Insights

Webinar: Reporting Tools in Dynamics GP

When fully utilized, reporting tools provide the power and flexibility to turn data into meaningful information that can help make strategic business decisions. This webinar describes some of the reporting options available for Microsoft Dynamics GP along with a process strategy to create or modify existing reports to make them impactful for your business.

8/16/2018
Industries: Agribusiness, Construction and Real Estate, Dealerships, Financial Institutions, Financial Services, FinTech, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Consulting, Technology
By: Barbara Bell, John Kirsch

TRID Clarifications, Corrections, and Technical Amendments Webinar

Listen to this recorded webinar to review the TRID Clarifications, Corrections, and Technical Amendments that were published in 2017 with a mandatory compliance date of October 1, 2018. We’ll summarize the information and help you break down what actions you should take to ensure you are in compliance by October 1. 

7/27/2018
Industries: Financial Institutions
By: Melissa D. Blaser, Tim Tedrick

Webinar: Get to Know Dynamics 365 Business Central

Like a supply chain, when all the pieces of a business fit and work together, it leads to efficient processes, maximized profitability and happy customers. But keeping all facets of your business in sync is about as easy as ensuring no piece of a supply chain ever goes wrong. That’s why Microsoft Dynamics 365’s newest application, Business Central, is so crucial to organizations that want to make smarter decisions. Watch our webinar where we demo Business Central and answer your questions.

7/18/2018
Industries: Agribusiness, Construction and Real Estate, Dealerships, Financial Institutions, Financial Services, FinTech, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Consulting, Technology
By: Barbara Bell, Mark Christie

What's New in Dynamics GP 2018

Being a regular user of Microsoft Dynamics GP, you’ve probably thought of some features that could be easier, faster and more convenient for you — and you’re not alone. In GP’s 2018 release, Microsoft has listened to its customers and used their feedback to make a wide range of enhancements. Find out what’s new and how it benefits your business in Wipfli’s complimentary webinar, “What’s New in Dynamics GP 2018.”

7/13/2018
Industries: Agribusiness, Construction and Real Estate, Dealerships, Financial Institutions, Financial Services, FinTech, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Consulting
By: Barbara Bell

What Health Care Entities Should Be Doing to Prepare for Revenue Recognition and Lease Standard

ASU 2014-09: Revenue Recognition (“ASC 606”) and ASU 2016-02: Leases are two of the most significant standards that have been issued in the last 10 years. Getting ready for and implementing these standards will require much time and energy.

6/29/2018
Industries: Health Care
Services: Audit and Accounting
By: Corina R. Schoenke, Joshua J. Boyle

What Is the Value of My Company, and Why Do I Need to Know?

“I’m not planning on selling my business anytime soon, so I don’t need to know what it’s worth, right?”

Wrong.

This webinar will provide insight into the importance of knowing what your business is worth, reasons why a business valuation is needed, and information on why using a qualified individual to arrive at that value is essential.

6/15/2018
Industries: Manufacturing and Distribution
Services: Business Advisory
By: Lisa M. Cribben

Managing Cybersecurity Risk for Dealerships

Cyber attacks are on the rise and occur with alarming frequency. The financial and reputational consequences from an attack or breach could be devastating to your dealership. 

Your dealership collects and maintains a wealth of personal information from your customers. Maintaining a strong and agile cybersecurity program is imperative. This on-demand webinar was designed to help you determine whether your cybersecurity program is as strong as it should be. 

6/13/2018
Industries: Dealerships
By: Steve Hewitt, Jeff Olejnik

Increase Customer Trust and Loyalty With Dynamics 365 for Field Service

All organizations strive to provide exceptional, consistent customer service, but how do you make that a reality when your business is out in the field? How do you keep field service agents connected and equipped to be productive?

Field Service Automation in Dynamics 365 provides your field service agents with the connectivity they need to create the customer service you expect. See how Dynamics 365 increases efficiency of scheduling field service agents, equipment and other resources and enables field service agents to be more productive on site with mobile capabilities. Increase customer trust and transparency by enabling self-scheduling and issue reporting.

5/16/2018
Industries: Agribusiness, Construction and Real Estate, Dealerships, FinTech, Financial Institutions, Financial Services, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Consulting, Technology
By: Ryan Swiderski