Insights - Wipfli

Videos & Webcasts

Young Hispanic woman in technology career, authentic portrait of programmer or cybersecurity professional

Joel R. Lego Feb 26, 2026

IT Leadership Roundtable: Audit updates, regulatory changes and emerging risks

Strengthen your security posture before your next IT audit. Learn about common exam findings, FFIEC expectations and more at the next IT Leadership Roundtable.

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Business group watching presentation on pc monitor and discussing project, sitting at workplace with cup of coffee and pointing at display. Business communication concept

Stephanie Jennings Feb 04, 2026

What financial institutions should know about FinCEN’s Minnesota Geographic Targeting Order (GTO)

This on-demand webinar covers FinCEN’s Minnesota Geographic Targeting Order, new reporting requirements and how to prepare compliance and operations teams.

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professionals seated together in a corporate meeting setting.

Rusty A. Planert Dec 04, 2025

IT Leadership Roundtable: What financial institutions need to know about digital assets

IT Leadership Roundtable covers digital asset basics for financial institutions. Learn about fundamentals, use cases and compliance expectations on December 4 or on demand.

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Research Reports

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Jan 26, 2026 The state of the banking industry 2026 research report
The 2026 state of the banking industry report examines how financial institution leaders are working to grow, modernize and protect their organizations amid new digital realities.
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Jan 26, 2026 The state of the credit union industry 2026 research report
Credit unions are ready for reinvention. The 2026 state of the credit union industry report examines how leaders are adapting strategies to meet modern member needs.
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Dec 16, 2025 The state of the wealth management industry 2026 research report
Wipfli surveyed wealth management executives to understand their economic outlook, strategic priorities and top challenges for the year ahead. Explore practical insights on how firms can sustain confidence, prioritize investments and navigate complexity.
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Dec 16, 2025 The state of the asset management industry 2026 research report
Wipfli’s 2026 “State of the asset management industry” report offers industry insights for the coming year.
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Podcasts

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Robert H. Zondag Dec 18, 2025

Bank on Wipfli podcast: How will wealth management change in 2026?

Join Wipfli’s Robert Zondag for a conversation about where the wealth management industry is headed in 2026. Learn how firms are evolving, including via new business models, recruiting strategies and private equity partnerships.
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Robert H. Zondag Nov 10, 2025

Bank on Wipfli podcast: Segmented service, stronger impact

How Her Bank found success with its customer segmentation strategy to better connect with women who lacked a strong banking relationship.
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Robert H. Zondag Sep 18, 2025

Podcast: Maximize tech and talent with smarter insurance filing

Explore how insurers adapt to statutory changes, tackle talent gaps and leverage tech for smarter filings. Tune in to our latest Bank on Wipfli podcast episode.
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