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Joel Lego
Joel R. Lego May 09, 2024

IT Leadership Roundtable recording for May 2024

Watch our May 2024 IT Leadership Roundtable recording and learn about penetration testing for financial institutions and Wipfli’s cybertech advisory services.

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VIDEO_WEBCAST -IT trends
Joel Lego
Joel R. Lego Feb 09, 2024

Webinar: Catch up on the IT trends you need to know

Gain timely insights designed for IT leaders from our quarterly leadership roundtable webinar. Watch on-demand.

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Meghan Gardner
Meghan Gardner Dec 13, 2023

Webinar: Tax update for financial institutions
With an election year ahead and the 2025 ending of Tax Cuts and Job Act provisions, financial institutions can begin tax planning now. Join our webinar.
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Blaser_Melissa
Melissa D. Blaser Dec 13, 2023

Webinar: Gain peace of mind with a HMDA refresher

Learn how a data scrub can help you meet HMDA compliance requirements.

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Schwantes_Brett
Brett D. Schwantes Dec 12, 2023

Webinar: Accounting and audit update for financial institutions

Don’t miss significant updates pertaining to the adoption of CECL, what financial institutions need to consider when it comes to troubled loan modifications and which important accounting standards may be just ahead.

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Wipfli Insights Team Nov 14, 2023

Webinar: CRM is more than a pipeline
CRM has evolved for today's complex banking landscape into a multifaceted tool that goes far beyond managing customer data and sales processes. Wipfli hosted industry leaders and we dove into the world of customer relationship management.
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Wipfli Insights Team Aug 30, 2023

IT Leadership Roundtable recording for August 2023
Watch our August 2023 IT Leadership Roundtable recording to learn more about the new FFIEC vendor management requirements and the benefits of a virtual CISO.
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Mark Scholl
Mark Scholl May 11, 2023

IT leadership roundtable, May 2023
Join Wipfli professionals for timely insights for IT leaders at a quarterly leadership roundtable webinar.
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David Fields
David Fields Mar 09, 2023

A jump-start for banking data analytics
Leverage your bank’s customer data to improve your strategic planning and operational effectiveness with an affordable self-service data analytics platform.
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