On-demand webcasts

Answering your biggest tax questions around remote workers

If your organization has questions around working remotely and tax implications, this on-demand webinar could make a big difference for your business.

Mar 30, 2023
Services: CPA Tax Services
By: Craig A. Cookle, Daniel N. Kidney, Erika Young

Ethical decision-making and best practices for responding to fraud, waste or abuse allegations

In this webinar, we discuss ethical decision making and best practices for how tribal organizations can respond to fraud, waste or abuse allegations.

Mar 22, 2023
Industries: Tribal Government
Services: Fraud and forensic services
By: Marc W. Courey

Healthcare Connections: Leveraging modern, cloud-based accounting for healthcare

Watch this webinar recording and learn how to modernize your healthcare operations with cloud-based accounting.

Mar 21, 2023
Industries: Healthcare
Services: Business consulting services, Digital Services
By: Rebecca A. Hurst, Stephanie M. Smith

Build resilience through an effective cybersecurity plan

Many organizations today are vulnerable to a cybersecurity “day after,” in which their operations could grind to a halt because of a devastating security breach, exposing companies and their clients to incalculable financial damage.

Mar 10, 2023
Industries: Financial Services, Wealth and asset management
Services: Cybersecurity services, Business consulting services
By: Paul T. Lally, Tom Wojcinski

A jump-start for banking data analytics

Leverage your bank’s customer data to improve your strategic planning and operational effectiveness with an affordable self-service data analytics platform.

Mar 09, 2023
Industries: Financial Institutions
By: David Fields, Tim Merrell

Anti-fraud best practices for efficient compliance with government and internal policies

Download our on-demand webinar recording to learn more about anti-fraud best practices for tribal entities.

Mar 03, 2023
Industries: Tribal Gaming and Government
By: Marc W. Courey

Elevate your Sage Intacct: Q1 2023

Download the webinar recording to learn more about these exciting features and how to make the most of them within your organization.

Feb 22, 2023
Services: Business consulting services, Digital Services
By: Julie Schilz

Developing a business resilience mindset through strategic planning

Learn about the ways a strategic plan can foster business resiliency though any market or economic conditions.

Feb 19, 2023
Industries: Wealth and asset management
Services: Business consulting services, Organizational performance consulting, Strategy, Operations
By: Paul T. Lally, Robert H. Zondag

Healthcare Connections: How FQHCs can leverage technology to streamline service and meet patient needs

Wipfli’s on-demand webinar features a panel discussion and Q&A around trends, best practices and opportunities for FQHCs.

Feb 16, 2023
Industries: Healthcare

Tune in for individual tax-planning tips and strategies

Wondering if there’s still anything you can do for the 2022 tax year? Do you have the right plan in place for 2023? Are you scrambling to gather all of your tax documents and unsure of what you need to bring to your tax advisor? Wipfli can help.

Feb 10, 2023
Services: CPA Tax Services
By: Chuck Martin, Kathy Frable, Chris Lockhart, Ryan T. Usalis

Wipfli Tech Talk: Lessons learned in taking a company to an initial public offering (IPO)

Download our on-demand webinar recording to learn more about Wipfli’s Tech Talk community, lessons learned from taking a company to an initial public offering and valuation trends in the technology industry.

Feb 10, 2023
Industries: Technology industry
By: Michael L. Vaccarella, Brendan McGuire

IT Leadership Roundtable Recording, February 2023

Our IT leadership roundtables provide an opportunity for you to learn the latest trends and hot topics in the IT industry. We hold webinars quarterly, and they consist of a primary “hot topic” presentation, solution highlight and a Q&A discussion. Each meeting lasts approximately 90 minutes and is facilitated by our IT specialists.

Feb 09, 2023
Industries: Financial Institutions
By: Pedro J. Pinto, Artur Kuznetsov, Matthew T. Janoski, Jim Rumph, Joel R. Lego, Cayci Branum

Using financials to create data-driven stability

Learn about the key component to resiliency — financial confidence — and how wealth and asset management firms can drive strategy and stability.

Feb 06, 2023
Industries: Wealth and asset management
By: Paul T. Lally, Christina Klein Trapp

FTC Safeguards Rule webinar recording, February 2023

Watch our on-demand webinar to hear Wipfli cybersecurity leader Jeff Olejnik discuss the FTC Safeguards Rule requirements and how you can be compliant before the deadline.

Feb 01, 2023
Industries: Financial Services
By: Jeff Olejnik

GASB 87 leases: Is your tribal entity ready for the change?

Learn about the scope of GASB 87, how to implement it and the effect it will have on financial statements and disclosures for tribal governments.

Jan 25, 2023
Industries: Tribal Gaming and Government
By: Jamison Scarpelli, Phil Collins

Frequently asked CECL implementation questions

To help financial institutions with their CECL adoption, we discussed the most commonly asked questions that we have received from our clients.

Jan 24, 2023
Industries: Financial Institutions
By: Nick G. Ansley, Brett D. Schwantes

Get green by going green

Download our on-demand webinar recording to learn about the details of the Inflation Reduction Act, specifically the 179D and 45L updates.

Jan 19, 2023
Industries: Construction and Real Estate
Services: CPA Tax Services
By: Teri Samples, Steven A. Barnes

Want to better compete in today's dynamic and competitive labor market?

Download our on-demand webinar recording to learn about tactics to be competitive in today’s labor market.

Jan 18, 2023
Industries: Nonprofits
Services: Business consulting services, Organizational performance consulting
By: Tammy T. Jelinek, Julia A. Johnson, Paige Oveson

Healthcare Connections: How FQHCs are using APMs to improve care

Learn how FQHCs from around the nation and across various Medicare/Medicaid-managed care models are using APMs to transform their healthcare organizations for the better.

Jan 17, 2023
Industries: Healthcare

Microsoft Dynamics GP year-end webinar

Another year is ending, and that means updates to Microsoft Dynamics GP.

Dec 19, 2022
Services: Business consulting services, Digital Services

Sage Intacct year-end webinar

Want to ease the pain of closing your books for 2022? Our team of Sage Intacct specialists shared helpful training and tips to make your year-end process faster, easier and more accurate.

Dec 19, 2022
Services: Digital Services, Business consulting services
By: Julie Schilz, Kim Friloux

Financial Services Forum recording: Cybersecurity hot topics

How to combat the most common cyber threats in financial services.

Dec 12, 2022
Industries: Financial Services, Private Equity, Financial Institutions, Wealth and asset management, Insurance
By: Mark Scholl

Financial Services Forum recording: Economic and market outlook keynote

In our forum’s keynote address, economist and investment strategist Clare Zempel shared observations on economic and market conditions with a view to prospects over the next 3-5 years.

Dec 12, 2022
Industries: Financial Services, Private Equity, Financial Institutions, Wealth and asset management, Insurance

Financial Services Forum recording: Industry overview

In our industry overview session, you can learn how to future-ready your organization in a rapidly changing industry.

Dec 12, 2022
Industries: Financial Services, Private Equity, Financial Institutions, Wealth and asset management, Insurance
By: Marcie Bomberg-Montoya, Mike Morris, Sara Circosta, Billy Collins

Financial Services Forum recording: Improving the employee experience

Total rewards and its direct link to improving employee experience and business outcomes.

Dec 12, 2022
Industries: Financial Services, Private Equity, Financial Institutions, Wealth and asset management, Insurance
By: Michelle Joseph

Financial Services Forum recording: Staying ahead of the curve with data analytics

Learn how to leverage data to improve performance and reduce risk.

Dec 12, 2022
Industries: Financial Services, Private Equity, Financial Institutions, Insurance, Wealth and asset management

Tax update for financial institutions

Watch this recording regarding how the current tax law will impact your financial institution and what you can do to plan for year-end.

Dec 01, 2022
Industries: Financial Institutions
Services: CPA Tax Services
By: Mary Coates, Lindsey L. Sabelko

Strategic Planning – Creating a durable plan to thrive in a challenging healthcare environment

During the webinar Wipfli healthcare specialists shared why strategic planning is key to the leadership process, especially with so much uncertainty around staffing, changing patient needs and financial stability.

Nov 15, 2022
Industries: Healthcare
Services: Business consulting services, Organizational performance consulting, Operations, Strategy
By: Sydney Diekmann, Robert H. Zondag

IT Leadership Roundtable, November 2022

Our IT leadership roundtables provide an opportunity to learn the latest trends and hot topics in the IT industry. Webinars are held quarterly and consist of a primary “hot topic” presentation, solution highlight and a Q&A discussion. Each meeting lasts approximately 90 minutes and is facilitated by our IT specialists.

Nov 14, 2022
Industries: Financial Institutions
By: Matthew T. Janoski, Joel R. Lego, Sara Circosta, Thomas J. Loring, Pedro J. Pinto

Looking for a chief information security officer? Why a vCISO is the better option

Cybersecurity has become an essential business function to help companies build operational resilience and manage risk. It’s no longer an activity that can happen once a year — you need a sustainable and constantly evolving program. And, when situations come up that need specialized expertise, like handling a data breach, you need to have someone who has “been there, done that.”

