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Wipfli Insights Team Jul 31, 2025

Use AI to deliver next-level customer relationship management

Use AI to create next-level CRM for your financial institution. Attend our July 30 webinar to learn how AI can drive growth, boost efficiency and deepen client engagement.

Engaged man is reviewing documents while on a phone call in a bright modern office, reflecting a mix of professionalism and effective communication.
Seifert_Andrew
Andrew Seifert Jul 23, 2025

Policy pulse: Tax legislation

Attend this webinar to learn how proposed the OBBB tax law changes would affects manufacturing and business operations in the U.S.
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Marc Courey
Marc W. Courey Jul 17, 2025

July 2025 Risk Roundtable: Recent fraud in financial institutions

Explore real-world cases of financial institution fraud and learn where controls failed during our July Risk Roundtable — so you can prevent similar attacks.

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Barbara Low
Barbara Low 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.

AI in financial services
Ken Kulawiak
Ken Kulawiak Feb 05, 2025

AI in financial services: Risk, governance and best practices

Discover how financial services can manage AI risks, adapt governance and meet compliance. Join our webinar for insights and proven strategies.

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Guthridge_Robin
Robin Guthridge Jan 23, 2025

January 2025 Risk Roundtable: Combatting financial exploitation and cyberfraud

Hear Wipfli’s Risk Roundtable discussion on financial exploitation and cyberfraud. Learn how to detect and protect against critical threats to your financial institution.

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Matt Sabo
Matt Sabo Oct 10, 2024

AI ready: Preparing for the future of the financial services industry

Create an AI-ready financial services organization. In this webinar, we explore the technology components and partnerships that can help you adopt AI.

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Chris Lockhart
Chris Lockhart Oct 03, 2024

Revisit valuation and business transitions before key tax law changes

A key tax change goes into effect in 2025 that could affect business succession. Start preparing now with this free webinar from Wipfli.

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Tom Cox
Tom Cox Sep 12, 2024

The Culturetopia Effect: How to build the ultimate high-performance workplace in financial services

 Learn a radically different approach to creating and sustaining a high-performance workplace in this webinar featuring Jason Young, author of “The Culturetopia Effect.”