WIPFLI


Associated tags: Accounting

Locations: UNITED STATES, NORTH AMERICA, WEST CHESTER, PA, US, PHILADELPHIA, AUSTRALIA, ASIA, EUROPE, SOUTH AMERICA, MICHIGAN, GEORGIA, FLORIDA, COLORADO, MAGNESS, WOODS, WISCONSIN, NEW YORK

Wipfli completes transaction with Harbour Results, adds associates

Retrieved on: 
Wednesday, May 1, 2024

Harbour Results and Wipfli share a passion for revitalizing the manufacturing industry with innovative solutions.

Key Points: 
  • Harbour Results and Wipfli share a passion for revitalizing the manufacturing industry with innovative solutions.
  • The Harbour Results team will bring to Wipfli its proprietary benchmarking service, which delivers data that drives strategy and operations for manufacturers.
  • Wipfli offers Harbour Results clients a broader suite of advisory and integrated solutions focused on financial, technological and organizational health.
  • "Wipfli's culture of service and innovation aligns well with Harbour Results' passion for revitalizing the manufacturing industry," said Harbour.

75% of Mid-Market Companies to Invest in AI Over Next Five Years, According to Wipfli Survey

Retrieved on: 
Wednesday, April 17, 2024

MILWAUKEE, April 17, 2024 /PRNewswire/ -- Wipfli LLP (Wipfli), a top 20 advisory and accounting firm, announced today the release of a survey conducted of 256 c-suite, founders, and board of directors at mid-market companies. The survey sheds light on the evolving landscape of technology investments and workforce dynamics among these businesses, providing valuable insights into their strategies and challenges.

Key Points: 
  • The survey revealed that over the past five years, these savvy enterprises have been investing in the digital infrastructure of tomorrow.
  • Among these investments, cloud computing emerged as a top priority, with 83% of respondents reporting investments in this area.
  • Additionally, 66% have embraced the transformative potential of AI, while 81% have realized the necessity of increased cybersecurity measures.
  • "The resiliency of mid-market companies over the past year has been impressive," said Brian Blaha, chief growth officer at Wipfli.

Choozle CEO, Adam Woods, Selected as a 2024 Colorado Titan 100

Retrieved on: 
Thursday, April 4, 2024

DENVER, April 4, 2024 /PRNewswire/ -- Choozle , a leading omnichannel digital advertising platform and services provider, today announced that Titan CEO and headline sponsor Wipfli LLP are pleased to include Adam Woods , CEO of Choozle as a 2024 Colorado Titan 100 .

Key Points: 
  • DENVER, April 4, 2024 /PRNewswire/ -- Choozle , a leading omnichannel digital advertising platform and services provider, today announced that Titan CEO and headline sponsor Wipfli LLP are pleased to include Adam Woods , CEO of Choozle as a 2024 Colorado Titan 100 .
  • "I'm deeply honored to be recognized as a Colorado Titan 100, alongside such esteemed leaders," Adam Woods, Choozle CEO.
  • Collectively the 2024 Colorado Titan 100 and their companies employ over 74,000 individuals and generate over $43 billion in annual revenues.
  • We proudly recognize the Titan 100 for their efforts to shape the future of the Colorado business community.

Theorem Fund Services Completes its 2023 SOC-1 Type 2 Audit

Retrieved on: 
Friday, February 23, 2024

BOCA RATON, Fla., Feb. 23, 2024 /PRNewswire/ -- Theorem Fund Services, LLC, a premier independent and award-winning Hedge Fund Administration firm, announced the completion of its latest SOC-1 Type 2 audit.

Key Points: 
  • BOCA RATON, Fla., Feb. 23, 2024 /PRNewswire/ -- Theorem Fund Services, LLC, a premier independent and award-winning Hedge Fund Administration firm, announced the completion of its latest SOC-1 Type 2 audit.
  • The SOC-1 Type 2 audit represents the complete review of Theorem's operations and internal controls.
  • Wiplfi LLP, a leading public accounting firm, conducted the examination, and Theorem is pleased to report that once again, no exceptions were noted.
  • "The successful completion of our 2023 SOC 1 Type 2 audit is an important component of our dedication to providing clients best in class and institutional-grade fund administration services."

Risk3sixty's Christian Hyatt Named to Prestigious Titan 100 List

Retrieved on: 
Tuesday, February 13, 2024

ATLANTA, Feb. 13, 2024 /PRNewswire-PRWeb/ -- Risk3sixty announced today that CEO Christian Hyatt has been named to the 2024 Titan 100 list of top CEOs and C-suite executives in Georgia. This prestigious honor recognizes exceptional leadership, vision and passion of the state's most accomplished business leaders.

Key Points: 
  • ATLANTA, Feb. 13, 2024 /PRNewswire-PRWeb/ -- Risk3sixty announced today that CEO Christian Hyatt has been named to the 2024 Titan 100 list of top CEOs and C-suite executives in Georgia.
  • The Titan 100 honor proves that Georgia provides the technical talent and operational infrastructure needed to start and grow a successful business.
  • "The Titan 100 honor proves that Georgia provides the technical talent and operational infrastructure needed to start and grow a successful business."
  • The 2024 Georgia Titan 100 and their companies employ upwards of 125,000 individuals and generate more than $31 billion in annual revenues.

