Insights

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.

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, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Consulting, Technology
By: Andrew J. Potasek, Ryan C. Rademann

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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 22, 2018
Industries: Manufacturing and Distribution
Services: Audit and Accounting, Consulting
By: Tony Cantor, Jacquie Fossett

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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, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Consulting, Technology
By: Barbara Bell, John Kirsch

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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 27, 2018
Industries: Financial Institutions
By: Melissa D. Blaser, Tim Tedrick

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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, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Consulting, Technology
By: Barbara Bell, Mark Christie

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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 13, 2018
Industries: Agribusiness, Construction and Real Estate, Tribal Gaming and Government, Dealerships, Financial Institutions, Financial Services, FinTech, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Consulting
By: Barbara Bell

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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 29, 2018
Industries: Health Care
Services: Audit and Accounting
By: Corina R. Schoenke, Joshua J. Boyle

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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 15, 2018
Industries: Manufacturing and Distribution
Services: Business Advisory
By: Lisa M. Cribben

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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

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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, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Consulting, Technology
By: Ryan Swiderski

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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 04, 2018
Industries: Financial Institutions
By: Dennis M. Johnson, Brian J. Macke

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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 27, 2018
Industries: Manufacturing and Distribution
Services: Business Advisory, Consulting
By: Deron J. Kling

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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 25, 2018
Industries: Construction and Real Estate
Services: Audit and Accounting
By: Adam Mueller, Lucas Rocole

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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

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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 webinar discusses the latest threats to your customer information.

Mar 20, 2018
Industries: Financial Institutions
By: Travis Wouters, James A. Marks

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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 16, 2018
Industries: Financial Institutions, FinTech
Services: Consulting
By: Girish M. Ramachandra, David Schroepfer

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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 09, 2018
Industries: Construction and Real Estate
Services: Tax
By: Craig Cookle, Daryl L. Ohland

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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, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Consulting, Technology
By: Barbara Bell, Mark A. Burger

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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, Business Advisory
By: Deborah S. Marshall

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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, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Tax
By: Gregory G. Butler, Crystal Christenson, Kelly M. Fisher, Ryan P. Laughlin

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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, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Tax
By: Gregory G. Butler, Crystal Christenson, Kelly M. Fisher, Ryan P. Laughlin

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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 09, 2018
Industries: Financial Institutions
Services: Tax
By: Jessica H. Mac Naughton, Jason J. Wimmer

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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, Technology

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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 15, 2017
Industries: Financial Institutions
By: Melissa D. Blaser, Tim Tedrick

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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 14, 2017
Industries: Agribusiness, Construction and Real Estate, Dealerships, FinTech, Financial Institutions, Financial Services, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Consulting, Technology
By: Ryan Swiderski

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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 08, 2017
Industries: Financial Institutions
Services: Tax
By: Jason J. Wimmer

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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 07, 2017
Industries: Manufacturing and Distribution
Services: Governance, Risk, and Compliance, Consulting
By: Jeff Olejnik

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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, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Consulting, Technology
By: Rich Kane

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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 21, 2017
Industries: Financial Institutions
Services: Audit and Accounting
By: Brett D. Schwantes

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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 30, 2017
Industries: Financial Institutions
Services: Audit and Accounting
By: Brett D. Schwantes

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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 18, 2017
Industries: Manufacturing and Distribution
Services: Tax
By: Brian Lightfield, Tanya Malaney, Kory C. Kebert

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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 06, 2017
Industries: Financial Institutions, Private Equity, Financial Services
Services: Consulting

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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 20, 2017
Industries: Construction and Real Estate, Health Care, 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, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Governance, Risk, and Compliance
By: Travis Kaun

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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 18, 2017
Industries: Financial Institutions
By: Nicole Meinhardt, 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 17, 2017
Industries: Construction and Real Estate, Health Care, Manufacturing and Distribution, Private Equity, Insurance
Services: Audit and Accounting, Consulting, Technology, Business Advisory
By: Brian Dietz, Colleen Cooke-Varallo

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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 16, 2017
Industries: Agribusiness, Construction and Real Estate, Dealerships, FinTech, Financial Institutions, Financial Services, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Technology
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 11, 2017
Industries: Manufacturing and Distribution
Services: Audit and Accounting
By: Colleen Cooke-Varallo, Sara L. Funk

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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 28, 2017
Industries: Financial Institutions
By: John Moniak, Tim Tedrick

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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 09, 2017
Industries: Manufacturing and Distribution
Services: Consulting, Technology
By: Suzanne Koss

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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 24, 2017
Industries: Financial Institutions, Financial Services
Services: Consulting
By: Matthew T. Janoski, Travis Wouters

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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 18, 2017
Industries: Health Care
By: Jeff Bramschreiber, Jeanne M. Chapdelaine, Jeffrey M. Johnson, Judith Holloway

