The latest insights on topics that matter to you.
Wipfli is dedicated to business leaders and their organizations. Each month, we bring you thought-provoking articles on long-range organizational issues related to people, processes, technology, customers, and financial management.
You'll also find whitepapers, blogs, on-demand webcasts, and eBooks. You can sort via your industry or the topic.
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The importance of an agile accounting team
See how agile accounting can benefit your organization with better decision-making, collaboration and innovation, and how you can increase your team’s agility.
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3/28/24
By: Steven A. Jordan
Services: Accounting services
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Accounting for core system conversions
When your financial institution changes core systems, conversion costs accounting can be challenging. Learn more about how you can account for your software switch.
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3/28/24
By: Brett D. Schwantes
Industries: Financial Institutions
Services: Accounting services
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FinCEN alert on ‘pig butchering’ scams
FinCEN has released a new alert on pig butchering scams. Learn more about these scams and the warning signs your financial institutions should watch for.
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3/26/24
By: Katie L. Kennedy
Industries: Financial Institutions
Services: Regulatory risk and compliance
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What you need to know about the SEC’s new climate disclosure rule
The SEC announced a landmark rule on climate-related disclosures — and set off a firestorm of complaints and legal action. Here’s what you need to know.
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3/25/24
By: Sarah K. Williams
Services: ESG services
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How insurance firms can approach AI like today’s digital leaders
Learn how you can implement AI in insurance like today’s digital leaders, and start leveraging deeper customer knowledge and AI-powered customer experiences.
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3/20/24
By: Billy Collins
Industries: Financial Services, Insurance
Services: Digital services
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New focus on valuations for the SEC in 2024 exam priorities
The 2024 SEC exam priorities are out. Learn more about the new priorities, including the increased scrutiny on valuations and how your organization can prepare.
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3/20/24
Services: Valuation services
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5 steps toward digital transformation in manufacturing
Is your shop ready for Industry 4.0? Take these five steps toward a successful digital transformation in manufacturing.
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3/12/24
By: Mo Abuali
Industries: Manufacturing
Services: Digital services
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Navigating the floodwaters of cross-collateralization
Discover how you can navigate flood insurance and cross-collateralization in your mortgage lending and help ensure that properties are adequately insured.
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3/11/24
By: Edward R. Milhorn
Industries: Financial Institutions
Services: Regulatory risk and compliance
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Bank on Wipfli - Blog and Podcast
Count on Bank on Wipfli blogs and podcasts to be your go-to source for need-to-know-now information that affects the financial institution industry.
Industries: Financial Institutions, Financial Services
Services: Assurance services, Business consulting services, Tax services
GroundBanking Podcast
Each episode will feature experts in banking and FinTech who will discuss the challenges and opportunities in today’s marketplace – whether it’s embracing new technology, coming up with new lines of business or finding more efficient ways to serve their customers and communities.
Industries: Financial Institutions, Financial Services, Fintech consulting services
The Sound of Automation Podcast
Manufacturers are the driving force behind Industry 4.0, and Wipfli is here to help.
Join Bryan Powrozek, an engineer turned CPA, as he interviews influential industry leaders and discusses everything from operational improvements and performance enhancements to large-scale digital transformation and data-based decision-making.
Industries: Manufacturing, Distribution
Services: CPA tax services
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School capital projects: The ABCs of managing projects from contract to completion
Education construction contracts, best contracting method for school construction, how to structure contract for school projects, school construction terms, education construction best practices
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3/13/24
Industries: Education, Construction
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2021 Tax Update - Session 1
Join us for the 2021 Wipfli tax update. In this two-part event, you’ll learn about the impact of newly enacted laws and planning opportunities for 2021.
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3/6/24
Services: Tax services
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2021 Tax Update - Session 2
Join us for the 2021 Wipfli tax update. In this two-part event, you’ll learn about the impact of newly enacted laws and planning opportunities for 2021.
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3/6/24
Services: Tax services
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2021 Wipfli tax update
Join us for the 2021 Wipfli tax update. In this two-part event, you’ll learn about the impact of newly enacted laws and planning opportunities for 2021.
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3/6/24
Services: Tax services
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Elevate Your Sage Intacct: Q1 2024
Watch our on-demand webinar to learn how Sage Intacct Q1 2024 features can help drive your organization.
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2/27/24
By: Julie Schilz
Services: Digital services
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Healthcare Connections: Unmasking cyberthreats in healthcare
This webinar takes an in-depth look at evolving cyberthreats in healthcare with a live attack simulation and practical insights for safeguarding patient data.
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2/20/24
By: Tom Wojcinski, Jason Vander Velde
Industries: Healthcare
Services: Digital services, Cybersecurity
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Webinar: Catch up on the IT trends you need to know
Gain timely insights designed for IT leaders from our quarterly leadership roundtable webinar. Watch on-demand.
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2/9/24
By: Joel R. Lego, Jim Rumph, David Fields, David T. Rich
Industries: Financial Institutions
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Optimize your savings with tax planning initiatives for 2024
In this webinar, we share tax planning strategies to help you optimize savings in 2024. Learn more about key tax changes and initiatives for the new year.
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2/8/24
By: Jason M. Beiswenger, Chris Lockhart, Tiffany Kuntemeier
Services: Tax services
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