Podcasts about wipfli

When should financial institutions look to integrate AI into their operations, and how should they do it? In this episode of Bank on Wipfli, we explore practical considerations for AI use in the industry, with a focus on security and user experience.Wipfli's Robert Zondag, partner, and Matt Sabo, director, talk with Joseph Pellissery, Chief Information Officer at Wescom Credit Union, about AI adoption strategy, including:The use of AI in quality assurance for financial institutions.The importance of balancing security measures with user experience considerations.The growing need for digital access for credit union members.

This week in ERP news, Infor had an exciting week with the general availability of Infor Velocity Suite, enabling a complete offering of solutions and services to simplify process innovation. Sage reinforced its dedication to serving the needs of the healthcare market through continued, collaborative product investment with partner Wipfli. Finally, ECI announced the acquisition of Davisware LLC, a provider of all-in-one business management solutions built for field service organizations.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup

In this episode of The Sound of Automation podcast, Wipfli director Cara Walton discusses business planning in times of uncertainty and explores the importance of agility in business strategies. We'll discuss current market uncertainties such as tariffs and the shift from electric vehicles (EV) to internal combustion engines (ICE), emphasizing the need for adaptable strategies. Cara looks at the role of data in building agility, reviewing data sources, and both short-term and long-term strategies. Additionally, we'll discuss our manufacturing benchmarking study and share key takeaways from the latest Wipfli manufacturing pulse survey.For more information on Wipfli, please visit our website at:https://www.wipfli.com/manufacturing. You can also contact us here.

With many agricultural lenders aging out, there is a talent shortage within agricultural lending. This shortage emphasizes the need for more automation and AI to reduce support tasks and allow lenders to focus on true risk management and better productivity.In this episode of Bank on Wipfli, we dig into the role of AI and automation in modernizing the world of agricultural lending. Special guest Croptell Founder Scott Sartor joined Wipfli Partner Robert Zondag to discuss:• The role of communication between farmers and lenders in financial decision-making.• The use of AI to automate loan approval processes.• Enhancing efficiency in agricultural lending.Listen in to learn how data utilization can improve a lender's loan portfolio in agricultural lending.

Join Robin Early and Jeremy Solsaa from Wipfli as we talk about Customer Relationship Management (CRM) systems and best practices for using your customer data in actionable ways. We discuss the impact of CRMs on bank and loan growth, the importance beyond sales and lending, and the future of AI-powered data delivery.Send us a textPresented by Remedy ConsultingTechnology Contract Negotiation & System Assessments, T&C Improvements, and FI Strategic Planning.For more information on BankTalk:BankTalk WebsiteSubscribe to BankTalk NewsRemedy Consulting WebsiteRemedy LinkedInTo speak on the BankTalk Podcast, please email us.

In this encore presentation of one of the most listened episodes of Talking Industrial Automation,  Jim Biehl reveals why some businesses thrive and others flame out, based on his decades of experience. Plus, he discusses the No. 1 inhibitor to business growth. Hint: It's not what you think. Register for the CSIA 2025 Conference HERE  

In 2024, our audience had a front-row seat to conversations that reveal how Success Leaves Clues, featuring individuals who've mastered their craft in various fields. At Aleda, we know there are consistent dimensions of what brilliant leadership looks like, and we are exploring the great power of each of them during our Summer Series “Success Leaves Clues”. In our work, we see so many people in positions of leadership who are really conscious of how they POSITIVELY IMPACT OTHERS on a daily basis so we had a difficult time narrowing it down to the select group of people you’re about to hear from. Featuring: [02:04] ZOE KALAR - is literally changing the world for good through her new social media platform - We Are 8. We Are 8 is on track to disrupt the hundred plus billion dollars of annual advertising money [06:35] VALERIE KONDOS FIELD - a US college coaching legend voted as the pack 12 coach of the century, a UCLA coaching hall of famer, a seven time national champion across a remarkable 29 years as the head gymnastic coach at UCLA. [11:45] WIPPA - Michael ‘Wippa’ Wipfli - a multiple award winning radio presenter and comedian who has used his microphone for good over the years - supporting and raising thousands of dollars for youth related charities across Australia. This year he successfully campaigned to change national legislation that increases the age when children are legally able to use social media from 13 to 16. [16:43] JOHANNA GRIGGS - one of the most loved and respected figures in Australian television history and the first Australian woman to solely host an Olympic games. For the past 2 decades, Joh has been a mainstay of Channel Seven's Olympic and Paralympic coverage and the incredibly successful Better Homes and Gardens. [19:40] TESS MADGEN - captain of the Australian women's basketball team, the Opals, who has represented Australia at the Tokyo and Paris Olympic Games. A huge thank you to all the guests featured in this episode and if you want to hear more from any of them follow the link to the full length, in depth conversations they each had with Luke in 2024. In our next and final Success Leaves Clues episode for now, we’ll feature the brilliant and sometimes surprising answers our guests gave when I asked them who the GREATEST LEADER in their life had been. If you enjoy listening to the Empowering Leaders podcast, be sure to subscribe and please, if you have a moment, leave a review for us so we can reach more listeners and empower more leaders. Learn. Lead. Collaborate. Start your leadership journey today. Head to Aleda Collective to find out more about our signature, cross industry collaboration program, Aleda Connect. Curated and facilitated by experts, running for 8 fortnightly sessions, Aleda Connect is the learning experience of a life-time.See omnystudio.com/listener for privacy information.

