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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Are you asking for the right audit?

There are many different types of audits out there that can benefit your organization. Here are five of the most common ones.

8/17/22
Services: Audit and Accounting, Business consulting services, Cybersecurity, Governance & Risk

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What does a flat yield curve mean for your financial institution?

Financial institutions navigating the flat yield curve face challenges amid interest rate uncertainties.

8/17/22
By: Luke Soper
Industries: Financial Institutions

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ASC 842 changes bring new lease accounting requirements

The new lease standard ASC 842 ushered in big changes in evaluating and presenting leases on financial statements. Here are answers to top questions that can ease the transition.

8/16/22
Services: Audit and Accounting

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Key features of the Inflation Reduction Act of 2022

On August 16, President Biden signed into law the Inflation Reduction Act of 2022. With a proposed cost of $1 trillion, the act is smaller than its genesis, which was the Build Back Better legislation that was proposed last year with a cost of anywhere from $2 trillion to $3.5 trillion.

8/16/22
By: Richard J. Salter
Services: CPA Tax Services

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Building next-gen construction leaders

Generational shifts are affecting the construction industry. Learn how key characteristics can help you recruit and empower next-gen leaders during these competitive times.

8/14/22
By: Tina Nazier
Industries: Construction and Real Estate
Services: Business consulting services, Talent and Change

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How to tell if Snowflake will work for your business

Snowflake is different from traditional data warehousing tools for several reasons, but primarily because it separates compute, storage and management functions. Here is how to tell if Snowflake will work for your business:

8/14/22
Services: Business consulting services, Digital Services

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How the Inflation Reduction Act expands the tax deduction for energy-efficient buildings

Proposed revisions to Sec. 179D expand tax deduction for energy-efficient buildings in the Inflation Reduction Act.

8/11/22
By: Crystal Christenson
Industries: Construction and Real Estate
Services: CPA Tax Services

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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, Business consulting services, CPA Tax Services

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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: Digital Services, Business consulting services

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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: Business consulting services, Digital Services

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Dealership Blog | Wipfli

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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IT Leadership Roundtable – August 2022

Our IT leadership roundtables provide an opportunity to learn the latest trends and hot topics in the IT industry. 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.

8/18/22
By: Jonathan E. Hodges III, Jim Rumph, Matthew T. Janoski, Joel R. Lego, Sara Circosta
Industries: Financial Institutions
Services: Business consulting services

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Incorporating blockchain and digital assets into client portfolios

As a follow up to our fireside chat and for a deeper dive into some of the basics, this webinar will focus on providing investment advisors with more of the critical information they need to serve their clients.

7/28/22
Industries: Financial Services

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Crafting a corporate crypto strategy for your RIA firm

In this webinar, we address your concerns as you seek to build your corporate strategy, assess risk and prepare your teams to incorporate digital asset offerings into client portfolios.

7/21/22
Industries: Financial Services

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Recruiting and retaining with competitive employee benefits

We know hiring and retaining providers is challenging especially in this competitive labor market. Having both competitive and unique employee benefits could be one way to set your healthcare organization apart. This webcast covers what to look for when trying to make your employer retirement plan stand out from other organizations. To assess your current plan, we will explain our complimentary retirement plan review service which can serve as a benchmarking opportunity. We will also discuss the impact of making your employees aware of student loan forgiveness opportunities such as Public Service Loan Forgiveness can have.

7/21/22
Industries: Healthcare
Services: Talent and Change, Business consulting services

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What RIAs need to know about crypto: A fireside chat with Ric Edelman and Wipfli

As cryptocurrencies steal the headlines, your clients may be asking questions about these digital assets and how they fit in their portfolio. If you’re not prepared to serve them, you could risk losing them to more forward-thinking advisory firms.

7/14/22
Industries: Financial Services

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Optimized care delivery in a rural setting

During this month’s Healthcare Connections Jeff Gorke, Director Healthcare discussed the importance optimized care delivery for rural healthcare organizations.

6/21/22
By: Jeff Gorke
Industries: Healthcare

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Webinar: The Great Re-Evaluation

In this panel of experts discussion, you’ll hear the latest on tax, estate planning and retirement – and how potential changes might affect the many facets of your financial health.

6/16/22
Services: Private client services

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