Insights

Articles & E-Books

Thought-provoking insights on long-range organizational issues.

Wipfli is dedicated to business leaders and their organizations. We bring you thought-provoking articles on long-range organizational issues related to people, processes, technology, customers, and financial management.

Financial Fraud in Practice: This Manager Found Many Ways to Steal From a Clinic

Trust and a warm personality — it’s how so many fraudsters get away with their crime. These cases cut deep as owners are betrayed financially and personally by an employee they relied on.

Jun 26, 2019
Industries: Health Care
Services: Litigation Support Services, Business Valuations, Fraud and Forensic Services
By: Michael Kritsmar

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Suspicious Activity Reports: What to Report and to Whom

The Federal Financial Institutions Examination Council (FFIEC) offers guidance for reporting Suspicious Activity Reports (SARs) to the board of directors. When a financial institution files a SAR, management is obligated by regulation to notify the board of directors or a committee of the board. The regulation does not, however, mandate any particular method or format for the reporting.

Jun 25, 2019
Industries: Financial Institutions
By: Michael P. Moreau

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Why You Should Extend Change Management Processes Beyond Regulation Shifts

How many times have you heard the saying from the Greek philosopher Heraclitus, “Change is the only constant in life”? 

Jun 25, 2019
Industries: Financial Institutions
By: Kathy Enbom

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The Realities of Revenue Recognition for Tech Companies

While ASC 606 was designed to bring consistency to the way companies recognize revenue from contracts, the long-term simplification comes with short-term complexities. 

Jun 25, 2019
Services: Consulting, Technology
By: Brian Dietz, Brent Neitz

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IRS releases long-awaited “grain glitch” regulations — what this means for ag producers

On June 18, 2019, the IRS released proposed regulations related to the 199A deduction allowed for certain specified agriculture and horticultural cooperatives (specified cooperatives) and their patrons. At 156 pages, it’s not a short read!

Jun 24, 2019
Industries: Agribusiness
Services: Tax
By: Dustin Wiesner

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Faster is Better: What you need to know about Same Day ACH

It is finally summer, and I am looking forward to going on vacation and taking a good long road trip.

Jun 24, 2019
Industries: Financial Institutions
By: Teresa Francis

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What New Marijuana Laws Mean for Financial Institutions

While the path forward for marijuana legalization is fairly clear, the path for banking marijuana businesses is not.

Jun 24, 2019
Industries: Financial Institutions
By: Adam Johnson

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What Constitutes a Triggering Event for CDD Rule

The Customer Due Diligence (CDD) Rule has been in effect for more than a year.

Jun 23, 2019
Industries: Financial Institutions
By: Craig E. Johnson

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Choosing Plastic – Corporate Card Programs

Is your business operation ready for a corporate card program? Like many businesses, you probably give your employees the option to incur certain business expenses personally and then reimburse them after the fact. This is how a typical employee reimbursement plan works. These may include travel, event fees, meals & entertainment, office supplies, etc. While employee reimbursement programs have been present for years, many employers are moving toward credit cards rather than employee reimbursement. While there is a certain risk to issuing corporate credit cards to employees, there are also several benefits. We’ve put together a list of 7 reasons why a corporate card program might be right for you.

Jun 21, 2019
Services: Audit and Accounting
By: Nicholas M. Hammer

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What Accounting Standards You Should Prepare for Beyond CECL

The Financial Accounting Standards Board has issued several pronouncements in recent years that will impact financial institutions. 

Jun 21, 2019
Industries: Financial Institutions
By: Nick G. Ansley

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