In this conversation, Ryan Rademann discusses the transition from paper to digital processes in the construction industry, emphasizing the importance of digitization in preventing litigation and improving efficiency. He explores the role of generative AI in design, the current state of the construction industry, and the significance of empathy in business. Rademann shares insights from his journey at Wipfli, highlighting the need for a thoughtful approach to adopting new technologies and the importance of fostering a positive workplace culture. TAKEAWAYS: The construction industry is still heavily reliant on paper, but there's a strong push towards digitization. Digitization can prevent litigation by eliminating conflicts and delays. Digital twins can provide valuable insights before and during construction projects. Generative AI is transforming design processes and improving project outcomes. The construction industry is optimistic about the future of AI and technology. Empathy and kindness in business lead to better long-term outcomes. The order of digitization should be based on immediate needs and potential impact. AI should be integrated thoughtfully, focusing on solving real problems. The construction workforce is eager to adopt new technologies that enhance safety and efficiency. A culture of experimentation and learning is essential for adapting to technological changes.

Tune in to The Sound of Automation podcast with Wipfli partners Sean LaFortune and Brett Polglaze as they discuss managing and optimizing your business processes and financial operations for real-time insights, improved decision-making and increased operational efficiency.For more information on Wipfli, please visit our website at:https://www.wipfli.com/manufacturing. You can also contact us here.

In this episode of The Sound of Automation podcast, we talk to Wipfli partners Mike Devereux and Laurie Harbour as they discuss the challenges and uncertainties faced by business owners, particularly in the manufacturing sector, due to recent political and economic changes. They emphasized the significance of the Republican sweep in the recent election, suggesting it would lead to decisive action. Laurie and Mike also emphasized the importance of strategic planning and staying informed to navigate uncertain times.  For more information on Wipfli, please visit our website at:https://www.wipfli.com/manufacturing. You can also contact us here.

Bank on Wipfli

One of Hamish's oldest and dearest friends finally sits down on the HODD couch for a well overdue chat. Wippa and Hame talk all the time, but not often about the deep stuff that drives them to be better dads. In a conversation that is equal parts serious and silly, Hame and Wip discuss the formative impact of Wip's own dad, dealing with big questions children unexpectedly ask, how Wip tries to show his kids that nothing is impossible, and why setting out to build a birdhouse that ultimately becomes home to a rare rat is still a massive win for the family. Oh, and they laugh a lot. At times because Wip has told a funny story, but more often because he has told an entirely inappropriate story with explicit language to match. Apologies in advance. We should have known better. You can of course catch Wippa with Fitzy and Kate Ritchie on NOVA FM. And you can learn more about the good work Wip is doing with 36 Months HERE. Last episode for the season comes out next week and luckily for us Dr Billy is back with some actual expertise… so get the pens ready. — And big thanks to HERTZ who are our exclusive sponsor in season 3.  And just like us, Hertz are all about making memories and having adventures.  So if you need a great car to complete your next family getaway, head to hertz.com.au/hodd for a great discount. Terms and conditions do apply.  See the website for details on these, as some exclusions do apply.  See omnystudio.com/listener for privacy information.

Industry expert Laurie Harbour, partner with Wipfli, delves into the outlook of manufacturing. In this episode, Laurie shares key insights on the current instability in the industry, emerging trends to watch, and the barriers manufacturers must overcome to thrive in a rapidly changing landscape.

In this podcast, we sit down with Wipfli Partner Chris Volz to discuss the importance of understanding your competitive landscape, the current regulatory environment and the impact of potential key tax lawchanges on your business.For more information on Wipfli, please visit our website at:https://www.wipfli.com/manufacturing. You can also contact us here.

How can financial institutions leverage wealth programs to enhance customer relationships and community impact? Over the next 20 years, $84 trillion in assets are expected to be transferred, and this episode of Bank on Wipfli explores what financial institutions can do to connect with the nextgeneration and retain those assets.Special guest Anne Schutt, Vice President of Business Development for Midwestern Securities, joined Wipfli's Robert Zondag, Partner, to discuss:• The importance of board support and involvement in wealth programs.• Strategies for engaging with the next generation during the great wealth transfer.• Steps to start a new wealth program from scratch.

