Insights - Wipfli

Articles

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Arti Batra Aug 28, 2026 11 min read

Estate planning: Trust strategies for preserving and transferring wealth
- Private client
- Estate and gift planning
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Caroline G Nuttall Aug 26, 2026 9 min read

AI readiness for your business: It starts with leadership
- Technology consulting
- AI
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Theron Kelso Aug 26, 2026 9 min read

AI governance checklist: A guide to managing AI risk by establishing governance
- 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
- Performance management
- 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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Portrait of office working business asian elegant woman.

Paige La Cross Aug 28, 2026

A first look at Wipfli’s national compensation and benefits study

Struggling to attract and retain nonprofit talent? Discover how to use benchmark data to navigate workforce pressures and strengthen your mission.

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Business people developing winning strategies together.

Danielle M. Damon Aug 24, 2026

Call report preparation training

Get the guidance you need to complete an accurate and efficient call report.

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

Transforming finance into a growth engine

Ko-Kwel Casino Resort

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medical team hear presentations from business

Strengthening analytics with Epic transition

Lawndale Christian Health Center

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