Insights - Wipfli

Videos & Webcasts

Two colleagues having a friendly business meeting using a laptop in a modern office setting. Collaboration and teamwork concept.

Marcie Bomberg-Montoya May 05, 2026

Workforce strategy when headcount keeps changing: What if your people strategy didn’t rely on perfect conditions?

Access our on-demand webinar to learn how leaders stabilized teams, strengthened retention and built flexible workforce models that adapt to changing conditions.

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Two Professional IT Programers Discussing

Tiffany Karlin Nov 17, 2025

From defense to offense: CFO tactics for uncertain markets

Hear from CFOs who mastered the uncertainty of 2025. They’ll share what worked — and how they’re preparing for what’s next. Attend this free executive webinar and earn 1.5 CPE credits.

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Business people in large modern meeting room

Wipfli Insights Team Mar 26, 2025

Creating your best life

Take one hour to reflect on your future and set the course for your new best life. Watch this on-demand webinar today.

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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 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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Nov 18, 2025 The state of nonprofit, government and education research report
Discover how nonprofit, government and education leaders are navigating financial pressures, talent and technology.
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