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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 11, 2017
Industries: Health Care
By: Jeff Bramschreiber, Jeanne M. Chapdelaine, Jeffrey M. Johnson, Judith Holloway

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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 09, 2016
Industries: Financial Institutions
Services: Tax
By: Jason J. Wimmer

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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 06, 2016
Industries: Financial Institutions
Services: Audit and Accounting
By: Brett D. Schwantes

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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 22, 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 15, 2016
Industries: Manufacturing and Distribution
Services: Tax
By: Jeffrey R. Fritz, Samantha A. Wimmer

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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 03, 2016
Services: Tax
By: Ryan P. Laughlin, Audra M. Moncur

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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: Health Care
By: Kelly Arduino, Daryl Duenkel

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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: Health Care
By: Kelly Arduino, Daryl Duenkel

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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 28, 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 20, 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 26, 2016

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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 24, 2016
Services: Consulting, Technology
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 18, 2016
Industries: Financial Institutions
By: Tim Tedrick, Melissa D. Blaser

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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 16, 2016
Industries: Financial Institutions

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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 16, 2016
Industries: Manufacturing and Distribution
By: Jeff Milkie

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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 19, 2016
Industries: Manufacturing and Distribution
By: Deborah S. Marshall

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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 15, 2016
Services: Consulting, Technology
By: Matt Gelb

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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 21, 2016
Industries: Manufacturing and Distribution

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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 26, 2016
Services: Consulting
By: Deborah S. Marshall

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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 17, 2016
Industries: Manufacturing and Distribution
Services: Tax
By: Christopher R. Blaylock, Scott R. Schumacher

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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 06, 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 28, 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 19, 2016
Industries: Manufacturing and Distribution
Services: Consulting, Technology

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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 15, 2016
Industries: Financial Institutions
By: Eric E. Van Doren, Cynthia Brzeski

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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.   

Apr 01, 2016
Industries: Manufacturing and Distribution
Services: Consulting, Technology
By: Suzanne Koss

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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 31, 2016
Services: Consulting
By: Deborah S. Marshall

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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 22, 2016
Industries: Financial Institutions, Agribusiness
By: Jeffrey W. Davey, 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 22, 2016
Industries: Manufacturing and Distribution
By: Jeff Olejnik

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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: Health Care
By: Larry Lester, Patricia J. Boyer

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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 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 26, 2016
Industries: Financial Institutions
By: Mark Scholl, James A. Marks

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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 25, 2016
Services: Consulting
By: Stephanie L. Ferrario

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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 16, 2016
Industries: Manufacturing and Distribution
By: Deborah S. Marshall

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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 20, 2016
Industries: Health Care
By: Jeff Bramschreiber, Jeanne M. Chapdelaine, Jeffrey M. Johnson

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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 19, 2016
Industries: Manufacturing and Distribution
By: Karen Monfre, Jeff Milkie

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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 13, 2016
Industries: Health Care
By: Jeff Bramschreiber, Jeanne M. Chapdelaine, Jeffrey M. Johnson

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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 16, 2015
Industries: Manufacturing and Distribution
Services: Consulting, Technology
By: Dan Miller

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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 17, 2015
Industries: Manufacturing and Distribution
By: Jeff Olejnik

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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 22, 2015
Industries: Insurance
Services: Consulting, Technology
By: Steve Kronsnoble

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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 05, 2015
Industries: Financial Institutions
By: Jeff Olejnik

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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 13, 2015
Industries: Agribusiness, Construction and Real Estate, Dealerships, FinTech, Financial Institutions, Financial Services, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Business Advisory

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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. 

Jul 01, 2015
Industries: Financial Institutions
Services: Audit and Accounting
By: Susan Kappel

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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 20, 2015
Industries: Financial Institutions
By: Jeff Olejnik

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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 05, 2015
Industries: Financial Institutions
By: Julia A. Johnson

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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 25, 2015
Industries: Manufacturing and Distribution
Services: Consulting, Technology
By: Jason Muhlstein, Mark Stevens

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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 21, 2015
Industries: Financial Institutions
Services: Audit and Accounting
By: Brett D. Schwantes

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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 05, 2014
Industries: Insurance
Services: Consulting, Technology

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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 11, 2014
Industries: Manufacturing and Distribution
Services: Consulting, Technology
By: Mark Stevens, Jeffrey H. Wulf

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'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 26, 2014
Industries: Manufacturing and Distribution
Services: Consulting, Technology
By: Mark Stevens

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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 13, 2014
Industries: Construction and Real Estate
By: Matt Gelb, Kenneth F. Kortas

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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 26, 2013
Industries: Manufacturing and Distribution
Services: Consulting, Technology
By: Terry Kerscher

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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 25, 2013
Industries: Health Care
By: Jeff Bramschreiber, Jeanne M. Chapdelaine

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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 25, 2013
Industries: Health Care
By: Jeff Bramschreiber, Jeanne M. Chapdelaine, Jeffrey M. Johnson

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