Wipfli's 2024 State of Rural Healthcare Report Unveils Optimism Amidst Financial Challenges

Retrieved on: 
Wednesday, January 31, 2024

MILWAUKEE, Jan. 31, 2024 /PRNewswire/ -- Wipfli LLP (Wipfli), a top 20 advisory and accounting firm, announced today the release of its second annual "State of Rural Healthcare Report," providing a comprehensive analysis of the current landscape and future outlook for rural healthcare organizations. The report, based on a survey of over 100 rural healthcare entities across 26 states, sheds light on the financial concerns, strategic priorities, and challenges in rural health.

Key Points: 
  • MILWAUKEE, Jan. 31, 2024 /PRNewswire/ -- Wipfli LLP (Wipfli), a top 20 advisory and accounting firm, announced today the release of its second annual " State of Rural Healthcare Report ," providing a comprehensive analysis of the current landscape and future outlook for rural healthcare organizations.
  • The report, based on a survey of over 100 rural healthcare entities across 26 states, sheds light on the financial concerns, strategic priorities, and challenges in rural health.
  • The report highlights the optimism prevailing among rural healthcare organizations, with 91% expressing either "cautious" or "complete" optimism about their financial viability.
  • "The resiliency of rural healthcare organizations heading into 2024 is impressive," said Kelly Arduino, healthcare practice leader at Wipfli.

Wipfli Wins Groundswell’s Give Better Challenge, Emphasizing Corporate Philanthropy and Employee Engagement

Retrieved on: 
Wednesday, January 17, 2024

Groundswell, the innovative platform transforming corporate philanthropy, is thrilled to announce Wipfli as the winner of the inaugural Groundswell Give Better Challenge.

Key Points: 
  • Groundswell, the innovative platform transforming corporate philanthropy, is thrilled to announce Wipfli as the winner of the inaugural Groundswell Give Better Challenge.
  • The Groundswell Give Better Challenge was designed to encourage companies to leverage Groundswell’s unique functionalities to foster creative and meaningful charitable activities.
  • Wipfli, a top 20 advisory and accounting firm, distinguished itself by achieving the highest employee engagement during the competition.
  • The challenge underscores Groundswell's commitment to revolutionizing corporate philanthropy by providing a modern, inclusive, and efficient platform for employee giving.

Inflation constricts growth and liquidity in 2024 for banks and credit unions, according to new Wipfli reports

Retrieved on: 
Tuesday, January 2, 2024

MILWAUKEE, Jan. 2, 2024 /PRNewswire/ -- Wipfli LLP (Wipfli), a top 20 advisory and accounting firm, today published the results of two industry surveys from the banking and credit union sectors that share insights into their current market challenges and long-term growth strategies. After record years of M&A activity in banking, 2023 witnessed a significant slowdown. Going into 2024, 78% of surveyed banks are still looking to buy, a drop from 91% during the same period last year. Overall, the banking industry's M&A fervor and growth projections have cooled, but banks in the $1B of assets range may look to grow through acquisition this year. Credit unions are heavily leaning on technology to maintain their market lead.

Key Points: 
  • Going into 2024, 78% of surveyed banks are still looking to buy, a drop from 91% during the same period last year.
  • Going into 2024, 78% of surveyed banks are still looking to buy, a drop from 91% during the same period last year.
  • Traditional avenues for both banks and credit unions to attract talent, i.e., increased wages and benefits, are no longer available as liquidity tightens.
  • Both the State of the banking industry report and the State of credit unions report can be found on Wipfli's website:

New chief marketing officer joins Wipfli

Retrieved on: 
Tuesday, November 14, 2023

MILWAUKEE, Nov. 14, 2023 /PRNewswire/ -- Wipfli LLP (Wipfli), a top 20 advisory and accounting firm, has named Tonya St. Clair as the firm's chief marketing officer, effective today.

Key Points: 
  • MILWAUKEE, Nov. 14, 2023 /PRNewswire/ -- Wipfli LLP (Wipfli), a top 20 advisory and accounting firm, has named Tonya St. Clair as the firm's chief marketing officer, effective today.
  • Tonya joins Wipfli from Grant Thornton, where she was a marketing executive and member of the growth leadership team.
  • Tonya joins Wipfli after a stellar 12-year run with Grant Thornton, where she served as a marketing executive and member of the growth leadership team for the past three years.
  • Tonya's extensive B2B marketing experience includes a broad range of successes in team leadership, pursuit strategy, sales enablement, field marketing, account marketing, demand and lead generation, project management, process design and technology implementation.

Manufacturers remain overwhelmingly optimistic for 2024 despite a host of challenges, according to Wipfli survey

Retrieved on: 
Monday, November 13, 2023

MILWAUKEE, Nov. 13, 2023 /PRNewswire/ -- Wipfli LLP (Wipfli), a top 20 advisory and accounting firm, published a report today based on a survey of more than 330 directors and C-level executives within the manufacturing sector to better understand their biggest challenges, their outlook on the economy and what's influencing their success. Despite the myriad challenges presented on the fronts of everything from technology and automation to employee retention and lingering supply chain issues, the 2024 State of Manufacturing report remains optimistic on what lies ahead. The resilience demonstrated by manufacturers throughout the pandemic has not only allowed them to weather the storm but also fostered a positive outlook for the future.

Key Points: 
  • The resilience demonstrated by manufacturers throughout the pandemic has not only allowed them to weather the storm but also fostered a positive outlook for the future.
  • The survey results shed light on various factors impacting manufacturers' outlooks on both economic prospects and digital transformation efforts.
  • Both challenges remain among the highest macroeconomic concerns for manufacturers along with the threat of a recession.
  • For the 2024 State of Manufacturing report, Wipfli collected responses from more than 330 manufacturers across the country — nearly all of whom were directors or C-level executives.