Resources

Articles

  • Article

    Rural hospital community engagement: Five strategies to improve patient trust and financial sustainability

    Rural hospitals can strengthen both community trust and financial sustainability by improving patient navigation, building local partnerships, expanding preventive health initiatives and using technology to extend access to care.

  • Article

    Bet big on construction technology

    Firms need to be willing to make big bets with their construction technology investments. Learn how to instill a culture that isn’t afraid to swing for the fences.

  • Article

    Year-end state and local tax planning

    Prepare for year-end state and local tax planning. Review PTET deadlines, nexus exposure, software taxes and residency rules to identify savings and reduce risk.

E-books

  • A business owner’s guide to R&D tax credits

    E-Book

    A business owner’s guide to R&D tax credits

    Download this guide to identify R&D tax credit opportunities and learn how to apply them correctly.
  • Operational resilience: How leadership teams are turning enterprise risk management into a growth advantage

    E-Book

    Operational resilience: How leadership teams are turning enterprise risk management into a growth advantage

    Businesses face a more complex risk environment than ever. Get the playbook for implementing an enterprise risk strategy to make your business more resilient and better prepared to grow.
  • 2026 energy tax incentives guide

    E-Book

    2026 energy tax incentives guide

    Energy tax incentives can make your energy-related investments more affordable or profitable. Read this guide for businesses and organizations to learn how to claim them.

Research

  • 2026 Indian Gaming Cost of Doing Business Report

    Research Report

    2026 Indian Gaming Cost of Doing Business Report

    Benchmark your property with the 2026 Indian Gaming Cost of Doing Business Report. Explore new data on casino revenue, labor costs, profit margins and more.
  • The state of technology in the construction industry

    Research Report

    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.
  • The state of the credit union industry 2026 research report

    Research Report

    The state of the credit union industry 2026 research report

    Download Wipfli’s 2026 state of the credit union industry report to hear from 100 leaders about their market outlooks, strategic priorities and common constraints.

Webinars

  • Webinar | October 15, 2026

    Risk Roundtable: Understanding AI to support responsible governance

    AI literacy is becoming an essential competency for compliance professionals. Our October Risk Roundtable covered AI fundamentals and how AI is changing the risk landscape. In many organizations, employees are rapidly adding AI to their daily workflows — and adoption is moving faster than governance. Risk Roundtable is designed specifically for chief risk officers, internal auditors, BSA officers and compliance officers in community banks and credit unions. Watch this session to learn how to manage this evolving risk.

  • Webinar | October 8, 2026

    Nexus studies and voluntary disclosure agreements: How to manage multistate tax exposure

    You could be exposed to state tax liabilities you don’t know about. State tax nexus can be triggered by a single remote employee, inventory stored in a third-party warehouse or simply crossing an economic sales threshold. This webinar explores two of the most critical — and most frequently misunderstood — tools in multistate tax compliance: Nexus studies and voluntary disclosure agreements (VDAs).

  • Webinar | September 17, 2026

    CFO Roundtable: Succeeding responsibly with AI

    To succeed with AI, financial institutions must understand the technology, its costs and how to govern it responsibly. That’s a tall order given the pace of change. In this webinar, Wipfli explains how to evaluate, implement and govern AI responsibly. We discuss capabilities you could gain from different AI technologies, the role of data management and governance and practical steps to manage risk and control costs. This session will help you better understand the technology, risks and planning considerations for adopting AI in financial institutions.

Events

  • Lead Forward: Associations Leadership Experience

    Event | October 27, 2026

    Lead Forward: Associations Leadership Experience

    Association leadership doesn't work like corporate leadership — you lead through influence, not authority, balancing boards, members, volunteers, and staff against limited resources and rising expectations. Lead Forward is built for the executives who don't just manage that complexity but stay curious, think strategically, and look for ways to rise above the rest. Join your peers of growth-minded association C Suite leaders for a full-day intensive designed to sharpen how you think, decide, and lead — so you leave ready to move your organization one step ahead of what's next. Every session is CAE-aligned with measurable learning objectives, so you grow as a leader and earn up to 9 CAE credits toward recertification.
  • November 2026 Uniform Guidance regulation training

    Event | November 3, 2026

    November 2026 Uniform Guidance regulation training

    Join us for a practical and engaging virtual training of the Office of Management and Budget’s (OMB) Uniform Guidance (2 CFR Part 200) — the cornerstone of federal grant compliance. This training is designed to help nonprofit and government professionals understand federal grant regulations and how to apply them effectively and avoid common pitfalls in managing federal awards. Led by experienced trainers with years of auditing and consulting knowledge, this session blends regulatory review with real-world examples and actionable insights. Whether you’re new to federal grants or looking to refresh your knowledge, this training will provide the clarity and confidence you need to manage awards responsibly.
  • What's worth the risk? Driving ROI with construction technology

    Event | November 4, 2026

    What's worth the risk? Driving ROI with construction technology

    Construction firms are investing heavily in AI, data platforms and digital tools, but technology alone doesn’t deliver value. The real results come from knowing where to invest and how to take the calculated risks that will help you innovate. Join Wipfli’s construction and technology leaders for a candid conversation inspired by findings from our State of Technology in the Construction Industry research report. We’ll use the results as a starting point for a thought-provoking discussion about the technology decisions, risks and tradeoffs construction leaders face every day.

Podcasts

  • Podcast

    Bank on Wipfli podcast: Building loyalty with financial wellness programs

    Podcast: Learn how financial wellness programs can help financial institutions address financial stress, deepen member relationships and build long-term loyalty.

  • Podcast

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

    Learn how programmable money and stablecoins are reshaping banking. Hear practical strategies for compliance, payments and digital asset adoption in this Bank on Wipfli podcast.

  • Podcast

    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.

Case studies

  • How Petaluma improved purchasing accuracy and efficiency with eProcurement

    Case Study

    How Petaluma improved purchasing accuracy and efficiency with eProcurement

    See how Petaluma Health Center simplified complex healthcare purchasing with eProcurement for Sage Intacct, improving accuracy, control and efficiency.
  • Cultivating leadership unlocks breakthrough growth

    Case Study

    Cultivating leadership unlocks breakthrough growth

    See how Thompson used intentional leadership development to grow from $8M to $60M in revenue and expand its capacity for mission impact.
  • Transforming finance into a growth engine

    Case Study

    Transforming finance into a growth engine

    See how Ko-Kwel Casino Resort worked with Wipfli to modernize finance, improve visibility and build scalable systems for continued growth.