Recorded Webinars

Miss a webinar? Catch up here.

View pre-recorded and previous Wipfli live webinars created by leading industry experts to keep up-to-date on the accounting and business issues organizations face today.

Handling garnishments containing federal benefit payments

Financial institutions are required to have processes in place to ensure Federal benefit funds deposited during the lookback period are protected. The Federal Deposit Insurance Corporation includes garnishments containing Federal benefit payments in their compliance examination testing. Ensuring staff understand how to avoid garnishing protected funds, notice requirements, and the other garnishment requirements regarding Federal benefit payments is an important part of your compliance program.

Aug 05, 2020
Industries: Financial Institutions
By: Tracy Bush, Nick Bonnema

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Introducing YourCloud: Dynamic hosting for GP

Your organization has made the move to the cloud with Microsoft Dynamics …. Now what do you do?

The next step is establishing a cloud-hosting service — which we can easily provide!

YourCloud is Wipfli’s cloud-hosting service, built in Microsoft’s Azure cloud environment. It enables your organization to access Microsoft Dynamics software solutions anywhere and anytime — a tremendous asset during this era of remote work.

Aug 05, 2020
Services: Consulting, Tech Consulting
By: Sandra Wyman

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The way forward: How disruption drives innovation

The disruption caused by the COVID-19 pandemic has made it critical for companies to pivot and change amid the chaos. Those that have pivoted successfully did so by identifying opportunities for innovation. That's because disruption is a huge driver of innovation.

Aug 04, 2020
Industries: Manufacturing and Distribution
By: Deron J. Kling, Mark Stevens

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Not your average system migration: The easy switch to Business Central

Are you deliberating whether or not your organization should upgrade from Microsoft Dynamics GP to Dynamics 365 Business Central? Are you wondering what the move means to you or if it is even worth it? You are not alone.

Jul 29, 2020
Services: Consulting, Tech Consulting
By: Barbara Bell

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Healthcare Connections Q&A - How can hospitals and FQHC’s develop models and affiliation strategies

Watch Healthcare Connections! Leaders from Federal Qualified Health Centers (FQHC) and healthcare organizations would greatly benefit from watching this free 30 minute Q&A session with our industry experts who discuss today’s most frequently asked questions.

Jul 21, 2020
Industries: Healthcare
By: Kiki C. Nocella, Steven Rousso

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Refocus: Building a sustainable culture using Predictive Index®

Research shows that culture is directly linked to bottom-line. As we recover from the pandemic, we must prepare our organizations to thrive, --not just today, but into the future. Join us on a journey to explore how Predictive Index helps us gain insights to develop a culture that drives long-term business results.

Jul 21, 2020
Services: Consulting, Strategy and Operations, Talent and Change
By: Heather L. Debelak, Zaikeya Morris

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Healthcare Connections Q&A - Senior Living Centers - Trends under COVID-19 and Strategies for Success

Watch Healthcare Connections! Leaders from senior living and healthcare organizations are encouraged to watch this 30 minute Q&A session with our industry experts who discuss today’s most frequently asked questions.

Jul 14, 2020
Industries: Healthcare
By: Larry P. Lester, Patrick J. Carroll

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Ramp up: Defining your people strategy using Predictive Index®

During this webinar, we explore ways to leverage Predictive Index as we develop, execute and sustain a people strategy fit for the future.

Jul 09, 2020
Services: Consulting, Strategy and Operations, Talent and Change
By: Julia A. Johnson, Heather L. Debelak

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Refocus, renew and move forward: Southeast Wisconsin Nonprofit & Governmental Organization Virtual Town Hall

How can organizations continue to build on what they have learned and continue to adapt as they move forward? In this recorded town hall, learn about evolving best practices, PPP loan forgiveness, organizational performance, grant compliance, and technology.

Jul 08, 2020
Industries: Nonprofits, Governments
By: Craig Hirt, Denes Tobie, Tammy T. Jelinek, Ryan Peasley

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Healthcare Connections Q&A - Understanding 340B

Watch Healthcare Connections! We’re inviting leaders from healthcare organizations to watch this free 30 minute Q&A session with our industry experts to listen in on discussion of today's most frequently asked questions about Section 340B of the Public Health Service Act.

Jul 07, 2020
Industries: Healthcare
By: Kathleen M. Borisch

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Healthcare Connections Q&A - Senior Living Centers

Healthcare leaders from Senior Living Centers will want to watch this free 30 minute Q&A session with our industry specialist Larry Lester, Principal at Wipfli.

Jul 05, 2020
Industries: Healthcare, Senior Living Providers
By: Larry P. Lester

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How contractors can use Power BI to streamline data processes and gain faster insights

Many businesses spend countless hours manually preparing data. The longer it takes them, and the more silos the data comes from, the older the data becomes — leaving leaders to make critical decision-making based off outdated insights.

Jun 24, 2020
Industries: Construction and Real Estate
Services: Consulting, Tech Consulting
By: Matt Gelb, Jared Papador, Ryan C. Rademann, Christina Klein Trapp, Brad Werner

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Reopen: Returning to a new normal using Predictive Index®

The pandemic has forced us to change, with rapid succession and uncertainty of tomorrow. In this webinar, we explored the discipline of change management and ways to utilize Predictive Index as we plan for returning our workforce and customers to yet another new normal.

Jun 24, 2020
Services: Consulting, Strategy and Operations, Talent and Change
By: Heather L. Debelak, Deron J. Kling

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Milwaukee Town Hall Meeting: Tax code changes to help generate cash for your CRE business

The federal government has enacted new tax laws and lending programs in response to COVID-19. There are also additional tried-and-true tax saving opportunities that you may be able to now capitalize on in the current environment.

Jun 23, 2020
Industries: Construction and Real Estate
By: Crystal Christenson, Emily T. Sladky

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Healthcare Connections: Enhancing revenue through Telehealth expansion

Healthcare leaders with Telehealth programs watch this free 30 minute Q&A session with our industry specialist.

We’ll discuss how your organization can increase revenues by expanding your Telehealth program. During the live event we will address your questions and provide insights on best practices.

We’ll cover topics like:

  • Telehealth visit coding and chart documentation
  • Accurate billing and compliance

Jun 23, 2020
Industries: Healthcare
By: Jeff Bramschreiber, Jeanne M. Chapdelaine, Karin Schuman

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Microsoft Dynamics roadmap for GP and Business Central

Microsoft announced an updated annual GP product release plan and support lifecycle. It is more important than ever to stay current with a GP update each year. In addition, two major updates each year are released for Dynamics 365 BC and the Power platform as the Dynamics 365 platform is moving to a single supported version. With these changes, and more on the horizon, it’s critical to understand how the Dynamics platform is evolving.

Jun 22, 2020
Services: Consulting, Tech Consulting
By: John Kirsch

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How leaders are adapting to the “Next Normal”

Before the pandemic, organizations around the globe were learning the importance of adapting quickly. Now faced with a world of unknowns, organizations in every industry are forced to adapt their strategies in favor of a more agile approach to running and managing their strategic plans.

Jun 17, 2020
Services: Consulting, Strategy and Operations, Talent and Change
By: Marcie Bomberg-Montoya

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Healthcare Connections Q&A Session

Leaders from healthcare organizations, watch this free 30-minute Healthcare Connections Q&A session with our healthcare industry specialists to discuss the Paycheck Protection Program (PPP).

Jun 16, 2020
Industries: Healthcare
Services: Tax
By: Joshua J. Boyle, Jason M. Sieg

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The impact of COVID-19 on Critical Access Hospitals

Leaders from Critical Access Hospitals, watch this free 30-minute Q&A session with our healthcare industry specialists. During the live event we address your questions and provide insights on best practices.

We cover topics like:

  • COVID-19 legislative updates/key resources
  • Financial funding opportunities
  • Medicare cost reporting implications
  • Accounting and tracking of stimulus funding

Jun 04, 2020
Industries: Healthcare
By: Jeff Bramschreiber, Eric Volk

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Elevate your Sage Intacct: Quarterly webinar Q2

In this Elevate your Sage Intact: Quarterly webinar, Cathy Harris and Frankie Fernandez unpack the new features that will be added to Sage Intacct with the upcoming Q2 2020 release.

The focus of this quarter’s new release is the updated inter-entity transactions functions, now including a customizable configuration page that will help map accounts as well as inter-entity transactions. Cathy and Frankie will also cover the early adopter program for the new construction functionality.

Jun 03, 2020
Services: Consulting, Tech Consulting

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Reopen, ramp up or refocus: The next transition

Demand for your services is increasing during a time when you must rethink how you deliver those services and what tools your staff now needs.

Jun 01, 2020
Industries: Nonprofits
By: Brian R. Gaumont, Deron J. Kling

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Position your business to thrive in the “new normal”

There is no doubt that your business is operating differently than just two months ago. The decisions you’ve been making have been reactive – in response to pandemic concerns and state closures. Now it’s time to be proactive – positioning your business to thrive in the “new normal.”

May 29, 2020
Industries: Construction and Real Estate
By: David G. Friedman, Brad Werner, Catrina Payne, Erika Young, Deborah S. Marshall, Ryan C. Rademann, Josh A. Graham

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CRE & COVID-19: Loan programs, tax implications and contracts

Listen to an interactive roundtable covering the impact of COVID-19 on the construction industry. You'll get insight directly from these industry professionals:

  • Marc Sacia: Moderator
  • Mike Bradburn, Park Bank
  • Joshua Levy, Husch Blackwell
  • Lucas Rocole, Wipfli

May 28, 2020
Industries: Construction and Real Estate
By: Lucas Rocole

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Opportunity Zones Market Update

A lot of updates are occuring in the world of QOFs. During this webinar, we addressed the following topics:

  • Technical updates in 2020
  • Market update
  • How does this look from the construction side?

May 28, 2020
Industries: Construction and Real Estate
By: Dannielle Lewis, Josh A. Graham, James D. Lockhart, Damian L. Ederhoff

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The Paycheck Protection Program: Business implications of the loan forgiveness plan for today and beyond

Small businesses across the country have received loans from the SBA Paycheck Protection Program (PPP). These loans have been tremendously popular, provided much-needed capital to businesses affected by COVID-19 and have an unprecedented loan forgiveness provision written in the loan.

This webinar addresses topics such as:

  • Recently released Loan Forgiveness Application
  • What costs are eligible for loan forgiveness?
  • Are there limitations on loan forgiveness?
  • What documentation is needed to complete the Loan Forgiveness Application?
  • What are the federal income tax implications of the loan forgiveness?

May 27, 2020
Services: Tax
By: Gregory G. Butler, Terry Hoover

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Prioritizing your technology needs for both short- and long-term goals

With the COVID-19 crisis, countless nonprofit organizations have shifted to a partial or fully remote workforce. They have also shifted how they deliver services to clients, often providing them virtually.

This experience has truly shined light on the necessary technology investments that organizations need. Without solid technology plan, it’s easy to stay in a reactive cycle that prioritizes short-term needs without considering the bigger picture.

