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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The art of valuing a dental practice
Valuing a dental practice.
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5/22/22
Industries: Healthcare
Services: Business consulting services, Business valuation services
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Health Savings Account cost-of-living adjustments for 2023
The IRS has announced the annual cost-of-living adjustments for health savings account contributions for calendar year 2023. Learn HSA limits 2023.
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5/16/22
Services: Business consulting services, Human Capital Management Solutions
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Insurance industry drives cybersecurity changes that make credit unions more secure
Why cyber insurance is getting harder — and more necessary — to obtain.
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5/16/22
By: Jeff Olejnik
Services: Business consulting services, Digital Services
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Where are the workers? How to tackle the construction talent gap
Where are the workers? How to tackle the construction labor shortage with new talent acquisition and retention strategies.
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5/12/22
By: Tina Nazier
Industries: Construction and Real Estate
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Manufacturers, follow these three phases of innovation
Manufacturing innovation strategies and processes involve three distinct phases.
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5/10/22
By: Bill Boucher
Industries: Manufacturing and Distribution
Services: Digital Services, Cybersecurity, Business intelligence and analytics, Cloud Transformation Services, Customer Relationship Management Systems, Technology Management
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How’s your cybersecurity IQ? What financial service organizations need to know
Before you take measures to boost cybersecurity, it’s helpful to understand practices that may put your organization at risk.
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5/8/22
By: Mark Scholl, Thomas J. Loring
Industries: Financial Institutions, Financial Services
Services: Business consulting services, Cybersecurity
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Variable rate programs: Are you ready for the rate changes?
Variable rate loans and other products offered by financial institutions will be affected by upcoming rate changes. Here’s what you can do.
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5/5/22
By: Erica Dornfeld
Industries: Financial Institutions
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Technology service providers: Stay on top of fourth-party risk
Fourth-party risks occur when third-party vendors outsource services to subcontractors.
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5/5/22
By: Mike Morris
Industries: Technology Industry
Services: Business consulting services, Governance & Risk
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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: Digital Services, 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, Digital Services
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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The Future of Healthcare Technology & Digital Transformation
Healthcare industry leaders will want to watch this webcast to learn more about how cloud-based accounting software can help you to access data and quickly report and share KPIs critical to your healthcare organizations success. A cloud-based HIPAA compliant solution for healthcare solves many common challenges and helps providers focus on what matters most; caring for your patients.
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5/18/22
By: Rebecca A. Hurst, Stephanie M. Smith
Industries: Healthcare
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Sage Intacct’s second release of 2022 brings exciting features with it
In our Elevate your Sage Intacct webinar, the Wipfli team dives into the new features added to Sage Intacct with the Q2 2022 release.
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5/12/22
Services: Business consulting services, Digital Services
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Wipfli Healthcare Connections - Provider Relief Fund reporting: What providers need to know
If you’re just starting to sort out the financial aftermath of the COVID-19 pandemic, you’re not alone. Although it’s been eight months since the Department of Health and Human Services (HHS) opened the Provider Relief Fund (PRF) portal, many providers are still unclear about the reporting process, financial audit requirements and funding.
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5/10/22
By: Tiffany Karlin, Tim A. Ritter, Kimberly K. Heller, Julie Toups
Industries: Healthcare
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Cyber insurance readiness with JKJ
Improve the quality and value of your data, and gain actionable insights, with Microsoft Dynamics 365 Customer Insights.
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4/18/22
By: Tom Wojcinski
Services: Business consulting services, Digital Services
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CECL model implementation demo
The hour for CECL implementation draws near. With the chaos and business of the past two years, many financial institutions have fallen behind in their CECL implementation plans.
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3/31/22
By: Nick G. Ansley, Brett D. Schwantes
Industries: Financial Institutions
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Cybersecurity hot topics: The latest trends
Information technology and cybersecurity are constantly evolving. You can’t have an effective cybersecurity strategy if you don’t know what you’re up against.
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3/30/22
By: Mark Scholl, Thomas J. Loring
Industries: Financial Services
Services: Business consulting services, Cybersecurity
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Elevate your Sage Intacct: Q1 2022
Sage Intacct’s first release of 2022 brings exciting features with it.
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3/9/22
By: Julie Schilz
Services: Business consulting services, Digital Services
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IT Leadership Roundtable: February 2022
Our IT leadership roundtables provide an opportunity to learn the latest trends and hot topics in the IT industry for financial institutions. Webinars are held quarterly and consist of a primary “hot topic” presentation, solution highlight and a Q&A discussion. Each meeting lasts approximately 90 minutes and is facilitated by our IT specialists.
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2/28/22
By: Anna-Kay Sterling, Artur Kuznetsov, Kevin Scully, Jim Rumph, Matthew T. Janoski, Marc W. Courey
Industries: Financial Institutions
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