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Wipfli Insights Team Jun 19, 2019

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!
Christina Schultz Feb 20, 2019

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?
Paul T. Lally Oct 25, 2018

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.

Craig Cookle
Craig A. Cookle Oct 03, 2018

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. 

Ryan Swiderski
Ryan Swiderski May 16, 2018

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.
Barbara Bell
Barbara Bell Feb 28, 2018

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. 
Greg Butler
Gregory G. Butler Feb 13, 2018

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.
Ryan Swiderski
Ryan Swiderski Dec 13, 2017

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. 
Wipfli Insights Team Dec 12, 2017

QuickBooks Online Users Sessions: Tips and Tricks

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