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

Discover the power of banking analytics software

Learn how to reduce risk and improve customer engagements with banking analytics software.

6/5/23
By: David Fields, Beth Lavey
Industries: Financial Institutions, Financial Services
Services: Business consulting services, Digital Services

The commonalities between ESG and ERM and why they matter to your business

Integrate a risk management framework into your approach to ESG policies and your organization will benefit from the synergy.

6/4/23
By: Karen A. Mitchell
Industries: Financial Services
Services: ESG services

Updates to Kentucky sales tax on services with House Bill 360

Discover important updates released with House Bill 360, including the new elective pass-through entity tax and changes to Kentucky sales tax on services.

6/4/23
Services: CPA Tax Services, State and Local Tax Services

What the Inflation Reduction Act means for construction businesses

The Inflation Reduction Act provides expanded clean energy tax credits. Learn how the incentives can benefit your construction business.

5/31/23
By: Anita S. Mahamed
Industries: Construction, Real Estate
Services: CPA Tax Services

Data shows that your FinCEN filing is paying off

The FinCEN BSA data is out. Discover how your financial institution’s FinCEN filing continues to make a difference in supporting law enforcement efforts.

5/31/23
By: Adam B. Baker
Industries: Financial Institutions, Regulatory compliance services

Key resources for Section 1071 small business lending

Make Section 1017 small business lending compliance easier with these seven resources, including links to technical support and data points information.

5/31/23
By: Tracy Bush
Industries: Financial Institutions, Regulatory compliance services

Choosing GAAP vs. OCBOA

Amid evolving accounting standards, be sure you understand when a GAAP financial statement is preferable to the simpler OCBOA. Consider the interests of your stakeholders.

5/30/23
Services: Audit and Accounting

New expectations for APSN fees and overdraft programs

Stay in compliance with CFPB, FDIC and OCC guidance. Learn how new expectations for ASPN fees and overdraft protection programs can impact your institution.

5/29/23
By: Nick Bonnema
Industries: Financial Institutions, Regulatory compliance services

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
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

Webinars

Master your GA4 migration: How updates to Google Analytics affect your website data

Learn how Google Analytics 4 differs from Universal Analytics, what you need to know about your GA4 migration, how to gain deeper customer insights and more.

5/24/23
By: Billy Collins
Industries: Technology industry
Services: Business consulting services

Elevate your Sage Intacct: Q2 2023

Sage Intacct’s second release of 2023 brings exciting features with it.

5/19/23
By: Julie Schilz
Industries: Technology industry
Services: Business consulting services

Maximize ROI from your Qlik analytics investment

Learn how to leverage the innovations available through the Qlik data analytics platform to help your organization.

5/18/23
By: David Fields
Industries: Technology industry
Services: Business consulting services

Panel Discussion: Lessons learned in raising capital

Learn more from a panel of professionals involved in the technology industry, share their personal experiences and perspectives about raising capital.

5/17/23
By: Brendan McGuire
Industries: Technology industry
Services: Digital Services

Healthcare Connections: Keeping up with changes in rural health

Discover the latest updates in rural healthcare, including important legislative topics and strategies for how your healthcare organization can grow revenue.

5/16/23
By: Jeffrey M. Johnson, Katie Jo Raebel
Industries: Healthcare, Rural Health Clinics
Services: Business consulting services

IT leadership roundtable, May 2023

Join Wipfli professionals for timely insights for IT leaders at a quarterly leadership roundtable webinar.

5/11/23
By: Mark Scholl, Anna Kooi, Joel R. Lego, David T. Rich, Thomas J. Loring, Sara Circosta
Industries: Financial Institutions
Services: Cybersecurity services, Digital Services

Estate planning: Make the right wealth-transfer decisions

Wipfli specialists will help your decision-making as you prepare for wealth transfer that works for your family dynamics and takes advantage of current tax laws

5/11/23
By: Audra M. Moncur, Chuck Martin, Rachelle Burnham, Karen H. Martin
Services: Private client services, Estate and gift planning

Healthcare Connections: Discover workforce solutions to meet increasing demands on your organization

Workforce strategies for healthcare organizations to support hiring and retention.

4/17/23
By: Tara Cohn, Tom Cox, Tiffany Karlin
Industries: Healthcare
Services: Organizational performance consulting