Insights - Wipfli

Articles

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Paul D. Ouweneel Nov 18, 2024 2 min read

Community bank M&A: Navigating the post-election landscape
- Financial Institutions
- Transaction advisory
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Matthew Hovis Nov 18, 2024 5 min read

Mind the gaps: Recent enforcement actions and what they say about AML/CFT data management
- Financial Institutions
- Regulatory risk and compliance
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Carlos Vega Nov 07, 2024 4 min read

Navigating the future under CFPB Section 1033 rule
- Financial Institutions
- Risk advisory
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Videos & Webcasts

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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 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.

Financial Institutions

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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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Research Reports

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Dec 30, 2023 State of credit union 2024 research report
We surveyed credit unions across the United States to discover their priorities, concerns and strategic shifts as they navigate 2024.
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Dec 29, 2023 State of banking 2024 research report
Wipfli’s 2024 banking outlook reveals new M&A, cybersecurity and AI trends
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Jan 11, 2023 State of banking 2023 research report
New research shows banks optimistic about their futures
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Jan 11, 2023 State of credit union 2023 research report
Wipfli’s State of credit unions report includes data from nearly 70 credit unions on how they are performing what their top concerns are for 2023.
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Podcasts

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Robert H. Zondag Jun 24, 2024

Podcast: Navigating the digital identity landscape

In this podcast, we discuss the evolving and sophisticated nature of cyberfraud tactics and what your financial institution can do to mitigate risk.
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Robert H. Zondag Feb 13, 2024

Podcast: How to successfully scale your project management

When is the right time to establish a dedicated project management office or allocate dedicated PM resources within an organization? Listen in to find out.
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Robert H. Zondag Jan 23, 2024

Podcast: Mastering customer acquisition with data insights

Join Bank on Wipfli as we explore how your financial institution can optimize customer acquisition. Learn more about strategies that can help you drive growth.
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Case Studies

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Increasing the value of an $8.4 billion bank’s data

© 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

Videos & Webcasts

Tax updates for financial institutions

How to onboard indirect lending members

IT Leadership Roundtable

Research Reports

Podcasts

Case Studies

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