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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4 ways CRE companies can adjust to the “new normal” of COVID-19
As the initial shock of the COVID-19 pandemic settles in, contractors must adapt in order to set themselves up for success. Social distancing, stay-at-home orders and the CARES Act are now common terms throughout the construction industry.
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10/29/20
By: Curtis R. Olson
Industries: Construction and Real Estate
Services: Consulting
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Is performing a year-end inventory worth it?
This may be the perfect time to reassess your current inventory procedures and determine whether a full year-end physical count is right for you. Below we discuss why accurate inventory balances are important, tips for an effective physical count and alternatives to a full year-end inventory count.
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10/28/20
By: Kyle Wierzba
Services: Audit and Accounting
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Private company CFOs, make sure these FASB standards are on your radar
Just like many other organizations, the Financial Accounting Standard Board’s (FASB) standard setting activities were slowed in 2020 because of COVID-19, and many effective dates were pushed back.
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10/27/20
By: Brett D. Schwantes
Services: Audit and Accounting
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Microsoft Excel – Collaborating in MS Teams to Analyze your Data Efficiently and Effectively
Microsoft Excel has always been a great tool to do data analysis. In today’s tech environment, Microsoft has Excel available in their O365 suite. Using MS O365, you can store Excel files in MS Teams for easy sharing and collaborative editing. This article will focus on easy ways to share spreadsheets and get the most out of your pivot tables to complete your data analysis.
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10/27/20
By: Richard L. McClure
Services: Audit and Accounting
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4 ways behavioral data helps you improve employee engagement
When an employee’s performance suffers, many times it comes down to disengagement.
There are many reasons for disengagement. Employees may have been newly hired or promoted into a position they’re not a good fit for, or they may be on a team that isn’t working well together or that they feel isn’t playing to their strengths. Perhaps they don’t feel supported by their manager, don’t feel engaged in the work they’re doing or they don’t feel there’s growth and development opportunities within the organization.
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10/27/20
By: Heather L. Debelak
Services: Consulting, Talent and Change
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How to assess your internal controls when you don’t have a physical office location
Your organization needs a SOC report. Your customers are requesting it, but there’s only one issue: Your organization doesn’t have a home office or physical location. How can management prove the controls are effective?
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10/27/20
Services: Consulting, Governance & Risk, SOC Examinations
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How to avoid the biggest mistakes in ESOP valuations
ESOP appraisals — or rather bad appraisals — are a serious issue for the Department of Labor.
Several high-profile ESOP cases, including Brundle v. Wilmington Trust and Pizzella v. Vinoskey, paint a framework of bad decisions by appraisers and fiduciaries alike that resulted in multi-million dollar payouts from the defendants.
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10/27/20
By: Natalya S. Abdrasilova
Services: Consulting, Business Valuations
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How Predictive Index tools can help organizations reach DEI goals
Many organizations are starting to understand the benefits of diversity, equity and inclusion (DEI) in the workplace — as well as the importance of DEI to their current and prospective employees.
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10/26/20
By: Heather L. Debelak
Services: Consulting, Talent and Change
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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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Community Banking Forum Webinar #3: 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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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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