Insights - Wipfli

Articles

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Michelle Wroblewski Apr 28, 2026 6 min read

Human-in-the-loop isn’t enough anymore. It’s time to reframe AI around expert-driven systems
- Nonprofits
- Technology consulting
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Dane Koepke Apr 24, 2026 6 min read

Could a modern ERP help your food and beverage business become more competitive? Here’s what to know.
- Manufacturing
- Digital strategy
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Anthony Shibata Apr 20, 2026 5 min read

Are outdated core systems blocking your food and beverage company from growth? Here’s what CFOs should watch for.
- Manufacturing
- Technology consulting
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E-books

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Wipfli Insights Team Mar 30, 2026 2 min read

Leading through people pressure
- Organizational performance
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Wipfli Insights Team Mar 02, 2026 1 min read

How to calculate ROI on your tech investment
- Technology consulting
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Wipfli Insights Team Feb 18, 2026 1 min read

Navigating the people side of construction IT
- Construction
- Technology consulting
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Videos & Webcasts

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A young black man is a project manager at a residential construction site.

Ryan C. Rademann Apr 23, 2026

Level up your build: AI strategies for growth

Discover how digital labor and AI agents can level up your construction operations. Join Wipfli to see AI at work across Procore, CRM systems and more.

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Cropped shot of a group of young designers having a brainstorming session in the boardroom

Kevin Smith Apr 03, 2026

Digital transformation ROI: What if your tech investments started paying off faster?

Learn how to get real ROI from digital transformation. Explore practical strategies for software, data, integration and modernization in this free CPE webinar.

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Woman reviewing business reports on a digital tablet in a modern office

Alison Nelson

Alison Nelson Mar 26, 2026

NetSuite 2026.1 release highlights and Wipfli accelerators

Explore NetSuite 2026.1 features and Wipfli accelerators in this live webinar. Learn how to extend NetSuite and get more from your ERP investment.

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Research Reports

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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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Dec 16, 2025 The state of the wealth management industry 2026 research report
Wipfli surveyed wealth management executives to understand their economic outlook, strategic priorities and top challenges for the year ahead. Explore practical insights on how firms can sustain confidence, prioritize investments and navigate complexity.
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Podcasts

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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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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Case Studies

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Teacher and student reviewing homework

Banishing tech troubles with the right digital strategy

New Use Case Example Page

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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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