Insights - Wipfli

Articles

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Teri Downey Aug 17, 2026 5 min read

Avoiding adjustable-rate mortgage loan compliance challenges
- Financial services
- Assurance
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Mary Beth Marchione Aug 06, 2026 7 min read

A SOC 2 report can be a launching pad for FedRAMP certification
- Technology companies
- Technology consulting
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Kevin P. Krueger Aug 05, 2026 6 min read

How tribes can protect their investments with construction project monitoring
- Tribal
- Risk advisory
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Videos & Webcasts

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Business people developing winning strategies together.

Danielle M. Damon Aug 24, 2026

Call report preparation training

Get the guidance you need to complete an accurate and efficient call report.

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Business group watching presentation on pc monitor and discussing project, sitting at workplace with cup of coffee and pointing at display. Business communication concept

Stephanie Jennings Feb 04, 2026

What financial institutions should know about FinCEN’s Minnesota Geographic Targeting Order (GTO)

This on-demand webinar covers FinCEN’s Minnesota Geographic Targeting Order, new reporting requirements and how to prepare compliance and operations teams.

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Kristen J. Ferwerda Jan 21, 2025

Navigating AML/CFT risk assessments

Wipfli created a free webinar to help BSA and compliance offers implement FinCEN’s proposed AML/CFT compliance requirements.

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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 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.
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Case Studies

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Happy Asian bank manager communicating with her customers during a meeting in the office.

Staying on top of changing regulations

Holcomb Bank

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Maintaining compliance during organizational change

Westbury Bank

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© “Wipfli” is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.