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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3 ways owners can sell their business to employees, children or other “insiders”
There are several directions you can take when it comes to selling your business, including selling to a third party, gifting or selling to your children or selling to a group of insiders, such as co-owners and employees. Insiders are intimately familiar with the business, fit its culture and have bought into the long-term strategic vision of the company, making them an attractive target to buy the business.
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10/14/20
By: Lisa M. Cribben
Services: Consulting, M&A and Transaction Support
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Financial institution mergers and acquisitions: 5 steps to success
For financial institutions seeking to grow and transform, mergers and acquisitions offer a distinct opportunity. To be effective, banks and financial institutions should invest time and resources into upfront planning, including solid analysis of how M&A plays into their long-range strategy.
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10/13/20
By: Phil Moore
Industries: Financial Institutions
Services: Consulting, M&A and Transaction Support
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3 ways your financial institution can keep new customers and members
It’s been a year of uncertainty and change. Many are asking, “Will there be a new normal to adapt to?”
But the better question for financial institutions to ask is, “How easy are we for our clients to do business with us?” The financial institutions that saw success throughout the early stages of the COVID-19 pandemic did so by identifying and then going after the opportunities that presented themselves.
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10/12/20
By: Marcie Bomberg-Montoya, Ryan Barrow
Industries: Financial Institutions
Services: Consulting, Talent and Change
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Smart contracts: A new way to save time
Picture the house-buying process. An already daunting endeavor, the buyer and seller come bristling with lawyers, real estate agents, a representative from a lending institution and more. These external verifiers, or third-parties, are all in place to make sure that both parties implement the terms of a contract before the deal is closed and the title delivered from seller to buyer.
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10/9/20
Industries: Financial Services
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How internal audit can help organizations during difficult times
Do you have an internal auditor within your organization? Is that person seen as an enforcer, who does nothing except tell you what you’re doing wrong? Or is that person a member of the overall team, who provides valuable input into projects and helps you recognize risks or potential pitfalls you may otherwise have overlooked?
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10/9/20
By: Sarah G. Lutzke
Industries: Governance, Risk and Compliance
Services: Internal Audit Outsourcing & Consulting Services, Governance & Risk
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Secondary market quality control procedures: Is your loan quality up to par?
Lenders originating loans for secondary market sale are required to conduct quality control (QC) reviews on their loan packages. Quality control is an independent re-underwrite of a loan file and verification that the loan complies with both regulatory requirements and investor guidelines.
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10/8/20
By: AnneMarie E. Marchel
Industries: Financial Institutions
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Accounting and change management: What’s your ADKAR score?
When organizations adapt to changes — especially high-stakes changes such as the process for revenue recognition or the implementation of a new software system — they generally move through a predefined set of stages on the path to adoption and proficiency.
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10/5/20
By: Deron J. Kling
Services: Audit and Accounting, Consulting, Talent and Change
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Top two student loan planning options for healthcare professionals
As a healthcare professional, you have a very demanding career that doesn’t leave much time to look into your student loan repayment options.
On top of that, there aren’t many resources to turn to. Even if you reach out to your student loan servicer to ask questions, the person on the other end usually doesn’t have a wide depth of knowledge and experience to walk you through options specific to your situation.
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10/2/20
Industries: Healthcare
Services: Consulting
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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, Consulting, Tax
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
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
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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Credit Union Forum Webinar #2: The employee experience - What's ahead?
We often hear about the “fan experience” in the sports world. And now we hear that language being adopted by the business world as the “employee experience.” But what does it mean? What does it mean to you and your management teams as you attempt to attract, motivate and retain employees?
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10/21/20
By: Julia A. Johnson
Industries: Financial Institutions
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Healthcare Connections Q&A Session | Unpacking guidance on the HHS PRF reporting requirements
Watch this 45-minute Q&A session with our healthcare industry specialists. During the webcast we addressed questions and provided insights on the newly released U.S. Department of Health and Human Services (HHS), Provider Relief Fund (PRF) reporting requirements.
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10/20/20
By: Wes A. Thew, Jeff Bramschreiber, Rob Schlicht
Industries: Healthcare
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Community Banking Forum Webinar #2: What is your M&A strategy (or not)?
Every institution has an M&A philosophy. The panel session includes insights into the pros and cons of being a buyer, a seller or remaining independent. Special guests include Mike O’Meara, who lends his perspective from the seller’s side, and Kelly George, who lends his perspective from the buyer’s side. Kevin Janke and Paul Ouweneel speak from their many years of experience assisting clients in acquiring new businesses or selling their own businesses.
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10/14/20
By: Kevin Janke, Paul D. Ouweneel
Industries: Financial Institutions
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Credit Union Forum Webinar #1: Lessons learned from the past year of unanticipated change
2020 has been a year filled with unanticipated change. Wipfli Principal Marcie Bomberg-Montoya will share lessons learned from these changes, mistakes made and victories earned. In this webinar, we share how to develop the skills and discipline within your teams to enable resiliency.
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10/7/20
By: Marcie Bomberg-Montoya
Industries: Financial Institutions
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Community Banking Forum Webinar #1: Lessons learned from the past year of unanticipated change
2020 has been a year filled with unanticipated change. Wipfli Principal Marcie Bomberg-Montoya will share lessons learned from these changes, mistakes made and victories earned. In this webinar, we share how to develop the skills and discipline within your teams to enable resiliency.
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10/7/20
By: Marcie Bomberg-Montoya
Industries: Financial Institutions
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Are you equipped to handle FDICIA compliance requirements?
Are you equipped to handle FDICIA compliance requirements? In general, most bankers are aware of the significance of crossing the $1 billion asset threshold. Whether achieved through organic growth or through a merger or acquisition, it’s a milestone that presents a host of new opportunities.
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9/30/20
By: Carrie Connell, Sonny MacArthur, Jim Rumph
Industries: Financial Institutions
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Asset management webinar: OCIE risk alert updates
During the past several months, the Office of OCIE released a ransomware alert for all broker-dealers, investment managers and investment companies, as well as a risk alert outlining a number of compliance issues noted during their examinations of investment advisers that manage hedge and private equity funds. Listen to the experienced professionals from Wipfli’s Asset Management Team as they review the findings and discuss action steps that firms can take to uncover and address specific risk areas.
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9/30/20
By: Kathy Enbom, Ronald S. Niemaszyk, Tom Wojcinski
Industries: Financial Services
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Healthcare Connections – Student loan forgiveness programs for medical professionals
Watch Wipfli's for Healthcare Connections! We are inviting leaders from the healthcare industry to watch this recorded webcast to learn more about the top student loan forgiveness programs for medical professionals. These include Public Service Loan Forgiveness and National Health Service Corps, among others. We will also discuss considerations for how to properly qualify and maximize available forgiveness offered through these programs.
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9/22/20
Industries: Healthcare
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