Financial services resources hub

Videos and Webcasts

businessman presenting strategy to a diverse team in a modern boardroom

Gautam Kasturi Jun 04, 2026

IT Leadership Roundtable: Evaluating hosting and “as-a-service” infrastructure models

Explore tax planning strategies for high-net-worth individuals. Learn how proactive, year-round planning can reduce exposure and uncover opportunities.

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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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Mid adult Hispanic female working with a laptop in a corporate office. She is sitting at her desk, typing and sending emails.

Kristen J. Ferwerda Mar 18, 2026

Risk Roundtable: Combat fraud and operational risk

Attend Wipfli’s next Risk Roundtable to learn about fraud schemes and operational vulnerabilities affecting community banks and credit unions.

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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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