Insights - Wipfli

Articles

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Alyson McKinster Dec 10, 2025 6 min read

Associations face falling membership and generational change. What should yours do?
- Nonprofits
- Digital
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Bryan Powrozek Dec 10, 2025 5 min read

How automotive suppliers are navigating affordability challenges
- Manufacturing
- Digital
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Bryan Powrozek Dec 10, 2025 5 min read

How automotive suppliers can overcome obstacles to profitability
- Manufacturing
- Digital
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E-books

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Wipfli Insights Team Nov 04, 2025 1 min read

Real estate AI agents: Your blueprint for building a digital workforce
- Real estate
- Digital
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Wipfli Insights Team Oct 22, 2025 1 min read

Make your move: A mid-market guide to M&A
- Transaction advisory
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Wipfli Insights Team Sep 19, 2025 1 min read

Turn your AI curiosity into confident action
- Digital
- AI
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Videos & Webcasts

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Happy senior parents and their adult daughter surfing the Internet on a computer at home.

Daniel K. Pastron Dec 11, 2025

Advanced estate planning: Trusts and family limited partnership strategies

This webinar explores how trusts and advanced estate planning strategies — including trusts and family limited partnerships — can help high-net-worth individuals secure wealth, reduce tax exposure and transfer assets efficiently.

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middle aged woman working on digital tablet in an office. Business concept.

Tiffany Karlin Dec 09, 2025

Reimagine reporting and analytics for senior living with Sage Intacct

Unify your data, streamline reporting and unlock real-time insights. Our panelists share real-world stories about turning data complexity into clarity.

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professionals seated together in a corporate meeting setting.

Rusty A. Planert Dec 04, 2025

IT Leadership Roundtable: What financial institutions need to know about digital assets

IT Leadership Roundtable covers digital asset basics for financial institutions. Learn about fundamentals, use cases and compliance expectations on December 4 or on demand.

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Research Reports

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Nov 18, 2025 The state of nonprofit, government and education research report
Discover how nonprofit, government and education leaders are navigating financial pressures, talent and technology.
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Aug 06, 2025 2025 Indian Gaming Cost of Doing Business Report
Tribal casinos show resilience and improved profitability despite revenue challenges
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Jul 31, 2025 State of technology in the construction industry research report
Wipfli’s 2025 construction industry survey covers tech trends in construction, including AI readiness, cybersecurity risks and future investment priorities.
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Feb 24, 2025 State of the asset management industry 2025 research report
Wipfli’s 2025 “State of the asset management industry” report offers industry insights for the coming year.
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Podcasts

Robert H. Zondag Nov 10, 2025

Bank on Wipfli podcast: Segmented service, stronger impact

How Her Bank found success with its customer segmentation strategy to better connect with women who lacked a strong banking relationship.
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Robert H. Zondag Sep 18, 2025

Podcast: Maximize tech and talent with smarter insurance filing

Explore how insurers adapt to statutory changes, tackle talent gaps and leverage tech for smarter filings. Tune in to our latest Bank on Wipfli podcast episode.
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Robert H. Zondag Aug 06, 2025

Podcast: Breaking the security-convenience seesaw

How can companies deliver secure digital customer experiences without sacrificing customer convenience? In this episode of Bank on Wipfli, we explore how organizations can break the traditional trade-off between security and ease of use in digital workflows.
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Case Studies

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people having a meeting

Taking the guesswork out of software selection

Goodwill of South Central Wisconsin

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A team of maintenance engineers discussing and inspecting robotic arm machines in the lab. factory machinery

Injecting intelligence to accelerate innovation and results

PCS Company

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a group of people sitting around a table looking at a laptop

Growing key audit compliance capabilities

Bank of Luxemburg

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