May 22, 2020
Industries: Nonprofits
Services: Consulting, Tech Consulting
By: Brian R. Gaumont, Ryan Peasley

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PPP loan forgiveness: Questions and answers panel for financial institutions

Are you confused by the guidance and FAQs, or lack thereof, circulating about the Paycheck Protection Program? Do you or your customers have questions regarding how the forgiveness of the PPP loans should be calculated? Unsure what responsibilities you will have as a financial institution in the validation and reporting of debt forgiveness with the SBA? Well you are not alone. This webinar explains PPP loan forgiveness as we understand it today. We share the latest guidance related to loan forgiveness and answer questions with our panel of SBA, loan and tax professionals.

May 21, 2020
Industries: Financial Institutions
By: Karen A. Mitchell , Eric E. Van Doren, Jay Lucas, Terry Hoover

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Invoice processing made easy with SAP Concur Invoice and Wipfli connectors

Accelerating digital transformation has grown in importance as organizations navigate changing business climates. To enable a remote environment and keep business afloat, now is the time to integrate systems and adopt tools to automate your processes, saving your team time and money.

May 21, 2020
Services: Consulting, Tech Consulting
By: Michelle M. Starkey

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Working remotely: How to boost your organization’s Microsoft 365 security

In response to the COVID-19 pandemic, many organizations rapidly implemented Microsoft 365 so that their employees could work remotely while still being able to communicate and collaborate. For many, expediency was the primary driver. However, moving to cloud services does introduce certain threats. While Microsoft 365 offers many robust security capabilities, they aren’t turned on by default.

May 20, 2020
Services: Consulting, Cybersecurity, Tech Consulting
By: Mark A. Burger, Jeff Olejnik

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What's new for 2020 Wave 1 for Microsoft Dynamics 365 Business Central

Learn about the new capabilities coming in the 2020 release wave 1 for Microsoft Business Central in this webinar.

Wipfli technology consultants Spencer Kellogg and Connor McNamara cover key release elements.

May 13, 2020
Services: Consulting, Tech Consulting
By: Connor R. McNamara, Spencer Kellogg

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Four shifts you should be making now to jumpstart your path to recovery

The COVID-19 crisis is causing organizations to evaluate their planning and business continuity capabilities. Will your business be a survivor or even one that thrives when (not if) the recovery starts to occur?

May 06, 2020
Services: Consulting, Strategy and Operations, Talent and Change
By: Jeffrey H. Wulf, Marcie Bomberg-Montoya

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Why Sage Intacct is a valuable investment with stimulus funding

CSBG, Head Start, LIHEAP and other stimulus funding is being provided to help you respond to the urgent and ongoing needs in your community. To do that, you must prioritize investments in your agency's technology infrastructure. The need for reliable cloud-based accounting software is even more critical as your nonprofit team works remotely during the COVID-19 pandemic.

During this webinar, you'll learn how Sage Intacct can help you:

  • Automate your accounts payable.
  • Oversee your cash flow
  • Budget forecast and planning
  • How to collaborate

May 05, 2020
Industries: Nonprofits
Services: Consulting, Tech Consulting
By: Brent Neitz, Brian R. Gaumont

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Supply chain strategy: Responding to COVID-19 and preparing for the future

Manufacturers are facing supply chain disruption in the form of material delays, shortages and cost overruns. COVID-19 has exposed supply chain strategy flaws that had previously gone unnoticed or unconsidered.

In response, manufacturers are looking to reevaluate their supply chain strategy and assumptions to reduce their risk in the event of future downturns. It is paramount that companies develop a comprehensive supply chain strategy to improve responsiveness to future business interruptions.

Apr 29, 2020
Industries: Manufacturing and Distribution
By: Joe Girard, Jake R. Rohrer

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Increasing effectiveness in the financial services world with a remote workforce

Watch a dynamic webinar that dives into navigating the new workplace situations due to COVID-19.

This webinar was designed for financial services companies such as:

  • Financial institutions
  • Private equity
  • Insurance
  • Asset management

Apr 28, 2020
Industries: Financial Institutions, Financial Services, Insurance, Private Equity
By: Mark A. Oliphant, Dan Miller

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Oh my OVERHEAD! How overhead can erode (or increase!) your gross margin

Gaining an understanding of and visibility into your overhead costs may be just the trick you need. It is no easy task to identify or explain all the variable and fixed overhead costs associated with manufacturing. Yet overhead costs do not need to be complex, mysterious or difficult.

Apr 24, 2020
Industries: Manufacturing and Distribution
By: Brett Polglaze

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Building resiliency and preparing for our moment: Part 2

In the second webinar in our series, we will help Head Start and Community Action Agencies identify and discuss key questions that will allow organizations to be more resilient and agile as they come through the current crisis. We will look through the lenses of technology, workforce and risk and define what might look different in each aspect, considering the crisis response services the networks are and will be providing, additional stimulus funding and shifting requirements. Both networks believe this is our moment, so how can we prepare for our moment?

Apr 24, 2020
Industries: Nonprofits, Tribal Gaming, Tribal Government
By: Ryan Peasley, Julia A. Johnson, Jeff Olejnik

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Building resiliency and preparing for our moment: Part 1

In the first webinar in our series, we will help Head Start and Community Action Agencies identify and discuss key questions that will allow organizations to be more resilient and agile as they come through the current crisis. We will look through the lenses of strategy, public relations and organizational culture and define what might look different in each aspect, considering the crisis response services the networks are and will be providing, additional stimulus funding and shifting requirements. Both networks believe this is our moment, so how can we prepare for our moment?

Apr 17, 2020
Industries: Nonprofits, Tribal Gaming, Tribal Government
By: Deron J. Kling, Brian R. Gaumont, Steven P. Lipton

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Agile transition planning in the age of uncertainty

These are challenging times, and business owners in the midst of a transition have a distinct set of worries. After years of hard work, just as they are poised to hand over the reins to new leaders, will they have a business left to transition? And will their successors still want it? COVID-19, for many businesses, has caused a drastic and immediate impact.

Apr 15, 2020
Industries: Agribusiness, Construction and Real Estate, Dealerships, Financial Institutions, Financial Services, FinTech, Governments, Healthcare, Hospitality Accommodations, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity, Technology Industry, Tribal Gaming and Government
By: Paul T. Lally

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Fraud prevention in a work-from-home environment

Watch this free, on-demand webinar to learn about ways to minimize fraud, spot poor cash management and prevent costly mistakes among newly remote staff and the essential crews still reporting to far-flung sites.

Apr 15, 2020
Industries: Construction and Real Estate
Services: Consulting, Cybersecurity
By: David G. Friedman

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COVID-19 & CARES Act: Tax updates and implications for the real estate industry

This free, on-demand webinar covers the provisions of the Coronavirus Aid, Relief, and Economic Security Act (CARES) Act which allows the Treasury to implement a large-scale lending program to assist businesses. Beyond the CARES Act, additional programs have been developed, each with their own provisions and offerings. Listen to this webinar to gain insight on the following topics that can have a direct impact on your construction and real estate company.

Apr 15, 2020
Industries: Construction and Real Estate
Services: Tax
By: Dannielle Lewis, Josh A. Graham

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Loan Forgiveness: SBA Paycheck Protection Program (PPP)

Small businesses across the country are applying for and starting to receive loans from the SBA Paycheck Protection Program (PPP). These loans have been tremendously popular, provide much needed capital to businesses affected by COVID-19 and have an unprecedented loan forgiveness portion written in the loan.

Apr 15, 2020
Services: Tax
By: Terry Hoover, Kevin Cherney

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Moving the manufacturing industry remote

In this new normal of social distancing and remote workforces, manufacturers are coming up with creative ways to adapt their operations, from production and engineering to purchasing and human resources, across the supply chain.

Apr 09, 2020
Industries: Manufacturing and Distribution
Services: Consulting, Tech Consulting
By: Mark Stevens, Dan Miller

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Families First Coronavirus Response Act: What we know now

You may be feeling like you are running as fast as you can but are not getting anywhere. I invite you to spend 30 minutes with us to try and sort out the new Families First Coronavirus Response Act. We will talk about the latest clarifications and the impacts to your organization.

Apr 08, 2020
Industries: Nonprofits
By: Lisa L. Corbeille

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Remote workforce tech solutions for construction and real estate companies

This free webinar addresses how to rapidly set up your technology environment to handle the demands of a remote workforce. Wipfli’s construction and real estate technology guru, Jeff Anger and construction and real estate Partner, Matt Gelb, share three solutions to address the common remote work needs we’ve seen in your industry. These are quick, cost-effective approaches to address the most critical issues construction and real estate companies are facing in response to the pandemic.

Apr 07, 2020
Industries: Construction and Real Estate
Services: Consulting, Tech Consulting
By: Matt Gelb, Jeff Anger

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FEMA Public Assistance for healthcare COVID-19 costs

On March 13, 2020, President Trump issued an emergency declaration for all 50 states, US territories and tribal governments pursuant to the Robert T. Stafford Disaster Relief and Emergency Assistance Act (the ”Stafford Act”). As of April 1, 2020, over 40 of those states also received a major disaster declaration. Upon issuing either an emergency declaration or a major disaster declaration, the Stafford Act authorizes the President to provide federal disaster assistance under the auspices of FEMA, and hospitals are eligible to apply for Public Assistance through FEMA. This webinar will review what types of entities can apply for FEMA grants related to COVID-19, what types of costs may be funded with FEMA grants, and what is the process for applying for FEMA grants.

Apr 07, 2020
Industries: Healthcare
By: Jane F. Jerzak, Joshua J. Boyle

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Current COVID-19 Guidance for Grant-Funded Programs

In this webinar, the Wipfli regulations team to discusses the multitude of guidance available to assist grant-funded agencies in working through the next few months. As always, we will share the background, the guidance updates and best practice suggestions on what your agency can do during these challenging times.

Apr 07, 2020
Industries: Nonprofits
Services: Audit and Accounting
By: Denes Tobie, Tammy T. Jelinek, Katherine Eilers

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Leading through the fear and uncertainty of the COVID-19 crisis

During the current crisis, our teams and stakeholders are experiencing heightened levels of fear and uncertainty. This is a normal, human response to change. As leaders, there are steps we can take to help them through this and ultimately help them cope while remaining productive. In this webinar we will discuss those steps and measures you can take as a leader to help those you serve.

Apr 03, 2020
Industries: Nonprofits
By: Jeffrey H. Wulf, Deron J. Kling

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Managing change through crisis: Introducing the Unanticipated Change Response guide

During the current crisis, or in other times of unplanned change, organizations need to respond quickly. This webinar will review a planned approach to dealing with an unplanned event, ensuring stakeholders are identified, planning (and delivering) intentional action and creating a mechanism for dealing with additional changes.

Apr 01, 2020
Industries: Nonprofits
By: Zaikeya Morris, Deron J. Kling

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[Recorded webinar] COVID-19, qualified businesses, individuals and nonprofits: What’s next?

