Insights - Wipfli

Videos & Webcasts

a woman in a conference with her hands up

Matthew Hovis Jul 23, 2026

Risk Roundtable: Navigating SAR investigations and regulatory expectations with confidence

Learn how to strengthen SAR investigations and meet examiner expectations. This Risk Roundtable webinar covers documentation, compliance risks and best practices for community banks and credit unions.

Watch now

businessman presenting strategy to a diverse team in a modern boardroom

Gautam Kasturi Jun 04, 2026

IT Leadership Roundtable: Evaluating hosting and “as-a-service” infrastructure models

Explore tax planning strategies for high-net-worth individuals. Learn how proactive, year-round planning can reduce exposure and uncover opportunities.

Watch now

Stephanie Suchla May 11, 2026

CFO Roundtable Exploring the evolving M&A landscape

Wipfli explores M&A trends, purchase accounting updates and key reporting changes affecting financial institutions.

Watch now

View all videos & webcasts

Research Reports

View All Reports

Jan 26, 2026 The state of the banking industry 2026 research report
The 2026 state of the banking industry report examines how financial institution leaders are working to grow, modernize and protect their organizations amid new digital realities.
View full report
Dec 18, 2024 State of the banking industry 2025 research report
Wipfli’s “State of the banking industry” report for 2025 shows that leaders of financial institutions are cautiously optimistic, driven by stabilizing interest rates, easing liquidity concerns and a resurgence in growth projections.

The new data was gathered by Wipfli from nearly 350 C-level executives at financial institutions across the United States to take the pulse of executives to see what they are investing in and what they are excited and worried about.
View full report