Wipfli logo

December CFO roundtable: Audit, accounting and tax update

Stephanie Suchla
Dec 03, 2025

During the December CFO Roundtable, Wipfli provided an update on audit, accounting and tax changes shaping the industry. Watch the replay to:

  • Stay ahead of accounting and audit changes: Review updates to purchase accounting for acquired loans, new income tax disclosure requirements and other emerging issues.
  • Navigate evolving compliance requirements: Understand how recent regulatory and disclosure changes could impact your institution’s reporting obligations and audit preparation.
  • Evaluate tax implications of new legislation: Explore how the One Big Beautiful Bill Act impacts bonus depreciation, charitable contributions and other provisions that affect financial institutions.

As regulations, staying informed is key to sound decision-making and audit readiness. Watch this session for insights to help your institution stay compliant and prepare for 2026 and beyond.

Author(s)

Stephanie Suchla
CPA, Senior Manager, Wipfli Advisory LLC
Morgan Crowley
CPA, Senior Manager, Wipfli Advisory LLC
Brett D. Schwantes
CPA, Director, Wipfli Advisory LLC
Christy French
Manager, Wipfli Advisory LLC
Connie S. DuBois
CPA, Manager, Wipfli Advisory LLC

TOP PICKS

Wealth management firms: Is it time to embrace crypto?
After the GENIUS Act, should your bank offer cryptocurrency services?
Diagnosing the Fair Lending Health of Your HMDA-LAR