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Smiling Senior Couple Meeting With Female Financial Advisor In Office
Margaret Amsden
Margaret Amsden Jun 06, 2024

Securing your legacy: Estate planning and gift tax exemption sunset

Prepare your financial legacy for the estate and gift tax exemption sunset. Join our live webinar for strategies to help you minimize your estate tax liability.
Roof of american school building covered with photovoltaic solar panels for production of electric energy
Teri LeSage
Teri LeSage Jun 05, 2024

Unlock energy incentives: Turn tax credits into cash

Turn tax credits into cash for your school. Watch this webinar to learn about the untapped potential of energy incentives.

Event page copy_Elevate your Sage Intacct Q2 2024
Julie Schilz
Julie Schilz May 23, 2024

Elevate your Sage Intacct: Q2 2024

Explore new features and components of the Q2 2024 Sage Intacct release. This webinar dives into the enhancements, so you can put them to use right away.
woman looking into the distance
Wipfli Insights Team May 23, 2024

Perspectives in Financial Services recording: Choose to lead

This webinar features keynote speaker Phillip Van Hooser on effective leadership strategies for financial services.

There is lady in the picture.
Wipfli Insights Team May 22, 2024

The budgeting and planning evolution: Tomorrow’s vision, realized

Master the budgeting process. Watch this webinar to learn about best practices and tools for financial planning and analysis.
Corporate man looking at a laptop
Joel Lego
Joel R. Lego May 09, 2024

IT Leadership Roundtable recording for May 2024

Watch our May 2024 IT Leadership Roundtable recording and learn about penetration testing for financial institutions and Wipfli’s cybertech advisory services.

Harnessing the Power of Sage Intacct
Wipfli Insights Team Apr 26, 2024

Harnessing the power of Sage Intacct for business success

Sage Intacct is the first and only financial management solution endorsed by the American Institute of Certified Public Accountants (AICPA). Discover how Sage Intacct’s innovative cloud-based accounting system can enhance your financial operations
Transform accounting webinar 2024
Dane Koepke
Dane Koepke Apr 23, 2024

Transform your accounting and operations with Microsoft Dynamics 365 Business Central

This webinar takes you on a comprehensive tour of Microsoft Dynamics 365 Business Central.
Wipfli Insights Team Apr 18, 2024

Streamline your business and financial operations with Oracle NetSuite

Watch this webinar to see how Oracle NetSuite can help you compete and win. We demonstrate NetSuite’s integrated cloud solutions for ERP, CRM and e-commerce.