Insights - Wipfli

Articles

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Bryan Powrozek May 19, 2026 5 min read

Move from bottlenecks to innovation breakthroughs with supply chain speed
- Manufacturing
- Organizational performance
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Bryan Powrozek May 18, 2026 5 min read

Why speed is the missing link in automotive smart factory ROI
- Manufacturing
- Technology consulting
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Dannielle Lewis May 18, 2026 7 min read

How to do a complicated 1031 exchange: Scenarios and solutions
- Real estate
- Tax
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E-books

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Wipfli Insights Team Mar 30, 2026 2 min read

Leading through people pressure
- Organizational performance
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Wipfli Insights Team Mar 02, 2026 1 min read

How to calculate ROI on your tech investment
- Technology consulting
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Wipfli Insights Team Feb 18, 2026 1 min read

Navigating the people side of construction IT
- Construction
- Technology consulting
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Videos & Webcasts

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meeting, people and discussion at laptop for business, feedback and advice in office.

Craig A. Cookle May 17, 2026

Managing multistate sales and use tax risks

As businesses expand across state lines, sales and use tax obligations can change quickly. Missed registrations, under-collected sales tax and overlooked use tax accruals can create exposure that compounds over time — often until an audit or transaction forces the issue.

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Company Executive Directors Meeting

Stephanie Suchla May 11, 2026

CFO Roundtable Exploring the evolving M&A landscape

Wipfli explores M&A trends, purchase accounting updates and key reporting changes affecting financial institutions.

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Two colleagues having a friendly business meeting using a laptop in a modern office setting. Collaboration and teamwork concept.

Marcie Bomberg-Montoya May 05, 2026

Workforce strategy when headcount keeps changing: What if your people strategy didn’t rely on perfect conditions?

Access our on-demand webinar to learn how leaders stabilized teams, strengthened retention and built flexible workforce models that adapt to changing conditions.

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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 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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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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Podcasts

Robert H. Zondag Apr 13, 2026

Bank on Wipfli podcast: Is your compliance program built to last?

In this episode of Bank on Wipfli, we discuss how financial institutions can strengthen their compliance programs in an increasingly complex regulatory environment. Wipfli’s Robert H. Zondag and Tracy Bush explore practical approaches to compliance management.
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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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Case Studies

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medical team hear presentations from business

Strengthening analytics with Epic transition

Lawndale Christian Health Center

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group of factory workers

Improving operations and increasing profitability

LMC Industries, Inc.

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construction workers talking around a table

Transforming payroll for exponential expansion

Allstar Services

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