Bank on Wipfli

In this episode of The Sound of Automation podcast, we sit down with Tom Wojcinski, partner at Wipfli, and Jim Peterson, principal solutions advisor at ConnectWise, to discuss the importance of cybersecurity for manufacturers. Listen to the episode to learn about the increase in cyberthreats due to remote work environments and the expansion of digital ecosystems, as well as best practices for improving cybersecurity in manufacturing environments.More resources:Cybersecurity awareness month30 tips for cybersecurity awareness monthFor more information on Wipfli, please visit our website at:https://www.wipfli.com/manufacturing. You can also contact us here.

Wippa reveals how a casual bike ride  caused havoc for his son Jack and Kate shares an unlocked ick from single men in the park… NSW Premier Chris Minns phoned into the show and reveals his plans to greet the Royals next week! We learn why a future name change could be in the works for superstar James Blunt plus, what are your parents still doing for you?See omnystudio.com/listener for privacy information.

With WGN Radio, the American Lung Association shines a light on four remarkable Chicago women leaders at the Outstanding Mother Awards Dinner, presented by UChicago Medicine, at The Ivy Room on November 12th. Congratulations to Anna Kooi of Wipfli for balancing her professional career and nurturing her family while impacting the community she lives in. […]

In this episode of The Sound of Automation podcast, we sit down with Colin Johnson from Wipfli Corporate Finance (WCF). Bryan and Colin provide a manufacturing M&A market update and overview of the competitive landscape. They also offer advice on how to determine if your business is ready to sell, or if you should instead focus on ways to grow your business. Listen in to learn why it's so important to define your goals and surround yourself with a well-rounded support team to help you think through your options and develop the best path forward.For more information on Wipfli, please visit our website at:https://www.wipfli.com/manufacturing. You can also contact us here.

In this episode I speak with Mo Abuali - Director, Digital Strategy, Wipfli. Dr. Mo Abuali is a senior director at Wipfli with over 23 years of experience in providing consulting services to manufacturing companies. Mo is a transformative technology and business management leader in driving and sustaining change in Manufacturing. He serves industrial and manufacturing clients providing Industry 4.0, Industrial IoT (IIoT) and digital transformation technology solutions, services and training. Mo has worked with companies like IBM, P&G and Toyota. Explore Mo's insights through his article on ‘Tips for a Successful Industry 4.0 Transition: ⁠https://www.automationworld.com/factory/digital-transformation/article/33037209/tips-for-a-successful-industry-40-transition⁠, a free Industry 4.0 Rapid Assessment: ⁠https://www.wipfli.com/industries/manufacturing-and-distribution/industry-4-0/industry-4-0-rapid-assessment ⁠and a webinar recording on achieving zero downtime and zero defects with Industry 4.0: ⁠https://www.wipfli.com/insights/webinars/mad-tc-reaching-zero-downtime-and-zero-defects-with-industry-4⁠ You can find more about Wipfli on their website: ⁠https://www.wipfli.com/⁠ You can find more information about Manufacturing IT Recruitment from their website: ⁠https://mitrec.com/⁠

In this episode of The Sound of Automation podcast, we sit down with Mary Cecile Neville and Chris Chidzik from The Association for Manufacturing Technology (AMT) to discuss what the manufacturing market looks like, where it's headed and what's to come at IMTS 2024. Listen in to learn how AMT can help manufacturers leverage new opportunities, make connections and grow their businesses.Additional resources:AMT U.S. Manufacturing Technology Orders (USMTO) report For more information on Wipfli, please visit our website at:https://www.wipfli.com/manufacturing. You can also contact us here.

Interviewing a fellow SGU alum on favorite traditions created by the finest fellow goofballs, quipsters, humorists, jokesmiths, stooges, and buffoons out there 

Michael Wipfli, affectionately known as ‘Wippa', is one of Australia's favourite funny guys. Host of the incredibly popular Nova Breakfast radio show, TV Personality and a loved all round family man.  But whilst Wippa makes nearly every person he meets laugh with his quick wit and self-deprecating humour, and he has mastered the ability to create connection and bring joy, it doesn't always mean that what is happening within, is the same as the light-heartedness that he projects.  Michael has been brave enough to previously share his vulnerabilities publicly, including his uncomfortable early overnight development as a kid going through puberty and his mental health challenges as an adult. Now a husband and a father whose children will soon be entering into the next phase of their childhood, Michael is faced with supporting them through not only the highs and lows of adolescence that he once experienced, alongside the possibility that they may meet their own mental health challenges, but this time he knows it's with the added pressure of social media.  Spearheading and co-founding the issue at its core with 36 Months, a nation-wide petition to change policy and delay the age that kids can gain access to social media platforms by 36 months from 13 to 16 years old.  Michael and his co-founder Rob Galluzzo are determined to give kids the chance to manage those terrific, yet at times, terrifying years of puberty, back to families without the layered pressure of social media until their better equipped with the maturity that comes with age, to cope with the highs and lows that social media brings.   Rebecca Bull – Creator / Executive Producer / Co-Host Zoe Weir – Co-Creator / Co – Host Sophie Jackson – Producer Social Media – Naughty Nancy Social Media Agency Website / Brand Design – Foster Creative Video Editor – Luke MorganSee omnystudio.com/listener for privacy information.