The recent disruption caused by COVID-19 has many wondering what it all means for them. Are you in the same boat? Watch our webinar, which addresses the concerns of and opportunities available for qualifying small businesses and nonprofit organizations. We also discuss recent and pending legislation due to COVID-19.

Mar 27, 2020
By: Erika Young, Terry Hoover, Crystal Christenson

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[Webinar + Q&A] Financial markets and COVID-19

The world stock markets have experienced a swift decline in recent weeks due to the COVID-19 pandemic. Our affiliate Wipfli Financial Advisors, LLC's team reviews the recent volatility in financial markets, providing perspective on these events.

Mar 19, 2020
Services: Private Client Services

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IT Examination Hot Topics: Cybersecurity

You can’t have an effective cybersecurity strategy if you don’t know what you’re up against. This recorded webinar will discuss the latest threats to your customer information. We will also bring you up to date on the latest FFIEC and other interagency guidance in regard to cybersecurity as it affects the roles and responsibilities within your financial institution. Resources will also be provided for enhancing your training program and the effectiveness of your cybersecurity program.

Mar 18, 2020
Industries: Financial Institutions
Services: Consulting, Cybersecurity
By: Joel R. Lego, Jim Rumph

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Elevate Your Sage Intacct: Quarterly Webinar

Discover all the newest features and updates in Sage Intacct’s upcoming release.

Mar 15, 2020
Services: Consulting, Tech Consulting

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What you need to know to comply with DoD cybersecurity certification requirements

If your company provides products or services in the DoD supply chain or plans to bid on DoD contracts, new requirements will apply to your organization.

Mar 11, 2020
Industries: Manufacturing and Distribution
Services: Consulting, Cybersecurity
By: Jeff Olejnik, Tom Wojcinski

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Diving Into Finalized Opportunity Zone Regulations

The U.S. Treasury Department and IRS released final opportunity zones regulations. These regulations combine and update the first and second regulations released in 2018 and 2019.

The final regulations address the various requirements that must be met to qualify as a qualified opportunity fund (QOF), as well as the requirements an entity must meet to qualify as a QOZ business.

Jan 22, 2020
Industries: Construction and Real Estate
Services: Tax
By: Dannielle Lewis, Josh A. Graham

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CECL Strategies for Loan Participations

Financial institutions are working through the process of preparing for CECL. Often overlooked in the development of a CECL implementation plan is how CECL will impact regulatory and accounting considerations for loan participations. Learn more in our recorded webinar.

Jan 22, 2020
Industries: Financial Institutions
By: Nick G. Ansley

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Dynamics GP Year-End Training Webinar - 2019

This seminar is designed to provide you with educational information to complete your year-end. Please click on the links for the recorded webinar and a PDF of the 2019 Dynamics GP Year End Manual.

Dec 23, 2019
Services: Tech Consulting, Consulting
By: Dawn Schwarz, Barbara Bell, John Kirsch

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Webinar: Exploring Sage Intacct’s R4 release

Discover all the newest features and updates in Sage Intacct’s R4 release. Rebecca Hurst will take you through everything you need to know and how these changes benefit you.

Dec 12, 2019
Services: Consulting, Tech Consulting
By: Rebecca A. Hurst

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Tax Update for Financial Institutions

The Tax Cuts and Jobs Act was signed by President Trump at the end of 2017. Since that time, the IRS has provided numerous forms of guidance to help individuals, businesses, and the tax community at large to better understand these changes and how they impact all taxpayers. Many of the provisions within the new tax law, and subsequent IRS guidance, directly impact banks and can be proactively utilized to minimize tax liabilities. Join us for a webinar regarding how the tax law changes will impact your bank and what you will want to do in order to prepare.

Dec 08, 2019
Industries: Financial Institutions
Services: Tax
By: Jason J. Wimmer

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Research and Development Tax Credit Opportunities

The federal research and development (R&D) tax credit has been a valuable tax planning opportunity since it became part of the tax code in 1981. Providing a dollar-for-dollar reduction in tax liability, the tax credit allows businesses of all sizes to reduce their taxes and increase cash flow, and many businesses can qualify for R&D tax credits for things they do every day. Are you missing out on tax credits without realizing it?

Dec 03, 2019
Services: Tax
By: Valerie K. Fedie

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Accounting and Auditing Update for Financial Institutions

Wipfli’s annual accounting and audit webinar updates you on final accounting rules effective for 2019 and 2020, as well as some rules that have been finalized but will not be effective for several years. We also look at the current status of any significant proposed rules being deliberated by FASB and implications they would have for the financial institution industry.

Nov 14, 2019
Industries: Financial Institutions
Services: Audit and Accounting
By: Brett D. Schwantes, Adam F. DeCleene

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Cybersecurity Webinar for Business Leaders

Today's business environment requires senior executives and business owners to think strategically about the cyber challenges facing their businesses.

Oct 31, 2019
Services: Cybersecurity
By: Jeff Olejnik

> Read More

The can’t-miss features in Microsoft Dynamics 365 Business Central October 2019 release

The October 2019 release of Business Central includes a number of improvements and features that focus on bolstering product performance and helping users navigate the system as efficiently as possible.

Oct 29, 2019
Services: Consulting, Tech Consulting
By: Connor R. McNamara

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Cloud Security and Data Privacy for Tech Companies

In this webinar, Wipfli addresses leading security practices that startup organizations can use to help prevent and detect unauthorized access to their most important data: intellectual property and competitive go-to-market information.

Oct 22, 2019
Industries: Technology Industry
Services: Cybersecurity
By: Tom Wojcinski, Girish M. Ramachandra

> Read More

Learn 50 ISVs in 50 minutes for your clients

A typical Dynamics GP user has over five complimentary solutions to meet their specific needs.

It’s the norm. But what else could help you with better reporting, speed up processes and give you faster information in making business decisions?

Oct 09, 2019
Services: Consulting, Tech Consulting
By: John Kirsch

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What dealership owners need to know about successful business transition

Only 20% of businesses have strategically planned a seamless, well-orchestrated succession planning model and had it work out as well as they had planned.

Succession planning will not be successful unless we challenge and change the way we do it.

Oct 08, 2019
Industries: Dealerships
By: Paul T. Lally, Kevin Janke, Steve Hewitt

> Read More

Explore Intelligent Clouds features in Microsoft Dynamics GP

The latest release of Microsoft Dynamics GP 2018 R2 includes access to Intelligent Cloud Insights. Join our webinar to explore how Intelligent Cloud gives you flexibility of keeping data on premises along with the power of cloud computing.

Sep 25, 2019
Services: Consulting, Tech Consulting
By: John Kirsch, Mark Christie

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Thinking about selling your nursing home?

The healthcare industry is facing massive innovation, demanding regulations and changing ownership. That leaves long-term care organizations with a choice between staying the challenging course or fast-forwarding their exit strategy.

Sep 24, 2019
Industries: Healthcare
Services: Business Valuations, Fraud and Forensic Services, Litigation Support Services, M&A and Transaction Support

> Read More

Sage Intacct Interactive Custom Report Writer: Bring Powerful Intelligence Capabilities to Operational Reporting

Sage Intacct Interactive Custom Report Writer is a modern, visual reporting tool that delivers ease and speed of report creation, an enhanced user experience, and the analytical tools to address complex reporting needs. Fast, real-time, advanced reporting.

Sep 18, 2019
Services: Consulting, Tech Consulting
By: Brent Neitz

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Insights into building enduring value into your business

Truly understanding the worth of your business to you, your future successors and your family - your long-term wealth goes beyond numbers!

Whether your company is in its early stages or you're starting to plan your exit strategy, now is the time to understand and improve the transfer-ability characteristics of your company. Gain actionable thoughts and ideas that will enable you to align your business to your goals and unlock your transferable value in order to get the most out of your business, both today and for the future.

Sep 04, 2019
Services: Tax
By: Paul T. Lally

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Are You Working It or Winging It? How to Lower Your Technology Risk and Manage Its Complexity

Dependable technology is essential for your business. Yet rapid advancements in technology, plus cloud and on-premise integration, have increased both the complexity and the vulnerability of IT environments. More than ever before, organizations are challenged with making the right technology decisions and investments, as well as mitigating the inherent risks.

Aug 28, 2019
Industries: Manufacturing and Distribution
Services: Consulting, Tech Consulting
By: Dan Miller

> Read More

Elevate Your Sage Intacct with Wipfli

Get a sneak peek of the next Sage Intacct release in our free webinar.

Sage Intacct users who are looking for ways to improve and simplify using the program for tough business challenges can attend Wipfli’s free quarterly webinars.

Aug 27, 2019
Services: Consulting, Tech Consulting
By: Tony Cantor, Stephanie M. Smith, Rebecca A. Hurst

> Read More

Insightful decisions: How one manufacturer used data to recast its future

In this webinar, we’ll share the journey of how one manufacturing company — from the CEO to the shop floor supervisor — could reshape the future of their company.

Aug 13, 2019
Industries: Manufacturing and Distribution
Services: Consulting, Tech Consulting
By: Mark Stevens

> Read More

Five Ways to Better Grow Your Business with Technology

Technology – you know it can be a key tool for growth, but how can it impact your organization? There are five critical ways that technology can be the backbone of your organization and can help you to be more profitable and increase efficiency.

Aug 01, 2019
Services: Tech Consulting
By: Jason Muhlstein

> Read More

CMS Expectations: Preparing for Your Next Exam

We will share insights from our exams as well as what we are hearing from regulators to help you prepare for your next compliance examination. 

Jun 26, 2019
Industries: Financial Institutions, Financial Services
Services: Compliance
By: Kathy Enbom, Kristen L. Eustis

> Read More

PI Cognitive Assessment: What You Need to Know to Get Started

Behavioral and Cognitive Assessments combined with a structured interview process achieves 58% predictability. Now that the Cognitive Assessment is included with your PI subscription when you upgrade, it’s time to learn the ins and outs of this differentiator in hiring success!

Jun 19, 2019
Industries: Agribusiness, Construction and Real Estate, Dealerships, Financial Institutions, Financial Services, FinTech, Home, Governments, Healthcare, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity, Tribal Gaming and Government
Services: Consulting, Talent and Change

> Read More

Microsoft Dynamics Roadmap — What’s Next?

Keep up with the ever-growing Microsoft Dynamics platform and product line.

Jun 04, 2019
Services: Consulting, Tech Consulting
By: John Kirsch, Mark Christie

> Read More

Must-Have Features for Professional Services-Focused ERP

Professional services organizations face many challenges, including talent competition, demanding clients, increased project complexities and service flexibility. These challenges drive the need for more effective resource management and deeper relationships with clients, while delivering projects on time and within budget. To achieve growth and profitability, CFOs need a scalable and cost-efficient ERP solution.

May 23, 2019
Services: Consulting, Tech Consulting
By: Rebecca A. Hurst, Brian Dietz

> Read More

Explore April’s New Business Central Features

Microsoft delivered a major update to Business Central last month. If you haven’t already explored what’s new, this is a great opportunity to get your organization ready and able to use the new, helpful features. Many of these features are convenient and save time, which means more efficiencies for your business.

