Resources

Articles

  • Article

    How to protect profit margins as business costs rise

    Learn how to protect profit margins as business costs rise. Discover ways to identify margin leakage, improve cost visibility and develop smarter pricing strategies.

  • Article

    Cash flow strategies in a high-interest-rate environment

    Learn how to manage cash flow in a high-interest-rate environment. Stress-test debt, strengthen working capital and evaluate financing options to protect margins.

  • Article

    2027 real estate industry outlook: What leaders should know

    Discover the 2027 outlook for the real estate industry, including top challenges, trends and action steps for business leaders to generate wins.

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

  • State of the banking industry 2027 research report

    Research Report

    State of the banking industry 2027 research report

    Explore key findings from Wipfli’s sixth annual survey of banking executives. The 2027 research report covers AI adoption, cybersecurity, growth drivers and more.
  • State of the credit union industry research report 2027

    Research Report

    State of the credit union industry research report 2027

    Explore key findings from Wipfli’s annual survey of credit union executives. The 2027 report covers strategic priorities, AI adoption, cybersecurity and more.
  • 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.

Webinars

  • Webinar | November 12, 2026

    IT Leadership Roundtable: Becoming a Future-Ready IT Professional

    The role of IT isn’t disappearing. Its value is shifting. Join Wipfli from 9:30-11:00 am CT on November 12, for a focused session on IT trends impacting financial institutions. In this session, we’ll explore the technology that’s changing the value of IT professionals and how they can spend less time keeping technology running and more time helping decide where it can make a difference. This session is designed for compliance officers, IT managers, information security officers, IT auditors and operations managers who work in financial institutions. Wipfli’s Digital Services team will deliver a 45-minute presentation, followed by a Q&A.

  • Webinar | 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.

  • Webinar | October 22, 2026

    Balancing risk, resilience and growth

    Business risks are more interconnected than ever. But risk management often remains locked into separate siloes like operations, technology, AI and cybersecurity, making it harder to understand how risks in one area can affect performance, growth and resilience across your business. Hear Wipfli leaders discuss how to take a more connected approach to risk, gain greater risk visibility across your organization and align risk decisions with your strategic goals so you can move forward with confidence.

Events

  • Your ERP works, but is it ready for AI?

    Event | November 17, 2026

    Your ERP works, but is it ready for AI?

    Many legacy ERP systems still do exactly what they were designed to do. But what organizations need from their ERP is changing rapidly. Join Wipfli for a practical look at how AI is transforming the ERP landscape and what that means for organizations operating on legacy systems. You’ll also see how AI in ERP systems is moving finance from spreadsheets, manual processes and backward-looking reporting toward intelligent automation, real-time insight and increasingly agentic AI. This webinar is designed to help finance leaders evaluate whether their current environment can support their organization’s future needs — and when it may be time to begin exploring what’s next.
  • November 2026 Atlanta Uniform Guidance Regulation training

    Event | November 18, 2026

    November 2026 Atlanta Uniform Guidance Regulation training

    Having strong internal controls and understanding the rules governing how you can and cannot spend federal dollars are keys to fiscal management and overall compliance in your organization. Professionals new to the organization, as well as professionals who have been there for decades, will benefit from this two-to-four-day review of the administrative and cost principles/allocation sections of the Office of Management and Budget’s (OMB’s) 2 CFR Part 200 — Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards (also known as the “Uniform Guidance”).
  • Elevate your Sage Intacct: Q4 2026 release

    Event | November 19, 2026

    Elevate your Sage Intacct: Q4 2026 release

    See what’s new in the Q4 2026 Sage Intacct release. Our live, post-release webinar will cover the latest enhancements, giving you a firsthand look at new features and tools. Learn practical tips from Wipfli’s Sage support team to help you get more value from your technology investment. Register now to improve day-to-day workflows and discover underutilized capabilities.

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

  • Eton Academy strengthens financial health with outsourced finance support

    Case Study

    Eton Academy strengthens financial health with outsourced finance support

    See how Eton Academy strengthened financial health, cut tuition receivables by 50% and accelerated month-end close with outsourced finance support.
  • Otter Tail County unifies services for at-risk youth

    Case Study

    Otter Tail County unifies services for at-risk youth

    See how Otter Tail County and Wipfli built a unified Microsoft platform in four months to improve collaboration, decisions and support for at-risk youth.
  • Leadership development for scalable growth

    Case Study

    Leadership development for scalable growth

    See how Wipfli helped Libertana build leadership capacity, support succession planning and scale decision-making as the organization continued to grow.