Insights - Wipfli

Articles

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Houston Holmes May 08, 2026 6 min read

ASC 740 explained: A short guide to the accounting standard for income tax provisions
- Tax
- Assurance
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Amanda Flohr May 07, 2026 4 min read

Does your school need a new accounting system?
- Education
- Technology consulting
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Alison J. Herrick May 07, 2026 5 min read

Should more financial institutions offer student loan products? Here’s how to get started.
- Financial services
- Risk advisory
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E-books

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Wipfli Insights Team Mar 30, 2026 2 min read

Leading through people pressure
- Organizational performance
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Wipfli Insights Team Mar 02, 2026 1 min read

How to calculate ROI on your tech investment
- Technology consulting
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Wipfli Insights Team Feb 18, 2026 1 min read

Navigating the people side of construction IT
- Construction
- Technology consulting
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Videos & Webcasts

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Two colleagues having a friendly business meeting using a laptop in a modern office setting. Collaboration and teamwork concept.

Marcie Bomberg-Montoya May 05, 2026

Workforce strategy when headcount keeps changing: What if your people strategy didn’t rely on perfect conditions?

Access our onne-demand webinar to learn how leaders stabilized teams, strengthened retention and built flexible workforce models that adapt to changing conditions.

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A young black man is a project manager at a residential construction site.

Ryan C. Rademann Apr 23, 2026

Level up your build: AI strategies for growth

Discover how digital labor and AI agents can level up your construction operations. Join Wipfli to see AI at work across Procore, CRM systems and more.

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Cropped shot of a group of young designers having a brainstorming session in the boardroom

Kevin Smith Apr 03, 2026

Digital transformation ROI: What if your tech investments started paying off faster?

Learn how to get real ROI from digital transformation. Explore practical strategies for software, data, integration and modernization in this free CPE webinar.

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Research Reports

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Jan 26, 2026 The state of the credit union industry 2026 research report
Credit unions are ready for reinvention. The 2026 state of the credit union industry report examines how leaders are adapting strategies to meet modern member needs.
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Jan 26, 2026 The state of the banking industry 2026 research report
The 2026 state of the banking industry report examines how financial institution leaders are working to grow, modernize and protect their organizations amid new digital realities.
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Dec 16, 2025 The state of the asset management industry 2026 research report
Wipfli’s 2026 “State of the asset management industry” report offers industry insights for the coming year.
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Dec 16, 2025 The state of the wealth management industry 2026 research report
Wipfli surveyed wealth management executives to understand their economic outlook, strategic priorities and top challenges for the year ahead. Explore practical insights on how firms can sustain confidence, prioritize investments and navigate complexity.
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Podcasts

Robert H. Zondag Apr 13, 2026

Bank on Wipfli podcast: Is your compliance program built to last?

In this episode of Bank on Wipfli, we discuss how financial institutions can strengthen their compliance programs in an increasingly complex regulatory environment. Wipfli’s Robert H. Zondag and Tracy Bush explore practical approaches to compliance management.
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Robert H. Zondag Dec 18, 2025

Bank on Wipfli podcast: How will wealth management change in 2026?

Join Wipfli’s Robert Zondag for a conversation about where the wealth management industry is headed in 2026. Learn how firms are evolving, including via new business models, recruiting strategies and private equity partnerships.
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Robert H. Zondag Nov 10, 2025

Bank on Wipfli podcast: Segmented service, stronger impact

How Her Bank found success with its customer segmentation strategy to better connect with women who lacked a strong banking relationship.
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Case Studies

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Teacher and student reviewing homework

Advancing the mission through trust and technology

Easterseals New Jersey

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Teacher and student reviewing homework

Banishing tech troubles with the right digital strategy

New Use Case Example Page

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medical team hear presentations from business

Strengthening analytics with Epic transition

Lawndale Christian Health Center

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© “Wipfli” is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.