Resources

Articles

  • Article

    Wisconsin state taxes after Senate Bill 45: Learn key tax rates, brackets and more

    What does Wisconsin state tax law stand in the wake of Wisconsin Senate Bill 45? Learn key tax rules for individuals and businesses, current brackets and more.

  • Article

    Let an outsourced CFO improve your strategic financial planning

    Discover five ways an outsourced CFO can provide expertise and guidance to help your organization navigate the complexities of strategic financial planning.

  • Article

    2027 manufacturing industry trends: What leaders should know

    Discover the top trends that will shape the manufacturing industry in 2027, including key challenges, opportunities, and action steps for CEOs to help their businesses succeed.

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 | 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.

  • 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).

Events

  • 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.
  • IT Leadership Roundtable: Becoming a Future-Ready IT Professional

    Event | 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.

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

  • 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.
  • Washington DCYF modernized its background check process

    Case Study

    Washington DCYF modernized its background check process

    See how Washington DCYF transformed background check systems and workflows in four months to help children reach safe homes faster.
  • 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.