In this episode of The Sound of Automation podcast, we discuss the power of purpose-driven businesses with Dirk Beveridge of We Supply America and Ashley Martin of NIBCO. Listen in to learn how businesses can be a force for good by focusing on legacy, longevity and love. We'll share ways that family-owned business NIBCO has had a positive impact on the community and how you can too. For more information on Wipfli, please visit our website at:https://www.wipfli.com/manufacturing. You can also contact us here.

While Lulu suns herself in Europe, we had the pleasure of welcoming Michael 'Wippa' Wipfli back on the show for the second time. Wippa and Jarch talk all things life, travel and Dog vision goggles for humans. They also get stuck into some hotlines!If you're interested in a free copy of his book head to:https://edd496-2.myshopify.com/ Hosted on Acast. See acast.com/privacy for more information.

In this episode of The Sound of Automation podcast, Bryan Powrozek sits down with Wipfli Partner Laurie Harbour to discuss how the right providers can help make a positive impact in North American manufacturing, and why industry knowledge is key. They also talk about the value of benchmarking as a path to continuous improvement. From rightsizing your business to networking with peers, listen to this episode for tips to help your small to medium-sized manufacturing business thrive. For more information on Wipfli, please visit our website at:https://www.wipfli.com/manufacturing. You can also contact us here.

Fraudsters keep innovating, and the reality today is that fraud is a business. The concept of “fraud as a service” is increasingly relevant as companies emerge that cater to malicious actors with services ranging from automated platforms for taking over phones to data mining tools for collecting personal information.In response, financial institutions must implement robust and adaptive security measures.That's the topic of this episode of Bank on Wipfli. Robert Zondag and Mary Beth Marchione, partners at Wipfli, speak to Spencer Crane, principal solutions architect at ID Dataweb, and Mark Dreux, global financial services leader at ID Dataweb, on combatting fraud. They discuss:• Emerging cyberfraud tactics: Fraudsters are using tools like generative AI to compromisesecurity measures, necessitating proactive defenses.• Balancing security and user experience: Implementing robust identity verification can enhancesecurity while also improving the user experience, aiding in customer retention and acquisition.Listen in to learn about the evolving and sophisticated nature of cyberfraud tactics and what your financial institution can do to mitigate risk

The latest Craft Beer Professionals survey shows "benefits" as a top concern of staff, yet the majority of breweries offer no health benefits at all to staff. And it's no surprise: traditional health insurance often doesn't impress staff even as it drains profit from the operation. Benefits shouldn't be "take it or leave it" and owners shouldn't have to choose between "too much or nothing at all." Don't let a mismatch or a misunderstanding about benefits hamper your brewery. In this presentation, we'll delve into what staff really value, and share a variety of free or very low-cost ways you can offer benefits that align to their priorities to increase their satisfaction and reduce turnover. Jonathan Nystrom has spent a career crossing industry boundaries to bring solutions from one domain to another. Most of that time was spent in legal technology, compliance, IT, and professional services working across the United States and the globe. Jonathan loved and enjoyed craft beer at every opportunity. He has spent a lot of time talking with brewery staff and listening to their concerns. Last year, Jonathan joined up with Benefits for Brewers to expand the options available to breweries as they seek to recruit, retain and delight the best staff. He splits time between the Washington, DC suburbs and the Delaware beaches; His beloved Saint Bernards, Simon and Mabel, often accompany him to breweries. This conversation also includes: Greg Fleehart (Old Rappahannock Brewing) Madeline McMahon (Madeline Fleehart Consulting) Huge thanks to ABS Commercial, Beer Law Center, and Wipfli for all your support on our Spring Virtual Conference. Join us in-person for CBP Connects in 2024 Half workshop, half networking Portland, ME | June 10-12, 2024 Learn more at www.CBPConnects.com

Who's ready to go swimming? Tip pooling is becoming increasingly prevalent in taprooms, and motivating and engaging staff members requires a nuanced approach. In this conversation, we will learn why our panelists chose the tip pool model, the challenges they've faced, and how it has been a "win" for their team. We will explore the strategies they've used to boost staff morale, foster teamwork, and ultimately create more successful taproom experiences for both guests and staff. Moderator: Andrew Coplon (Craft Beer Professionals/Secret Hopper) Panelists: Bobbi Gabler (Skydance Brewing) Brad Barrett (Gravity Taproom) Kim Collins (Guardian Brewing Company) Linus De Paoli (3 Gatos Brewery) Huge thanks to ABS Commercial, Beer Law Center, and Wipfli for all your support on our Spring Virtual Conference. Join us in-person for CBP Connects in 2024 Half workshop, half networking Portland, ME | June 10-12, 2024 Learn more at www.CBPConnects.com

