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Schwantes_Brett
Brett D. Schwantes Dec 12, 2023

Webinar: Accounting and audit update for financial institutions

Don’t miss significant updates pertaining to the adoption of CECL, what financial institutions need to consider when it comes to troubled loan modifications and which important accounting standards may be just ahead.

Lally_Paul
Paul T. Lally Mar 10, 2023

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.

Jeff Olejnik
Jeff Olejnik Feb 01, 2023

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.
Mark Scholl
Mark Scholl Mar 30, 2022

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.
Marcie Bomberg - Milwaukee, WI
Marcie Bomberg-Montoya Mar 11, 2021

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.

Enbom_Kathy
Kathy Enbom Sep 30, 2020

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.
Miller_Dan
Dan Miller Apr 28, 2020

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
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!
Lally_Paul
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.