Nov 14, 2022
Services: Business consulting services, Cybersecurity services

Elevate your Sage Intacct: Q4 2022

Sage Intacct’s final release of 2022 is here, and it’s bringing exciting features with it.

Nov 14, 2022
Services: Digital Services, Business consulting services
By: Julie Schilz, Kim Friloux

Accounting and audit update

CECL is here — well, almost. This accounting and auditing update included some critical thoughts financial institutions should take into account before adopting CECL, as well as considerations for other accounting rules effective for 2022 and beyond.

Nov 09, 2022
Industries: Financial Institutions
By: Brett D. Schwantes, Morgan Crowley

Preparing for OASIS-E: What you need to know now

The countdown to OASIS-E and home health value-based purchasing (HHVBP) is on. These high-impact changes become a reality on January 1, 2023, and now is the time to prepare.

Nov 09, 2022
Industries: Healthcare
Services: Business consulting services
By: Brian Lebanion

What is zero trust, why do you need it and how do you get it?

This webinar covered the elements of zero trust. Tom Wojcinski, a principal in Wipfli’s cybersecurity and technology management practice, and special guests Dan Dellumo, a senior consultant at Wipfli and Ross Rogers, a senior manager at Wipfli, discussed zero trust.

Oct 29, 2022
Services: Business consulting services, Cybersecurity services

Healthcare Connections: Healthcare Cybersecurity Compliance

During this month’s Healthcare Connections Paul Johnson, Partner and Security Risk Advisor,discusses the important of healthcare data security and compliance. Paul shares how he works with clients to assess, improve, and test their information security and risk management programs.  He also helps clients determine their compliance with healthcare security requirements including HIPAA and HITRUST.

Oct 21, 2022
Industries: Healthcare
Services: Business consulting services, Cybersecurity services
By: Paul J. Johnson

What is a red team exercise, and how is it different from a purple team exercise?

Have you gone through a couple of rounds of penetration testing and think your results look pretty good? It might be time to level up to a red team exercise and validate that your security investments can hold off a dedicated adversary. Or it could be time to look at a purple team to make sure your security team can really detect and disrupt an attack.

Oct 21, 2022
Services: Business consulting services, Digital Services, Cybersecurity services
By: Tom Wojcinski, Matt Berluti

What is MDR, and do you need it?

Is this webinar Tom Wojcinski, a principal in Wipfli’s cybersecurity and technology management practice and special guest Delano Collins, Partner Development Manager at ConnectWise, explored the benefits of modern endpoint security and detection capabilities and how they help protect organizations from cyberattacks.

Oct 13, 2022
Services: Business consulting services, Cybersecurity services, Digital Services
By: Tom Wojcinski

What should you look for when selecting a penetration test?

Penetration tests help you validate your controls, improve your security and mitigate risks. They’re a valuable part of any cyber or information security program. But if your organization has never conducted one before, there are a few things to know before you start looking for a provider. Not all penetration tests are created equal.

Oct 06, 2022
Services: Business consulting services, Cybersecurity services
By: Tom Wojcinski

Healthcare Connections: Build a more cyber resilient healthcare organization

During this month’s Healthcare Connections, Cybersecurity & Technology leaders discussed the importance of building a more cyber resilient healthcare organization.

Sep 27, 2022
Industries: Healthcare
Services: Cybersecurity services, Business consulting services
By: Tom Wojcinski, Jason Vander Velde

Elevate your Sage Intacct: Q3 2022

Casino Industry Sage Intacct’s third release of 2022 is here, and it’s bringing exciting features with it.

Aug 31, 2022
Industries: Tribal Gaming and Government
By: April D. Bacon, Julie Schilz

Elevate Your Sage Intacct Q3 2022

In our Elevate your Sage Intacct webinar, the Wipfli team dove into the new features added to Sage.

Aug 25, 2022
Services: Business consulting services, Digital Services

IT Leadership Roundtable – August 2022

Our IT leadership roundtables provide an opportunity to learn the latest trends and hot topics in the IT industry. Webinars are held quarterly and consist of a primary “hot topic” presentation, solution highlight and a Q&A discussion. Each meeting lasts approximately 90 minutes and is facilitated by our IT specialists.

Aug 18, 2022
Industries: Financial Institutions
Services: Business consulting services
By: Jonathan E. Hodges III, Jim Rumph, Matthew T. Janoski, Joel R. Lego, Danielle M. Heidemann

Manufacture your road to resiliency

Is your company resilient?

Aug 04, 2022
Industries: Manufacturing
By: Bill Boucher

Incorporating blockchain and digital assets into client portfolios

As a follow up to our fireside chat and for a deeper dive into some of the basics, this webinar will focus on providing investment advisors with more of the critical information they need to serve their clients.

Jul 28, 2022
Industries: Financial Services

Crafting a corporate crypto strategy for your RIA firm

In this webinar, we address your concerns as you seek to build your corporate strategy, assess risk and prepare your teams to incorporate digital asset offerings into client portfolios.

Jul 21, 2022
Industries: Financial Services

Recruiting and retaining with competitive employee benefits

We know hiring and retaining providers is challenging especially in this competitive labor market. Having both competitive and unique employee benefits could be one way to set your healthcare organization apart. This webcast covers what to look for when trying to make your employer retirement plan stand out from other organizations. To assess your current plan, we will explain our complimentary retirement plan review service which can serve as a benchmarking opportunity. We will also discuss the impact of making your employees aware of student loan forgiveness opportunities such as Public Service Loan Forgiveness can have.

Jul 21, 2022
Industries: Healthcare
Services: Talent and Change, Business consulting services

What RIAs need to know about crypto: A fireside chat with Ric Edelman and Wipfli

As cryptocurrencies steal the headlines, your clients may be asking questions about these digital assets and how they fit in their portfolio. If you’re not prepared to serve them, you could risk losing them to more forward-thinking advisory firms.

Jul 14, 2022
Industries: Financial Services

Optimized care delivery in a rural setting

During this month’s Healthcare Connections Jeff Gorke, Director Healthcare discussed the importance optimized care delivery for rural healthcare organizations.

Jun 21, 2022
Industries: Healthcare

Webinar: The Great Re-Evaluation

In this panel of experts discussion, you’ll hear the latest on tax, estate planning and retirement – and how potential changes might affect the many facets of your financial health.

Jun 16, 2022
Services: Private client services

E-commerce initiatives: How automation impacts state sales tax collection and filings

When it comes to sales tax, state revenue agencies have become aggressive in finding non-filers as well as auditing those businesses that are registered and collecting sales tax. Now that most U.S. states have economic nexus provisions in place, the use of automated tax technology is critical in helping businesses manage filings and minimize tax risks to ensure compliance. 

May 25, 2022
Services: Business consulting services, Digital Services

The Future of Healthcare Technology & Digital Transformation

Healthcare industry leaders will want to watch this webcast to learn more about how cloud-based accounting software can help you to access data and quickly report and share KPIs critical to your healthcare organizations success. A cloud-based HIPAA compliant solution for healthcare solves many common challenges and helps providers focus on what matters most; caring for your patients.

May 18, 2022
Industries: Healthcare
By: Rebecca A. Hurst, Stephanie M. Smith

Sage Intacct’s second release of 2022 brings exciting features with it

In our Elevate your Sage Intacct webinar, the Wipfli team dives into the new features added to Sage Intacct with the Q2 2022 release.

May 12, 2022
Services: Business consulting services, Digital Services

Wipfli Healthcare Connections - Provider Relief Fund reporting: What providers need to know

If you’re just starting to sort out the financial aftermath of the COVID-19 pandemic, you’re not alone. Although it’s been eight months since the Department of Health and Human Services (HHS) opened the Provider Relief Fund (PRF) portal, many providers are still unclear about the reporting process, financial audit requirements and funding.

May 10, 2022
Industries: Healthcare
By: Tiffany Karlin, Tim A. Ritter, Kimberly K. Heller, Julie Toups

Cyber insurance readiness with JKJ

Improve the quality and value of your data, and gain actionable insights, with Microsoft Dynamics 365 Customer Insights.

Apr 18, 2022
Services: Business consulting services, Digital Services
By: Tom Wojcinski

CECL model implementation demo

The hour for CECL implementation draws near. With the chaos and business of the past two years, many financial institutions have fallen behind in their CECL implementation plans.

Mar 31, 2022
Industries: Financial Institutions
By: Nick G. Ansley, Brett D. Schwantes

Cybersecurity hot topics: The latest trends

Information technology and cybersecurity are constantly evolving. You can’t have an effective cybersecurity strategy if you don’t know what you’re up against.