It's no longer enough to use "good beer good atmosphere" as your marketing strategy. Craft breweries face a unique challenge as they grow - how to authentically convey their story and preserve their identity amidst expansion. This panel discussion will dive into the art of developing a genuine message that resonates with both loyal patrons and new audiences. We explore practical strategies for effectively communicating your brewery's narrative and ensure that it remains a compelling and integral part of your brand. As your brewery evolves, maintaining authenticity becomes paramount. We discuss real-world examples and case studies, providing insights into how successful craft breweries have navigated this journey. From defining your core values to crafting a consistent message across various touchpoints, we cover the essential elements that contribute to preserving your brewery's identity. Discover the power of storytelling in the context of craft brewing as a tool that goes beyond marketing and leaves a lasting impression. Learn how to adapt your message without compromising authenticity, fostering a connection that goes beyond the beer itself. Whether you're a seasoned craft brewer or a newcomer in the industry, this presentation offers actionable steps to ensure your brewery's story remains genuine and compelling as you continue to grow. Moderator: Bryant Vander Weerd (Full Pour Media) Panelists: Devin Quinn (Dogfish Head), Lauren Kayl (WeldWerks Brewing), Paul Verdu (Lake Louie Brewing) Huge thanks to ABS Commercial, Beer Law Center, and Wipfli for all your support on our Spring Virtual Conference. Join us in-person for CBP Connects in 2024 Half workshop, half networking Portland, ME | June 10-12, 2024 Learn more at www.CBPConnects.com

In this episode of Workforce 4.0, host Ann Wyatt interviews Lori Harbor, Principal of Wipfli. Lori shares her journey into the manufacturing industry, ignited by her father, and her passion for revitalizing North American manufacturing. They discuss the importance of a strategic approach to HR, succession planning, and building a strong company culture. Lori emphasizes the role of technology and diversity in manufacturing, and the challenges of competing with other industries for talent. They also touch on the significance of community engagement and educating the younger generation about manufacturing careers. Lori highlights insights from her book, 'Tradition Meets Transformation,' and her efforts to raise awareness about the critical state of manufacturing in the U.S.In This Episode:-08:09 Challenges in Manufacturing and HR Integration-14:07 Succession Planning in Manufacturing-28:19 The Impact of Manufacturing on Local Economies-30:27 Challenges in the Manufacturing Sector-37:53 Building a Better Company Culture-44:13 Promoting Diversity in Manufacturing-49:20 Conclusion and Ways to ConnectMore About Laurie HarbourThroughout her distinguished career, Laurie has been instrumental in guiding companies through periods of transformation, leveraging her expertise in lean manufacturing, strategic planning, and organizational development to drive sustainable growth and competitiveness. Her insights into the evolving landscape of workforce management in the era of Industry 4.0 offer invaluable perspectives for businesses navigating the complexities of modern manufacturing. To date, Laurie is the Principal of Wipfli. To learn more about Laurie, connect with her here. The Future of Work (and this Episode) Is Brought To You By Secchi:Secchi is a revolutionary workforce engagement tool created for organizations to make data-driven frontline decisions in real-time. By measuring and combining multiple people-related lead indicators, Secchi provides in-the-moment visibility into individual frontline employee performance, team performance, engagement/turnover risks, and positive employee behaviors all while removing the traditional barriers of administrative burden on leaders. To learn more about Secchi, check them out here.

The impact of elder financial fraud is over $270 billion per year. Research shows that 83% of older adults want to know more about protecting themselves from elder financial exploitation, and 96% believe companies should do more to protect them.So how can financial institutions and advisors protect their elderly clients from financial scams, fraud and exploitation?In this episode of Bank on Wipfli, Robert Zondag, principal at Wipfli, speaks with Jason Thomas, cofounder of myFloc, on:Preparing for the great wealth transfer.The importance of normalizing conversations around financial fraud to help combat exploitation and financial crimes against the elderly.Listen in to learn more about how to cultivate transparency with clients and encourage them and their family members to get comfortable with addressing these issues head-on.

