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Miller_Dan
Dan Miller Apr 28, 2020

Increasing effectiveness in the financial services world with a remote workforce

Watch a dynamic webinar that dives into navigating the new workplace situations due to COVID-19.

This webinar was designed for financial services companies such as:

  • Financial institutions
  • Private equity
  • Insurance
  • Asset management
Wipfli Insights Team Jun 19, 2019

PI Cognitive Assessment: What You Need to Know to Get Started

Behavioral and Cognitive Assessments combined with a structured interview process achieves 58% predictability. Now that the Cognitive Assessment is included with your PI subscription when you upgrade, it’s time to learn the ins and outs of this differentiator in hiring success!
Barbara Bell
Barbara Bell Aug 16, 2018

Webinar: Reporting Tools in Dynamics GP

When fully utilized, reporting tools provide the power and flexibility to turn data into meaningful information that can help make strategic business decisions. This webinar describes some of the reporting options available for Microsoft Dynamics GP along with a process strategy to create or modify existing reports to make them impactful for your business.
Barbara Bell
Barbara Bell Jul 18, 2018

Webinar: Get to Know Dynamics 365 Business Central

Like a supply chain, when all the pieces of a business fit and work together, it leads to efficient processes, maximized profitability and happy customers. But keeping all facets of your business in sync is about as easy as ensuring no piece of a supply chain ever goes wrong. That’s why Microsoft Dynamics 365’s newest application, Business Central, is so crucial to organizations that want to make smarter decisions. Watch our webinar where we demo Business Central and answer your questions.
Ryan Swiderski
Ryan Swiderski May 16, 2018

Increase Customer Trust and Loyalty With Dynamics 365 for Field Service

All organizations strive to provide exceptional, consistent customer service, but how do you make that a reality when your business is out in the field? How do you keep field service agents connected and equipped to be productive?

Field Service Automation in Dynamics 365 provides your field service agents with the connectivity they need to create the customer service you expect. See how Dynamics 365 increases efficiency of scheduling field service agents, equipment and other resources and enables field service agents to be more productive on site with mobile capabilities. Increase customer trust and transparency by enabling self-scheduling and issue reporting.
Barbara Bell
Barbara Bell Feb 28, 2018

Recorded Webinar - Webinar: Close the Technology Skills Gap (Dynamics GP)

Experience MyTraining, a customizable training portal built on best practices for organizations like yours. We will review our training recommendations pertaining to Dynamics GP and cover new training options for Office Suite including Outlook, Excel, Skype for Business, and more. 
Wipfli Insights Team Oct 12, 2017

Close the Technology Skills Gap–Train the Smart Way

Experience MyTraining, a customizable training portal built on best practices for organizations like yours. 
Jeff Olejnik
Jeff Olejnik Oct 05, 2017

Hacking the Financial Institution: New developments in cybersecurity regulation, examination and incident response

Your institution has been hacked!

Was your institution ready? What are your next steps? Who is in charge? Who do you notify? Should you notify anyone? How do you protect your institution and prevent this from occurring again?
Wipfli Insights Team Sep 14, 2017

To Catch a Thief Webinar

The results of your latest penetration test are in – and they are brutal. You've patched your systems, AV is up to date… but the tester took it all.