Mar 30, 2022
Industries: Financial Services
Services: Business consulting services, Cybersecurity services
By: Mark Scholl, Thomas J. Loring

Elevate your Sage Intacct: Q1 2022

Sage Intacct’s first release of 2022 brings exciting features with it.

Mar 09, 2022
Services: Business consulting services, Digital Services
By: Julie Schilz

IT Leadership Roundtable: February 2022

Our IT leadership roundtables provide an opportunity to learn the latest trends and hot topics in the IT industry for financial institutions. Webinars are held quarterly and consist of a primary “hot topic” presentation, solution highlight and a Q&A discussion. Each meeting lasts approximately 90 minutes and is facilitated by our IT specialists.

Feb 28, 2022
Industries: Financial Institutions
By: Anna-Kay Sterling, Artur Kuznetsov, Kevin Scully, Jim Rumph, Matthew T. Janoski, Marc W. Courey

Securing your most valuable assets: products & people

With the war on talent and potential insurance missteps, it’s more important than ever for craft brewers to secure great employees and products. Wipfli and GHM Insurance Agency shared insights on common mistakes and tips on best practices to ensure you retain and engage top talent and understand the insurance and valuation process.

Feb 10, 2022
Industries: Manufacturing
By: Tina Nazier

Driving success in Home Health Value Based Purchasing

Home Health Value Based Purchasing (HHVBP) is coming nationwide in 2022. HHVBP has the capacity to impact every agency’s Medicare Reimbursement. How agencies react and operate beginning January 1, 2022 will drive success for your future.

Jan 21, 2022
Industries: Healthcare
By: Brian Lebanion

Intacct Year End Tips & Tricks

Want to ease the pain of closing out your books for 2021? Our team shared helpful tips on how to use Intacct to make the process faster and easier — and more accurate. Presenters Cathy Harris and Julie Schilz provided Wipfli’s unique perspective that combines technology, data and processes to help you achieve your goals.

Jan 14, 2022
Services: Digital Services, Business consulting services
By: Julie Schilz

NAIC cybersecurity model rule implementation

All business leaders are aware of cybersecurity risks, but those serving the insurance industry have unique challenges and face regulatory requirements and implementation timelines that vary by state. In addition to the insurers themselves, these data security rules also apply to most agencies, brokers and third-party administrators who are licensed by state insurance departments.

Jan 12, 2022
Services: Cybersecurity services, Business consulting services
By: Greg Foster, Tom Wojcinski

Hospital Price Transparency: Unpacking the common pitfalls

Healthcare leaders will want to watch this webinar about the Hospital Price Transparency mandate. Nicholas Smith, Wipfli Principal shared insights on common mistakes and shares tips on best practices to ensure your hospital is as compliant as possible with these complex requirements.

Jan 12, 2022
Industries: Healthcare, Hospital price transparency solutions
By: Nicholas E. Smith

Understanding the new requirements for Cybersecurity Insurance

Cybersecurity insurers have adopted new requirements that organizations must have in place. Learn how these requirements help your organization reduce cybersecurity threats and technology solutions that help your organizations comply with these requirements.

Dec 20, 2021
Services: Business consulting services, Cybersecurity services
By: Jeff Anger, Dan Miller

Wipfli Home Health: Revenue Cycle Management and PDGM Referral Forecasting Tool

Three key concepts to drive your Home Health agency to success in 2022

During the live webinar Wipfli Consultants provided insights on how home health agencies can implement strategies that reduce operational obstacles and improve resource management. The presentation covered three key concepts to help improve revenue cycle management process.

Dec 16, 2021
Industries: Healthcare
Services: Business consulting services
By: Brian Lebanion

GP year-end webinar 2021

Another year is coming to a close, and that means updates to Microsoft Dynamics GP.

Dec 10, 2021
Services: Digital Services, Business consulting services

Change management for high-performing tribes

This recorded webinar features members of our organizational performance team sharing helpful insights and discussion around change management and how it impacts the success of your tribe.

Dec 10, 2021
Industries: Tribal Gaming and Government
Services: Talent and Change, Business consulting services
By: Julia A. Johnson, Deron J. Kling

Elevate your Sage Intacct: Q4 2021

In our Elevate your Sage Intacct webinar, the Wipfli team dove into the new features added to Sage Intacct with the upcoming Q4 2021 release, including:

Dec 06, 2021
Services: Business consulting services, Digital Services
By: Julie Schilz

Optimize your tribe's organizational structure

From embracing remote work and new technologies to leveraging American Rescue Plan Act (ARPA) funds, tribes have had to navigate disruption and change over the past two years. Many tribal leaders have found that reorganizing their operational structure is necessary.

Dec 03, 2021
Industries: Tribal Gaming and Government
Services: Business consulting services, Talent and Change
By: Julia A. Johnson, Deron J. Kling

Strategic planning for tribal ARPA funds

The American Rescue Plan Act (ARPA) has allocated billions for tribes to help combat the negative impacts of COVID-19. Tribal leaders have the opportunity to positively impact their tribe for generations to come.

Nov 22, 2021
Industries: Tribal Gaming and Government
Services: Talent and Change, Business consulting services
By: Julia A. Johnson, Deron J. Kling

Diving into CMMC 2.0

The DoD has made big changes to the CMMC standard. This on-demand webinar dives into what they are and what they mean for your business.

Nov 19, 2021
Services: Business consulting services, Digital Services
By: Tom Wojcinski, Reed D. Sellers

The state of tribal gaming: how business fared in 2021

How did the pandemic affect the tribal casino businesses? What is the outlook for Indian gaming in 2022?

Nov 19, 2021
Industries: Tribal Gaming and Government
By: Grant Eve

Healthcare Connections

Leaders will want to view this webcast to learn how healthcare organizations are enhancing their employee benefits, retirement strategies, and leveraging student loan repayment programs to help build their workforce. Our panel will also discuss strategies to grow your own healthcare talent in a competitive labor market.

Nov 18, 2021
Industries: Healthcare
Services: Business consulting services
By: Marci Boyarski, Kiki C. Nocella

Winning with Customer 360

This webinar specifically talks connecting your core and LOS’s to get the transparency you need to deliver on your Customer 360 initiatives.

Nov 17, 2021
Industries: Financial Institutions

Set your firm apart from the competition with the Microsoft cloud

Microsoft solutions are helping architecture, engineering and construction firms better manage projects and exceed customer expectations.

Nov 17, 2021
Industries: Construction
Services: Digital Services, Business consulting services
By: Barbara Bell, Scott Lang

Audit and accounting/CECL update

As we get closer to some important implementation dates for leases and CECL, the world isn’t slowing down.

Nov 12, 2021
Industries: Financial Institutions
Services: Audit and Accounting
By: Nick G. Ansley, Brett D. Schwantes, Stephanie Suchla

IT Leadership Roundtable – November 2021

Our IT Leadership Roundtables provide an opportunity to learn the latest trends and hot topics in the IT industry. Webinars are held quarterly and consist of a primary “hot topic” presentation, solution highlight and a Q&A discussion. Each meeting lasts approximately 90 minutes and is facilitated by our IT specialists.

Nov 05, 2021
Industries: Financial Institutions
By: Matthew T. Janoski, Thomas J. Loring, Jim Rumph, Joel R. Lego, Cayci Branum

How to select the right CRM for right now — and your organization’s future

This webinar was designed to help nonprofit organizations evaluate and prioritize their technology needs, as well as determine whether legacy tools for member management, marketing, fundraising, grant management, or events are ready to be evolved or retired.

Nov 02, 2021
Industries: Nonprofits
By: Andrew J. Potasek, Bill Jentarra

A new approach to strategic planning – Financial Services Forum

More and more, organizations are moving from traditional strategic planning methods to enrolling into a transformation model. Transformational planning is a framework designed to help organizations understand their business model, better meet their customers’ needs and guide a successful redesign to meet the new challenges ahead.

Oct 27, 2021
Industries: Financial Services
By: Robert H. Zondag

Digital transformation: Unlocking the true potential – Financial Services Forum

During this session, Marcie and Sara will unpack the organizational requirements, essential tooling and evolutionary client-first mindset that must be present for financial services to unlock the true potential of digital within their organizations.

Oct 27, 2021
Industries: Financial Services
By: Marcie Bomberg-Montoya, Sara Circosta

Practices that attract and retain employees – Financial Services Forum

In today’s tight labor market, organizations have to use a two-pronged approach to talent: first, determining how to find the best talent available in the marketplace and, second, focusing on retaining current employees. In addition to implementing retention practices such as career blueprints, mentoring programs and succession plans, other dynamics come into play, such as understanding the needs of each generation. This session highlights these topics and more!

Oct 27, 2021
Industries: Financial Services
By: Barbara Low

SEC fines for cybersecurity breaches: How to increase your security and avoid penalties

Cybersecurity is at the forefront of the news today. With large amounts of money and data on high-net-worth individuals, wealth and asset management firms are not immune to cybersecurity attacks and are appealing targets for cyber criminals. Yet the sector has only recently been making large-scale efforts to improve its cybersecurity.

