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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How real estate can chart a steady course for uncertain times

Learn about factors affecting the future of the real estate industry.

7/25/22
By: Cory Bultinck
Industries: Construction and Real Estate

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Are you on top of the FinCEN priorities?

In 2021, FINCEN issued priorities for anti-money laundering and countering the financing of terrorism. Here is a detailed breakdown of these priorities.

7/21/22
By: Tracy Bush
Industries: Financial Institutions, Regulatory compliance services

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Maximum overdraft: NSF edition

Overdraft and NSF fees continue to be an area regulators and the courts fixate on. Here’s what you need to know about the potential risks and solutions.

7/21/22
By: Nick Bonnema
Industries: Financial Institutions, Regulatory compliance services

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P2P payments and Regulation E error resolution

With the rise of P2P payments, fraud and Regulation E errors are growing. Here’s what your financial institution needs to know.

7/20/22
By: Katie L. Kennedy
Industries: Financial Institutions, Regulatory compliance services

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BSA refresher: Are you capturing all areas in your monitoring?

The COVID-19 pandemic, the Great Resignation and baby boomers retiring have all wreaked havoc on financial institutions over the last two years. Remote working environments have also disrupted the norm and day-to-day processes. With so many moving targets, tasks can fall behind or off the radar to focus on the “important” items.

7/18/22
By: Erica Dornfeld
Industries: Financial Institutions, Regulatory compliance services

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How small banks and credit unions can attract Gen Z’ers

To capture increasingly powerful Gen Z consumers, banks and credit unions need a digital and personalization strategy.

7/18/22
By: Zak Dabbas
Industries: Financial Institutions
Services: Business consulting services, Digital Services

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How leading manufacturers are automating for success

Industry 4.0 and automation in manufacturing allow rapid responses to customer demand and coordinated production throughout the supply chain.

7/17/22
By: Bill Boucher
Industries: Manufacturing and Distribution
Services: Digital Services, Business intelligence and analytics, Cloud Transformation Services, Cybersecurity, Customer Relationship Management Systems, Technology Management

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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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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.

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.

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.

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.

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.

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.

6/16/22
Services: Private client services

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E-commerce initiatives: How automation impacts state sales tax collection and filings

When it comes to sales tax, state revenue agencies have become aggressive in finding non-filers as well as auditing those businesses that are registered and collecting sales tax. Now that most U.S. states have economic nexus provisions in place, the use of automated tax technology is critical in helping businesses manage filings and minimize tax risks to ensure compliance. 

5/25/22
Services: Business consulting services, Digital Services

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The Future of Healthcare Technology & Digital Transformation

Healthcare industry leaders will want to watch this webcast to learn more about how cloud-based accounting software can help you to access data and quickly report and share KPIs critical to your healthcare organizations success. A cloud-based HIPAA compliant solution for healthcare solves many common challenges and helps providers focus on what matters most; caring for your patients.

5/18/22
By: Rebecca A. Hurst, Stephanie M. Smith
Industries: Healthcare

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