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

SOC for Cybersecurity vs. SOC 2: 5 key differences

In today’s business climate, companies are realistically asking “when,” not “if” a data breach or other cybersecurity event will occur. To help, the AICPA created a framework that businesses can use to demonstrate they have effective risk management practices in place.

7/2/20
By: Terry Ammons
Services: Consulting, Cybersecurity

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How to review vendor SOC reports

Vendor due diligence is a key task that companies must perform when deciding if they are willing to engage another company or vendor. A critical part of many business’s vendor due diligence strategies is reviewing the vendor’s system and organization controls (SOC) report for service organizations.

7/1/20
By: Drew Baker
Services: SOC Examinations, Governance & Risk, Consulting

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SOC for Cybersecurity: An inside look

No organization is immune to cyber threats. Some businesses are targeted because of what they do and the information they possess. And yet others are attacked simply because they appear most vulnerable. 

7/1/20
By: Terry Ammons
Services: Consulting, Cybersecurity

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Take remote work to the next level

Setting up staff for remote work provided a lifeline for companies during first-wave COVID-19 stay-at-home orders. Now, even as businesses reopen physical workspaces, many are keeping at least some staff at home. From uncertainty about future lockdowns and childcare crises to maximum occupancy limits and the needs of at-risk employees, remote work is an option that is likely here to stay for the foreseeable future.

7/1/20
By: Julia A. Johnson
Services: Talent and Change, Consulting

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Innovation Excellence: Enrichment Services Program embraced change to help end poverty

The Evelyn Wright Moore Award for Innovation Excellence recognizes nonprofit leaders who use technology and forward thinking to make a difference in their organization and their community. The annual award is named after Evelyn Wright Moore, who attended every single Wipfli National Training Conference until her passing, and was a lifelong champion of innovation, learning and community service.

6/30/20
Industries: Nonprofits

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Compensation planning for financial institutions in 2021

Compensation planning for 2021 will spark interesting discussions for many financial institutions this fall.

COVID-19 has required banks to quickly pivot to remote work arrangements, respond to a tremendous influx of loan requests (PPP and mortgage), continue to provide uninterrupted service to customers, and continue to seek qualified and increasingly more expensive talent.

6/29/20
By: Julia A. Johnson
Industries: Financial Institutions
Services: Talent and Change, Consulting

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Innovation Excellence: Arkansas Early Learning used voice recognition to ease caregivers’ paperwork burden

The Evelyn Wright Moore Award for Innovation Excellence recognizes nonprofit leaders who use technology and forward thinking to make a difference in their organization and their community. The annual award is named after Evelyn Wright Moore, who attended every Wipfli National Training Conference until her passing, and was a lifelong champion of innovation, learning and community service.

6/29/20
Industries: Nonprofits

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Taking the fear out of plan conversions

When’s the last time you changed your 401(k) plan service provider?

Plan sponsors are often reluctant to make a change in service providers — even when it’s clear they need to pull the trigger sooner rather than later. If you’re unhappy with your current provider or plan, or you question whether you’re getting enough value, it’s time to make a change. But it’s not surprising if you’re worried about how to make the change or how it will impact your organization.

6/26/20
By: Angie Whiteside
Services: Human Capital Management Solutions, Consulting

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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

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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How contractors can use Power BI to streamline data processes and gain faster insights

Many businesses spend countless hours manually preparing data. The longer it takes them, and the more silos the data comes from, the older the data becomes — leaving leaders to make critical decision-making based off outdated insights.

6/24/20
By: Matt Gelb, Jared Papador, Ryan C. Rademann, Christina Klein Trapp, Brad Werner
Industries: Construction and Real Estate
Services: Consulting, Tech Consulting

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Reopen: Returning to a new normal using Predictive Index®

The pandemic has forced us to change, with rapid succession and uncertainty of tomorrow. In this webinar, we explored the discipline of change management and ways to utilize Predictive Index as we plan for returning our workforce and customers to yet another new normal.

6/24/20
By: Heather L. Debelak, Deron J. Kling
Services: Consulting, Strategy and Operations, Talent and Change

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Milwaukee Town Hall Meeting: Tax code changes to help generate cash for your CRE business

The federal government has enacted new tax laws and lending programs in response to COVID-19. There are also additional tried-and-true tax saving opportunities that you may be able to now capitalize on in the current environment.

6/23/20
By: Crystal Christenson, Emily T. Sladky
Industries: Construction and Real Estate

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Healthcare Connections: Enhancing revenue through Telehealth expansion

Healthcare leaders with Telehealth programs watch this free 30 minute Q&A session with our industry specialist.

We’ll discuss how your organization can increase revenues by expanding your Telehealth program. During the live event we will address your questions and provide insights on best practices.

We’ll cover topics like:

  • Telehealth visit coding and chart documentation
  • Accurate billing and compliance

6/23/20
By: Jeff Bramschreiber, Jeanne M. Chapdelaine, Karin Schuman
Industries: Healthcare

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Microsoft Dynamics roadmap for GP and Business Central

Microsoft announced an updated annual GP product release plan and support lifecycle. It is more important than ever to stay current with a GP update each year. In addition, two major updates each year are released for Dynamics 365 BC and the Power platform as the Dynamics 365 platform is moving to a single supported version. With these changes, and more on the horizon, it’s critical to understand how the Dynamics platform is evolving.

6/22/20
By: John Kirsch
Services: Consulting, Tech Consulting

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How leaders are adapting to the “Next Normal”

Before the pandemic, organizations around the globe were learning the importance of adapting quickly. Now faced with a world of unknowns, organizations in every industry are forced to adapt their strategies in favor of a more agile approach to running and managing their strategic plans.

6/17/20
By: Marcie Bomberg-Montoya
Services: Consulting, Strategy and Operations, Talent and Change

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Healthcare Connections Q&A Session

Leaders from healthcare organizations, watch this free 30-minute Healthcare Connections Q&A session with our healthcare industry specialists to discuss the Paycheck Protection Program (PPP).

6/16/20
By: Joshua J. Boyle, Jason M. Sieg
Industries: Healthcare
Services: Tax

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