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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What ESG means for healthcare
ESG in healthcare is the new force for good — and good business.
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12/1/22
By: Robert D. Cedergren
Industries: Healthcare
Services: Business consulting services, ESG services
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How local governments and municipalities can prepare for 2023
Government trends 2023: Local governments and municipalities can take the long view to build stronger communities.
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12/1/22
By: Matthew J. Schueler
Industries: Nonprofits
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Hot SALT tax news: Digital advertising tax, unclaimed property and nexus evaluations
Wipfli’s tax team highlights hot topics, including Maryland’s digital advertising tax, the deadline for Wisconsin’s unclaimed property VDA program and more.
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12/1/22
Services: CPA Tax Services, State and Local Tax Services
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Should you be paying consumer use tax?
If you review your invoices for sales tax and the amount is missing, you might be liable for consumer use tax. Learn what that means for you.
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12/1/22
By: Keela Ross
Services: CPA Tax Services
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Your employees are your most valuable asset. But can you prove it?
ROI on human capital costs is becoming a hot topic as companies wrestle with how to track and analyze those expenses. ESG policies may soon require it.
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11/30/22
By: Karen A. Mitchell , Robert H. Zondag
Services: Business consulting services, ESG services
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Digital ESG: Managing your organization’s digital carbon footprint
Digital carbon footprints are the next frontier in fighting climate change. Learn how “digital sobriety” can be part of your organization’s digital ESG strategy.
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11/29/22
By: Robert D. Cedergren
Services: Business consulting services, ESG services
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Add HITRUST calculators to your HITRUST assessment toolkit
New HITRUST calculator tools provide transparency and efficiency in the validated assessment process.
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11/29/22
By: Karen Johnston
Services: Business consulting services, Compliance, HITRUST CSF consulting & certification
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The importance of Bank Secrecy Act training
BSA training contains a lot of elements. The right preparation helps ensure your financial institution is meeting all the requirements.
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11/21/22
By: Michael P. Moreau
Industries: Financial Institutions
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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 and Distribution
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
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Strategic Planning – Creating a durable plan to thrive in a challenging healthcare environment
During the webinar Wipfli healthcare specialists shared why strategic planning is key to the leadership process, especially with so much uncertainty around staffing, changing patient needs and financial stability.
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11/15/22
By: Sydney Diekmann, Robert H. Zondag
Industries: Healthcare
Services: Business consulting services, Organizational performance consulting, Operations, Strategy
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IT Leadership Roundtable, November 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.
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11/14/22
By: Matthew T. Janoski, Joel R. Lego, Sara Circosta, Thomas J. Loring, Pedro J. Pinto
Industries: Financial Institutions
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Looking for a chief information security officer? Why a vCISO is the better option
Cybersecurity has become an essential business function to help companies build operational resilience and manage risk. It’s no longer an activity that can happen once a year — you need a sustainable and constantly evolving program. And, when situations come up that need specialized expertise, like handling a data breach, you need to have someone who has “been there, done that.”
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11/14/22
Services: Business consulting services, Cybersecurity services
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Elevate your Sage Intacct: Q4 2022
Sage Intacct’s final release of 2022 is here, and it’s bringing exciting features with it.
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11/14/22
By: Julie Schilz, Kim Friloux
Services: Digital Services, Business consulting services
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Accounting and audit update
CECL is here — well, almost. This accounting and auditing update included some critical thoughts financial institutions should take into account before adopting CECL, as well as considerations for other accounting rules effective for 2022 and beyond.
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11/9/22
By: Brett D. Schwantes, Morgan Crowley
Industries: Financial Institutions
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Preparing for OASIS-E: What you need to know now
The countdown to OASIS-E and home health value-based purchasing (HHVBP) is on. These high-impact changes become a reality on January 1, 2023, and now is the time to prepare.
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11/9/22
By: Brian Lebanion
Industries: Healthcare
Services: Business consulting services
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What is zero trust, why do you need it and how do you get it?
This webinar covered the elements of zero trust. Tom Wojcinski, a principal in Wipfli’s cybersecurity and technology management practice, and special guests Dan Dellumo, a senior consultant at Wipfli and Ross Rogers, a senior manager at Wipfli, discussed zero trust.
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10/29/22
Services: Business consulting services, Cybersecurity services
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Healthcare Connections: Healthcare Cybersecurity Compliance
During this month’s Healthcare Connections Paul Johnson, Partner and Security Risk Advisor,discusses the important of healthcare data security and compliance. Paul shares how he works with clients to assess, improve, and test their information security and risk management programs. He also helps clients determine their compliance with healthcare security requirements including HIPAA and HITRUST.
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10/21/22
By: Paul J. Johnson
Industries: Healthcare
Services: Business consulting services, Cybersecurity services
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