Lacy Stauffer’s Post

Your people are your most valuable resource. Does your wealth management firm put them first? Learn what you can do to improve your efforts at attracting and retaining top talent.

Our next Risk Roundtable event is coming soon. Join us on October 17 for a discussion about the latest trends in #risk management.

Streamline your financial institution’s compliance with Wipfli. Our ComplianceHelp dashboard is your comprehensive resource for answers to critical compliance questions, staff training and regulatory updates. Discover how we can help empower your compliance efforts:

Data management and analytics are critical now more than ever. Watch our on-demand webinar and learn more from leading IT professionals about how to set yourself up for success.

Thank you to my colleagues for helping make FY24 such a successful year at #Wipfli. Our annual report is a great summary of our work, our impact, and our shared story. Read it here:

More community banks than ever are looking to sell, resulting in an incredibly competitive marketplace. Learn more about the state of the industry.

A big thank you to our clients and team members for their trust and hard work. Being recognized among the top five firms in wealth management is a testament to our vibrant practice. Here’s to building more lasting relationships and driving success.

Wipfli insurance update: The NAIC has approved major amendments to bond accounting standards. Discover the implications and how to get ready before the 2025 implementation: #InsuranceAccounting #NAICUpdates

At Wipfli, we’re passionate about empowering our clients. Being named a top five firm by Wealth Solutions Report reaffirms our commitment to excellence. Join us on this journey as we continue to innovate and deliver value.

72% of companies outsource a crucial business function or role. Find out what they’re looking for in a partner in our new enterprise outsourcing trends report.