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
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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?
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8/17/20
By: Deron J. Kling
Industries: Nonprofits
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Measuring the impact of CECL adoption
The adoption of Accounting Standards Codification (ASC) 326 – Financial Instruments – Credit Losses (CECL) has been met with nervous anticipation from bankers since it was first introduced in 2016.
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8/12/20
By: John Erwin
Industries: Financial Institutions, Financial Services
Services: Audit and Accounting
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Blockchain: What is the buzz about?
You keep hearing about blockchain. What is it, really? And why is it being touted as a technology disruptor in every industry?
At its beating heart, blockchain is a way of recording transactions. While this process is nothing new — humans have been keeping books even before the invention of the abacus — blockchain is especially radical because the way it does so confers a number of advantages.
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8/11/20
By: Andrew Belz
Industries: FinTech, Financial Services
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NCUA updates supervisory priorities for COVID-19
Credit unions have always been in the business of serving members and helping the underserved, so it is only natural that they embrace these unprecedented times and do whatever they can to help their members and community.
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8/11/20
By: Alison J. Herrick
Industries: Financial Institutions
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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.
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8/10/20
By: Tim Fargo
Industries: Financial Institutions
Services: Tech Consulting, Consulting
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Main Street Lending Program modified to include nonprofit organizations — including educational institutions, hospitals and social service organizations
The Main Street Lending Program, established by the CARES Act, has been modified to include two new loan options to provide credit to nonprofit organizations that were in sound financial condition prior to the COVID-19 pandemic.
Nonprofit organizations eligible for the program are tax-exempt organizations described in section 501(c)(3) or 501(c)(19) of the Internal Revenue Code. Other types of nonprofit organizations may be considered at the discretion of the Federal Reserve.
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8/10/20
By: Michael Webber
Industries: Nonprofits
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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.
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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.
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8/4/20
By: Jason Winkler
Industries: Tribal Gaming and Government
Services: Tech Consulting, Consulting
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Blogs
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
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
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
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
Dealer Conversations
The dealer environment is rapidly changing, and you need reliable sources of information more than ever. Dealer Conversations covers topics and issues important to you and your business. We would like to hear from you — join the conversation!
Industries: Dealerships
Webinars
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Healthcare Connections: What you need to know about Pricing Transparency
On November 15, 2019, CMS finalized its expanded interpretations of section 2718 of the Public Health Service Act. The final rule requires all hospitals to make a list of gross charges, negotiated charges, a self-pay “walk-in rate” and a minimum and maximum negotiated charge for all services in the hospital charge description master (CDM) publicly available in a machine-readable format. It also defines a list of 300 shoppable services that must be made publicly available in a searchable, consumer-friendly format. The rule specifies the manner and format in which the lists are to be made publicly available. Hospitals that do not comply with these requirements may be subject to civil monetary penalty (CMP) of up to $300 per day.
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8/11/20
By: Jane F. Jerzak
Industries: Healthcare
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The Resilience Series: Leading Through Change
During this interview with Predictive Index, Jeff Wulf discusses how to lead through change. Download this recording to learn the difference between change management and change leadership.
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8/7/20
By: Jeffrey H. Wulf
Services: Consulting, Strategy and Operations, Talent and Change
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Handling garnishments containing federal benefit payments
Financial institutions are required to have processes in place to ensure Federal benefit funds deposited during the lookback period are protected. The Federal Deposit Insurance Corporation includes garnishments containing Federal benefit payments in their compliance examination testing. Ensuring staff understand how to avoid garnishing protected funds, notice requirements, and the other garnishment requirements regarding Federal benefit payments is an important part of your compliance program.
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8/5/20
By: Tracy Bush, Nick Bonnema
Industries: Financial Institutions
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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.
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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.
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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.
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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.
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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.
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7/21/20
By: Heather L. Debelak, Zaikeya Morris
Services: Consulting, Strategy and Operations, Talent and Change
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