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

CECL adopters vs. non-adopters: Comparing ALLL to loans

In part two of our planned multi-part series, we continue to follow the migration of the allowance for loan and lease losses (ALLL) for banks that have adopted Accounting Standards Codification (ASC) 326 – Financial Instruments – Credit Losses (CECL) compared to non-adopters, as well as the impact of the COVID-19 pandemic on loan loss provisioning.

9/18/20
By: John Erwin
Industries: Financial Institutions

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What triggering terms activate rules in financial institution advertising

With more people interacting with financial institutions online, there is an opportunity for more online advertising.

Online advertising can be an effective way to communicate quickly with current customers and members — and also potential customers and members. But financial institutions have to ensure their ads follow the applicable regulations, such as Regulation B, Regulation Z, Regulation DD, Fair Housing Act.

9/17/20
By: Amanda L. Knudsen
Industries: Financial Institutions

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4 reasons why right now is the best time to gift your business

Gifting stock in a closely held business is often a good technique to transfer assets out of someone’s estate if they are concerned it will be subject to estate taxes in the future.

9/17/20
By: Audra M. Moncur
Services: Business Valuations, M&A and Transaction Support

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NACHA rules for WEB debit entries

As the volume of interactions and transactions between financial institutions and clients continues shifting toward an electronic environment, financial institutions should expect commercial clients to seek convenient, electronic methods of doing business with their customer base.

9/16/20
Industries: Financial Institutions

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FinCEN guidance on hemp-related customers

On June 29, 2020, the Financial Crimes Enforcement Network (FinCEN) issued long-awaited guidance to assist financial institutions with navigating the customer due diligence (CDD) requirements for banking hemp-related customers.

9/15/20
By: Robin Guthridge
Industries: Financial Institutions

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A trap for the unwary in the CARES Act ‘retail glitch’ fix

When the CARES Act provided a technical correction for the so-called “retail glitch” in the Tax Cuts and Jobs Act, it also created a trap that could cause taxpayers to permanently lose future qualified improvement property (QIP) depreciation deductions.

9/8/20
By: Brianna N. Komppa
Industries: Construction and Real Estate
Services: Tax

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How cash flow planning can help your business grow

Back in March, was your business able to predict what your cash flow would look like right now in September? Do you know what your cash flow will look like in another six months?

As businesses continue to navigate cash-flow concerns, the COVID-19 pandemic has only highlighted the importance of Financial Planning and Analysis (FP&A).

9/4/20
By: Tony Cantor
Services: Audit and Accounting

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How to design human-centered digital products from the start

In the U.S., it’s estimated that roughly 80% of the total population — that’s more than 260 million people — use a smartphone. Unsurprisingly, consumer behavior and preference toward mobile has evolved — rather rapidly — from skepticism to total reliance.

9/4/20
Industries: Technology Industry
Services: Tech Consulting, 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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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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Webinars

What is Power Apps? How to utilize Power Apps and the Power Platform

When business needs and goals evolve, especially in times of uncertainty, being able to quickly pivot to better serve clients and customers is critical.

9/16/20
By: Andrew J. Potasek
Industries: Construction and Real Estate, Manufacturing and Distribution, Nonprofits
Services: Consulting, Tech Consulting

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Nonprofits: Learn how to use Sage Intacct Dynamic Allocations, Budgeting and Planning

Building an effective budget means understanding your performance. And understanding your performance means allocating indirect costs and revenue across your services, projects, departments and other dimensions. The entire process is time-consuming, complex and involves a wide range of spreadsheets.

That’s why nonprofit organizations can benefit significantly from Sage Intacct’s Dynamics Allocations and Budgeting and Planning features.

9/10/20
Services: Consulting, Tech Consulting

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How professional services organizations can use Sage Intacct Dynamic Allocations, Budgeting and Planning

For professional services organizations, it’s critical to understand your true performance. That’s what makes Sage Intacct’s Dynamics Allocations and Budgeting and Planning features so valuable.
 
Dynamics Allocations allocates indirect costs and revenue, removes the complexity of allocations and, through automation, saves you time and reduces errors by eliminating manual processes.

9/9/20
Services: Consulting, Tech Consulting

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Connectors for Sage Intacct User Group

Does your organization use Wipfli’s ExpenseConnect and/or InvoiceConnect for Sage Intacct?

Linda Alegria, Michelle Starkey, and Bryce Fullmer hosted a free SAP Concur solutions connector user group. The team led an open discussion, covering:

  • An overview of the products in Wipfli’s marketplace
  • The latest ExpenseConnect and InvoiceConnect features
  • Most commonly used — but at times underrated! — features

9/2/20
By: Michelle M. Starkey
Services: Consulting, Tech Consulting

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Connectors for GP User Group

Does your organization use Wipfli’s ExpenseConnect and/or InvoiceConnect for Microsoft Dynamics GP?

Mary Baumann, Bryce Fullmer, and Michelle Starkey hosted a free connectors for SAP Concur solutions user group. The team led an open discussion, covering:

  • An overview of the products in Wipfli’s marketplace
  • The latest ExpenseConnect and InvoiceConnect features
  • Most commonly used — but at times underrated! — features

9/1/20
By: Michelle M. Starkey
Services: Consulting, Tech Consulting

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Q&A panel: Leading change to find a new way forward

For manufacturers, navigating the COVID-19 pandemic has been all about managing unanticipated change. But what about emerging from it?

8/26/20
By: Mark Stevens, Dan Miller, Brett Polglaze, Jake R. Rohrer, Joe Girard, Luis J. Murgas
Industries: Manufacturing and Distribution

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Elevate your Sage Intacct: Quarterly webinar Q3 2020

In this Elevate your Sage Intact webinar, Cathy Harris and Frankie Fernandez dove into the new features that will be added to Sage Intacct with the upcoming Q3 2020 release.

8/20/20
Services: Consulting, Tech Consulting

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Secondary market quality control procedures – Is your loan quality up to par?

If you are involved in or thinking about the secondary market mortgage industry, this webinar covers quality control information you should know.

8/12/20
By: AnneMarie E. Marchel, Tracy Bush
Industries: Financial Institutions, Financial Services

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