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.
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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.
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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.
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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.
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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.
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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:
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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.
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8/11/22
By: Crystal Christenson
Industries: Construction and Real Estate
Services: CPA Tax Services
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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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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.
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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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Manufacture your road to resiliency
Is your company resilient?
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8/4/22
By: Bill Boucher
Industries: Manufacturing and Distribution
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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.
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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.
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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.
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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.
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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.
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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.
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6/16/22
Services: Private client services
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