Oct 21, 2021
Industries: Financial Services
By: Anna Kooi, Paul T. Lally, Tom Wojcinski

Financial and legal considerations when starting an independent pain management practice and ambulatory surgery center

Many pain management physicians and anesthesiologists have an entrepreneurial focus. This webinar will present some basic considerations for physicians with these goals.

Oct 21, 2021
Industries: Healthcare

Practices that attract and retain employees – Credit Union Forum

In today’s tight labor market, credit unions have to use a two-pronged approach to talent: first, determining how to find the best talent available in the marketplace and, second, focusing on retaining current employees. In addition to implementing retention practices such as career blueprints, mentoring programs and succession plans, other dynamics come into play, such as understanding the needs of each generation. This session highlights these topics and more!

Oct 20, 2021
Industries: Financial Institutions
By: Barbara Low

A new approach to strategic planning – Credit Union Forum

More and more, organizations are moving from traditional strategic planning methods to enrolling into a transformation model. Transformational planning is a framework designed to help credit unions understand their business model, better meet their members’ needs and guide a successful redesign to meet the new challenges ahead.

Oct 19, 2021
Industries: Financial Institutions
By: Robert H. Zondag

Where are we going? CECL, DEI and Industry Update – Credit Union Forum

A discussion regarding how the industry is doing and where it is going. Highlighting what the current trends and challenges are for the financial institutions industry. As credit unions look ahead, where will they be one, three and five years from now, and how might strategic plans be impacted? Learn what is new on the CECL front and discuss best practices uncovered by early adopters. Learn more about the importance of diversity, equity and inclusion (DEI) efforts and its future impacts, as well as best practices when launching and sustaining DEI initiatives.

Oct 19, 2021
Industries: Financial Institutions

Digital transformation: Unlocking the true potential – Credit Union Forum

Digital has already revolutionized the way credit unions of every shape and size conduct business, manage their operations and engage. No one is immune to the disruptive threats — and tremendous opportunities — available through digital. During this session, Marcie, Sara and Billy will unpack the organizational requirements, essential tooling and evolutionary member-first mindset that must be present for credit union to unlock the true potential of digital within their organizations.

Oct 19, 2021
Industries: Financial Institutions
By: Marcie Bomberg-Montoya, Sara Circosta, Billy Collins

Digital transformation: Unlocking the true potential – Community Banking Forum

Digital has already revolutionized the way financial institutions of every shape and size conduct business, manage their operations and engage. No one is immune to the disruptive threats — and tremendous opportunities — available through digital. During this session, Marcie, Lisa and Billy will unpack the organizational requirements, essential tooling and evolutionary client-first mindset that must be present for financial institutions to unlock the true potential of digital within their organizations.

Oct 14, 2021
Industries: Financial Institutions
By: Marcie Bomberg-Montoya, Billy Collins

Facing the flat rate environment – Community Banking Forum

As the yield curve continues to deliver low rates, what strategies are financial institutions seeing and implementing to face the challenge? Bank on Wipfli podcast host Robert Zondag explores options and tools to manage the current rate environment as well as ideas to stabilize income currently being used by our clients nationwide. This session will focus on practical approaches for executive leadership teams to consider.

Oct 14, 2021
Industries: Financial Institutions
By: Robert H. Zondag

Where are we going? CECL, DEI and Industry Update – Community Banking Forum

A discussion regarding how the industry is doing and where it is going. Highlighting what the current trends and challenges are for the financial institutions industry. As institutions look ahead, where will they be one, three and five years from now, and how might strategic plans be impacted? Learn what is new on the CECL front and discuss best practices uncovered by early adopters. Learn more about the importance of diversity, equity and inclusion (DEI) efforts and its future impacts, as well as best practices when launching and sustaining DEI initiatives.

Oct 13, 2021
Industries: Financial Institutions
By: Anna Kooi, Nick G. Ansley, Marcie Bomberg-Montoya

Practices that attract and retain employees – Community Banking Forum

In today’s tight labor market, financial institutions have to use a two-pronged approach to talent: first, determining how to find the best talent available in the marketplace and, second, focusing on retaining current employees. In addition to implementing retention practices such as career blueprints, mentoring programs and succession plans, other dynamics come into play, such as understanding the needs of each generation. This session highlights these topics and more!

Oct 13, 2021
Industries: Financial Institutions
By: Barbara Low

Digital investment strategies for Financial Institutions

Our world has changed, and modernizing your financial services organization is more important than ever. But how do you best invest and account for digital transformation projects?

Sep 24, 2021
Industries: Financial Institutions

Digital transformation: Trends and strategies

Financial services organizations are on a similar path to digitally transform to deliver on the growing consumer demands and expectations and rethink strategies. What does your digital strategy or roadmap look like, and how does it support your larger strategic plan?

Sep 13, 2021
Industries: Financial Institutions

CMS FY2022 Home Health and Hospice – Payment and Policy changes

Recently, the Centers for Medicare & Medicaid Services (CMS) issued the Final Rule impacting Hospice Agencies and Skilled Nursing Facilities FY2022 payment rules.

Aug 27, 2021
Industries: Healthcare
Services: Business consulting services

Financial planning strategies for healthcare professionals – New ways to manage your financial well-being

Healthcare professionals will want to view this webinar to learn about personal financial planning strategies they may have not considered – until now.

Aug 17, 2021
Industries: Healthcare

Healthcare Connections: Healthcare mergers and acquisitions, buying and selling what you need to know

This webinar discusses merger and acquisition activities in the healthcare industry.

Jul 20, 2021
Industries: Healthcare

How to keep your remote workforce secure and productive

Watch this remote work productivity webinar recording to learn how your association can use technology to build and secure your remote workforce.

Jul 15, 2021
Industries: Nonprofits
Services: Business consulting services, Digital Services
By: Ryan Peasley

Healthcare Connections: Provider Relief Fund Reporting – What you need to know

Watch this webinar recording as we discuss the latest updates to the HHS Provider Relief Fund reporting requirements and provide guidance on what we know.

Jul 14, 2021
Industries: Healthcare
By: Larry P. Lester, Tiffany Karlin, Wes A. Thew

Top benefits: How associations can improve operations with a modern financial system

The shift to the cloud is in high gear. By adopting a modern accounting and financial system, associations benefit from more than just enabling remote work. In this webinar, we dive into how modern accounting software can help you:

• Increase visibility into financial performance
• Digitize tedious manual processes
• Streamline budgeting and planning workflows
• Improve security
• Integrate with AMS systems

Join us to learn how your association can use finance and accounting technology to improve your operations.

Jun 23, 2021
Industries: Nonprofits
Services: Business consulting services, Digital Services
By: Brent Neitz, Shereen Mahoney

Business continuity planning post-pandemic. Keeping your program current and flexible

Is your business continuity program well defined and up to date? This webinar recording discusses the regulatory requirements for a business continuity program as well as critical features of a leading program.

Jun 22, 2021
Industries: Financial Institutions, Financial Services, Private Equity
Services: Business consulting services, Digital Services
By: Teri J. Behling, Tom Wojcinski

Senior Living Educational Series: Understanding accounts receivables from A-Z

Topic: Triple Check and Appeal Process

This webinar is a must watch for skilled nursing providers who want to learn more about auditing Medicare claims and the steps necessary if you need to file an appeal. In a world of multiple audit agencies looking at providers’ claims, it’s important for providers to audit themselves first. The most effective way to accomplish this is through the Triple Check Process, an internal audit process prior to submitting claims for payment.

During the video webinar, we discussed

• A Checklist for implementing an effective Triple Check Process
• Key action steps when auditing claims prior to submitting to Medicare for review and payment
• How to tackle and overcome the appeal process for Medicare and Medicare Advantage

Presenters:

Peggy Biesen, Consultant, Senior Living
peggy.biesen@wipfli.com

Tina Campbell, Specialist II, Senior Living
tcampbell@wipfli.com

Brent Young, Manager, Senior Living
brent.young@wipfli.com

Jun 17, 2021
Industries: Healthcare

Healthcare Connections: Maximizing Reimbursement 2021 Evaluation and Management Code Changes

Healthcare executives will want to view this 45 minute presentation, as our team reviews many of the 2021 Evaluation and Management Code Changes and the impact to the revenue cycle. Evaluation and management (E/M) codes are at the core of most physician practices. Family physicians and other qualified health professionals (QHPs), such as nurse practitioners or physician assistants, can maximize payment and reduce the stress associated with audits by understanding how to properly document and code for E/M services.