May 21, 2019
Services: Consulting, Tech Consulting
By: Connor R. McNamara, Mark Christie

> Read More

How to Turn Strategy From a Plan to a Way of Being

Strategy may start in the boardroom, but it shouldn’t just stay there. The highest performing financial institutions live and breathe strategy. 

May 17, 2019
Industries: Financial Institutions
Services: Strategy and Operations
By: Marcie Bomberg-Montoya, Deron J. Kling

> Read More

Gain a Competitive Edge With a Tech-Savvy Finance Team

The pressure is on. With new technologies, increasing domestic and global competition, and disruptors able to move more quickly than ever, CFOs are expected to develop a strategy and hire the right people to execute. Decision makers are relying on tech-savvy CFOs to strategize for the future, uncover new business opportunities and save money. Embracing this new technology will transform your role as a tech-savvy CFO, and — ultimately — your business.

May 08, 2019
Services: Consulting, Tech Consulting
By: Brian Dietz, Brent Neitz, Shereen Mahoney

> Read More

New Opportunity Zones Rules Just Released

The Treasury just issued the long-awaited second round of Proposed Regulations, clarifying some key issues in connection with investing in and forming Qualified Opportunity Funds (QOFs). The issues covered in the first set of Proposed Regulations were favorable to investors. However, the second set of Proposed Regulations contained some surprises. These additional Regulations are only proposed and are potentially open to further revisions based on feedback received by the Treasury.

May 06, 2019
Industries: Construction and Real Estate
Services: Tax
By: Dannielle Lewis, Josh A. Graham

> Read More

The Realities of Revenue Recognition for Tech Companies

In what has been described as one of the largest changes to GAAP in the past decade, 2014 marked a year in which the Financial Accounting Standards Board (FASB) and the International Accounting Standards Board (IASB) sought to bring consistency across industries and enhance disclosure and simplicity for those preparing and relying on financial statements.

Apr 30, 2019
Services: Consulting, Tech Consulting
By: Brent Neitz, Brian Dietz

> Read More

Product Demo Webinar: Is Business Central Right for You?

Microsoft Dynamics 365 Business Central is an all-in-one business management solution. With Business Central, organizations can upgrade from their entry-level accounting software or legacy system into a comprehensive, cloud-based solution to manage finance, sales, HR, operations and customer service.

Apr 10, 2019
Services: Consulting, Tech Consulting
By: Mark Christie, Connor R. McNamara

> Read More

How to Monitor Your Org's Performance With Automated Financial Processes

In this complicated and need-it-now world, monthly check-ins no longer enable effective decision-making. Your people, processes and technologies matter more than ever as you seek to answer pressing financial questions. With such intense pressure on the finance department to inform decisions and provide information, why is it so hard to generate reports? You have the right people, and your processes are in order, but too often, it’s your technology that’s holding you back.

Apr 09, 2019
By: Rebecca A. Hurst, Brent Neitz

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Shining a light on Internal Fraud: Implementing an action plan to monitor and safeguard your practice

It is estimated that over 10% of all independent medical and dental practices are affected by internal fraud. Amazingly, 5% of all revenue is lost to fraud. It is vital to implement an action plan to help protect your practice from fraudulent activities.

Apr 08, 2019
Industries: Healthcare
Services: Fraud and Forensic Services

> Read More

Office 365 Security: The threats are evolving. Are you doing enough?

Cybercrime is a big business. Email phishing attacks are not only on the rise but also becoming more sophisticated. Large and small organizations alike are being hit, and the consequences to their reputation and their wallet have been devastating.

Mar 27, 2019
Services: Consulting, Tech Consulting
By: Mark A. Burger, Dan Miller

> Read More

Plan and Budget Smarter with Sage Intacct

Sage Intacct recently unveiled its Budgeting and Planning solution. How can it help you and your organization? Find out now.

Mar 26, 2019
Industries: Agribusiness, Governments, Nonprofits, Private Equity, Tribal Gaming and Government
Services: Consulting, Tech Consulting
By: Tony Cantor

> Read More

IT Examination Hot Topics - Cybersecurity

You can’t have an effective cybersecurity strategy if you don’t know what you’re up against. This webinar discusses the latest threats to your customer information

Mar 22, 2019
Industries: Financial Institutions
By: Matthew T. Janoski, Travis Wouters

> Read More

Research and Development Tax Credit Opportunities for Ag

Many of the business activities associated with agriculture qualify for the research and development tax credit. Could you be missing out on tax credits without realizing it?

Feb 20, 2019
Industries: Agribusiness
Services: Tax
By: Christina Schultz

> Read More

Fair Lending Examiner Expectation for Your Fair Lending Program

It’s still a hot topic and one that affects all financial institutions. Do you know how to manage your fair lending risk? Why be surprised when confronted with disparities in your lending performance.

Feb 19, 2019
Industries: Financial Institutions
By: Melissa D. Blaser

> Read More

Building Enduring Value: Is Your Manufacturing Organization Transferable?

Truly understanding your business and its value goes beyond numbers. Whether you’re building your business, reaping the benefits of experience but not ready to retire or getting ready to plan your exit strategy, now is the perfect time to improve the transferability characteristics of your company. Learn what you can be doing today to help perpetuate your manufacturing organization into the future.

Jan 15, 2019
Industries: Manufacturing and Distribution
Services: Business Succession Planning
By: Paul T. Lally

> Read More

Managing Cybersecurity Risks for Nonprofits

You can invest in the most advanced security tools, like firewalls and intrusion prevention systems, but it takes only one click by an employee on an ill-intended email for cybercriminals to access your information. These types of missteps can lead to big problems for your organization.

Dec 27, 2018
Industries: Nonprofits, Governments, Tribal Gaming and Government
Services: Cybersecurity
By: Jeff Olejnik

> Read More

CECL Implementation: Practical Ideas to Move Forward

“Am I doing the right things to get ready for CECL?” This is a common question asked by financial institutions as they struggle to figure out what CECL’s impact is going to be. This webinar looks at some practical ideas financial institutions should be considering to stay on track throughout the implementation process

Dec 14, 2018
Industries: Financial Institutions
Services: Audit and Accounting
By: Nick G. Ansley, Brett D. Schwantes

> Read More

Dynamics GP Year-End Training

This seminar is designed to provide you with educational information to complete your year-end. Please click on the links for the recorded webinar and a PDF of the 2018 Dynamics GP Year End Manual.

Dec 13, 2018
Services: Consulting, Tech Consulting
By: Barbara Bell, Dawn Schwarz, Cassaundra A. Soto-Gillon

> Read More

Tax Update for Financial Institutions

The Tax Cuts and Jobs Act was signed by President Trump at the end of 2017. This much anticipated tax reform comes with new rules that your bank can take full advantage of, if you prepare before the end of the year. Listen to a webinar regarding how the new tax law will impact banks and what will need to be done to prepare. 

Dec 06, 2018
Industries: Financial Institutions
Services: Tax
By: Jessica H. Mac Naughton

> Read More

Accounting and Audit Update for Financial Institutions

Wipfli’s annual accounting and audit webinar provides an update on final accounting rules effective for 2018 and 2019, as well as some rules that have been finalized but will not be effective for several years. We also look at the current status of any significant proposed rules being deliberated by FASB and implications they would have for the financial institution industry.

Nov 19, 2018
Industries: Financial Institutions
Services: Audit and Accounting
By: Brett D. Schwantes

> Read More

Maximizing Team Effectiveness with PI

Dive into this dynamic software!

Nov 08, 2018
Services: Talent and Change

> Read More

Recorded Webinar: Revenue Recognition, Misconceptions and Lessons Learned

The largest change to GAAP in 20 years—ASC 606—continues to mystify, challenge and frustrate the accounting world. Depending on the level of change required, organizations need a timely and efficient plan of adoption to ensure adequate resources are available and reporting deadlines are met. With the 2019 deadline for private companies to adopt ASC 606, Revenue from Contracts with Customers, looming closer, hear firsthand about some common misconceptions and lessons learned from adopters.

Nov 08, 2018
Industries: Agribusiness, Construction and Real Estate, Dealerships, FinTech, Home, Governments, Healthcare, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity, Tribal Gaming and Government
Services: Audit and Accounting
By: Ronald P. Hafner, Colleen Cooke-Varallo, Brian Dietz, Samantha A. Wimmer

> Read More

Recorded Webinar: Is Your Business Transferable?

Only 30% of private businesses are successful in their first generational transfer (70% failure rate).

Only 14% pass from the second to third generation, and only 4% make it to the fourth generation.

Do you know the characteristics that determine whether or not your business is transferable? View this on-demand webinar to learn more.

Oct 25, 2018
Industries: Agribusiness, Construction and Real Estate, Dealerships, Financial Institutions, Financial Services, FinTech, Home, Governments, Healthcare, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity, Tribal Gaming and Government
Services: Tax
By: Paul T. Lally

> Read More

New Tax Guidance on 199A: An Overview of Its Impact on Ag Producers

As an Ag Producer, you need to know how the recent guidance on Section 199A impacts you. This guidance clarified some gray areas created by the Tax Cuts and Jobs Act of 2017. This recorded webinar provides a high-level and practical look at the impact of the TCJA and the new guidance on Section 199A.

Oct 24, 2018
Industries: Agribusiness
Services: Tax
By: Dustin Wiesner, Andrew Seifert, Bradley Cook

> Read More

SCOTUS Overturns Quill: What You Should Be Doing Today

This summer, the U.S. Supreme Court released its highly anticipated decision in South Dakota v. Wayfair, Inc. In a five-to-four decision, the Supreme Court overturned the physical presence standard set forth in its own decision in Quill Corp. v. North Dakota. In that case, the Supreme Court ruled that a state could require a business to collect sales tax only if that business had a physical presence in that state. Join Wipfli State and Local Tax (SALT) leaders to learn more about this monumental change, how it impacts manufacturers and what you should be doing today. 

Oct 03, 2018
Industries: Agribusiness, Construction and Real Estate, Dealerships, Financial Institutions, Financial Services, FinTech, Home, Governments, Healthcare, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity, Tribal Gaming and Government
Services: Tax
By: Craig A. Cookle, Tara T. Johnson

> Read More

SCOTUS Overturns Quill - How Manufacturers Are Impacted and What You Should Be Doing Today

This summer, the U.S. Supreme Court released its highly anticipated decision in South Dakota v. Wayfair, Inc. In a five-to-four decision, the Supreme Court overturned the physical presence standard set forth in its own decision in Quill Corp. v. North Dakota. In that case, the Supreme Court ruled that a state could require a business to collect sales tax only if that business had a physical presence in that state. Join Wipfli State and Local Tax (SALT) leaders to learn more about this monumental change, how it impacts manufacturers and what you should be doing today.

Sep 27, 2018
Industries: Manufacturing and Distribution
Services: Tax, State and Local Tax
By: Craig A. Cookle, Tara T. Johnson

> Read More

Transforming Team Dynamics: A Johnsonville Case Study

Hear real-world insight from a leading organization that has navigated the culture conversation with the help of the industry-leading tool, Predictive Index®.

