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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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.

11/21/22
By: Michael P. Moreau
Industries: Financial Institutions

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Beneficial ownership 2.0: Rules still unclear for financial institutions

Beneficial ownership information rules are changing. Learn how your financial institution can better support efforts to counter illicit finance schemes.

11/20/22
By: Katie L. Kennedy
Industries: Financial Institutions

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Are your loan files in compliance with qualified mortgage rules?

New QM requirements are in effect and raise questions about the needed documentation for financial institutions. Learn how to stay in compliance.

11/16/22
By: Amanda L. Knudsen
Industries: Financial Institutions

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Are SWOT analyses still effective?

Are SWOT analyses still effective? It depends how you collect the information and how you use it. Wipfli explains.

11/16/22
Services: Business consulting services, Organizational performance consulting, Strategy, Operations

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A primer on PAM: The basics of privileged access management

A primer on privileged access management (PAM), plus seven best practices.

11/15/22
Services: Business consulting services, Cybersecurity services

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ESG for private companies: How regulations will trickle down

Even if your private company isn’t subject to ESG regulations, your public customers could be. Aligning your ESG efforts can help you gain an advantage.

11/15/22
By: Sarah K. Williams
Services: Business consulting services, ESG services

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State tax challenges of deferred compensation

Increased mobility since the pandemic has created complexities for individuals with deferred compensation. Learn about state income tax implications.

11/10/22
By: Mandy R. Riles
Services: CPA Tax Services

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How hospitals and healthcare systems can prepare for more change in 2023

Healthcare trends 2023: Six strategic priorities to help hospitals and health systems prepare for change.

11/9/22
By: Kelly Arduino
Industries: Healthcare

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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, Business consulting services, CPA Tax Services

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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: Digital Services, Business consulting services

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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: Business consulting services, Digital Services

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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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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.

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.

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.”

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.

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.

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.

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.

10/29/22
Services: Business consulting services, Cybersecurity services

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Healthcare Connections

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.

10/21/22
By: Paul J. Johnson
Industries: Healthcare
Services: Business consulting services, Cybersecurity services

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