Insights - Wipfli

Articles

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Sean LaFortune Aug 20, 2026 6 min read

Scenario planning isn’t optional: How to stress-test your capital strategy
- Outsourced finance and accounting
- Financial performance solutions
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Ken Kulawiak Aug 20, 2026 5 min read

Is hiring a vCISO the most cost-effective way for financial institutions to mitigate cybersecurity risks?
- Financial services
- Risk advisory
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Scott Vandeputte Aug 19, 2026 6 min read

AI consumption-based models: How businesses can control costs while maximizing value
- Technology consulting
- AI
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E-books

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Wipfli Insights Team Jul 20, 2026 1 min read

2026 energy tax incentives guide
- Tax
- Tax credits and incentives
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Wipfli Insights Team Jun 01, 2026 1 min read

Grow, protect, adapt: A mid-market strategy for where to act next
- Organizational performance
- Strategy and operations
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Sean LaFortune May 29, 2026 1 min read

Growth under pressure
- Assurance
- Accounting
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Videos & Webcasts

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Employees planning marketing strategy.

Julie Schilz Aug 21, 2026

Elevate your Sage Intacct: Q3 2026 release

This webinar offers a guided look at new features and tools, plus practical tips from Wipfli’s Sage support team to help you get more value from your technology investment.

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portrait of young doctor woman working in laptop in office, Madrid, Spain

Wipfli Insights Team Aug 18, 2026

AR triage: What to fix first to move from backlog to cash flow

This webinar for healthcare leaders is focused on identifying and recovering earned revenue. We explain how to improve visibility, tighten existing processes and reduce revenue leakage across the revenue cycle — without adding staff or investing in new technology.

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Millennial black businesswoman addressing colleagues at a corporate business meeting, close up

Kevin Smith Aug 12, 2026

Rethinking capital, cash flow and operational readiness

Wipfli’s webinar provides pragmatic tips on how today’s leadership teams are improving capital allocation, cash flow visibility and operational readiness..

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Research Reports

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Aug 13, 2026 2026 Indian Gaming Cost of Doing Business Report
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Jul 29, 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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Podcasts

Robert H. Zondag Aug 05, 2026

Bank on Wipfli podcast: Programmable money and the future of banking

In this episode of Bank on Wipfli, host Robert Zondag sits down with Justin Seidl, chief technology officer at Coinbax, to discuss the growing role of programmable money and stablecoins in financial services. Together, they explore how financial institutions can safely participate in this emerging payment ecosystem.
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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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Case Studies

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A diverse group of business professionals working together in a meeting.

Advancing the mission through trust and technology

Easterseals New Jersey

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medical team hear presentations from business

Strengthening analytics with Epic transition

Lawndale Christian Health Center

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group of factory workers

Improving operations and increasing profitability

LMC Industries, Inc.

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