Sep 26, 2018
Industries: Agribusiness, Construction and Real Estate, Dealerships, FinTech, Financial Institutions, Financial Services, Home, Governments, Healthcare, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Talent and Change

> Read More

Position Your Casino for Growth with CasinoEdge Powered by Intacct

With an accounting system built on leading technology that automates core financial management functions, you can refocus your resources on your core business, make faster and more informed decisions, boost productivity and deliver the scale necessary for growth.

Sep 25, 2018
Industries: Tribal Gaming and Government, Tribal Gaming
Services: Consulting, Tech Consulting
By: Lindan D. Elliott, Jason Winkler

> Read More

Webinar: Build Better Experiences with Dynamics 365 for Project Service Automation

Discover project management made efficient and cost-effective with Dynamics 365 for Project Service Automation. This solution allows businesses like yours to manage the entire customer life cycle — from sales, planning and delivery, to the quality of your service post-sale.

Sep 12, 2018
Industries: Agribusiness, Construction and Real Estate, Tribal Gaming and Government, Dealerships, Financial Institutions, Financial Services, FinTech, Home, Governments, Healthcare, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Consulting, Tech Consulting
By: Andrew J. Potasek, Ryan C. Rademann

> Read More

Manufacturing Financial Planning and Analysis Optimization: Moving Past Results Toward Opportunities

If your manufacturing organization is focusing on future growth and really examining its financial position, it is more important now than ever to focus on planning strategies that connect the financial operations of the business with the profit centers of the enterprise. This webinar-on-demand will help leaders take planning to the next level — connecting financial insight with manufacturing operations across the entire organization.

Aug 21, 2018
Industries: Manufacturing and Distribution
Services: Audit and Accounting, Consulting
By: Tony Cantor,

> Read More

Webinar: Reporting Tools in Dynamics GP

When fully utilized, reporting tools provide the power and flexibility to turn data into meaningful information that can help make strategic business decisions. This webinar describes some of the reporting options available for Microsoft Dynamics GP along with a process strategy to create or modify existing reports to make them impactful for your business.

Aug 16, 2018
Industries: Agribusiness, Construction and Real Estate, Tribal Gaming and Government, Dealerships, Financial Institutions, Financial Services, FinTech, Home, Governments, Healthcare, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Consulting, Tech Consulting
By: Barbara Bell, John Kirsch

> Read More

TRID Clarifications, Corrections, and Technical Amendments Webinar

Listen to this recorded webinar to review the TRID Clarifications, Corrections, and Technical Amendments that were published in 2017 with a mandatory compliance date of October 1, 2018. We’ll summarize the information and help you break down what actions you should take to ensure you are in compliance by October 1. 

Jul 26, 2018
Industries: Financial Institutions
By: Melissa D. Blaser, Tim Tedrick

> Read More

Webinar: Get to Know Dynamics 365 Business Central

Like a supply chain, when all the pieces of a business fit and work together, it leads to efficient processes, maximized profitability and happy customers. But keeping all facets of your business in sync is about as easy as ensuring no piece of a supply chain ever goes wrong. That’s why Microsoft Dynamics 365’s newest application, Business Central, is so crucial to organizations that want to make smarter decisions. Watch our webinar where we demo Business Central and answer your questions.

Jul 18, 2018
Industries: Agribusiness, Construction and Real Estate, Tribal Gaming and Government, Dealerships, Financial Institutions, Financial Services, FinTech, Home, Governments, Healthcare, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Consulting, Tech Consulting
By: Barbara Bell, Mark Christie

> Read More

What's New in Dynamics GP 2018

Being a regular user of Microsoft Dynamics GP, you’ve probably thought of some features that could be easier, faster and more convenient for you — and you’re not alone. In GP’s 2018 release, Microsoft has listened to its customers and used their feedback to make a wide range of enhancements. Find out what’s new and how it benefits your business in Wipfli’s complimentary webinar, “What’s New in Dynamics GP 2018.”

Jul 12, 2018
Industries: Agribusiness, Construction and Real Estate, Tribal Gaming and Government, Dealerships, Financial Institutions, Financial Services, FinTech, Home, Governments, Healthcare, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Consulting
By: Barbara Bell

> Read More

What Health Care Entities Should Be Doing to Prepare for Revenue Recognition and Lease Standard

ASU 2014-09: Revenue Recognition (“ASC 606”) and ASU 2016-02: Leases are two of the most significant standards that have been issued in the last 10 years. Getting ready for and implementing these standards will require much time and energy.

Jun 28, 2018
Industries: Healthcare
Services: Audit and Accounting
By: Corina R. Schoenke, Joshua J. Boyle

> Read More

What Is the Value of My Company, and Why Do I Need to Know?

“I’m not planning on selling my business anytime soon, so I don’t need to know what it’s worth, right?”

Wrong.

This webinar will provide insight into the importance of knowing what your business is worth, reasons why a business valuation is needed, and information on why using a qualified individual to arrive at that value is essential.

Jun 14, 2018
Industries: Manufacturing and Distribution
By: Lisa M. Cribben

> Read More

Managing Cybersecurity Risk for Dealerships

Cyber attacks are on the rise and occur with alarming frequency. The financial and reputational consequences from an attack or breach could be devastating to your dealership. 

Your dealership collects and maintains a wealth of personal information from your customers. Maintaining a strong and agile cybersecurity program is imperative. This on-demand webinar was designed to help you determine whether your cybersecurity program is as strong as it should be. 

Jun 13, 2018
Industries: Dealerships
By: Steve Hewitt, Jeff Olejnik

> Read More

Increase Customer Trust and Loyalty With Dynamics 365 for Field Service

All organizations strive to provide exceptional, consistent customer service, but how do you make that a reality when your business is out in the field? How do you keep field service agents connected and equipped to be productive?

Field Service Automation in Dynamics 365 provides your field service agents with the connectivity they need to create the customer service you expect. See how Dynamics 365 increases efficiency of scheduling field service agents, equipment and other resources and enables field service agents to be more productive on site with mobile capabilities. Increase customer trust and transparency by enabling self-scheduling and issue reporting.

May 16, 2018
Industries: Agribusiness, Construction and Real Estate, Dealerships, FinTech, Financial Institutions, Financial Services, Home, Governments, Healthcare, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Consulting, Tech Consulting
By: Ryan Swiderski

> Read More

Managing Cybersecurity Using the New NCUA ACET and FFIEC CAT

Cybersecurity is at the top of the minds of credit unions, their members, supervisory committees, and regulators alike. The NCUA listed “Cybersecurity Assessment” as one of the primary areas of supervisory focus in 2018 and has begun implementing the Automated Cybersecurity Examination Tool (ACET) to improve its supervision. Learn more in this recorded webinar.

May 03, 2018
Industries: Financial Institutions
By: Dennis M. Johnson

> Read More

Planning and Strategic Management: Approaches to Strategic Thinking in Today's World

If your manufacturing organization is focused on future growth, building your competitive advantage, or increasing production without negatively impacting current operations, planning and strategic management should be at the forefront. This webinar will provide a solid overview of the strategic planning process.

Apr 26, 2018
Industries: Manufacturing and Distribution
Services: Consulting
By: Deron J. Kling

> Read More

Why Construction and Real Estate Entities Need to Care about Revenue Recognition

Largely unknown. Almost unavoidable. Unidentified impact. Those three statements sum up the status of the knowledge and implementation plan for many construction and real estate (CRE) entities for the upcoming changes to Revenue Recognition. Many CRE entities mistakenly believe that they don’t need to give serious consideration to this new accounting standard.

Apr 24, 2018
Industries: Construction and Real Estate
Services: Audit and Accounting
By: Adam Mueller, Lucas Rocole

> Read More

What Ag Producers Need to Know About the New Tax Law

The Tax Cuts and Jobs Act of 2017 provided sweeping changes in tax law for businesses, trusts, and individuals. While much of the impact is beneficial for ag producers, it’s important to examine how the changes will impact short-term and long-term goals. This on-demand webinar was designed especially for ag producers, and provides a high-level and practical look at the changes affecting tax year 2018 and beyond.  

Mar 28, 2018
Industries: Agribusiness
Services: Tax
By: Bradley Cook, Justin Van Zuiden, Dustin Wiesner

> Read More

IT Examination Hot Topics - Cybersecurity

You can’t have an effective cybersecurity strategy if you don’t know what you’re up against. This webinar discusses the latest threats to your customer information.

Mar 19, 2018
Industries: Financial Institutions
By: Travis Wouters, James A. Marks

> Read More

FinTech Update for Financial Institutions

Wipfli’s biannual FinTech webinar updates you on developments in FinTech, the potential impact on financial institutions, and technological advancements.

Mar 15, 2018
Industries: Financial Institutions, FinTech
Services: Consulting
By: Girish M. Ramachandra, David Schroepfer

> Read More

Sales and Use Tax Update for Wisconsin Contractors

Are you keeping up-to-date on all the changes in sales tax rules for construction projects? Over the past few years, there have been various sales tax legislation changes impacting contractors. Brush up on your knowledge of how sales and use taxes need to be factored into your bids and the support you need to document the exemption. Don’t let a 5% sales tax impact cause you to lose a bid.

Mar 08, 2018
Industries: Construction and Real Estate
Services: Tax
By: Craig A. Cookle,

> Read More

Recorded Webinar - Webinar: Close the Technology Skills Gap (Dynamics GP)

Experience MyTraining, a customizable training portal built on best practices for organizations like yours. We will review our training recommendations pertaining to Dynamics GP and cover new training options for Office Suite including Outlook, Excel, Skype for Business, and more. 

Feb 28, 2018
Industries: Agribusiness, Construction and Real Estate, Dealerships, FinTech, Financial Institutions, Financial Services, Home, Governments, Healthcare, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Consulting, Tech Consulting
By: Barbara Bell, Mark A. Burger

> Read More

Manufacturing Workforce Woes: The Business Case for Amped-Up Acquisition and Retention Strategies

If your organization is focusing on future growth, it is now more important than ever for manufacturing leaders to focus on strategies to find and keep good employees. In this on-demand webinar, Deb Marshall, a seasoned HR professional with more than 25 years of experience, explores options and ideas you can consider doing today to improve your ability to both find a supply of new workers and develop/retain your existing workforce (plant and professional).

Feb 22, 2018
Industries: Manufacturing and Distribution
Services: Consulting
By: Deborah S. Marshall

> Read More

Recorded Webinar: Tax Cuts and Jobs Act: What Businesses Need to Know

This webinar provides a comprehensive overview of the changes impacting business entities along with a review of tax planning considerations for owners, investors and executives.  

Feb 13, 2018
Industries: Agribusiness, Construction and Real Estate, Dealerships, FinTech, Financial Institutions, Financial Services, Home, Governments, Healthcare, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Tax
By: Gregory G. Butler, Crystal Christenson, Kelly M. Fisher, Ryan P. Laughlin

> Read More

Recorded Webinar: Tax Cuts and Jobs Act: What Individuals Need to Know

This webinar provides a comprehensive overview of the changes impacting individuals and families as well as critical financial planning considerations and strategies.