As everyone in the brewing business knows, entropy increases in the brewery. It's going to break. It's not a matter of If – it's a matter of When. And then there's troubleshooting for that off-flavor or other issue with the beer….is it your equipment? Join our team of craft beer industry veterans as they share their best practices and investigative troubleshooting strategies in the brewery to ensure sparkling clean, well-maintained equipment that consistently makes and packages great beer. Between them, they have close to 100 years of brewing, managing breweries, installing breweries, advising breweries, packaging, installing bottling/canning lines, and being ultimately answerable to beer quality and operations for breweries in the US and beyond. Bring your questions and be prepared for some fun stories and actionable advice. This team has seen a lot. Moderator: Laura Lodge (Start A Brewery) Panelists: Chris Leach (AROL) Dana Johnson (Craft Brewing at Diversey – A Solenis Company) Jon Carpenter (Openso Consulting) Mitch Steele (New Realm Brewing Co.) Creative Brewery Maintenance Presentation: https://www.brewersassociation.org/wp-content/uploads/2022/05/CollabHour_CreativeBreweryMaintenance_Presentation.pdf World Brewing Congress Brewery Systems Maintenance Course: https://www.mbaa.com/education/courses/Pages/Brewery-Maintenance-Systems-Course.aspx Huge thanks to ABS Commercial, Beer Law Center, and Wipfli for all your support on our Spring Virtual Conference. Join us in-person for CBP Connects in 2024 Half workshop, half networking Portland, ME | June 10-12, 2024 Learn more at www.CBPConnects.com

Women in Construction issues are discussed with Tina Nazier from Wipfli.Support the Show.Learn more at www.agcmo.org Please share our podcast with anyone interested in the construction industry!

Craft Beer Professionals partners with Craft Beer Advisory Services to complete an industry-level report on employee satisfaction trends. Join us for a presentation of the data, a look at trends, and insight into the state of employee satisfaction in our industry. Request the report: https://craftpeak-cooler-uploads.s3-accelerate.amazonaws.com/craft-beer-professionals/2024-CBP_CBAS-Employee-Satisfaction-Report.pdf Learn more about Craft Beer Advisory Services: https://craftbeeradvisoryservices.com/ Huge thanks to ABS Commercial, Beer Law Center, and Wipfli for all your support on our Spring Virtual Conference. Join us in-person for CBP Connects | Half workshop, half networking Portland, ME | June 10-12, 2024 Register now: cbpconnects-portland.eventbrite.com

In this episode of The Sound of Automation podcast, we talk to Quentin Messer, the CEO of the Michigan Economic Development Corporation (MEDC). Bryan and Quentin discuss how economic developers like MEDC can help small and medium-sized manufacturing businesses grow. Listen in to learn about some of the ways MEDC attracts and retains business in Michigan and how you can leverage similar resources in your own market. For more information on Wipfli, please visit our website at:https://www.wipfli.com/manufacturing. You can also contact us here.

In this presentation, we will provide highlights from a new book entitled Craft Breweries & Cities: Perspectives from the Field. Our goal in creating this book was to illustrate how craft breweries have helped to shape urban and community issues. It is a cross-section of research, case studies and examples of how breweries and local government have worked together to foster greater dialogue, opportunities, and understanding in communities across the country. We demonstrate how craft breweries are meaningful contributors and participants in addressing critical challenges that communities face. The book covers issues ranging from demographic and geographic trends to community, economic and workforce development to gentrification, land use, zoning, and regulations; from adaptive reuse to racial equity and sustainability; from crime to craft beer tourism. Several of our contributors will be presenting on their topics in this presentation. You will hear common themes, such as the importance of "place" as well as specific, important topics like race and equity, crime, and beer tourism. Our goal for this presentation is to provide you -- as craft beer professionals -- important considerations for building and sustaining relationships with your local government. Anyone that has started a brewery understands location is critical when it comes to regulations, permitting, attracting consumers, and thriving in that neighborhood. Whether you are considering starting a brewery, opening additional locations, or just want to hear about how others have faced and overcome these challenges, this session is for you. Grab the book: https://www.routledge.com/Craft-Breweries-and-Cities-Perspectives-from-the-Field/Wartell-Vasquez/p/book/9781032443140 Moderator: Julie Wartell (UC San Diego) Panelists: Dustin Hauck (Hauck Architecture) Gail Williams (BeerByBart) Josh Newton (University of California-San Diego) Neil Reid (University of Toledo OH) Omar Passons (City of San Jose CA) Steve Shapiro (BeerByBart) Huge thanks to ABS Commercial, Beer Law Center, and Wipfli for all your support on our Spring Virtual Conference. Join us in-person for CBP Connects in 2024 Half workshop, half networking Portland, ME | June 10-12, 2024 Learn more at www.CBPConnects.com

