On-demand webcasts

Healthcare Connections: Strategic planning 2.0 – building an implementation road map for organization success

In this Healthcare Connections webinar, we explore how you can create a high-performing implementation road map that turns your strategic plan into reality.

Nov 21, 2023
Industries: Healthcare
Services: Business consulting services
By: Tara Cohn, Sydney Diekmann, Robert H. Zondag

NAIC cybersecurity model rule implementation

Join Wipfli partner Greg Foster, CPA and Tom Wojcinski, a leader in Wipfli’s cybersecurity and technology management practice, for an on-demand webinar that covered these requirements and the framework for a sound cybersecurity risk management strategy. The discussion will position you to help protect your business and customers.

Nov 19, 2023
By: Greg Foster, Tom Wojcinski

How AI is transforming financial management

This webinar covers how to automate accounting processes with AI.

Nov 15, 2023
Services: Digital Services, Business consulting services
By: Lindan D. Elliott, Shereen Mahoney

Webinar: CRM is more than a pipeline

CRM has evolved for today's complex banking landscape into a multifaceted tool that goes far beyond managing customer data and sales processes. Wipfli hosted industry leaders and we dove into the world of customer relationship management.

Nov 14, 2023
Industries: Financial Institutions

Elevate your Sage Intacct: Q4 2023

In this Elevate your Sage Intacct webinar, we explore the new Q4 2023 features and look at how your organization can make the most of the latest updates.

Nov 11, 2023
Services: Digital Services, Business consulting services

IT Leadership Roundtable recording, November 2023

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

Nov 09, 2023
Industries: Technology industry

Reduce your personal tax liability with year-end planning tips

Join this year-end tax planning webinar for insights on incentives and deductions to reduce your liabilities.

Nov 09, 2023
Services: Private client services, CPA Tax Services
By: Chuck Martin, Kathy Frable, Tiffany Kuntemeier, Ryan T. Usalis, Chris Lockhart, Mandy R. Riles

Reaching zero downtime and zero defects with Industry 4.0

This webcast explores the Industry 4.0 transformation process, including how manufacturers can scale their technology and benefit from the latest innovations.

Nov 07, 2023
Industries: Manufacturing
Services: Digital Services, Business consulting services
By: Mo Abuali

How data is helping distributors optimize operations

As distributors collect more data, they need solutions to help them use it. In this webcast, we explore how advanced analytics help in optimizing distribution.

Nov 02, 2023
Industries: Distribution
Services: Digital Services, Business consulting services
By: Kate E. Brown

Automating accounting processes to mitigate risks in a tight labor market

This webinar covers how to increase employee efficiency and customer satisfaction through automation as well as provide timely financial visibility.

Oct 23, 2023
Industries: Digital services
Services: Business consulting services
By: Shereen Mahoney, Derrick Williams

How to successfully combine technology and your mission

This webinar covers how nonprofits can successfully navigate a digital transformation by looking at how Team Rubicon was able to use technology to drive growth.

Oct 11, 2023
Industries: Nonprofits
Services: Digital Services, Business consulting services

Implementing effective cybersecurity in K-12 education

Join the discussion on pivotal topics in K-12 cybersecurity at our webinar. We cover threats like ransomware and how to enhance your cybersecurity practices.

Oct 10, 2023
Industries: Education
Services: Cybersecurity services
By: Tom Wojcinski

Webinar: The impact of AI in software development

Join us for a panel discussion on the impact of AI in software development. Our panelists will explore how you can use AI in your business and service offerings.

Sep 27, 2023
Services: Digital Services, Business consulting services
By: Kelly M. Fisher, Matt Sabo, Jeff Olejnik, Karen Johnston, Brendan McGuire

Webinar: How growth in managed care impacts senior services providers

Download our on-demand webinar and discover how senior services providers can navigate new managed care trends and negotiate better rates with data transparency.

Sep 19, 2023
Industries: Healthcare
By: Tara Cohn, Tiffany Karlin

Investing in innovation with value-based care

Join our panelists for a discussion on how the value-based care model is transforming healthcare while providing financial and social investment opportunities.

Sep 13, 2023
Industries: Financial Services
By: Larry Elisco

How to improve financial visibility through dashboards and reports

This webinar covers how to eliminate tedious and error-prone reports from Excel, view up-to-date and accurate dashboards, and create and share custom reports.

Sep 13, 2023
Services: Digital Services, Business consulting services
By: Brent Neitz, Shereen Mahoney

How tribal nations maintain digital sovereignty in the Microsoft cloud

Watch our webinar for a look at how tribal nations can exercise sovereignty in the Microsoft cloud, including how to maintain control over digital assets.

Sep 13, 2023
Industries: Tribal government business solutions
Services: Digital Services, Business consulting services

IT Leadership Roundtable recording for August 2023

Watch our August 2023 IT Leadership Roundtable recording to learn more about the new FFIEC vendor management requirements and the benefits of a virtual CISO.

Aug 30, 2023
Industries: Financial Institutions

Elevate your Sage Intacct: Q3 2023

In our Elevate your Sage Intacct webinar, Wipfli dives into the new Q3 2023 features, including project budget insights and match tolerance for purchasing.