Feb 13, 2018
Industries: Agribusiness, Construction and Real Estate, Dealerships, FinTech, Financial Institutions, Financial Services, Home, Governments, Healthcare, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Tax
By: Gregory G. Butler, Crystal Christenson, Kelly M. Fisher, Ryan P. Laughlin

> Read More

Federal Tax Cuts and Jobs Act for Banks

The Tax Cuts and Jobs Act (the “Tax Act”) contains significant changes affecting banks. This webinar discusses those changes and how they will impact your bank. 

Feb 08, 2018
Industries: Financial Institutions
Services: Tax
By: Jessica H. Mac Naughton, Jason J. Wimmer

> Read More

Dynamics 365 Webinar series - Quote to Cash

Learn how your organization can utilize Microsoft Dynamics 365 to share account information across applications, process quotes and shipments, and review and analyze sales performance using Power BI dashboards.

Jan 18, 2018
Industries: Manufacturing and Distribution
Services: Consulting, Tech Consulting

> Read More

Countdown to New HMDA Webinar

It’s not too late. Be prepared for January 1, 2018. We walk you through the new requirements of the Home Mortgage Disclosure Act. Make sure your staff is ready to accurately report new Loan Application Register information by listening to detail on the new requirements. Even if you’ve already received your HMDA training, the changes are numerous and additional information and reinforcement is the key to getting it right. We cover new and modified requirements and the detail behind each. Listen and receive the information you need to comply.

Dec 14, 2017
Industries: Financial Institutions
By: Melissa D. Blaser, Tim Tedrick

> Read More

Recorded Webinar: Accelerate Your Customer Service With Dynamics 365

An on-demand webinar designed to help organizations streamline assisting customers, organizing priorities, tracking results, and improving customer service processes. Microsoft Dynamics experts Ryan Swiderski and Lauren Haapakoski will share how organizations are transforming to meet the needs of their employees and customers. 

Dec 13, 2017
Industries: Agribusiness, Construction and Real Estate, Dealerships, FinTech, Financial Institutions, Financial Services, Home, Governments, Healthcare, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Consulting, Tech Consulting
By: Ryan Swiderski

> Read More

Tax Update for Financial Institutions

There has been much talk about the need for tax reform. The U.S. tax system is incredibly complicated, and the high tax rate environment makes it more important than ever to plan around upcoming changes (the combined federal and state marginal tax rates currently exceed 40 percent for most C corporations and approaches 50 percent for most S corporations). By understanding upcoming changes and taking proactive measures, banks and their owners can minimize their federal and state income tax liabilities. 

Dec 07, 2017
Industries: Financial Institutions
Services: Tax
By: Jason J. Wimmer

> Read More

Cyber Risk in Manufacturing: Be Proactive and Prepared

Cybersecurity has become a nonnegotiable responsibility for companies of every size and in every industry including manufacturing, especially as cyber-attacks within the industry are on the rise. During this on-demand webinar gain a solid overview of cybersecurity risks and what you should do to improve your cybersecurity preparedness.

Dec 06, 2017
Industries: Manufacturing and Distribution
Services: Governance & Risk, Consulting
By: Jeff Olejnik

> Read More

Recorded Webinar - Desktop Users Sessions: Move to QuickBooks Online

Join Wipfli for an on-demand webinar designed for QuickBooks desktop products users interested in moving to a cloud-based solution with QuickBooks Online.

Dec 05, 2017
Industries: Agribusiness, Construction and Real Estate, Dealerships, FinTech, Financial Institutions, Financial Services, Home, Governments, Healthcare, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Consulting, Tech Consulting
By:

> Read More

Audit and Accounting Update for Financial Institutions

Wipfli’s annual audit and accounting webinar  updates you on final accounting rules effective for 2017 and 2018, as well as some rules that have been finalized but will not be effective for several years. We also look at the current status of several proposed rules being deliberated by FASB and significant implications they would have for the financial institution industry.

Nov 20, 2017
Industries: Financial Institutions
Services: Audit and Accounting
By: Brett D. Schwantes

> Read More

Will You Be Ready for CECL?

FASB’s Current Expected Credit Loss (CECL) standard is coming, and institutions are trying to figure out what to do next. The FASB pushed out the effective dates of the new standard to give institutions time to implement very significant changes to their allowance for loan and lease loss analyses, but a lot of work needs to be done between now and then. So what should institutions be doing or thinking about in 2017 and beyond? 

Oct 29, 2017
Industries: Financial Institutions
Services: Audit and Accounting
By: Brett D. Schwantes

> Read More

Tax Planning Strategies and Opportunities for Manufacturers in 2017

To implement successful tax planning strategies and potentially reduce your manufacturing company’s overall tax burden, it’s important to understand the opportunities available as well as the risks to avoid. View this on-demand webinar to gain insights on minimizing multi-state tax exposure, leveraging tax credits and incentives, and maintaining proper documentation to support tax-saving strategies.

Oct 17, 2017
Industries: Manufacturing and Distribution
Services: Tax
By: Brian Lightfield, Tanya Malaney, Kory C. Kebert

> Read More

Hacking the Financial Institution: New developments in cybersecurity regulation, examination and incident response

Your institution has been hacked!

Was your institution ready? What are your next steps? Who is in charge? Who do you notify? Should you notify anyone? How do you protect your institution and prevent this from occurring again?

Oct 05, 2017
Industries: Financial Institutions, Private Equity, Financial Services
Services: Consulting
By: Jeff Olejnik, Marc W. Courey

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New FASB Revenue Recognition Standards Actions You Should Take Now - Part 2

In this second webinar, you learned how Sage Intacct, a best in class ERP solutions, helps you master your transition to ASC 606 in an efficient and cost-effective effective manner. This webinar includes a product demonstration on Sage Intacct and how it can improve your transition.

Sep 19, 2017
Industries: Construction and Real Estate, Healthcare, Private Equity
Services: Audit and Accounting
By: Brian Dietz

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To Catch a Thief Webinar

The results of your latest penetration test are in – and they are brutal. You've patched your systems, AV is up to date… but the tester took it all.

Sep 14, 2017
Industries: Agribusiness, Construction and Real Estate, Dealerships, FinTech, Financial Institutions, Financial Services, Home, Governments, Healthcare, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Governance & Risk
By: Travis Kaun

> Read More

ACH Update Webinar

Electronic payments via ACH continue to evolve as technology and other factors change the way we do things. Consequently, NACHA Operating Rules continually change also. This recorded webinar covers approved NACHA rule changes and gives insight into issues we see financial institutions facing as a result of examiner scrutiny and the changing electronic payments environment.

Aug 17, 2017
Industries: Financial Institutions
By: Tim Tedrick

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New FASB Revenue Recognition Standards Actions You Should Take Now - Part 1

In May 2014, the Financial Accounting Standards Board (FASB) issued the final standard on revenue from contracts with customers, Accounting Standards Codification (ASC) Topic 606. It has been described as one of the largest changes to GAAP in over a generation.  
 
The new standard supersedes most current revenue recognition guidance and is designed to create consistency across industries, enrich financial disclosure, and enhance comparability for those relying on financial statements.

Aug 16, 2017
Industries: Construction and Real Estate, Healthcare, Manufacturing and Distribution, Private Equity, Insurance
Services: Audit and Accounting, Consulting, Tech Consulting
By: Brian Dietz, Colleen Cooke-Varallo

> Read More

Accelerate Your Performance With Dynamics 365

Wipfli experts explore how Dynamics 365 for sales can help your sales teams, management, and executives gain valuable insight into your organization’s relationships, sales, and performance.

Aug 15, 2017
Industries: Agribusiness, Construction and Real Estate, Dealerships, FinTech, Financial Institutions, Financial Services, Home, Governments, Healthcare, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Tech Consulting
By: Andrew J. Potasek, Ryan Swiderski

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Understanding the New Revenue Recognition Standard ASC 606: What Manufacturers Need to Know

In May 2014, the Financial Accounting Standards Board (FASB) issued the final standard on revenue from contracts with customers, Accounting Standards Codification (ASC) Topic 606. It has been described as one of the largest changes to GAAP in over a generation. View this on-demand webinar to gain an understanding of the new standard, potential implications to your organization as well as potential impact on the manufacturing industry.

Aug 10, 2017
Industries: Manufacturing and Distribution
Services: Audit and Accounting
By: Colleen Cooke-Varallo, Sara L. Funk

> Read More

Uniform Real Estate Loan Application (URLA) Form Implementation Webinar

The URLA is also known as the Freddie Mac Form 65 and the Fannie Mae Form 1003.  It is jointly owned by these government-sponsored entities (GSEs) and has been in use for more than 20 years.  In August 2016, the URLA was updated. The form has been redesigned to be more consumer-friendly and efficient. 

Jul 27, 2017
Industries: Financial Institutions
By: Tim Tedrick

> Read More

Digital Transformation and Manufacturing: Is Your Organization Ready?

Manufacturers are experiencing technology disruption that touches nearly every aspect of their organization. This disruption forces change, which can either paralyze manufacturers or encourage them to discover their own digital transformation. View this on-demand webinar and gain valuable insights into driving digital transformation through technology in your organization.

Jun 08, 2017
Industries: Manufacturing and Distribution
Services: Consulting, Tech Consulting
By:

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IT Examination Hot Topics – Cybersecurity: Recorded Webinar

You can’t have an effective cybersecurity strategy if you don’t know what you’re up against. This recorded webinar will discuss the latest threats to your customer information.

Feb 23, 2017
Industries: Financial Institutions, Financial Services
Services: Consulting
By: Matthew T. Janoski, Travis Wouters

> Read More

2017 Medicare Payment System Changes: Understanding the Impact Webinar - Part II

This webinar provides you with an overview of Medicare’s final rules and changes for physician services most affected by the 2017 changes. Click the link for additional details.  

Jan 17, 2017
Industries: Healthcare
By: Jeff Bramschreiber, Jeanne M. Chapdelaine, Jeffrey M. Johnson, Judith A. Holloway

> Read More

2017 Medicare Payment System Changes: Understanding the Impact Webinar - Part I

This webinar provides you with an overview of Medicare’s final rules and changes for hospitals and rural health providers most affected by the 2017 changes. Click the link for additional details. 

Jan 10, 2017
Industries: Healthcare
By: Jeff Bramschreiber, Jeanne M. Chapdelaine, Jeffrey M. Johnson, Judith A. Holloway

> Read More

Tax Update for Financial Institutions

Our tax environment is constantly changing! Given the high tax rate environment, it is more important than ever to understand these tax changes and how they impact your financial institution. This webinar gives an update of the most important tax changes affecting the financial institution industry. Click the link for more information. 

