Insights - Wipfli

Videos & Webcasts

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Two happy busy female employees working together using computer planning project.

Julie Schilz Dec 18, 2025

Simplify year-end reporting and closing with Sage Intacct

Learn to simplify year-end reporting and closing with Sage Intacct in this free webinar from Wipfli.

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middle aged woman working on digital tablet in an office. Business concept.

Tiffany Karlin Dec 09, 2025

Reimagine reporting and analytics for senior living with Sage Intacct

Unify your data, streamline reporting and unlock real-time insights. Our panelists share real-world stories about turning data complexity into clarity.

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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 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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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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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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Nov 18, 2025 The state of nonprofit, government and education research report
Discover how nonprofit, government and education leaders are navigating financial pressures, talent and technology.
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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 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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Robert H. Zondag Aug 06, 2025

Podcast: Breaking the security-convenience seesaw

How can companies deliver secure digital customer experiences without sacrificing customer convenience? In this episode of Bank on Wipfli, we explore how organizations can break the traditional trade-off between security and ease of use in digital workflows.
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