Aug 23, 2023
Services: Digital Services, Business consulting services
By: Julie Schilz

Clearing up common misconceptions about state tax residency

Learn how residency can impact taxes with our on-demand webinar. We explore the tax implications of living, working and estate planning in different states.

Aug 10, 2023
Services: Private client services
By: Daniel N. Kidney, Chris Lockhart, Tiffany Kuntemeier

Your must-see guide to obtaining energy tax credits and other incentives

If your organization wants to learn how to benefit from clean energy tax credits, this webinar offers answers.

Jul 25, 2023
Industries: Construction and Real Estate, Manufacturing, Dealerships, Nonprofits
Services: CPA Tax Services, Energy
By: Teri Samples, Doug Kolker, Andrew Seifert, Sarah K. Williams

Optimize your construction firm with the Microsoft cloud

Wipfli can help optimize your construction firm with cloud solutions from Microsoft. Enhance client engagements, project and supply chain management, and task automation.

Jul 18, 2023
Industries: Construction, Real Estate
Services: Digital Services, Business consulting services

The 5 major challenges with GASB 96

Learn about the major challenges with GASB 96, the accounting standard for subscription-based IT arrangements.

Jun 22, 2023
Industries: Tribal Gaming and Government
Services: CPA Tax Services
By: Phil Collins, Jamison Scarpelli

Healthcare Connections: Capital planning strategies for rural health

Wipfli’s Healthcare Connections webcast focuses on sharing effective tactics to plan and finance a healthcare facility development project for Rural Health Clinics and Critical Access Hospitals.

Jun 20, 2023
Industries: Healthcare
By: John Dao, Sydney Diekmann, Alex McBride

Master your GA4 migration: How updates to Google Analytics affect your website data

Learn how Google Analytics 4 differs from Universal Analytics, what you need to know about your GA4 migration, how to gain deeper customer insights and more.

May 24, 2023
Industries: Technology industry
Services: Business consulting services
By: Billy Collins

Elevate your Sage Intacct: Q2 2023

Sage Intacct’s second release of 2023 brings exciting features with it.

May 19, 2023
Industries: Technology industry
Services: Business consulting services
By: Julie Schilz

Maximize ROI from your Qlik analytics investment

Learn how to leverage the innovations available through the Qlik data analytics platform to help your organization.

May 18, 2023
Industries: Technology industry
Services: Business consulting services
By: David Fields

Panel Discussion: Lessons learned in raising capital

Learn more from a panel of professionals involved in the technology industry, share their personal experiences and perspectives about raising capital.

May 17, 2023
Industries: Technology industry
Services: Digital Services
By: Brendan McGuire

Healthcare Connections: Keeping up with changes in rural health

Discover the latest updates in rural healthcare, including important legislative topics and strategies for how your healthcare organization can grow revenue.

May 16, 2023
Industries: Healthcare
Services: Business consulting services
By: Jeffrey M. Johnson, Katie Jo Raebel

IT leadership roundtable, May 2023

Join Wipfli professionals for timely insights for IT leaders at a quarterly leadership roundtable webinar.

May 11, 2023
Industries: Financial Institutions
Services: Cybersecurity services, Digital Services
By: Mark Scholl, Anna Kooi, Joel R. Lego, David T. Rich, Thomas J. Loring, Sara Circosta

Estate planning: Make the right wealth-transfer decisions

Wipfli specialists will help your decision-making as you prepare for wealth transfer that works for your family dynamics and takes advantage of current tax laws

May 11, 2023
Services: Private client services, Estate and gift planning
By: Audra M. Moncur, Chuck Martin, Rachelle Burnham

Healthcare Connections: Discover workforce solutions to meet increasing demands on your organization

Workforce strategies for healthcare organizations to support hiring and retention.

Apr 17, 2023
Industries: Healthcare
Services: Organizational performance consulting
By: Tara Cohn, Tom Cox, Tiffany Karlin

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 business solutions
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, 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: Energy, 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

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: 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

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

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

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, Marc W. Courey

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

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

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 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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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 business solutions
By: Deron J. Kling, Brian R. Gaumont

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

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

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

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

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

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

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 consulting services, 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

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

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: Brent Neitz, Shereen Mahoney

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

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

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 consulting services, Home, Governments, Healthcare, Insurance, Manufacturing, Nonprofits, Private Equity, Tribal Gaming and Government
Services: CPA Tax Services
By: Paul T. Lally

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 consulting services, 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

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

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

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 consulting services, 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

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 consulting services
Services: Business consulting services
By: David Schroepfer

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 consulting services, Financial Institutions, Financial Services, Home, Governments, Healthcare, Insurance, Manufacturing, Nonprofits, Private Equity
Services: Business consulting services, Digital Services
By: Barbara Bell

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 consulting services, 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: Jason J. Wimmer

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 consulting services, 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 consulting services, 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 consulting services, 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

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 consulting services, 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

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 consulting services, Financial Institutions, Financial Services, Home, Governments, Healthcare, Insurance, Manufacturing, Nonprofits, Private Equity
Services: Governance, risk and compliance

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

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

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

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

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

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

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

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

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

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

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

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

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

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 consulting services, 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

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

'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

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