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Matt Sabo
Matt Sabo Oct 10, 2024

AI ready: Preparing for the future of the financial services industry

Create an AI-ready financial services organization. In this webinar, we explore the technology components and partnerships that can help you adopt AI.

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Lally_Paul
Paul T. Lally Oct 03, 2024

Revisit valuation and business transitions before key tax law changes

A key tax change goes into effect in 2025 that could affect business succession. Start preparing now with this free webinar from Wipfli.

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Wipfli Insights Team Sep 12, 2024

The Culturetopia Effect: How to build the ultimate high-performance workplace in financial services

 Learn a radically different approach to creating and sustaining a high-performance workplace in this webinar featuring Jason Young, author of “The Culturetopia Effect.”

men talking
Wipfli Insights Team Jul 25, 2024

Webinar: Leveraging CRM to drive dealer management efficiency and growth

This webinar shows credit unions how better manage, quantify and optimize the value of your dealer relationships.

woman looking into the distance
Wipfli Insights Team May 23, 2024

Perspectives in Financial Services recording: Choose to lead

This webinar features keynote speaker Phillip Van Hooser on effective leadership strategies for financial services.

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.

Lally_Paul
Paul T. Lally Mar 10, 2023

Build resilience through an effective cybersecurity plan

Many organizations today are vulnerable to a cybersecurity “day after,” in which their operations could grind to a halt because of a devastating security breach, exposing companies and their clients to incalculable financial damage.

Jeff Olejnik
Jeff Olejnik Feb 01, 2023

FTC Safeguards Rule webinar recording, February 2023

Watch our on-demand webinar to hear Wipfli cybersecurity leader Jeff Olejnik discuss the FTC Safeguards Rule requirements and how you can be compliant before the deadline.
Mark Scholl
Mark Scholl Mar 30, 2022

Cybersecurity hot topics: The latest trends

Information technology and cybersecurity are constantly evolving. You can’t have an effective cybersecurity strategy if you don’t know what you’re up against.