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Ferwerda_Kristen
Kristen J. Ferwerda Jan 21, 2025

Navigating AML/CFT risk assessments

Wipfli created a free webinar to help BSA and compliance offers implement FinCEN’s proposed AML/CFT compliance requirements.

A suburban housing subdivision located in Garland, Texas about 15 miles northeast of downtown Dallas shot via helicopter from an altitude of about 600 feet.
Cory Bultinck
Cory Bultinck Dec 11, 2024

Year end tax strategies and market insights for real estate operations

How will the market and legislative landscape affect real estate tax strategies? Attend this webinar for insights and year-end tax tips.

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Wipfli Insights Team Dec 11, 2024

Unlocking data for growth: The shift from ad-hoc insights to revenue-generating analytics

Wipfli explores the value of data transformation — and how one partner built a premier analytics solution using Microsoft Power BI and Azure Synapse.
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Research Reports

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Podcasts

  • Robert Zondag
    Robert H. Zondag Jan 22, 2025
    Podcast: Revolutionizing FS: AI, personalization and security

    In this episode of Bank on Wipfli, we explore the rise of AI in the financial sector, with a focus on delivering seamless client interactions while maintaining data security.

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  • Laurie Harbour
    Laurie Harbour Dec 10, 2024
    Episode 51: Manufacturing industry outlook

    In this episode of The Sound of Automation podcast, we talk to Wipfli partners Mike Devereux and Laurie Harbour as they discuss the challenges and uncertainties faced by business owners, particularly in the manufacturing sector, due to recent political and economic changes. They emphasized the significance of the Republican sweep in the recent election, suggesting it would lead to decisive action. Laurie and Mike also emphasized the importance of strategic planning and staying informed to navigate uncertain times.

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  • Bryan Powrozek
    Bryan Powrozek Nov 15, 2024
    Episode 50: Valuation insights for your business

    In this podcast, we sit down with Wipfli Partner Chris Volz to discuss the importance of understanding your competitive landscape, the current regulatory environment and the impact of potential key tax law changes on your business.

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