The session covered the following topics:

• How the new 2021 Evaluation and Management (E/M) code changes impact the revenue cycle
• Discussed best practices for documentation to decrease claim denial rates
• Provided guidance on requirements for telehealth compliance

Presenters:

Aiyana Cook, CPC, CPMA, CRC
Consultant II, Healthcare Coding Consultant

John Folger, RHIA, CCS, CCS-P
Manager, Healthcare

Beverly Youmas, CRCR
Senior Consultant, Healthcare

Jun 15, 2021
Industries: Healthcare
By: John L. Folger

The American Rescue Plan Act: An Overview for Tribes

The American Rescue Plan Act (ARPA), was signed into law on March 11, 2021. This legislation has allocated billions for tribes to help combat the negative impact of COVID-19. On May 10, the US Treasury issued interim final guidance on how the Fiscal Recovery Funds (a component of the ARPA) can be calculated and spent.

Jun 01, 2021
Industries: Tribal Gaming and Government, Tribal Government
By: Denis Adams

Healthcare Connections: Healthcare Cybersecurity Compliance

During the webcast Wipfli healthcare specialists provided insights on the current and future regulatory landscape impacting healthcare cybersecurity. This on-demand webcast would be helpful for many healthcare provider types; for-profit, not-for-profit, and government-owned entities such as hospitals, nursing homes, senior living and clinics, as well as physician practices.

May 18, 2021
Industries: Healthcare
Services: Business consulting services, Cybersecurity services
By: Paul J. Johnson, Rick Ensenbach

Minimum Internal Control Standards Compliance for Tribal Casinos

MICS compliance can be significantly complex with the continued expansion of gaming and technology in several jurisdictions. In this recorded webinar, you will discover how to develop sound internal controls, identify frequently noted MICS issues, and case studies from our experience. We also focus on how COVID-19 has changed the industry and what that means for the industry going forward.

May 07, 2021
Industries: Tribal Gaming and Government, Tribal Gaming

Best practices for manufacturers to boost hybrid workforce productivity and keep your Microsoft environment secure

Are you getting all the value from your Microsoft 365 investment that you could be? With so many capabilities, features and benefits, Microsoft 365 can easily be underutilized.

May 05, 2021
Industries: Manufacturing
Services: Digital Services, Business consulting services
By: Dan Miller, Tom Wojcinski

Managing talent in uncertain times

During these changing times, are you prepared to manage through crisis? Have your employees adjusted and risen to the challenge? How must you pivot to address rapidly changing workforce issues, and how can you retain your best talent?

Apr 28, 2021
Industries: Financial Institutions
By: Julia A. Johnson, Marcie Bomberg-Montoya, Ryan Barrow, Barbara Low

Senior Living Educational Series: Understanding accounts receivables from A-Z

This webinar would benefit skilled nursing and assisted living organizations and will cover important topics related to reimbursement, accounts receivables and other accounting related functions.

Our healthcare team stays well-versed in the ever-changing accounting and compliance rules that potentially impact senior living organizations. We’ll provide insights on how to navigate the managed care and insurance maze. 

Apr 22, 2021
Industries: Healthcare

Title 31 AML compliance

This recorded webinar covers Title 31/AML Compliance - which is mandatory for any gaming operation with over $1M in revenue and must be strictly adhered to when protecting the assets of your tribe. This webinar provides guidance on continued compliance with existing Title 31 provisions.

Apr 16, 2021
Industries: Tribal Gaming and Government
By: Grant Eve

IT examination hot topics - The latest trends

Information technology and cybersecurity are constantly evolving. This webinar discusses the latest tips and trends for how to navigate your institution’s IT security posture to ensure you are protecting your assets efficiently and effectively. We will also bring you up to date on the latest FFIEC and other interagency guidance as it affects the roles and responsibilities within your financial institution. Resources for enhancing your training program and the effectiveness of your cybersecurity program will also be provided.

Mar 29, 2021
Industries: Financial Institutions
Services: Cybersecurity services, Business consulting services
By: Jim Rumph, Joel R. Lego

Healthcare Connections: Strategic Planning – Creating a durable plan to thrive, even during disruption

During the webcast Wipfli healthcare specialists shared why strategic planning is key to the leadership process, especially with so much uncertainty around patient demand and financial stability. This on-demand webcast would be helpful for many healthcare provider types; for-profit, not-for-profit, and government-owned entities such as hospitals, nursing homes, senior living and clinics.

Mar 16, 2021
Industries: Healthcare
By: Nicholas E. Smith, Robert H. Zondag

How to use competitor benchmarking to gain market share

Knowing how your financial institution measures up against your competitors is step one to gaining market share. The second step is taking action on the insights and best practices you’ve learned.

Mar 11, 2021
Industries: Financial Institutions, Financial Services
By: Marcie Bomberg-Montoya, Ryan Barrow, Robert H. Zondag

[Updated] The latest on the Employee Retention Credit

Join Wipfli for this on-demand webinar to learn about the latest with the employee retention tax credit (ERTC) and what it could mean for you.

Mar 11, 2021
Services: CPA Tax Services
By: Andrew Seifert

Managing cyber risks for businesses

In the last year, many businesses accelerated their upcoming technology advancements to meet new and changing challenges. They might have also exposed their company to a widening array of cyber threats. To properly combat risk in the 21st century, organizations must ensure their security strategies and solutions are as fluid and agile as the evolving cyber landscape.

Mar 11, 2021
Services: Cybersecurity services, Digital Services, Business consulting services
By: Tom Wojcinski, Gina C. Skibo

Credit risk: How loan portfolio stress testing can help your institution now

Are you thinking about how and when the current health crisis will impact your loan portfolio, your earnings and your capital position? Do you continue to see warnings and have concerns regarding increasing credit risk as a result of the COVID-19 pandemic? Don’t worry, you are not alone!

Mar 03, 2021
Industries: Financial Institutions
By: Janeen Combs, Karen A. Mitchell

Elevate your Sage Intacct: Quarterly webinar Q1 2021

In this quarter's Elevate your Sage Intacct, we cover the following highlights of the release: enhanced approval process for General Ledger, additional enhancements to the new AR Receive Payment feature and more

Feb 26, 2021
Services: Business consulting services, Digital Services

Senior Living Educational Series: Understanding account receivables from A-Z

Our healthcare team stays well-versed in the ever-changing accounting and compliance rules that potentially impact your senior living organization. We’ll provide best practices when it comes to managing bad debt, and how it can impact the financial stability of your organization.

Feb 18, 2021
Industries: Healthcare
By: Larry P. Lester

What commercial property taxes will look like in 2021

COVID-19 has left the tenants of income-producing property facing revenue shortfalls, closures and bankruptcies. We’re seeing long-term changes to occupancy rates and market rents, leading to lower property values. However, reduced property values can lead to lower assessed values and lower property taxes.

Feb 17, 2021
Industries: Real Estate
By: Daniel N. Kidney

Audit requirements for recipients of HHS Provider Relief Funds

During the webcast Wipfli healthcare specialists provided insights on the audit requirements for recipients of Health and Human Services (HHS) Provider Relief Funds (PRF). With the funding being subject to a Single Audit under the Uniform Guidance, it is critical that healthcare finance officers and their teams understand the regulatory, accounting and auditing implications and start preparing now.

Feb 16, 2021
Industries: Healthcare
By: Tim A. Ritter, Julie Toups

Top Business Strategies to Consider in 2021

Facing a world of unknowns, businesses are forced to adapt their strategies and become more agile while managing the current environment.

Feb 03, 2021
By: Jeff Olejnik, Anthony Gullickson, Michael T. Pynch

Rural Healthcare in 2021 – What lies ahead?

Healthcare leaders will want to view this exclusive video panel discussion with top association executives about the current and future state of rural healthcare. You'll hear their perspectives on what lies ahead and what healthcare leaders can do to be even more prepared for 2021’s biggest challenges. Our distinguished group of panelists weighed in on a these topics and more.

Jan 19, 2021
Industries: Healthcare

Hospital price transparency: Key learnings to date

Wipfli offers two levels of price transparency solutions: a machine-readable all services file program, and an option for both the services file and shoppable services file to help healthcare organizations comply with CMS regulations. The Centers for Medicare & Medicaid mandated enhanced transparency of hospital pricing and payment rates through a set of regulations that became effective January 1, 2021.

Jan 19, 2021
Industries: Healthcare, Hospital price transparency solutions

HMDA – Make sure you get it right!

During this webinar, we walk you through the requirements of the Home Mortgage Disclosure Act and provide answers to lingering questions. Make sure your staff are ready to accurately report your Loan Application Register information by listening to details on the requirements. Even if you’ve already received your HMDA training, the requirements are numerous, and additional information and reinforcement are the keys to getting it right. We cover all requirements and the details behind each.

Dec 16, 2020
Industries: Financial Institutions
By: Melissa D. Blaser, Teri Downey

Leading during challenging times – Attributes to help healthcare leaders succeed

This session of Healthcare Connections is dedicated to healthcare leaders, and helping you succeed during challenging times. As leaders you face a complex business environment in which change is continuous and accelerating.

