling
Industries: Nonprofits

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How salesforce helps the financial industry

Gone are the days when clients used to visit a bank and conduct every single transaction in person. Online desktop and mobile banking have been popular for a while and the COVID-19 pandemic is only accelerating adoption of remote services. Clients today are demanding: not only are they particular about what they want, they are looking to access financial services when they want and through the channel of their choice.

8/10/20
By: Tim Fargo
Industries: Financial Institutions
Services: Tech Consulting, Consulting

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How one nonprofit used technology to address the increasing and shifting needs of its communities and constituents

For many nonprofits, new technology is a like-to-have asset.

While it’s clear that in today’s world, technology is actually a need-to-have asset because it enables nonprofits to reach more people and make a greater impact, they know they’re dealing with very real resource constraints. The budget, the people, the expertise — with this lack of resources, many nonprofits are challenged to evolve their current technology into something that can truly help them excel, grow and further work towards achieving their mission.

8/6/20
By: Lauren Haapakoski, Andrew J. Potasek
Industries: Nonprofits
Services: Tech Consulting, Consulting

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Guidance on how tribes can modernize technology with CARES Act funds

As most reading this article already know, the CARES Act allocated $8 billion of relief funding for tribal governments, and those funds have come with a usage deadline of December 30, 2020. It’s now August, and tribes are experiencing increasing anxiety over what many consider to be vague guidance on how funds can be spent and how to properly document/justify spend.

8/4/20
By: Jason Winkler
Industries: Tribal Gaming and Government
Services: Tech Consulting, Consulting

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Wisconsin employers have until August 15, 2020 to request relief from benefit charges due to COVID-19

You may qualify for relief of unemployment insurance (UI) benefit charging if your employees were laid off due to the public health emergency declared by Executive Order 72 (COVID-19 Coronavirus) and filed initial unemployment claims for weeks starting after May 16, 2020.

8/3/20
By: Erika Young
Services: Consulting, Human Capital Management Solutions, Employee Benefits

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How to prepare for your first IT audit

Preparing for your first IT audit can be a very stressful task for not only yourself but also your entire team. Mostly because you’ve never done it before, so you don’t know what to expect.

That’s why we’ve put together three tips to help you prepare for your IT audit.

7/31/20
By: Drew Baker, David T. Rich
Services: Consulting, Internal Audit Outsourcing & Consulting Services, Governance & Risk

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Senate proposes revisions to Paycheck Protection Program

On July 27, U.S. Senators Marco Rubio (R-FL) and Susan Collins (R-ME) introduced the Continuing Small Business Recovery and Paycheck Protection Program Act, which is part of the larger $1 trillion GOP-proposed HEALS Act.

7/31/20
By: Terry Hoover
Services: Tax

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Blogs

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, Consulting, Tax

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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, Consulting

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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: Consulting, Tech Consulting

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Groundbanking podcast

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

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Webinars

Introducing YourCloud: Dynamic hosting for GP

Your organization has made the move to the cloud with Microsoft Dynamics …. Now what do you do?

The next step is establishing a cloud-hosting service — which we can easily provide!

YourCloud is Wipfli’s cloud-hosting service, built in Microsoft’s Azure cloud environment. It enables your organization to access Microsoft Dynamics software solutions anywhere and anytime — a tremendous asset during this era of remote work.

8/5/20
By: Sandra Wyman
Services: Consulting, Tech Consulting

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The way forward: How disruption drives innovation

The disruption caused by the COVID-19 pandemic has made it critical for companies to pivot and change amid the chaos. Those that have pivoted successfully did so by identifying opportunities for innovation. That's because disruption is a huge driver of innovation.

8/4/20
By: Deron J. Kling, Mark Stevens
Industries: Manufacturing and Distribution

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Not your average system migration: The easy switch to Business Central

Are you deliberating whether or not your organization should upgrade from Microsoft Dynamics GP to Dynamics 365 Business Central? Are you wondering what the move means to you or if it is even worth it? You are not alone.

7/29/20
By: Barbara Bell
Services: Consulting, Tech Consulting

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Healthcare Connections Q&A - How can hospitals and FQHC’s develop models and affiliation strategies

Watch Healthcare Connections! Leaders from Federal Qualified Health Centers (FQHC) and healthcare organizations would greatly benefit from watching this free 30 minute Q&A session with our industry experts who discuss today’s most frequently asked questions.

7/21/20
By: Kiki C. Nocella, Steven Rousso
Industries: Healthcare

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Refocus: Building a sustainable culture using Predictive Index®

Research shows that culture is directly linked to bottom-line. As we recover from the pandemic, we must prepare our organizations to thrive, --not just today, but into the future. Join us on a journey to explore how Predictive Index helps us gain insights to develop a culture that drives long-term business results.

7/21/20
By: Heather L. Debelak, Zaikeya Morris
Services: Consulting, Strategy and Operations, Talent and Change

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Healthcare Connections Q&A - Senior Living Centers - Trends under COVID-19 and Strategies for Success

Watch Healthcare Connections! Leaders from senior living and healthcare organizations are encouraged to watch this 30 minute Q&A session with our industry experts who discuss today’s most frequently asked questions.

7/14/20
By: Larry P. Lester, Patrick J. Carroll
Industries: Healthcare

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Ramp up: Defining your people strategy using Predictive Index®

During this webinar, we explore ways to leverage Predictive Index as we develop, execute and sustain a people strategy fit for the future.

7/9/20
By: Julia A. Johnson, Heather L. Debelak
Services: Consulting, Strategy and Operations, Talent and Change

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Refocus, renew and move forward: Southeast Wisconsin Nonprofit & Governmental Organization Virtual Town Hall

How can organizations continue to build on what they have learned and continue to adapt as they move forward? In this recorded town hall, learn about evolving best practices, PPP loan forgiveness, organizational performance, grant compliance, and technology.

7/8/20
By: Craig Hirt, Denes Tobie, Tammy T. Jelinek, Ryan Peasley
Industries: Nonprofits, Governments

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