Dec 08, 2016
Industries: Financial Institutions
Services: Tax
By: Jason J. Wimmer

> Read More

Getting Ready for CECL

FASB’s credit impairment standard for financial instruments is here—so now what do we do?  This recorded webinar will help management of financial institutions start to figure out what their institution should be doing now to be ready for CECL when it becomes effective. Click the link for more information. 

Dec 05, 2016
Industries: Financial Institutions
Services: Audit and Accounting
By: Brett D. Schwantes

> Read More

Audit and Accounting Update for Financial Institutions

Wipfli’s audit and accounting webinar updates you on final accounting rules effective for 2016 and 2017, as well as some rules that have been finalized but will not be effective for several years. Click the link for more information. 

Nov 21, 2016
Industries: Financial Institutions
Services: Audit and Accounting
By: Brett D. Schwantes

> Read More

Impactful Tax Planning and Savings Strategies for Manufacturers

The proper application of tax strategies can help manufacturers maximize tax savings, potentially improving cash flow that can be applied to help realize long-term, successful growth with a competitive edge. This webinar is intended for business owners, CFOs, CEOs, controllers, and accounting professionals looking to minimize tax exposure and reduce tax liability. Click the link for more information. 

Nov 14, 2016
Industries: Manufacturing and Distribution
Services: Tax
By: Jeffrey R. Fritz, Samantha A. Wimmer

> Read More

Window of Opportunity Closing for Intra-Family Tax Discounts

In August, the IRS unveiled long-awaited proposed Regulations under IRC 2704, which deal with valuation discounts for estate and gift tax purposes. Get the details and understand what you can do now to help in your estate tax planning efforts. Click the link for more information. 

Nov 02, 2016
Services: Tax
By: Ryan P. Laughlin, Audra M. Moncur

> Read More

Business Intelligence for McKesson EMR

If your CAH is like most, you have many disparate systems collecting vast amounts of financial, clinical, and operational information on a daily basis. Collecting and converting this data into useable information can be daunting, yet the decisions you make require both confidence in and synthesis of data. This webinar recording will show you how to access the data within your McKesson EMR that will give you the power to understand billions of records in seconds—resulting in improved financial performance. Click the link for more information.  

Oct 05, 2016
Industries: Healthcare
By: Kelly Arduino, Daryl Duenkel

> Read More

Business Intelligence for CPSI EMR

If your CAH is like most, you have many disparate systems collecting vast amounts of financial, clinical, and operational information on a daily basis. Collecting and converting this data into useable information can be daunting, yet the decisions you make require both confidence in and synthesis of data. This webinar recording will show you how to access the data within your CPSI EMR that will give you the power to understand billions of records in seconds—resulting in improved financial performance. Click the link for more information. 

Oct 04, 2016
Industries: Healthcare
By: Kelly Arduino, Daryl Duenkel

> Read More

Cybersecurity Threats, Trends, and Strategies for Small Businesses

This webinar covers some of the most common cyber threats, what you can do to prevent becoming a victim, and how to respond if your data has been compromised. Click the link for more information. 

Sep 27, 2016
By: Mark Scholl

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Going Global: Opportunities and Challenges

As companies seek to improve margins and gain market share, they often look for customers outside of the United States.  Over 300,000 U.S. companies export goods or services, and of those, 98% are companies with fewer than 500 employees.  In this webinar we will help you understand the opportunities and challenges your company may face as it considers overseas expansion. Click the link for more information. 

Sep 19, 2016
Industries: Manufacturing and Distribution
By: Kelly M. Fisher

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The New Fiduciary Rule: Friend or Foe?

It has swept headlines, sparked water-cooler conversations and ignited heated discussions in countless Congressional hearings. But what, exactly, does the Department of Labor (DOL)’s new fiduciary rule entail? And most importantly, how will it affect your business, your retirement plan and your employees? Erika Young, CRPS®, AIF®, Director of Employer Plan Services at Wipfli Hewins Investment Advisors, answered these questions and more. Click the link for more information.  

Aug 25, 2016

> Read More

Improve Your Financial Reporting and Analytics with Microsoft Power BI

In this webinar, we demonstrate how Power BI can enable deeper and faster insights into the data behind key performance indicators (KPIs) within your data. You will see how to leverage Power BI to pull detailed financial data from Microsoft Dynamics GP and other sources to monitor KPIs and drill into the detail to discover why and where opportunities exist to improve performance. Click the link for more information. 

Aug 23, 2016
Services: Consulting, Tech Consulting
By: Barbara Bell

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How the Expansion of the Military Lending Act will Impact You

If you offer consumer credit, you will likely be required to comply with the provisions of the Military Lending Act beginning October 3, 2016. While the John Warner National Defense Act Talent Amendment was limited to three specific loan types that many creditors decided not to offer in order to avoid the compliance challenges, the Military Lending Act expands the coverage to other loan types offered by most creditors. Click the link for more information.  

Aug 17, 2016
Industries: Financial Institutions
By: Tim Tedrick, Melissa D. Blaser

> Read More

Risk Management With an Enterprise (Wide) Focus

Risk management is a constant challenge in today’s financial services industry. ERM is a significant management discipline that provides the framework and tools to identify risks, integrate risk management controls, and monitor risk levels and trends in any size financial institution. This webinar offers important concepts regarding a basic ERM framework, guidance on basic ERM management techniques, and important tips on successful ERM processes. Click the link for more information. 

Aug 15, 2016
Industries: Financial Institutions
By:

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Effective Planning and Preparing for the Sale of Your Company

It’s a fact that all business owners know:  At some point you will either transition ownership or sell your business. But why should you start preparing your business for sale when it isn’t on the market yet? Gain valuable insights as we take a close-up look at the trends and opportunities in the merger and acquisition market and provide specific recommendations and best practices to follow as you prepare to sell your business. Click the link for more information. 

Aug 15, 2016
Industries: Manufacturing and Distribution

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Impact of the FLSA Overtime Rule Changes

Changes to the Fair Labor Standards Act overtime regulations will take effect on December 1, 2016. It is estimated that four million workers will now be in jobs that are eligible for time-and-a-half overtime pay.  Manufacturing companies need to consider how these rules will impact employee wages and overtime pay now to be ready for the rule changes’ implementation date. Click the link for more information. 

Jul 18, 2016
Industries: Manufacturing and Distribution
By: Deborah S. Marshall

> Read More

Microsoft Dynamics® CRM 2016 & CRM 2016 Spring Release

View this on-demand webinar to learn more about what’s included in Microsoft’s new releases (CRM 2016 and CRM 2016 Spring Release) to receive an in-depth look at the exciting new features and enhancements. Click the link for more information. 

Jul 14, 2016
Services: Consulting, Tech Consulting
By: Matt Gelb

> Read More

New Fiduciary Rule for Retirement Plans: What You Need to Know

It has swept headlines, sparked water-cooler conversations and ignited heated discussions in countless Congressional hearings. But what, exactly, does the Department of Labor (DOL)’s new fiduciary rule entail? And most importantly, how will it affect your business, your retirement plan and your employees? Click the link for more information. 

Jun 20, 2016
Industries: Manufacturing and Distribution

> Read More

HR Chat: Time Off with Pay

“To PTO or not to PTO” – that is the question! During this webinar, we look at the myriad of alternatives that are out there for providing time off with pay to employees, and what your peers are doing. Most importantly, WHY are you doing what you are doing? PTO, vacation, holidays, sick time, personal days, anniversary date vs. calendar year administration, carryovers and maximums – let’s get detailed! Click the link for more information. 

May 25, 2016
Services: Consulting
By: Deborah S. Marshall

> Read More

Recent Law Changes Create Greater R&D Tax Credit Opportunities for Manufacturers

Most manufacturers can qualify for R&D tax credits for things they do every day. And now, the PATH Act, enacted in December 2015, has made significant changes in the R&D credit arena and significantly increases the opportunity. Click the link for more information. 

May 16, 2016
Industries: Manufacturing and Distribution
Services: Tax
By: Christopher R. Blaylock, Scott R. Schumacher

> Read More

The What, Why, and How of HITRUST

Wipfli and Xtium team up to provide an informative and interactive discussion regarding the Health Information Trust Alliance (HITRUST) and the adoption of their Common Security Framework (CSF) to address HIPAA requirements. As HITRUST is one of the health care industry’s most adopted security frameworks, we will explore the evolution of the standard and discuss best practices for both covered entities and service providers. Click the link for more information.

May 05, 2016
By: Torpey White

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HR Chat: Retaining Good Employees

Getting good people to stay with you is critical. To do this, it’s important to focus on culture and management. This webinar will explored several ways to promote employee retention and introduce the concept of retention accountability. Click the link for more information. 

Apr 27, 2016
By: Stephanie L. Ferrario

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Stop Fighting With Your Software

The next generation of ERP software is here!  Today’s software is easier to use, easier to maintain, and easier to afford.  It offers more value, more flexibility, and more options over your legacy systems.  Today’s cloud-based solutions allow for access anytime, anywhere, and from any device.  But how do you know if it’s time to make a change?  Where do you start? Click the link for more information. 

Apr 18, 2016
Industries: Manufacturing and Distribution
Services: Consulting, Tech Consulting

> Read More

Loan Review Best Practices and Current Issues

Loan portfolios are improving, and we are putting the financial crisis behind us as credit quality approaches pre-crisis levels. Loan growth is on most agendas, but there may be too many financial institutions pursuing a limited number of opportunities. In this environment, it is important to be razor focused on managing and monitoring portfolios to continue the recovery. Click the link for more information. 

Apr 14, 2016
Industries: Financial Institutions
By: Eric E. Van Doren, Cynthia Brzeski

> Read More

Microsoft Dynamics AX Version 7 – A Preview of What’s Coming

Microsoft Dynamics AX® enables people to make smarter decisions quickly with access to real-time insights and intelligence from nearly any device, anywhere. It allows businesses to transform by letting them redesign their business processes more quickly so they can innovate and get quick time to value in order to stay ahead of the competition. Click the link for more information.   

Mar 31, 2016
Industries: Manufacturing and Distribution
Services: Consulting, Tech Consulting
By:

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HR Chat: Compensating Employees

Deciding what to pay an employee is an issue that almost every employer will struggle with at some time. In this webinar, we will address a few base pay compensation design issues, keys to a successful and supportable compensation philosophy, and the management accountability to consistently administer it. Click the link for more information. 

Mar 30, 2016
Services: Consulting
By: Deborah S. Marshall

> Read More

Agricultural Finance Update – Credit Impacts of the Current Environment

This webinar discusses the latest trends in the industry and best practices for use in meeting the current challenges with your clients. We also address issues and opportunities with the respect to the administration of the portfolio. Click the link for more information. 

Mar 21, 2016
Industries: Financial Institutions, Agribusiness
By: , Doug Wynveen

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Business Continuity Planning – Will you be prepared if disaster strikes?

While disasters may not be preventable, their effects on your business operations can be mitigated. It’s critical to prepare for a disaster before it occurs. An effective business continuity plan can be the difference between resuming operations and closing your doors permanently. Click the link for more information. 

