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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Closing the digital divide: A once-in-a-generation opportunity for tribes

With as many as one-third of all tribal members living on-reservation with unreliable or no internet access, the American Rescue Plan Act of 2021 looks to make strides to correct that.

Congress has laid out four broad categories of allowable expenditures for the uses of Fiscal recovery funds as a result of the American Rescue Plan. 

6/10/21
By: Nik K. Wong
Industries: Tribal Gaming and Government

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Revenue loss calculation for tribes, plus cash assistance, under the American Rescue Plan

The Coronavirus Relief Fund, which included the $8 billion set aside for tribal governments in the CARES Act, had strict guidance that prohibited replacing governmental revenues. This left many tribal governments in precarious positions: sudden surplus of funding to respond to the pandemic, but running the coffers dry on maintaining basic governmental services.

6/9/21
By: Nik K. Wong
Industries: Tribal Gaming and Government

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Own a wealth and asset management firm and want to secure success? Start here.

Wealth and asset management firms that tread water won’t just not grow — they’ll also shrink as more aggressive firms capture their clients. To grow your business, focus on these areas.

6/9/21
By: Paul T. Lally
Industries: Wealth and asset management, Financial Services

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Do you want to manage your firm or grow it?

When it comes to wealth and asset management firm growth, if you’re not certain about your strategy, it can sink your firm as we emerge from the pandemic.

6/9/21
By: Paul T. Lally
Industries: Wealth and asset management, Financial Services

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How to manage the #1 threat to your M&A: Employees

Tips on how wealth and asset management firms can successfully manage employees after an M&A.

6/9/21
By: Paul T. Lally
Industries: Wealth and asset management, Financial Services
Services: Talent and Change, Consulting

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Delaying your transition plan only hurts your wealth and asset management firm

Succession planning doesn’t need to be an emotional process for wealth and asset management firm leaders. See how starting today can making life easier today for all parties involved tomorrow.

6/9/21
By: Paul T. Lally
Industries: Wealth and asset management, Financial Services

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3 ways to not join the list of firms who have failed with digital transformation

Digital transformation for financial services firms often fails when they don’t focus on these three key elements.

6/9/21
By: Lisa Nicholas
Industries: Wealth and asset management, Financial Services
Services: Tech Consulting, Consulting

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Top 3 SOC report exceptions and how they impact your auditor opinion

As part of your SOC report, your service auditor will note exceptions. These exceptions occur if a misstatement, deviation, deficiency or form of potential noncompliance was found throughout the auditing process.

6/9/21
Services: Consulting, Governance & Risk, SOC Examinations

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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, 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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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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The American Rescue Plan Act: An Overview for Tribes

The American Rescue Plan Act (ARPA), was signed into law on March 11, 2021. This legislation has allocated billions for tribes to help combat the negative impact of COVID-19. On May 10, the US Treasury issued interim final guidance on how the Fiscal Recovery Funds (a component of the ARPA) can be calculated and spent.

6/1/21
By: Denis Adams, Suresh Geer, Nik K. Wong
Industries: Tribal Gaming and Government, Tribal Government

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Healthcare Connections: Healthcare Cybersecurity Compliance

During the webcast Wipfli healthcare specialists provided insights on the current and future regulatory landscape impacting healthcare cybersecurity. This on-demand webcast would be helpful for many healthcare provider types; for-profit, not-for-profit, and government-owned entities such as hospitals, nursing homes, senior living and clinics, as well as physician practices.

5/18/21
By: Paul J. Johnson, Rick Ensenbach
Industries: Healthcare
Services: Consulting, Cybersecurity

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Minimum Internal Control Standards Compliance for Tribal Casinos

MICS compliance can be significantly complex with the continued expansion of gaming and technology in several jurisdictions. In this recorded webinar, you will discover how to develop sound internal controls, identify frequently noted MICS issues, and case studies from our experience. We also focus on how COVID-19 has changed the industry and what that means for the industry going forward.

5/7/21
Industries: Tribal Gaming and Government, Tribal Gaming

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Best practices for manufacturers to boost hybrid workforce productivity and keep your Microsoft environment secure

Are you getting all the value from your Microsoft 365 investment that you could be? With so many capabilities, features and benefits, Microsoft 365 can easily be underutilized.

5/5/21
By: Dan Miller, Tom Wojcinski
Industries: Manufacturing and Distribution
Services: Tech Consulting, Consulting

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Managing talent in uncertain times

During these changing times, are you prepared to manage through crisis? Have your employees adjusted and risen to the challenge? How must you pivot to address rapidly changing workforce issues, and how can you retain your best talent?

4/28/21
By: Julia A. Johnson, Marcie Bomberg-Montoya, Ryan Barrow, Barbara Low
Industries: Financial Institutions

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Senior Living Educational Series: Understanding accounts receivables from A-Z

This webinar would benefit skilled nursing and assisted living organizations and will cover important topics related to reimbursement, accounts receivables and other accounting related functions.

Our healthcare team stays well-versed in the ever-changing accounting and compliance rules that potentially impact senior living organizations. We’ll provide insights on how to navigate the managed care and insurance maze. 

4/22/21
Industries: Healthcare

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Title 31 AML compliance

This recorded webinar covers Title 31/AML Compliance - which is mandatory for any gaming operation with over $1M in revenue and must be strictly adhered to when protecting the assets of your tribe. This webinar provides guidance on continued compliance with existing Title 31 provisions.

4/16/21
By: Grant Eve
Industries: Tribal Gaming and Government

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IT examination hot topics - The latest trends

Information technology and cybersecurity are constantly evolving. This webinar discusses the latest tips and trends for how to navigate your institution’s IT security posture to ensure you are protecting your assets efficiently and effectively. We will also bring you up to date on the latest FFIEC and other interagency guidance as it affects the roles and responsibilities within your financial institution. Resources for enhancing your training program and the effectiveness of your cybersecurity program will also be provided.

3/29/21
By: Jim Rumph, Joel R. Lego
Industries: Financial Institutions
Services: Cybersecurity, Consulting

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