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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.

two men in suits walking
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.

houses
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.

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.

healthcare worker on a tablet
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.
A group of three business people, including a mature woman, sitting at a coffee shop and having a discussion. Perfect for resource hub imagery.
Lindsey Sabelko
Lindsey L. Sabelko Dec 10, 2024

Tax updates for financial institutions

Financial institutions need to prepare for impending tax changes from the U.S. presidential election and the 2026 expiration of Tax Cuts and Jobs Act provisions. Our CPAs explain how during a live webinar on December 10.

A group of three business people, including a mature woman, sitting at a coffee shop and having a discussion. Perfect for resource hub imagery.
Lindsey Sabelko
Lindsey L. Sabelko Dec 10, 2024

Tax updates for financial institutions

Financial institutions need to prepare for impending tax changes from the U.S. presidential election and the 2026 expiration of Tax Cuts and Jobs Act provisions. Our CPAs explain how during a live webinar on December 10.

Mature financial consultant advising a happy young couple while using a laptop. Horizontal shot.
Jason Beiswenger
Jason M. Beiswenger Dec 05, 2024

Reduce your personal tax liability with year-end planning tips

The Wipfli private client team prepared year-end tax planning tips to improve your tax and financial plans. Attend the live webinar on December 5.

men giving a handshake
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.