Mar 21, 2016
Industries: Manufacturing and Distribution
By: Jeff Olejnik

> Read More

Payroll Based Journal

If your CAH is like most, you have many disparate systems collecting vast amounts of financial, clinical, and operational information on a daily basis. Collecting and converting this data into useable information can be daunting, yet the decisions you make require both confidence in and synthesis of data. This webinar recording will show you how to access the data within your CPSI EMR that will give you the power to understand billions of records in seconds—resulting in improved financial performance. Click the link for more information. 

Mar 16, 2016
Industries: Healthcare
By: Larry P. Lester

> Read More

IT Examination Hot Topics – Cybersecurity

You can’t have an effective cybersecurity strategy if you don’t know what you’re up against. This webinar addresses the latest threats to your customer information. We also bring you up to date on the latest FFIEC and other interagency guidance in regard to cybersecurity as it affects the roles and responsibilities within your financial institution. Click the link for more information. 

Feb 25, 2016
Industries: Financial Institutions
By: Mark Scholl, James A. Marks

> Read More

HR Chat: Getting Noticed in the Recruiting World

It’s time to make your recruiting efforts stand out from the crowd! In this session we looked at various recruiting platforms in social media and ways to use technology to market your small business. Indeed.com, LinkedIn, Facebook, YouTube, what will work best for you? Click the link for more information. 

Feb 24, 2016
Services: Consulting
By: Stephanie L. Ferrario

> Read More

The Power of ‘Stay Interviews’ as a Retention Strategy for Today’s Manufacturer

One of the most powerful tools to improve employee retention is the “stay” interview. These structured conversations between manager/supervisor and their direct reports can be used to determine what it is that keeps employees there and more importantly what may result in their leaving. Click the link for more information.  

Feb 15, 2016
Industries: Manufacturing and Distribution
By: Deborah S. Marshall

> Read More

2016 Medicare Payment Systems Changes: Understanding the Impact Webinar – PART II

This webinar provides you with an overview of Medicare’s final rules and changes for physician services most affected by the 2016 changes. We will also include highlights of the final 2016 Inpatient Prospective Payment System (IPPS) rule which updates Medicare payment policies and rates for inpatient stays at general acute care and long-term care hospitals for FY 2016. Click the link for more information. 

Jan 19, 2016
Industries: Healthcare
By: Jeff Bramschreiber, Jeanne M. Chapdelaine, Jeffrey M. Johnson

> Read More

M&A Market Trends and Opportunities: Why You Should Consider Being a Buyer

Merger and acquisition deal volume and value have remained strong in 2015. While interest rates have begun to rise, financing remains readily available and affordable. What does this mean for you and for 2016? Gain valuable insights as we take a close-up look at the trends and opportunities in the merger and acquisition market and the various financing sources available for growth capital. Click the link for more information. 

Jan 18, 2016
Industries: Manufacturing and Distribution

> Read More

2016 Medicare Payment Systems Changes: Understanding the Impact Webinar – PART I

This webinar provides you with an overview of Medicare’s final rules and changes for hospitals and rural health providers. It also includes highlights of the final 2016 Inpatient Prospective Payment System (IPPS) rule which updates Medicare payment policies and rates for inpatient stays at general acute care and long-term care hospitals for FY 2016. Click the link for more information. 

Jan 12, 2016
Industries: Healthcare
By: Jeff Bramschreiber, Jeanne M. Chapdelaine, Jeffrey M. Johnson

> Read More

Managing Your IT Systems: Creating a Roadmap

This recorded webinar will help you understand some of the critical areas to establish solid processes and a well-functioning technology environment in your business. Click the link for more information. 

Dec 15, 2015
Industries: Manufacturing and Distribution
Services: Consulting, Tech Consulting
By: Dan Miller

> Read More

Managing Cybersecurity Risk: Top 5 Tips for Manufacturers

Cybersecurity is becoming vitally important in the manufacturing industry today. Manufacturers are recognizing the need to better protect their manufacturing data and systems as well as sensitive customer, supplier, and product information. But what should you be doing to protect your company’s information? It can seem overwhelming and complicated. Click the link for more information. 

Nov 16, 2015
Industries: Manufacturing and Distribution
By: Jeff Olejnik

> Read More

It’s Not About First Product/First State, It’s About Last Product/Last State

An insurance-focused discussion about getting the last product, last state implemented in your new Policy Admin System (PAS) to actually achieve the business case. Click the link for more information. 

Oct 21, 2015
Industries: Insurance
Services: Consulting, Tech Consulting
By:

> Read More

The NEW FFIEC Cybersecurity Assessment Tool: What Your CEO Needs to Know

Cybersecurity is at the top of the minds of bank execs and regulators alike. Cyber-attacks are relentless and occur with alarming frequency, and financial institutions are one of the primary targets. The reality is 100% protection is not possible. There are thousands of ways attackers can compromise security and they only need to be successful once. Click the link for more information. 

Sep 04, 2015
Industries: Financial Institutions
By: Jeff Olejnik

> Read More

Affordable Care Act Health Insurance Information Reporting for Small Businesses

Recently, on June 25, the U.S. Supreme Court upheld the federal subsidies for Marketplace insurance allowed by the Affordable Care Act (ACA). Hence, if you are an employer that has not taken action, there is no longer any reason to delay making decisions. Click the link for more information. 

Aug 12, 2015
Industries: Agribusiness, Construction and Real Estate, Dealerships, FinTech, Financial Institutions, Financial Services, Home, Governments, Healthcare, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity

> Read More

Close Calls: Practical Tips to Become More Effective in the Preparation of Your Call Report - Banks

The quarterly call reporting has evolved over the years from a simple balance sheet and income statement to a substantial and comprehensive disclosure of a Bank’s financial condition. Click the link for more information. 

Jun 30, 2015
Industries: Financial Institutions
Services: Audit and Accounting

> Read More

Business Continuity and FFIEC Appendix J: Be Prepared and Compliant

In this session, Wipfli provides valuable information on how to prepare your institution to survive when disaster strikes. We also discuss the latest business continuity tools and techniques to develop an actionable and compliant business continuity program. Click the link for more information. 

Jun 19, 2015
Industries: Financial Institutions
By: Jeff Olejnik

> Read More

Total Compensation Strategies

It is critical that banks focus on total compensation strategy to ensure alignment with company, department, and individual performance. This webinar focuses on how to strategically and effectively design and manage a total compensation plan to achieve bank goals while remaining responsive to the needs of all stakeholders. Click the link for more information. 

May 04, 2015
Industries: Financial Institutions
By: Julia A. Johnson

> Read More

Simplifying Business Intelligence: A Strategy for Better Decision Making and More Effective Collaboration

To increase effectiveness and efficiency in decision making and to ensure an environment of collaboration, intuition just isn’t enough. Business intelligence (BI) is what gets you there, but it can easily become expensive and complicated. Learn how simplifying business intelligence can lead you to the insight you need, without the waste. Click the link for more information. 

Mar 24, 2015
Industries: Manufacturing and Distribution
Services: Consulting, Tech Consulting
By: Jason Muhlstein, Mark Stevens

> Read More

Making the Transition to Basel III a Little Easier

Basel III is effective for community banks beginning January 1, 2015. These rules made some substantial, and sometimes complex, changes to regulatory capital calculations and requirements, and many banks are still trying to understand and appreciate the significance of those changes. This webinar was designed to make the process of changing to the Basel III rules a little easier. Click the link for more information. 

Jan 20, 2015
Industries: Financial Institutions
Services: Audit and Accounting
By: Brett D. Schwantes

> Read More

Analytics and the Lamp Post: Illuminating Policyholder Retention

An insurance-focused webinar about how predictive analytics can be used to determine factors that may cause customers to not renew policies. Click the link for more information. 

Dec 04, 2014
Industries: Insurance
Services: Consulting, Tech Consulting

> Read More

Roadmap to Technology Success: Don't Forget the Change Management

Join Jeff Wulf, Partner and resident change management expert at Wipfli LLP, and Mark Stevens, Partner, Manufacturing and Distribution Consulting and Technology Integration, as they discuss how manufacturers can create a plan to quickly and easily integrate change management strategies into your next technology project, helping you unlock greater ROI. Click the link for more information.

Jul 10, 2014
Industries: Manufacturing and Distribution
Services: Consulting, Tech Consulting
By: Mark Stevens, Jeffrey H. Wulf

> Read More

'Lean' Your Way to Better Productivity

If you think you’re lean…you’re probably not! Lean is more than just flow or waste like you typically hear. Lean is about thought. Join us and learn how developing a “process mind” can transform your organization. Webinar features a discussion with Phil Kirby, lean expert and author of The Process Mind: The New Thoughtware. Click the link for more information.

Mar 25, 2014
Industries: Manufacturing and Distribution
Services: Consulting, Tech Consulting
By: Mark Stevens

> Read More

Collaboration and Decisions Systems - What Every Contractor Needs to Know: Leveraging Technology to Make Your Job Easier

Mountains of spreadsheets and e-mail, but still can’t find what you need to win projects and manage them effectively? During this informative webinar we will provide insights into leveraging technology (including tools that many companies already have in place such as Outlook, Excel, and tablets/smartphones) to help you become more collaborative, efficient, customer-centric, and profitable. Click the link for more information. 

Mar 12, 2014
Industries: Construction and Real Estate
By: Matt Gelb, Kenneth F. Kortas

> Read More

Enhancing the Customer Experience and Increasing Profitability With CRM Technology

During this webinar, you will discover how you can move from silos of data, spreadsheets, databases, and random e-mails to having integrated, accessible customer life cycle information across your entire organization. Expected results such as improvements in productivity, reductions in errors, enhanced customer sales and service, and opportunities for stronger performance are addressed. Click the link for more information.

Mar 25, 2013
Industries: Manufacturing and Distribution
Services: Consulting, Tech Consulting
By: Terry Kerscher

> Read More

2013 Medicare Payment Systems Changes: Understanding the Impact Webinar

The 2013 Medicare Physician Fee Schedule final rule was published on November 16, 2012, in the Federal Register. With more than 1,300 pages, it’s a daunting task to read and interpret on your own. In addition, Congress is expected to make subsequent changes to the final rule prior to implementation on January 1, 2013. Let Wipfli help you make sense of the newest regulations affecting Medicare reimbursement for physician services. Click the link for more information. 

Jan 24, 2013
Industries: Healthcare
By: Jeff Bramschreiber, Jeanne M. Chapdelaine

> Read More

2015 Medicare Payment Systems Changes: Understanding the Impact

On November 10, 2014, CMS issued the final rules that update payment policies and payment rates for services furnished under the Medicare Physician Fee Schedule (PFS), the Hospital Outpatient Prospective Payment System (OPPS) and Ambulatory Surgical Center (ASC) Payment System on or after January 1, 2015. This webinar will provide you with an overview of Medicare’s final rules and changes for hospitals, rural health providers, and physician services most affected by the 2015 changes. Click the link for more information. 

Jan 24, 2013
Industries: Healthcare
By: Jeff Bramschreiber, Jeanne M. Chapdelaine, Jeffrey M. Johnson

> Read More