Videos & webcasts

  • Risk advisory | Operational risk management | October 22, 2026

    Balancing risk, resilience and growth

    Business risks are more interconnected than ever. But risk management often remains locked into separate siloes like operations, technology, AI and cybersecurity, making it harder to understand how risks in one area can affect performance, growth and resilience across your business. Hear Wipfli leaders discuss how to take a more connected approach to risk, gain greater risk visibility across your organization and align risk decisions with your strategic goals so you can move forward with confidence.

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  • Financial Services | Banks | October 15, 2026

    Risk Roundtable: Understanding AI to support responsible governance

    AI literacy is becoming an essential competency for compliance professionals. Our October Risk Roundtable covered AI fundamentals and how AI is changing the risk landscape. In many organizations, employees are rapidly adding AI to their daily workflows — and adoption is moving faster than governance. Risk Roundtable is designed specifically for chief risk officers, internal auditors, BSA officers and compliance officers in community banks and credit unions. Watch this session to learn how to manage this evolving risk.

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  • Tax | State and local tax | October 8, 2026

    Nexus studies and voluntary disclosure agreements: How to manage multistate tax exposure

    You could be exposed to state tax liabilities you don’t know about. State tax nexus can be triggered by a single remote employee, inventory stored in a third-party warehouse or simply crossing an economic sales threshold. This webinar explores two of the most critical — and most frequently misunderstood — tools in multistate tax compliance: Nexus studies and voluntary disclosure agreements (VDAs).

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  • September 17, 2026

    CFO Roundtable: Succeeding responsibly with AI

    To succeed with AI, financial institutions must understand the technology, its costs and how to govern it responsibly. That’s a tall order given the pace of change. In this webinar, Wipfli explains how to evaluate, implement and govern AI responsibly. We discuss capabilities you could gain from different AI technologies, the role of data management and governance and practical steps to manage risk and control costs. This session will help you better understand the technology, risks and planning considerations for adopting AI in financial institutions.

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  • Technology consulting | September 16, 2026

    Oracle NetSuite 2026.2: Explore new features, AI and automation

    This webinar walks through the most impactful updates in the NetSuite 2026.2 release. See what’s new and discover how to leverage these enhancements to improve efficiency, streamline operations and gain deeper insights into your business. We also explain how to prepare your organization for upcoming rollouts and system changes, including how to test updates in your release preview account. Watch the replay to turn Oracle NetSuite’s latest updates into meaningful value for your organization.

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  • Tribal gaming and government | September 8, 2026

    Takeaways from Wipfli’s 2026 Indian Gaming Cost of Doing Business Report

    Leaders from 113 tribal gaming enterprises contributed financial data to help Wipfli capture an in-depth look at the industry’s financial health and cost dynamics. See how your property measures up against industry peers. Now in its 28th year, the Cost of Doing Business Report is the tribal gaming industry’s only financial benchmarking publication. Don’t miss this opportunity to dive into exclusive industry data and see where your property stands.

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  • Nonprofits | August 27, 2026

    Head Start compensation and benefits

    Struggling to attract and retain nonprofit talent? Discover how to use benchmark data to navigate workforce pressures and strengthen your mission. This webinar will provide a preview of Wipfli’s upcoming national compensation and benefits study, including how the data will be used to help agencies benchmark and inform decision-making. National compensation survey Take our Head Start compensation survey to benchmark your salary, benefits and workforce practices against peers. Take the survey

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  • Technology consulting | August 26, 2026

    Put AI to work in Microsoft Business Central

    Many organizations are using Microsoft Dynamics 365 Business Central to reduce manual work, speed up everyday processes and help teams make better decisions with the data they already have. But with AI features evolving quickly, it can be hard to know what’s available, what’s practical and where to start. Watch this webinar to discover how Business Central’s AI features can help your team simplify routine tasks, uncover insights faster and work more efficiently across finance, sales and operations.

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  • Technology consulting | August 20, 2026

    Elevate your Sage Intacct: Q3 2026 release

    See what’s new in the Q3 2026 Sage Intacct release. This webinar offers a guided look at new features and tools, plus practical tips from Wipfli’s Sage support team to help you get more value from your technology investment.

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  • Healthcare | August 13, 2026

    AR triage: What to fix first to move from backlog to cash flow

    Aging AR, underpayments and cash flow pressure are ongoing challenges for healthcare leaders. Knowing where to focus first can make a significant difference in financial performance. This webinar is designed to help CFOs and revenue cycle leaders navigate AR backlogs and cash flow strains. It introduces a practical framework for prioritizing work based on financial impact, time sensitivity and risk — helping leaders focus limited resources where they matter most. Using real-world examples from hospitals and clinics, we’ll explore how organizations can reduce excessive AR aging, recover underpayments and address root causes that allow backlogs to persist.

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  • Assurance | Business outsourcing | August 12, 2026

    Rethinking capital, cash flow and operational readiness

    Most organizations don’t struggle to identify growth opportunities. The challenge is determining which investments they’re prepared to support, execute and sustain. In this discussion, our panel shares perspectives on aligning capital decisions with operational realities, navigating uncertainty and building the visibility needed to make confident decisions.

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  • Manufacturing | July 29, 2026

    Mid-2026 tariff update for manufacturers

    Recent tariff developments are creating new questions for manufacturers. This webinar breaks down the latest developments and what they could mean for your organization. We’ll explain key policy updates and the potential implications for costs and supply chains — so you can plan your next steps with greater confidence.

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  • Financial Services | July 23, 2026

    Risk Roundtable: Navigating SAR investigations and regulatory expectations with confidence

    Get the insight you need to manage risk. Our July Risk Roundtable webinar covered suspicious activity reports (SARs). We took a closer look at the requirements and nuances of effective SAR investigations. Watch the session to stay informed and keep your institution ahead of emerging risks. This session will help ensure your SAR processes are thorough, defensible and consistent across your organization.

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  • Financial Services | July 21, 2026

    Modernize indirect lending: CRM strategies for dealer management and onboarding

    Financial institutions are rethinking how they manage indirect lending programs — moving away from manual processes and disconnected systems that limit visibility and create friction. In this webinar, Wipfli and Creatio Financial Services demonstrate how CRM-based accelerators can help centralize dealer management, automate onboarding and convert indirect borrowers into long-term customers.

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  • Healthcare | July 16, 2026

    Denials are rising: How rural providers can protect cash flow

    Denials are increasing across the healthcare industry, but rural providers feel the financial impact more acutely due to limited staff, tighter margins and fewer resources to absorb delayed cash. This webinar explores why denials are rising, where rural hospitals face the greatest revenue pressures, and what leaders can do to protect financial performance — without adding headcount or operational complexity. This session is designed to help rural healthcare leaders strengthen cash predictability, reduce avoidable revenue disruption and improve revenue cycle performance — with resources they already have in place.

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