Dec 15, 2020
Industries: Healthcare
By: Carlos Jimenez

Bipartisan bills you can expect in 2020 or early 2021

As the 2020 legislative session draws to a close and 2021 is right around the corner, some clear bipartisan issues remain. See what bills you can expect in the short term and what they could mean for you.

Dec 15, 2020
Services: CPA Tax Services
By: Andrew Seifert

PPP loan forgiveness update

The Paycheck Protection Program (PPP) has provided needed relief for small business and those they employee during the COVID-19 pandemic, but the forgiveness rules can be tricky. Learn about the latest updates and how they might impact you and your business or organization.

Dec 15, 2020
Services: CPA Tax Services
By: Gregory G. Butler

Individuals, estate, trust and gift: Year-end updates

As 2020 comes to a close, we have our eye on some things that could impact individuals and estates. Join us to learn about what we are watching and how it might impact you.

Dec 15, 2020
Services: Private client services, CPA Tax Services

Tax update for financial institutions

The year 2020 has provided many unexpected challenges for all. In response to the economic downturn brought on by COVID-19, the CARES Act and the IRS have provided numerous tax law changes and guidance. At the same time, the Tax Cuts and Jobs Act continued to evolve based on new guidance provided by the IRS.

Dec 12, 2020
Industries: Financial Institutions
Services: CPA Tax Services
By: Houston Holmes, Lindsey L. Sabelko

Senior Living Educational Series | Understanding accounts receivables from A-Z

This webinar would be of benefit to skilled nursing and assisted living organizations and covered important topics related to reimbursement, accounts receivables and other accounting related functions.

Dec 10, 2020
Industries: Healthcare, Senior living providers
By: Larry P. Lester

Microsoft Dynamics GP year-end webinar

In this webinar, we walk you through how to close general ledger, accounts payable, accounts receivable, inventory, fixed assets, and payroll. We discuss the recommended sequence and steps to ensure a smooth closing.

Dec 09, 2020
Services: Digital Services, Business consulting services

Construction and real estate year end tax strategies

Addressing potential tax savings at year end is an activity you typically do each year, but this hasn’t been a typical year. Watch this recorded webinar to learn about these top four areas with the potential to quickly generate or retain cash during these uncertain times.

Dec 02, 2020
Industries: Real Estate
Services: CPA Tax Services
By: Dannielle Lewis, Steven A. Barnes

FDICIA compliance – Perspectives from the front lines

A moderated panel consisting of fellow community bankers from FDICIA banks around the U.S., discusses real life examples. This panel session focuses on what pre-FDICIA banks can be doing now to prepare for FDICIA, such as FDICIA readiness assessment and key control gap analysis. In addition, the webinar includes stories from other community bankers about their FDICIA implementation experience as well as ongoing FDICIA compliance. President/CEO, CIO, CFO, controller, internal audit director and chief risk officers, benefit from this recorded webinar.

Dec 02, 2020
Industries: Financial Institutions
By: Sonny MacArthur

How to leverage your ALM to generate new income

Are you concerned about this flat-rate environment and what to do with all your excess liquidity? When’s the last time you updated your cash management strategies? How often do you dive into the liability side of your balance sheet?

Nov 19, 2020
Industries: Financial Institutions
By: Marcie Bomberg-Montoya, Ryan Barrow, Robert H. Zondag

Diving into CMMC requirements — including recent updates

Are you concerned about how your business is going to achieve Cybersecurity Maturity Model Certification (CMMC)? It’s time to share updates and help you get started or get back on track.

Nov 18, 2020
Industries: Construction, Manufacturing
Services: Business consulting services, Digital Services, Cybersecurity services
By: Tom Wojcinski, Jason Vander Velde

Managing cyber risk: Protecting yourself beyond HIPAA

Watch Healthcare Connections! Leaders from healthcare organizations are encouraged to watch this 45 minute presentation with on cyber security presented by Tom Wojcinski, principal in Wipfli’s cybersecurity and technology management practice.

Nov 17, 2020
Industries: Healthcare
Services: Business consulting services, Cybersecurity services
By: Tom Wojcinski

Tools to help nonprofits return to the workplace safely

Whether you’re starting to think about reopening, or you’ve already returned to the office but aren’t sure you’re fully leveraging all the tools that could support you, Wipfli is here to help.

Nov 16, 2020
Industries: Nonprofits
Services: Business consulting services, Digital Services
By: Brian R. Gaumont

Audit and accounting update for financial institutions

2020 has been a year full of challenges for financial institutions, including some unique accounting issues. Wipfli’s annual audit and accounting webinar updates you on the latest answers to your accounting questions as well as the nuts and bolts of final accounting rules effective for 2020 and beyond.

Nov 12, 2020
Industries: Financial Institutions
By: Brett D. Schwantes, Lydia R. Kopras

Elevate your Sage Intacct: Quarterly webinar Q4 2020

In this Elevate your Sage Intacct webinar, Cathy Harris, Jessica Hensley and Jeremiah Monks dove into the latest features added to Sage Intacct with the upcoming Q4 2020 release. 

Nov 12, 2020
Services: Business consulting services, Digital Services

Panel Discussion: How behavioral data can help your organization strengthen diversity, equity and inclusion

Organizations often ask employees to bring their whole selves to work, and that means they bring their experiences as diverse individuals.

Women, people of color, LGBTQ+ individuals, disabled individuals — there is a wealth of diversity in our world, and these groups of people are often underrepresented in the workplace. Many organizations have started engaging in conversations with employees about their experiences, goals and ideas relating to diversity, equity and inclusion (DEI). But as conversations continue, leaders are faced with the imposing question of, “What actions do we take next?”

Nov 10, 2020
Services: Business consulting services, Talent and Change
By: Heather L. Debelak, Breann M. Streinz

Credit Union Forum Webinar #3: The dark web and what makes it so “dark”

When there is a data breach, where does all the data go? What is the Dark Web? How does it work? How does it impact credit unions and their members?

Nov 05, 2020
Industries: Financial Institutions
By: Mark Scholl

How to quickly implement new COVID-19-response programs with CARES Act funding

Government COVID-19 relief made $25 billion available for the Treasury Department's Emergency Rent and Utility Assistance Program (ERA). Many community action agencies are now working with their states to take applications and disburse those ERA funds.

Nov 05, 2020
Industries: Nonprofits
Services: Business consulting services, Digital Services
By: Brian R. Gaumont, Andrew J. Potasek

Sage Intacct webcast: How to prepare for upcoming Service Pack 4 release and 1099 reporting updates

The IRS is updating how nonemployee compensation payments are reported for the 2020 tax year, bringing big changes to your organization’s 1099 data in Sage Intact.

On Friday, November 13, Sage will release Service Pack 4 and change current 1099 data to accommodate for the recent IRS reporting update — so the change is twofold. With Sage Intacct’s impending release and the reporting updates from the IRS, organizations must act now to prepare for these 1099 changes. But where do you start?

Oct 29, 2020
Services: Digital Services

The inside track on fraud

During the webcast, Dave Friedman gives a basic history and discusses the different types of fraud. He reviews why fraud happens and how frequently, and explores ways to protect your company. Dave also shares tips to reduce the likelihood of fraud occurring, including some software recommendations.

Oct 27, 2020
Services: Business consulting services, Fraud and forensic services
By: David G. Friedman

Healthcare Connections – Student loan forgiveness programs for medical professionals

Oct 22, 2020

Community Banking Forum Webinar #3: The employee experience - What's ahead?

We often hear about the “fan experience” in the sports world. And now we hear that language being adopted by the business world as the “employee experience.” But what does it mean? What does it mean to you and your management teams as you attempt to attract, motivate and retain employees?

Oct 21, 2020
Industries: Financial Institutions
By: Julia A. Johnson

Credit Union Forum Webinar #2: The employee experience - What's ahead?

We often hear about the “fan experience” in the sports world. And now we hear that language being adopted by the business world as the “employee experience.” But what does it mean? What does it mean to you and your management teams as you attempt to attract, motivate and retain employees?

Oct 21, 2020
Industries: Financial Institutions
By: Julia A. Johnson

Healthcare Connections Q&A Session | Unpacking guidance on the HHS PRF reporting requirements

Watch this 45-minute Q&A session with our healthcare industry specialists. During the webcast we addressed questions and provided insights on the newly released U.S. Department of Health and Human Services (HHS), Provider Relief Fund (PRF) reporting requirements.

Oct 20, 2020
Industries: Healthcare
By: Wes A. Thew, Rob Schlicht

Community Banking Forum Webinar #2: What is your M&A strategy (or not)?

Every institution has an M&A philosophy. The panel session includes insights into the pros and cons of being a buyer, a seller or remaining independent. Special guests include Mike O’Meara, who lends his perspective from the seller’s side, and Kelly George, who lends his perspective from the buyer’s side. Kevin Janke and Paul Ouweneel speak from their many years of experience assisting clients in acquiring new businesses or selling their own businesses.

