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Bank on Wipfli

Bank on Wipfli to be your go-to source for need-to-know-now information that affects the financial institution industry. Have fun participating in conversations with our team while receiving ideas and tips to help you navigate your way through compliance, profit improvement, customer relationship management, technology security, capital, and strategic planning concerns, to name a few.

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Latest Post: Feb 15, 2017
I Need to Listen to My Own Words
I recently went to lunch with a coworker, and she paid for her meal using her debit card. When we sat down at our table, she pulled out her cell phone, and when I asked what she was doing, she explained she was recording the purchase using an app on her cell phone. Hmmm…I am still using a checkbook register to record my debit card purchases. I’m the one who tells our clients how much the phrase, “I’ve always done it that way,” bothers me. And here I am still recording my checks and deposits and reconciling my monthly statements to my checkbook register because I’ve always done it that way!
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Get Dynamic - the Wipfli GP Blog

By | Technology Services

Get Dynamic centers around sharing ideas and news related to Microsoft Dynamics® GP, an ERP software package for small to midsized businesses (formerly Great Plains).  We will discuss new ways to use existing technology as well as look to the future for what’s coming up next.

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Latest Post: Oct 10, 2016
Workflow for Dynamics® GP

Workflow for Dynamics® GP

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INSide Thoughts

INSideThoughts is a regular news service from the insurance experts at Wipfli. It’s a short, concise collection top-of-mind trends, strategies, and news we’ve discovered recently.

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Latest Post: Feb 24, 2016
Are Your Product Owners MVPs in the Insurance Game?
insurance-product-owner-MVP | Photo Courtesy of http://www.istockphoto.com/photo/word-mvp-writing-on-golden-sand-background-gm525340103-52854864 Product Owner engagement – or lack thereof – significantly impacts project success. Look for these common behaviors to determine if your Product Owner is engaged and motivated, or if they need some coaching to succeed in the insurance game.

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Management and Leadership in Nonprofits

Helping people. This is what working in a nonprofit organization is all about.  As a leader or manager, you work hard to make sure your organization stays focused on its mission and devotes maximum resources to service. I’d like to help you. In this column, I will share things I’ve learned that can help you in your role including best practices, industry news, resources to look at and even some fun tips and tricks. Enjoy and let me know what you think.

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Latest Post: Nov 10, 2016
Make Opportunity Great Again

 

In light of recent election results, I couldn't resist this blog title. Regardless of which candidate we voted for, we now have to make do with the results. Here's my challenge: Let's look inside and outside our organization, let's reinvest in our mission, let's focus on our desired outcomes, and let's create the impact we know that we can.

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Wipfli Manufacturing Technology Team Blog

Manufacturing Tomorrow Blog

Manufacturing Tomorrow is a regular news service from the manufacturing strategy and technology experts at Wipfli. It’s a short, concise collection top-of-mind trends, strategies, and news we’ve discovered recently.

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Latest Post: Feb 14, 2017
Boosting Visibility Into Your Supply Chain to Improve Performance
finding-efficiencies-that-help-reduce-lead-times | Photo Courtesy of http://www.istockphoto.com/photo/lead-time-reduction-chart-on-blackboard-gm180744280-24884724 Supply chain delays add significant costs to your process, primarily because you need to carry more inventory than you would without those delays, but also because they can cause a slow order-to-cash cycle.

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TaxThink

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The purpose of TaxThink is to bring to light important issues affecting Federal tax that are often overlooked and/or not properly understood.

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Latest Post: Feb 10, 2017
Increase in the de minimis safe harbor for tangible property helps small businesses

If your business regularly purchases products like personal computers, small equipment or mobile devices, you’ll be happy to learn that accounting for these transactions may now be easier. IRS Notice 2015-82, issued late in 2015, increased the de minimis safe harbor for deducting (rather than capitalizing) the amounts paid to acquire, produce or improve tangible property from $500 to $2,500 per item for small businesses that don’t have “applicable financial statements.”

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Microsoft Dynamics CRM, MCRM, MSCRM

Wipfli's Microsoft Dynamics CRM Team Blog

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The purpose of the Wipfli's Microsoft Dynamics CRM Team blog is to continue to build and support the Dynamics CRM community/ecosystem, including our Dynamics CRM and Microsoft Technology Stack customers, prospects and other Dynamics CRM users and potential users.  We plan to share some of our insights on Dynamics CRM – product news, announcements, best practices, ideas, how-tos, etc. and how they might align with your strategic business objectives, meet a short term tactical need, or just get you thinking. 

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Latest Post: Jan 06, 2017
Dynamics 365 and Relationship Assistant

With the release of Dynamics 365, Microsoft is introducing Relationship Assistant.  This new functionality helps you focus on what’s important.  With new interactive cards notifying you of important events, interactions, to-dos for the day, and upcoming events, this new tool will drive productivity and increase your workforce efficiency.

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WipfliSecurity

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WipfliSecurity brings you timely information that affects your organization’s security. Connect with Wipfli’s security experts and get up-to-date guidance on the latest threats and fixes. We’ll discuss new ideas for improving your organization’s security and tips to help you navigate your way through compliance and more.
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Latest Post: Dec 29, 2016
Cyber Criminals Target Law Firms: Are You Next? Probably.

On December 27, the media reported that federal prosecutors charged three Chinese citizens with cybercrime conducted against law firms. According to The New York Times, the three men made millions of dollars by hacking law firms and stealing the emails of partners who worked on mergers. The men then bought shares of target companies and sold them once those deals were announced.

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Blogs


Bank on Wipfli
Financial Institutions Practice Team
Get Dynamic - the Wipfli GP Blog
Wipfli's Microsoft Dynamics GP Team
INSide Thoughts
Wipfli Insurance Team
Management and Leadership in Nonprofits
Steve Lipton
Manufacturing Tomorrow Blog
Wipfli Manufacturing Technology Team
TaxThink
TaxThink Team Blog
Wipfli's Microsoft Dynamics CRM Team Blog
Wipfli Microsoft Dynamics CRM Team
WipfliSecurity