The growth in the non-alcoholic adult drinks category is a bit of a bright spot amidst recent trends in craft brewing. As more and more craft brewers consider bringing NA beers to market, compliance concerns come to the forefront. While NA beers contain scant or no alcohol, they still come with a variety of compliance concerns, not all of which may be intuitive or simple to grasp. This session will cover: -How is NA beer regulated by alcohol control boards, including licensing, taxes and distribution restrictions -How to properly label NA beer, including FDA requirements -How and if NA beer can be sold by alcohol retailers Please join Alex Koral of Sovos ShipCompliant and Shauna Barnes of Barnes Beverage Group for this review of the legal considerations impacting NA beers. Shauna Barnes is the founder of Barnes Beverage Group, a law firm specializing in providing external general counsel and regulatory counsel to beverage companies. Shauna has over a decade of experience counseling alcohol companies, specializing in creative distribution relationship management and risk-based advice in all aspects of the product life cycle. Before founding Barnes Beverage Group, Shauna founded the Alcohol & Beverage Practice at Kaleo Legal. Prior to that, she was General Counsel and a trusted member of the leadership team at Dogfish Head for nearly a decade. She found that position during her tenure as an attorney with McDermott Will & Emery focused on alcohol beverage clients and antitrust issues. She is a former Events Chair of the Rose Council of Wake Forest University School of Law and currently serves on the school's Law Board of Visitors. She regularly volunteers her time to the Delaware Brewer's Guild, assisting the members with alcohol-related challenges and legislative efforts. Based in Boulder, Colorado, Alex Koral is Regulatory General Counsel for Sovos ShipCompliant, where he serves as lead legal researcher for beverage alcohol regulation and has become a leading expert on interstate distribution of alcohol. He has spoken on the topic at many industry events including the Craft Beer Professionals Virtual Conferences, Craft Brewers Conference, American Craft Spirits Association Convention, as well as meetings for the National Council of State Liquor Administrators and the National Liquor Law Enforcement Association. Alex has been in the beverage alcohol arena since 2015, after receiving his J.D. from the University of Colorado Law School. Huge thanks to ABS Commercial, Beer Law Center, and Wipfli for all your support on our Spring Virtual Conference. Join us in-person for CBP Connects in 2024 Half workshop, half networking Portland, ME | June 10-12, 2024 Learn more at www.CBPConnects.com

Why do actors like George Clooney and Dwayne "The Rock" Johnson have their own tequilas? Perhaps they love a brand and want to help it get to the next level. Or they respect the producer and believe in their story. Or maybe they just want something tasty to share with their friends at parties. Whatever their motivation, it's currently en vogue for celebrities to endorse or invest in beverage brands. And why not? Just add a little star power, share with followers and BAM! they're sold for a cool Billion to a publicly-traded drinks giant. But what if you're not [yet] lucky enough to have Matthew McConaughey and his wife Camila riding into the sunset without clothing in an ad for your brand? Or Ryan Reynolds promoting your liquid in one of his famously funny satires of modern drinking culture? How can you compete? Here's a hint: starting thinking like an A-Lister! We look at 20 celebrity-craft beverage pairings to identify promotional tactics of the rich and famous, including: -Designing a content strategy -Planning highly-visible sampling events -Negotiating product placements -Engaging your social channels -Managing public relations and community give-back Building awareness and sales for your craft beer business doesn't require celebrity endorsement or paid influencer socials. Our goal is for brewery owners and managers to get the marketing fundamentals right, then steal the red-carpet tactics to propel your brand forward. Presentation attendees have access to "The Red-Carpet Effect" Guide, with techniques to keep fans engaged and proven tools to fuel excitement around your unique story.' We started Market Your Craft to help small-to-mid-sized producers quickly adapt to the changing Marketing landscape with storytelling. Because we believe every craft brand has an exciting story to share. Led by Scott Kolbe, we're a team of dreamers and doers, passionate about all things beverage with the creds to match. We've created a series of Workshops and Guides to help define your brand story and inform your Marketing efforts. To learn more or to schedule a session with one of our storytelling experts, visit marketyourcraft.com. Huge thanks to ABS Commercial, Beer Law Center, and Wipfli for all your support on our Spring Virtual Conference.

We all know that good partners help you grow and bad partners cost you time/money - but why is it so hard sometimes to set up good relationships, maintain the ones you have or switch out a bad partner that is weighing you down... We have assembled a group of brewery owners who have been in business for 5 years or more and are going to talk about the value of good partnerships. Specifically, why is working with some supply partners easier, what do they regret about early years in business with partners, what mistakes were made and what would they recommend to brewery owners looking to open their doors in 6 months? The goal is to talk to a group of experienced owners about how best to set up good partnerships that help your brewery grow while avoiding bad partnerships. To round out the discussion we have added a supply partner to the discussion to hear from the 'other' side of the table. We'll get at actionable items from brewery owners that you can implement at your own brewery as part of this discussion. Moderator: Dan Klasen (Beverage Federation) Panelists: Eric Gruener (Hankscraft AJS Tap Handles) Kevin Wright (Third Space Brewing) Matt Kahn (Big Ditch Brewing) Huge thanks to ABS Commercial, Beer Law Center, and Wipfli for all your support on our Spring Virtual Conference. Join us in-person for CBP Connects in 2024 Half workshop, half networking Portland, ME | June 10-12, 2024 Learn more at www.CBPConnects.com

