Insights - Wipfli

Videos & Webcasts

Office, women and business people with laptop for meeting, investment project and discussion. Teamwork, accountant and financial advisor with feedback for finance update, report review and documents

Andrew Seifert Feb 18, 2026

Tax updates from Capitol Hill

Watch this webinar to stay on top of federal tax updates. We explain tax legislation that changed at the end of 2025, what’s proposed for 2026 and how these changes could affect your business.

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Brett Polglaze Feb 12, 2026

Beyond AI: The new era of digital transformation in ERP

Digital transformation in ERP is about more than AI. In this webinar, learn how leaders in manufacturing, retail and distribution are using ERP to drive agility, visibility and growth.

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Engineering, businessman or tablet screen with chart in warehouse for MRP system, KPI data or info. Operations manager, person or tech for production schedule, manufacturing sales or inspection graph

Cara Walton Feb 09, 2026

The state of manufacturing: Trends, tariffs and trade realities

Shifting tariff and trade policies are reshaping manufacturing. Join Wipfli for a focused look at manufacturing trends, market signals and what to watch next.

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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 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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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 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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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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Articles

E-books

Videos & Webcasts

Tax updates from Capitol Hill

Beyond AI: The new era of digital transformation in ERP

The state of manufacturing: Trends, tariffs and trade realities

Research Reports

Podcasts

Case Studies

Goodwill of South Central Wisconsin

PCS Company

Bank of Luxemburg