Insights - Wipfli

Articles

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Grant Eve Dec 04, 2024 4 min read

Will tribal gaming innovate or stagnate in 2025?
- Tribal
- Tribal gaming
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Brad Werner Dec 04, 2024 4 min read

Real estate’s great wealth transfer will arrive in 2025 — and most firms aren’t ready
- Real estate
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Kelly Arduino Dec 04, 2024 5 min read

Why your next strategic healthcare hire in 2025 should be a tech visionary
- Healthcare
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E-books

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Wipfli Insights Team Nov 05, 2024 1 min read

How IT managed security services can empower your IT innovation
- Financial services
- Managed services
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Wipfli Insights Team Oct 05, 2024 1 min read

Harnessing rural healthcare technology for financial success
- Healthcare
- Digital
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Wipfli Insights Team Sep 25, 2024 1 min read

The benefits of operationalizing cybersecurity
- Digital
- Cybersecurity
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Videos & Webcasts

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Wipfli Insights Team Dec 02, 2024

How to onboard indirect lending members

Learn how to create an effective onboarding experience for new indirect members of your credit union.

Financial Institutions

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man with glasses on a tablet with two other women

Wipfli Insights Team Nov 20, 2024

IT Leadership Roundtable

Wipfli’s IT Leadership Roundtable is a free, 90-minute CPE opportunity for IT professionals working in financial institutions. Register for the November 2024 webinar today.

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Wipfli Insights Team Nov 14, 2024

Elevate your Sage Intacct: Q4 2024

What’s new from the FASB? Find out during a free webinar from Wipfli. On November 12, our CPAs will discuss the latest FASB updates, plus new and newly effective accounting standards. Attend live to earn CPE credits.

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Research Reports

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Aug 19, 2024 Mid-Year State of Associations Report, 2024
Learn how professional and trade association leaders are navigating economic uncertainty, technological disruption and new workforce dynamics.
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Aug 07, 2024 Wipfi’s outsourcing trends report
Organizations are pursuing outsourcing to supplement their existing talent, technology and capabilities. And it’s working.
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Apr 17, 2024 Mid-market technology trends report
Mid-market leaders are gearing up to invest heavily in AI and machine-driven technologies in the coming years.
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Jan 29, 2024 The state of rural healthcare 2024
New research shows “cautious optimism” among rural healthcare providers, as many tackle 2024 without supplemental funding.
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Podcasts

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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Robert H. Zondag Nov 13, 2024

Podcast: The employee stock ownership plan advantage

What tax advantages do employee stock ownership plans provide? Listen in to find out.
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Robert H. Zondag Oct 30, 2024

Podcast: Enhancing wealth programs for community impact

How can financial institutions leverage wealth programs to enhance community impact? Listen in to find out.
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Case Studies

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Scaling for growth with an integrated ERP

© 2024 Wipfli LLP. "Wipfli" refers to Wipfli LLP, a Wisconsin limited liability partnership, and its subsidiaries. Assurance, tax and consulting services are offered through Wipfli LLP. Investment banking and related services are offered through Wipfli Corporate Finance LLC. Wipfli LLP is a member of Allinial Global, an association of legally independent firms. ”Wipfli CPA” is the DBA name of Wipfli LLP in New York state, and refers to Wipfli LLP.

Articles

E-books

Videos & Webcasts

How to onboard indirect lending members

IT Leadership Roundtable

Elevate your Sage Intacct: Q4 2024

Research Reports

Podcasts

Case Studies

Sage Freight

Operation Smile

Unity Medical Center