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Guthridge_Robin
Robin Guthridge Jan 23, 2025

January 2025 Risk Roundtable: Combatting financial exploitation and cyberfraud

Hear Wipfli’s Risk Roundtable discussion on financial exploitation and cyberfraud. Learn how to detect and protect against critical threats to your financial institution.

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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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Research Reports

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Podcasts

  • Sean LaFortune
    Sean LaFortune Jan 29, 2025
    Episode 52: Harnessing outsourced accounting and the power of ERP

    In this episode of The Sound of Automation podcast, we talk to Wipfli partners Sean LaFortune and Brett Polglaze as they discuss managing and optimizing your business processes and financial operations for real-time insights, improved decision-making and increased operational efficiency.

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  • 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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