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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3 cybersecurity tips for financial services
Financial firms are THE chief target for cyber criminals, and U.S. firms are targeted most. Here are our cybersecurity tips for financial services.
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12/5/21
By: Tom Wojcinski
Industries: Financial Services
Services: Cybersecurity, Business consulting services
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How your organization can achieve data transformation
Four steps your organization can take to achieve a successful data transformation using business intelligence and data analytics technology and processes.
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12/2/21
By: Kenneth F. Kortas, Kate E. Brown
Services: Business consulting services, Tech Consulting
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How to prepare for and handle the sales tax audit process
Handling a sales and use tax audit is complicated and mistakes can have big consequences. We've collected process & procedure tips to make things easier.
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12/2/21
Services: CPA Tax Services
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Our 2022 outlook for the construction market
Construction 2022: Wipfli experts forecast the year ahead. Explore emerging trends across the industry.
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11/30/21
By: Brian Bohman
Industries: Construction and Real Estate
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What is a lease concession, and how do I account for it?
A guide on how to apply the accounting implications for lease concessions under ASC 840.
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11/29/21
By: Tracy M. Grosskreutz
Services: Services
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What Washington’s proposed legislation could mean for the future of family office structures
Congress is seeking the sweet spot between regulating those who operate on the fringes of the family office structure while not over-regulating those who are using it properly and within its original intent.
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11/29/21
By: Robert H. Zondag
Industries: Financial Services
Services: Private Client Services
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5 ways to prepare for a successful investment fund audit
When investment funds get audited, managers can do a lot to help the process be more efficient and smooth. Here are tips on how they can help auditors.
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11/26/21
By: Shana Sparber
Industries: Financial Services, Wealth and asset management
Services: Audit and Accounting
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Four strategies to get the best return on your Industry 4.0 investments
Economies of scale are putting Industry 4.0 tools within reach of even small manufacturers, but getting a solid return depends on investing in the right places.
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11/22/21
By: Jake R. Rohrer
Industries: Manufacturing and Distribution
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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, Business consulting services, CPA Tax Services
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, Business consulting services
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: Business consulting services, 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
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Tax update for financial institutions
We are again presented with uncertainty about what the tax rules will be going forward. Many of the provisions in the new tax law and subsequent IRS guidance directly impact banks and can be proactively utilized to minimize tax liabilities.
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12/6/21
By: Jessica H. Mac Naughton, Houston Holmes
Industries: Financial Institutions
Services: CPA Tax Services
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Elevate your Sage Intacct: Q4 2021
In our Elevate your Sage Intacct webinar, the Wipfli team dove into the new features added to Sage Intacct with the upcoming Q4 2021 release, including:
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12/6/21
By: Julie Schilz
Services: Business consulting services, Tech Consulting
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Optimize your tribe's organizational structure
From embracing remote work and new technologies to leveraging American Rescue Plan Act (ARPA) funds, tribes have had to navigate disruption and change over the past two years. Many tribal leaders have found that reorganizing their operational structure is necessary.
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12/3/21
By: Suresh Geer, Julia A. Johnson, Deron J. Kling
Industries: Tribal Gaming and Government
Services: Business consulting services, Talent and Change
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Strategic planning for tribal ARPA funds
The American Rescue Plan Act (ARPA) has allocated billions for tribes to help combat the negative impacts of COVID-19. Tribal leaders have the opportunity to positively impact their tribe for generations to come.
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11/22/21
By: Julia A. Johnson, Deron J. Kling, Suresh Geer
Industries: Tribal Gaming and Government
Services: Talent and Change, Business consulting services
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The state of tribal gaming: how business fared in 2021
How did the pandemic affect the tribal casino businesses? What is the outlook for Indian gaming in 2022?
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11/19/21
By: Grant Eve
Industries: Tribal Gaming and Government
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Healthcare Connections
Leaders will want to view this webcast to learn how healthcare organizations are enhancing their employee benefits, retirement strategies, and leveraging student loan repayment programs to help build their workforce. Our panel will also discuss strategies to grow your own healthcare talent in a competitive labor market.
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11/18/21
By: Marci Boyarski, Kiki C. Nocella
Industries: Healthcare
Services: Business consulting services
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Winning with Customer 360
This webinar specifically talks connecting your core and LOS’s to get the transparency you need to deliver on your Customer 360 initiatives.
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11/17/21
Industries: Financial Institutions
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Set your firm apart from the competition with the Microsoft cloud
Microsoft solutions are helping architecture, engineering and construction firms better manage projects and exceed customer expectations.
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11/17/21
By: Barbara Bell, Scott M. Lang
Industries: Construction and Real Estate
Services: Tech Consulting, Business consulting services
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