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Robert Zondag
Robert H. Zondag Sep 18, 2025

Podcast: Maximize tech and talent with smarter insurance filing

Explore how insurers adapt to statutory changes, tackle talent gaps and leverage tech for smarter filings. Tune in to our latest Bank on Wipfli podcast episode.

Robert Zondag
Robert H. Zondag Aug 06, 2025

Podcast: Breaking the security-convenience seesaw

How can companies deliver secure digital customer experiences without sacrificing customer convenience? In this episode of Bank on Wipfli, we explore how organizations can break the traditional trade-off between security and ease of use in digital workflows.

Bryan Powrozek
Bryan Powrozek Jun 12, 2025

Episode 54: Policy in motion: Building agility amid tariff and tax uncertainty

In this episode of The Sound of Automation podcast, Wipfli partner Mike Devereux and founder of Inside Beltway Omar Nashashibi join as we break down the complex world of tariffs and tax legislation. We start with a clear explanation of the three main types of tariffs and how they impact businesses beyond the headlines. As policies shift rapidly under the current administration, Omar shares a timely update on the latest developments and what they mean for business strategy. We also explore how companies can stay agile in the face of uncertainty and what to expect next on the tax front.

Robert Zondag
Robert H. Zondag Jun 11, 2025

Podcast: Practical strategies for value creation in private equity

When should private equity firms look to prioritize value creation, and how should they do it? In this episode of Bank on Wipfli, we explore practical considerations for value creation in the private equity industry, with a focus on financial excellence, top-line growth and optimized operating models.

Robert Zondag
Robert H. Zondag May 02, 2025

Podcast: Harnessing AI in financial institutions — Insights from Wescom Credit Union

When and how should financial institutions incorporate AI solutions into their operations? Listen to this episode of Bank on Wipfli to find out.

Bryan Powrozek
Bryan Powrozek Mar 19, 2025

Episode 53: Tariffs and business planning in times of uncertainty

In this episode of The Sound of Automation podcast, Wipfli director Cara Walton discusses business planning in times of uncertainty and the importance of agility in business strategies. We'll discuss current market uncertainties such as tariffs and the shift from electric vehicles (EV) to internal combustion engines (ICE), emphasizing the need for adaptable strategies. Cara looks at the role of data in building agility, reviewing data sources, and both short-term and long-term strategies. Additionally, we'll discuss our manufacturing benchmarking study and share key takeaways from the latest Wipfli manufacturing pulse survey.

Robert Zondag
Robert H. Zondag Feb 18, 2025

Farm finance focus: Leveraging data in agricultural lending

In this episode of Bank on Wipfli, we dig into the role of AI and automation in modernizing the world of agricultural lending.

Polglaze_Brett
Brett Polglaze 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.

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.