Insights - Articles, Blogs and on-demand webcasts Insights - Articles, Blogs and on-demand webcasts

Insights

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

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?

8/17/20
By: Deron J. Kling
Industries: Nonprofits

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How to prepare for your first IT audit

Preparing for your first IT audit can be a very stressful task for not only yourself but also your entire team. Mostly because you’ve never done it before, so you don’t know what to expect.

That’s why we’ve put together three tips to help you prepare for your IT audit.

7/31/20
By: Drew Baker, David T. Rich
Services: Consulting, Internal Audit Outsourcing & Consulting Services, Governance & Risk

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Senate proposes revisions to Paycheck Protection Program

On July 27, U.S. Senators Marco Rubio (R-FL) and Susan Collins (R-ME) introduced the Continuing Small Business Recovery and Paycheck Protection Program Act, which is part of the larger $1 trillion GOP-proposed HEALS Act.

7/31/20
By: Terry Hoover
Services: Tax

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Succession planning is planning for success

Succession and replacement planning are critical for your business. But do you know the difference between the two? Do you know what succession planning can do for your organization that replacement planning cannot? Planning to retain and develop your most critical employees, is planning for your organization’s long-term success. 

7/29/20
By: Julia A. Johnson
Industries: Nonprofits, Governments

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Offshore fund considerations

We are seeing an increased interest in offshore investment funds as managers look for ways to increase their investor base. Below will touch on why a fund manager would look to set up an offshore investment fund, the various organizational structures of an offshore investment vehicle and the most popular offshore jurisdictions and their similarities and differences.  

7/27/20
By: Rusty A. Planert
Industries: Financial Institutions, Financial Services

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4 ways to manage employees — and their goals — while meeting your organization’s changing needs

Many businesses and organizations have reopened in the past few months, but the COVID-19 pandemic continues to create uncertainty. 

Will the U.S. experience another economic downturn that will require you to make yet more rapid and unanticipated changes? How can you balance meeting the different needs of employees — whether they’re working remotely or in the office — with the needs of your organization? How do you set and measure employee goals that are ambitious yet achievable?

7/27/20
By: Julia A. Johnson
Services: Consulting, Talent and Change

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How tribes can track, report use of Coronavirus Relief Funds

With the next Coronavirus Relief Funds reporting deadline coming September 12 for the Treasury’s GrantSolutions portal, it’s critical tribes compile their data to fit Treasury requirements.

In addition, understanding the reporting requirements can help shape your strategy for spending those funds to help with the fallout from COVID-19.

7/24/20
By: Nik K. Wong
Industries: Tribal Gaming and Government

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Employee fraud: What you need to know

In light of the challenges caused by the COVID-19 pandemic, employee fraud might be the last thing on business owners’ minds. But fraud doesn’t stop just because employees are working remotely. And ignoring the problem if it exists in your company can cost you big in the long run. 

If you have yet to implement clear internal policies on how to address employee fraud, here are some things you should know — and steps to take to help protect your business.

7/23/20
By: Marc W. Courey
Industries: Nonprofits, Governments

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Blogs

Ag Conversations blog

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

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Bank on Wipfli blog

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

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D365 blog

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

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Dynamics GP blog

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

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Groundbanking podcast

GroundBanking Podcast

Each episode will feature experts in banking and FinTech who will discuss the challenges and opportunities in today’s marketplace – whether it’s embracing new technology, coming up with new lines of business or finding more efficient ways to serve their customers and communities.

Industries: Financial Institutions, Financial Services, FinTech

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Webinars

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.

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.

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.

7/21/20
By: Heather L. Debelak, Zaikeya Morris
Services: Consulting, Strategy and Operations, Talent and Change

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Healthcare Connections Q&A - Senior Living Centers - Trends under COVID-19 and Strategies for Success

Watch Healthcare Connections! Leaders from senior living and healthcare organizations are encouraged to watch this 30 minute Q&A session with our industry experts who discuss today’s most frequently asked questions.

7/14/20
By: Larry Lester, Patrick J. Carroll
Industries: Healthcare

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Ramp up: Defining your people strategy using Predictive Index®

During this webinar, we explore ways to leverage Predictive Index as we develop, execute and sustain a people strategy fit for the future.

7/9/20
By: Julia A. Johnson, Heather L. Debelak
Services: Consulting, Strategy and Operations, Talent and Change

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Refocus, renew and move forward: Southeast Wisconsin Nonprofit & Governmental Organization Virtual Town Hall

How can organizations continue to build on what they have learned and continue to adapt as they move forward? In this recorded town hall, learn about evolving best practices, PPP loan forgiveness, organizational performance, grant compliance, and technology.

7/8/20
By: Craig Hirt, Denes Tobie, Tammy T. Jelinek, Ryan Peasley
Industries: Nonprofits, Governments

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Healthcare Connections Q&A - Understanding 340B

Watch Healthcare Connections! We’re inviting leaders from healthcare organizations to watch this free 30 minute Q&A session with our industry experts to listen in on discussion of today's most frequently asked questions about Section 340B of the Public Health Service Act.

7/7/20
By: Kathleen M. Borisch
Industries: Healthcare

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Healthcare Connections Q&A - Senior Living Centers

Healthcare leaders from Senior Living Centers will want to watch this free 30 minute Q&A session with our industry specialist Larry Lester, Principal at Wipfli.

7/5/20
By: Larry Lester
Industries: Healthcare, Senior Living Providers

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