Insights - Wipfli

Articles

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Anna Kooi May 12, 2026 5 min read

Can traditional financial institutions avoid losing Gen Z to fintech?
- Financial services
- Organizational performance
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David Etter May 11, 2026 6 min read

The SBA is strengthening lending rules. What do financial institutions need to know?
- Financial services
- Risk advisory
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Alison J. Herrick May 07, 2026 5 min read

Should more financial institutions offer student loan products? Here’s how to get started.
- Financial services
- Risk advisory
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Videos & Webcasts

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Company Executive Directors Meeting

Stephanie Suchla May 11, 2026

CFO Roundtable Exploring the evolving MA landscape

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

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Mid adult Hispanic female working with a laptop in a corporate office. She is sitting at her desk, typing and sending emails.

Kristen J. Ferwerda Mar 18, 2026

Risk Roundtable: Combat fraud and operational risk

Attend Wipfli’s next Risk Roundtable to learn about fraud schemes and operational vulnerabilities affecting community banks and credit unions.

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Young Hispanic woman in technology career, authentic portrait of programmer or cybersecurity professional

Joel R. Lego Feb 26, 2026

IT Leadership Roundtable: Audit updates, regulatory changes and emerging risks

Strengthen your security posture before your next IT audit. Learn about common exam findings, FFIEC expectations and more at the next IT Leadership Roundtable.

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Research Reports

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Jan 26, 2026 The state of the credit union industry 2026 research report
Credit unions are ready for reinvention. The 2026 state of the credit union industry report examines how leaders are adapting strategies to meet modern member needs.
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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.
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Dec 16, 2025 The state of the asset management industry 2026 research report
Wipfli’s 2026 “State of the asset management industry” report offers industry insights for the coming year.
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Dec 16, 2025 The state of the wealth management industry 2026 research report
Wipfli surveyed wealth management executives to understand their economic outlook, strategic priorities and top challenges for the year ahead. Explore practical insights on how firms can sustain confidence, prioritize investments and navigate complexity.
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Podcasts

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Robert H. Zondag Apr 13, 2026

Bank on Wipfli podcast: Is your compliance program built to last?

In this episode of Bank on Wipfli, we discuss how financial institutions can strengthen their compliance programs in an increasingly complex regulatory environment. Wipfli’s Robert H. Zondag and Tracy Bush explore practical approaches to compliance management.
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Robert H. Zondag Dec 18, 2025

Bank on Wipfli podcast: How will wealth management change in 2026?

Join Wipfli’s Robert Zondag for a conversation about where the wealth management industry is headed in 2026. Learn how firms are evolving, including via new business models, recruiting strategies and private equity partnerships.
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Robert H. Zondag Nov 10, 2025

Bank on Wipfli podcast: Segmented service, stronger impact

How Her Bank found success with its customer segmentation strategy to better connect with women who lacked a strong banking relationship.
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Case Studies

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a group of people sitting around a table looking at a laptop

Growing key audit compliance capabilities

Bank of Luxemburg

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man and woman holding a tablet

Financial visibility for business viability

Callan Family Office

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a man in a suit and tie

Efficiently tracking decision data to enhance portfolio management

Disciplined Growth Investors, Inc.

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