Insights

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, webinars, and eBooks. You can sort via your industry or the topic

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Articles

Wait, what? That’s a lease? Taking a deeper dive into embedded leases under ASC 842

The notion of so-called “embedded leases” has received a lot of attention lately — all in response to the new Financial Accounting Standards Board (FASB) guidance in ASC 842, Leases(ASC 842). 

8/15/19
Services: Audit and Accounting

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Not-for-Profit Recognition of Goodwill and Certain Identifiable Intangible Assets

Are you a not-for-profit that has acquired another not-for-profit or a for-profit business and as a result has capitalized goodwill or other related intangible assets on your financial statements? If so, you may be interested in taking advantage of FASB’s new simplified guidance on accounting for goodwill, ASU 2019-06, Intangibles – Goodwill and Other (Topic 850), Business Combinations (Topic 805) and Not-for-Profit Entities (Topic 958).

8/13/19
Industries: Nonprofits
Services: Audit and Accounting

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Tips for passing a SOC audit

The most important thing you can do to pass a SOC audit is be prepared. 

8/12/19
Services: SOC Examinations, Governance & Risk, Consulting
By: Charles A. Petosa

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Accounting as a Start-Up Part 3: Understanding, Managing and Minimizing Churn

In medicine or anatomy, exsanguination is a term used to define the loss of blood — enough to cause death. Also known as “bleeding out,” this happens when a significant artery is cut and the body no longer has enough blood to operate properly. While a morbid topic, it also has a profound meaning for your business. For the startup, tech company or subscription-based business, revenue is your blood and churn is the process of bleeding out.

8/12/19
Services: Consulting, Technology
By: Brent Neitz

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How your nonprofit can get involved in opportunity zones

Are you worried it’s too late for your nonprofit organization to get involved in an opportunity zone? It’s not. There is still plenty of time for private foundations, nonprofit healthcare organizations and other nonprofits to make an impact in this new area of opportunity.

8/9/19
Industries: Construction and Real Estate, Healthcare, Nonprofits, Governments, Tribal Gaming
Services: Tax
By: Michael J. Peterson

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Four pressures professional services firms face

As a professional services firm, your ability to deliver for your clients and stand up to the increasingly competitive landscape is a constant challenge. 

8/6/19
Services: Consulting, Technology
By: Brian Dietz

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Building an effective base compensation plan

When it comes to building a base compensation plan, organization leadership and human resources professionals are constantly being challenged. You want to be able to attract, retain and reward employees, as well as stay competitive. But you also want to administer pay equitably for the work performed, recognize the value of each position and employee, and have managers understand and support the compensation plan.

8/1/19
Services: Organizational Development & Governance
By: Lisa L. Corbeille

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Blogs

Ag Conversations

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

Bank on Wipfli

Count on Bank on Wipfli to be your go-to source for need-to-know-now information that affects the financial institution industry.

Industries: Financial Institutions
Services: Audit and Accounting, Consulting, Tax

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Dynamics CRM 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: Technology, Consulting

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Get Dynamic 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, Technology

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Health Care Perspective Blog

Healthcare Perspectives

This blog covers a variety of current topics in the healthcare industry.

Industries: Healthcare
Services: Audit and Accounting, Consulting, Tax

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Webinars

Insightful decisions: How one manufacturer used data to recast its future

In this webinar, we’ll share the journey of how one manufacturing company — from the CEO to the shop floor supervisor — could reshape the future of their company.

8/13/19
Industries: Manufacturing and Distribution
Services: Consulting, Technology
By: Mark Stevens

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Five Ways to Better Grow Your Business with Technology

Technology – you know it can be a key tool for growth, but how can it impact your organization? There are five critical ways that technology can be the backbone of your organization and can help you to be more profitable and increase efficiency.

8/1/19
Services: Technology
By: Jason Muhlstein

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CMS Expectations: Preparing for Your Next Exam

We will share insights from our exams as well as what we are hearing from regulators to help you prepare for your next compliance examination. 

6/26/19
Industries: Financial Institutions
By: Kathy Enbom, Kristen L. Eustis

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PI Cognitive Assessment: What You Need to Know to Get Started

Behavioral and Cognitive Assessments combined with a structured interview process achieves 58% predictability. Now that the Cognitive Assessment is included with your PI subscription when you upgrade, it’s time to learn the ins and outs of this differentiator in hiring success!

6/19/19
Industries: Agribusiness, Construction and Real Estate, Dealerships, Financial Institutions, Financial Services, FinTech, Freshwater, Governments, Healthcare, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity, Tribal Gaming and Government
Services: Consulting, Talent and Change
By: Shelly R. Fine

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Microsoft Dynamics Roadmap — What’s Next?

Keep up with the ever-growing Microsoft Dynamics platform and product line.

6/4/19
Services: Consulting, Technology
By: John Kirsch, Mark Christie

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Must-Have Features for Professional Services-Focused ERP

Professional services organizations face many challenges, including talent competition, demanding clients, increased project complexities and service flexibility. These challenges drive the need for more effective resource management and deeper relationships with clients, while delivering projects on time and within budget. To achieve growth and profitability, CFOs need a scalable and cost-efficient ERP solution.

5/23/19
Services: Consulting, Technology
By: Rebecca A. Hurst, Brian Dietz

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Explore April’s New Business Central Features

Microsoft delivered a major update to Business Central last month. If you haven’t already explored what’s new, this is a great opportunity to get your organization ready and able to use the new, helpful features. Many of these features are convenient and save time, which means more efficiencies for your business.

5/21/19
Services: Consulting, Technology
By: Connor R. McNamara, Mark Christie

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How to Turn Strategy From a Plan to a Way of Being

Strategy may start in the boardroom, but it shouldn’t just stay there. The highest performing financial institutions live and breathe strategy. 

5/17/19
Industries: Financial Institutions
Services: Strategy and Operations
By: Marcie L. Bomberg, Deron J. Kling

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