Oct 14, 2020
Industries: Financial Institutions
By: Kevin Janke, Paul D. Ouweneel

Credit Union Forum Webinar #1: Lessons learned from the past year of unanticipated change

2020 has been a year filled with unanticipated change. Wipfli Principal Marcie Bomberg-Montoya will share lessons learned from these changes, mistakes made and victories earned. In this webinar, we share how to develop the skills and discipline within your teams to enable resiliency.

Oct 07, 2020
Industries: Financial Institutions
By: Marcie Bomberg-Montoya

Community Banking Forum Webinar #1: Lessons learned from the past year of unanticipated change

2020 has been a year filled with unanticipated change. Wipfli Principal Marcie Bomberg-Montoya will share lessons learned from these changes, mistakes made and victories earned. In this webinar, we share how to develop the skills and discipline within your teams to enable resiliency.

Oct 07, 2020
Industries: Financial Institutions
By: Marcie Bomberg-Montoya

Are you equipped to handle FDICIA compliance requirements?

Are you equipped to handle FDICIA compliance requirements? In general, most bankers are aware of the significance of crossing the $1 billion asset threshold. Whether achieved through organic growth or through a merger or acquisition, it’s a milestone that presents a host of new opportunities.

Sep 30, 2020
Industries: Financial Institutions
By: Carrie Connell, Sonny MacArthur, Jim Rumph

Asset management webinar: OCIE risk alert updates

During the past several months, the Office of OCIE released a ransomware alert for all broker-dealers, investment managers and investment companies, as well as a risk alert outlining a number of compliance issues noted during their examinations of investment advisers that manage hedge and private equity funds. Listen to the experienced professionals from Wipfli’s Asset Management Team as they review the findings and discuss action steps that firms can take to uncover and address specific risk areas.

Sep 30, 2020
Industries: Financial Services
By: Kathy Enbom, Ronald S. Niemaszyk, Tom Wojcinski

Healthcare Connections – Student loan forgiveness programs for medical professionals

Watch Wipfli's for Healthcare Connections! We are inviting leaders from the healthcare industry to watch this recorded webcast to learn more about the top student loan forgiveness programs for medical professionals. These include Public Service Loan Forgiveness and National Health Service Corps, among others. We will also discuss considerations for how to properly qualify and maximize available forgiveness offered through these programs.

Sep 22, 2020
Industries: Healthcare

What is Power Apps? How to utilize Power Apps and the Power Platform

When business needs and goals evolve, especially in times of uncertainty, being able to quickly pivot to better serve clients and customers is critical.

Sep 16, 2020
Industries: Construction and Real Estate, Manufacturing, Nonprofits
Services: Business consulting services, Digital Services
By: Andrew J. Potasek

Nonprofits: Learn how to use Sage Intacct Dynamic Allocations, Budgeting and Planning

Building an effective budget means understanding your performance. And understanding your performance means allocating indirect costs and revenue across your services, projects, departments and other dimensions. The entire process is time-consuming, complex and involves a wide range of spreadsheets.

That’s why nonprofit organizations can benefit significantly from Sage Intacct’s Dynamics Allocations and Budgeting and Planning features.

Sep 10, 2020
Services: Business consulting services, Digital Services

How professional services organizations can use Sage Intacct Dynamic Allocations, Budgeting and Planning

Sep 09, 2020
Services: Business consulting services, Digital Services

Connectors for Sage Intacct User Group

Does your organization use Wipfli’s ExpenseConnect and/or InvoiceConnect for Sage Intacct?

Linda Alegria, Michelle Starkey, and Bryce Fullmer hosted a free SAP Concur solutions connector user group. The team led an open discussion, covering:

• An overview of the products in Wipfli’s marketplace
• The latest ExpenseConnect and InvoiceConnect features
• Most commonly used — but at times underrated! — features

Sep 02, 2020
Services: Business consulting services, Digital Services
By: Michelle M. Starkey

Connectors for GP User Group

Does your organization use Wipfli’s ExpenseConnect and/or InvoiceConnect for Microsoft Dynamics GP?

Mary Baumann, Bryce Fullmer, and Michelle Starkey hosted a free connectors for SAP Concur solutions user group. The team led an open discussion, covering:

• An overview of the products in Wipfli’s marketplace
• The latest ExpenseConnect and InvoiceConnect features
• Most commonly used — but at times underrated! — features

Sep 01, 2020
Services: Business consulting services, Digital Services
By: Michelle M. Starkey

Q&A panel: Leading change to find a new way forward

For manufacturers, navigating the COVID-19 pandemic has been all about managing unanticipated change. But what about emerging from it?

Aug 26, 2020
Industries: Manufacturing
By: Mark Stevens, Dan Miller, Brett Polglaze, Jake R. Rohrer, Joe Girard, Luis J. Murgas

Elevate your Sage Intacct: Quarterly webinar Q3 2020

In this Elevate your Sage Intact webinar, Cathy Harris and Frankie Fernandez dove into the new features that will be added to Sage Intacct with the upcoming Q3 2020 release.

Aug 20, 2020
Services: Business consulting services, Digital Services

Healthcare Connections: What you need to know about Pricing Transparency

On November 15, 2019, CMS finalized its expanded interpretations of section 2718 of the Public Health Service Act. The final rule requires all hospitals to make a list of gross charges, negotiated charges, a self-pay “walk-in rate” and a minimum and maximum negotiated charge for all services in the hospital charge description master (CDM) publicly available in a machine-readable format. It also defines a list of 300 shoppable services that must be made publicly available in a searchable, consumer-friendly format. The rule specifies the manner and format in which the lists are to be made publicly available. Hospitals that do not comply with these requirements may be subject to civil monetary penalty (CMP) of up to $300 per day. 

Aug 11, 2020
Industries: Healthcare

The Resilience Series: Leading Through Change

During this interview with Predictive Index, Jeff Wulf discusses how to lead through change. Download this recording to learn the difference between change management and change leadership. 

Aug 07, 2020
Services: Business consulting services, Strategy and Operations, Talent and Change
By: Jeffrey H. Wulf

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

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: Business consulting services, Digital Services

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
By: Deron J. Kling, Mark Stevens

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: Business consulting services, Digital Services
By: Barbara Bell

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

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: Business consulting services, Strategy and Operations, Talent and Change
By: Heather L. Debelak

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

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: Business consulting services, Strategy and Operations, Talent and Change
By: Julia A. Johnson, Heather L. Debelak

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

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

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

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
Services: Business consulting services, Digital Services
By: Matt Gelb, Jared Papador, Ryan C. Rademann, Christina Klein Trapp, Brad Werner

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: Business consulting services, Strategy and Operations, Talent and Change
By: Heather L. Debelak, Deron J. Kling

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, Real Estate
By: Crystal Christenson, Emily T. Sladky

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

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: Business consulting services, Digital Services

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: Business consulting services, Strategy and Operations, Talent and Change
By: Marcie Bomberg-Montoya

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: CPA Tax Services
By: Joshua J. Boyle, Jason M. Sieg

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: Eric Volk

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: Business consulting services, Digital Services

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

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

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

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: Real Estate
By: Dannielle Lewis, Damian L. Ederhoff

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: CPA Tax Services
By: Gregory G. Butler, Terry Hoover

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: Business consulting services, Digital Services
By: Brian R. Gaumont, Ryan Peasley

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. VanDoren, Terry Hoover

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: Business consulting services, Digital Services
By: Michelle M. Starkey

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: Business consulting services, Cybersecurity services, Digital Services
By: Jeff Olejnik

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: Business consulting services, Digital Services
By: Connor R. McNamara, Spencer Kellogg

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: Business consulting services, Strategy and Operations, Talent and Change
By: Jeffrey H. Wulf, Marcie Bomberg-Montoya

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: Business consulting services, Digital Services
By: Brent Neitz, Brian R. Gaumont

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
By: Joe Girard, Jake R. Rohrer

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: Dan Miller

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
By: Brett Polglaze

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

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

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, Nonprofits, Private Equity, Technology industry, Tribal Gaming and Government
By: Paul T. Lally

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, Real Estate
Services: Business consulting services, Cybersecurity services
By: David G. Friedman

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: Real Estate
Services: CPA Tax Services
By: Dannielle Lewis

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: CPA Tax Services
By: Terry Hoover, Kevin Cherney

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
Services: Business consulting services, Digital Services
By: Mark Stevens, Dan Miller

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

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, Real Estate
Services: Business consulting services, Digital Services
By: Matt Gelb, Jeff Anger

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: Joshua J. Boyle

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

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

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: Deron J. Kling

[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

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: Business consulting services, Cybersecurity services
By: Joel R. Lego, Jim Rumph

