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Matthew Hovis
Matthew Hovis Jul 23, 2026

Risk Roundtable: Navigating SAR investigations and regulatory expectations with confidence

Learn how to strengthen SAR investigations and meet examiner expectations. This Risk Roundtable webinar covers documentation, compliance risks and best practices for community banks and credit unions.

Diverse business professionals collaborating, working together on a laptop, sharing ideas and discussing strategy in a modern office
Robin Early
Robin Early Jul 21, 2026

Modernize indirect lending: CRM strategies for dealer management and onboarding

Learn how CRM-based accelerators can strengthen indirect lending by streamlining dealer management, automating onboarding and creating consistent borrower engagement.

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Gautam Kasturi
Gautam Kasturi Jun 04, 2026

IT Leadership Roundtable: Evaluating hosting and “as-a-service” infrastructure models

Explore tax planning strategies for high-net-worth individuals. Learn how proactive, year-round planning can reduce exposure and uncover opportunities.

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Research Reports

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  • Dec 30, 2023 State of credit union 2024 research report

    Wipfli surveyed 83 credit unions in 20 states to learn about their priorities and top concerns going into 2024.

    The results show credit unions are less bullish on their market position heading into the next 12 months than they were the previous year. And because they can no longer rely on their reputation for in-person customer service or being the only brick-and-mortar financial institution in underbanked areas, they need to maintain their market share and grow by staying ahead of the technology curve. Download the report to explore Wipfli’s data and insights.

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  • Dec 29, 2023 State of banking 2024 research report

    Wipfli surveyed 390 financial institutions across 28 states to reveal a snapshot of where banks are headed in 2024, including the industry’s top growth strategies and biggest areas of concern.

    Research revealed a slowdown in aggressive growth, a reluctance to embrace AI and a surprising number of cybersecurity instances. Download the report now to explore these concerns and learn more about what the banking industry is expecting in 2024.

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  • Jan 11, 2023 State of credit union 2023 research report

    Wipfli’s State of credit unions report includes data from nearly 70 credit unions on how they are performing what their top concerns are for 2023.

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