Insights - Wipfli

Videos & Webcasts

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Matthew Hovis Jul 23, 2026

Risk Roundtable: Navigating SAR investigations and regulatory expectations with confidence

Learn how to strengthen SAR investigations and meet examiner expectations. This Risk Roundtable webinar covers documentation, compliance risks and best practices for community banks and credit unions.

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Diverse business professionals collaborating, working together on a laptop, sharing ideas and discussing strategy in a modern office

Wipfli Insights Team Jul 21, 2026

Modernize indirect lending: CRM strategies for dealer management and onboarding

Learn how CRM-based accelerators can strengthen indirect lending by streamlining dealer management, automating onboarding and creating consistent borrower engagement.

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Valerie Petersen Jul 16, 2026

Denials are rising: How rural providers can protect cash flow

Learn practical ways rural providers can reduce healthcare claim denials, protect cash flow and strengthen revenue cycle performance.

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Research Reports

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Jul 24, 2026 The state of technology in the construction industry
Discover how construction and real estate leaders are investing in technology — and what separates high-tech firms from the rest. Download Wipfli’s 2026 state of technology in the construction industry report.
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Jan 26, 2026 The state of the credit union industry 2026 research report
Credit unions are ready for reinvention. The 2026 state of the credit union industry report examines how leaders are adapting strategies to meet modern member needs.
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Jan 26, 2026 The state of the banking industry 2026 research report
The 2026 state of the banking industry report examines how financial institution leaders are working to grow, modernize and protect their organizations amid new digital realities.
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Dec 16, 2025 The state of the asset management industry 2026 research report
Wipfli’s 2026 “State of the asset management industry” report offers industry insights for the coming year.
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Podcasts

Robert H. Zondag May 27, 2026

Bank on Wipfli podcast: How to reduce your tax burden when selling an RIA firm

Selling an RIA firm? Learn how to structure your firm to reduce your tax burden and walk away with more cash after the sale.
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Robert H. Zondag Apr 13, 2026

Bank on Wipfli podcast: Is your compliance program built to last?

In this episode of Bank on Wipfli, we discuss how financial institutions can strengthen their compliance programs in an increasingly complex regulatory environment. Wipfli’s Robert H. Zondag and Tracy Bush explore practical approaches to compliance management.
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Robert H. Zondag Dec 18, 2025

Bank on Wipfli podcast: How will wealth management change in 2026?

Join Wipfli’s Robert Zondag for a conversation about where the wealth management industry is headed in 2026. Learn how firms are evolving, including via new business models, recruiting strategies and private equity partnerships.
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Articles

E-books

Videos & Webcasts

Risk Roundtable: Navigating SAR investigations and regulatory expectations with confidence

Modernize indirect lending: CRM strategies for dealer management and onboarding

Denials are rising: How rural providers can protect cash flow

Research Reports

Podcasts

Case Studies

Easterseals New Jersey

Lawndale Christian Health Center

LMC Industries, Inc.