Elevate Your Sage Intacct: Quarterly Webinar

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

Mar 15, 2020
Services: Business consulting services, Digital Services

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
Services: Business consulting services, Cybersecurity services
By: Jeff Olejnik, Tom Wojcinski

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: Real Estate
Services: CPA Tax Services
By: Dannielle Lewis

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

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: Digital Services, Business consulting services
By: Barbara Bell

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: Business consulting services, Digital Services
By: Rebecca A. Hurst

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: CPA Tax Services
By: Jason J. Wimmer

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: CPA Tax Services
By: Valerie K. Fedie

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

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 services
By: Jeff Olejnik

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: Business consulting services, Digital Services
By: Connor R. McNamara

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 services
By: Tom Wojcinski

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: Business consulting services, Digital Services

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

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: Business consulting services, Digital Services
By: Mark Christie

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 valuation services, Fraud and forensic services, Litigation support consulting, M&A and transaction advisory services

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: Business consulting services, Digital Services
By: Brent Neitz

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: CPA Tax Services
By: Paul T. Lally

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
Services: Business consulting services, Digital Services
By: Dan Miller

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: Business consulting services, Digital Services
By: Anthony Cantor, Stephanie M. Smith, Rebecca A. Hurst

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
Services: Business consulting services, Digital Services
By: Mark Stevens

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: Digital Services
By: Jason Muhlstein

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

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, Nonprofits, Private Equity, Tribal Gaming and Government
Services: Business consulting services, Talent and Change

Microsoft Dynamics Roadmap — What’s Next?

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

Jun 04, 2019
Services: Business consulting services, Digital Services
By: Mark Christie

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: Business consulting services, Digital Services
By: Rebecca A. Hurst, Brian Dietz

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: Business consulting services, Digital Services
By: Connor R. McNamara, Mark Christie

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

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: Business consulting services, Digital Services
By: Brian Dietz, Brent Neitz, Shereen Mahoney

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: Real Estate
Services: CPA Tax Services
By: Dannielle Lewis

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: Business consulting services, Digital Services
By: Brent Neitz, Brian Dietz

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: Business consulting services, Digital Services
By: Mark Christie, Connor R. McNamara

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

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

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: Business consulting services, Digital Services
By: Dan Miller

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: Business consulting services, Digital Services
By: Anthony Cantor

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

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: CPA Tax Services
By: Christina Schultz

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

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
Services: Business succession planning
By: Paul T. Lally

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

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: Business consulting services, Digital Services
By: Barbara Bell

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: CPA Tax Services
By: Jessica Schwantes

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

Maximizing Team Effectiveness with PI

Dive into this dynamic software!

Nov 08, 2018
Services: Talent and Change

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, Nonprofits, Private Equity, Tribal Gaming and Government
Services: Audit and Accounting
By: Ronald P. Hafner, Colleen Cooke-Varallo, Brian Dietz

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, Nonprofits, Private Equity, Tribal Gaming and Government
Services: CPA Tax Services
By: Paul T. Lally

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: CPA Tax Services
By: Dustin Wiesner, Andrew Seifert, Bradley Cook

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, Nonprofits, Private Equity, Tribal Gaming and Government
Services: CPA Tax Services
By: Craig A. Cookle, Tara T. Johnson

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
Services: CPA Tax Services, State and Local Tax Services
By: Craig A. Cookle, Tara T. Johnson

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, Nonprofits, Private Equity
Services: Talent and Change

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: Business consulting services, Digital Services
By: Lindan D. Elliott

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, Nonprofits, Private Equity
Services: Business consulting services, Digital Services
By: Andrew J. Potasek, Ryan C. Rademann

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
Services: Audit and Accounting, Business consulting services
By: Anthony Cantor

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, Nonprofits, Private Equity
Services: Business consulting services, Digital Services
By: Barbara Bell

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

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, Nonprofits, Private Equity
Services: Business consulting services, Digital Services
By: Barbara Bell, Mark Christie

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, Nonprofits, Private Equity
Services: Business consulting services
By: Barbara Bell

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

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

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

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, Nonprofits, Private Equity
Services: Business consulting services, Digital Services
By: Ryan Swiderski

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

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
Services: Business consulting services
By: Deron J. Kling

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, Real Estate
Services: Audit and Accounting
By: Adam Mueller

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: CPA Tax Services
By: Bradley Cook, Justin Van Zuiden, Dustin Wiesner

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

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: Business consulting services
By: David Schroepfer

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
Services: CPA Tax Services
By: Craig A. Cookle

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, Nonprofits, Private Equity
Services: Business consulting services, Digital Services
By: Barbara Bell

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
Services: Business consulting services
By: Deborah S. Marshall

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, Nonprofits, Private Equity
Services: CPA Tax Services
By: Gregory G. Butler, Crystal Christenson, Kelly M. Fisher

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, Nonprofits, Private Equity
Services: CPA Tax Services
By: Gregory G. Butler, Crystal Christenson, Kelly M. Fisher

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: CPA Tax Services
By: Jessica Schwantes, Jason J. Wimmer

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
Services: Business consulting services, Digital Services

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

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, Nonprofits, Private Equity
Services: Business consulting services, Digital Services
By: Ryan Swiderski

QuickBooks Online Users Sessions: Tips and Tricks

Already on QuickBooks Online? View this recorded webinar to discover even more about the software. 

Dec 12, 2017
Industries: Agribusiness, Construction and Real Estate, Dealerships, Fintech, Financial Institutions, Financial Services, Home, Governments, Healthcare, Insurance, Manufacturing, Nonprofits, Private Equity
Services: Business consulting services, Digital Services

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: CPA Tax Services
By: Jason J. Wimmer

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
Services: Governance, risk and compliance, Business consulting services
By: Jeff Olejnik

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, Nonprofits, Private Equity
Services: Business consulting services, Digital Services

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

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

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
Services: CPA Tax Services
By: Brian Lightfield, Tanya Malaney, Kory C. Kebert

Close the Technology Skills Gap–Train the Smart Way

Experience MyTraining, a customizable training portal built on best practices for organizations like yours. 

Oct 12, 2017
Industries: Agribusiness, Construction and Real Estate, Dealerships, Fintech, Financial Institutions, Financial Services, Home, Governments, Healthcare, Insurance, Manufacturing, Nonprofits, Private Equity
Services: Digital Services

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: Business consulting services
By: Jeff Olejnik, Marc W. Courey

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

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, Nonprofits, Private Equity
Services: Governance, risk and compliance

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

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, Private Equity, Insurance
Services: Audit and Accounting, Business consulting services, Digital Services
By: Brian Dietz, Colleen Cooke-Varallo

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, Nonprofits, Private Equity
Services: Digital Services
By: Andrew J. Potasek, Ryan Swiderski

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
Services: Audit and Accounting
By: Colleen Cooke-Varallo, Sara L. Funk

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

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
Services: Business consulting services, Digital Services

IT Examination Hot Topics – Cybersecurity: Recorded Webinar

Feb 23, 2017
Industries: Financial Institutions, Financial Services
Services: Business consulting services
By: Matthew T. Janoski

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: Jeffrey M. Johnson, Judith A. Holloway

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: Jeffrey M. Johnson, Judith A. Holloway

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: CPA Tax Services
By: Jason J. Wimmer

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

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

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
Services: CPA Tax Services
By: Jeffrey R. Fritz

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: CPA Tax Services
By: Audra M. Moncur

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

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

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

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
By: Kelly M. Fisher

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

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: Business consulting services, Digital Services
By: Barbara Bell

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: Melissa D. Blaser

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

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

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
By: Deborah S. Marshall

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: Business consulting services, Digital Services
By: Matt Gelb

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

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: Business consulting services
By: Deborah S. Marshall

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
Services: CPA Tax Services
By: Christopher R. Blaylock, Scott R. Schumacher

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

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

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
Services: Business consulting services, Digital Services

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. VanDoren

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
Services: Business consulting services, Digital Services

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: Business consulting services
By: Deborah S. Marshall

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

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
By: Jeff Olejnik

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

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

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: Business consulting services
By: Stephanie L. Ferrario

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
By: Deborah S. Marshall

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: Jeffrey M. Johnson

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

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: Jeffrey M. Johnson

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
Services: Business consulting services, Digital Services
By: Dan Miller

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
By: Jeff Olejnik

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: Business consulting services, Digital Services

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

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, Nonprofits, Private Equity

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

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

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

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
Services: Business consulting services, Digital Services
By: Jason Muhlstein, Mark Stevens

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

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: Business consulting services, Digital Services

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
Services: Business consulting services, Digital Services
By: Mark Stevens, Jeffrey H. Wulf

'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
Services: Business consulting services, Digital Services
By: Mark Stevens

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
By: Matt Gelb, Kenneth F. Kortas

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
Services: Business consulting services, Digital Services
By: Terry Kerscher

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

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: Jeffrey M. Johnson