Harness the awe-inspiring power of memberships and rewards! Customer Loyalty is on the line, and the nightmare of managing these monster programs is about to get an epic upgrade. In this colossal session you will witness real-world tales of thriving beer club and mug club membership programs, and be equipped with a mighty framework to help you build and manage your own program. Storm into action as you exit this session with the power to build a membership program at your brewery. Make your guests feel like superheroes, keep your staff flying high instead of battling with spreadsheets, and unleash a tidal wave of recurring revenue on your taproom! Huge thanks to ABS Commercial, Beer Law Center, and Wipfli for all your support on our Spring Virtual Conference. Join us in-person for CBP Connects in 2024 Half workshop, half networking Portland, ME | June 10-12, 2024 Learn more at www.CBPConnects.com

Bank on Wipfli

Wip's wife Lisa left him at home with the kids over the last week of the school holidays to go on a health retreat and honestly good for you girl. While she was there, she received a very special massage that unlocked some trauma from her past including her wedding day? Hate to break it to you Wip dog but we don't think she's coming home.  See omnystudio.com/listener for privacy information.

More than ever, the taproom is the chief revenue engine for the modern craft brewery. For many, though, the hardest challenge is not in how to get customers through the door, but in how to ensure they spend as much as possible while there, and leave feeling satisfied in their purchases. In this panel, Aaron MJ Gore, the Director of Partnerships for industry-leading POS Arryved will sit down with taproom operations experts as they explore ways to increase the size of the average ticket, and make your own taproom as successful and profitable as possible. Moderator: Aaron Gore (Arryved) Panelists: Jared Steele (Lost Worlds Brewing) Kindsey Bernhard (Austin Beerworks) Marques Nash (Triple C Brewing) Huge thanks to ABS Commercial, Beer Law Center, and Wipfli for all your support on our Spring Virtual Conference. Join us in-person for CBP Connects in 2024 Half workshop, half networking Portland, ME | June 10-12, 2024 Learn more at www.CBPConnects.com

In this episode of The Sound of Automation podcast, we discuss the future of automation with Dan Davis, Editor-in-Chief at The Fabricator. Listen in to learn about the top issues and opportunities facing manufacturers, such as workforce and automation. Dan and Bryan also talk about the importance of diversification and quickly adapting to change within your organization.For more information on Wipfli, please visit our website at:https://www.wipfli.com/manufacturing. You can also contact us here.

A Donor Advised Fund (DAF) is a giving account established at a public charity that allows donors to make charitable contributions and receive tax deductions. DAFs are popular because of their versatility, which allows donors to give whenever and however much is most favorable to them. In this episode replay, Jim Giese, CPA, JD, and part of the healthcare tax team at Wipfli, shares his knowledge on donor advised funds and why you might want to consider doing this as a part of your financial plan. Learn more: https://apmsuccess.com/235                       Watch the video: https://apmsuccess.com/235v        Need help with wealth management? Learn about APM Wealth's process, here: https://apm-wealth.com/services. Or, get our free guide explaining some of our key methods for building wealth with clients: https://apm-wealth.com/freedom  Or check out our webinar for helping practice owners optimize wealth building: www.apm-wealth.com/webinar   

When is the right time to establish a dedicated project management office (PMO) or allocate dedicated project management resources within an organization? Listen in to this episode of Bank on Wipfli to find out. Special guest Tina Dinger, SVP Head of Enterprise PMO, Northwest Bank, joined Wipfli's Robert Zondag, Principal, and Tim Merrell, Senior Manager, to discuss:Project management roles and your staffing needs to create a PMO.What type of existing employees could make great project managers and tips on what to look for.The importance of continuous improvement within the PMO and how to evolve.

Effective customer acquisition is vital to driving growth in today's dynamic market. But reaching — and keeping — new customers may require your financial institution to understand how you can expand beyond your usual marketing channels and leverage data to drive success.In this episode of Bank on Wipfli, special guest Nicky Senyard, CEO and founder of Fintel Connect, joins host Robert Zondag and Wipfli's Michelle Joseph for a look at the different strategies and metrics you can use to optimize customer acquisitions.Listen in as they discuss:The distinction between brand and acquisition marketing strategies.Key metrics for measuring customer acquisition and optimizing marketing efforts.Different marketing channel strategies and what data indicates success in each channel.

Laura Chico, Biotechnology Research Analyst at Wedbush Securities and Bloomberg News US Deals Team Leader Matthew Monks share their thoughts on the Bristol Myers acquisition Karuna Therapeutics. John Mowrey, CIO at NFJ Investment Group, explains where to find value in the markets. Priceline CEO Brett Keller talks about why 2023 is on pace to be a busy holiday travel season. Anna Kooi, National Financial Services Industry Leader at Wipfli, has a look at the year in crypto and her outlook for 2024. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Tech Features Writer Ellen Huet provide the details of the Businessweek Magazine story Silicon Valley's Quest to Live Forever Has Many Warring Factions. And we Drive to the Close with Adam Sarhan, CEO at 50 Park Investments.Hosts: Jess Menton and Mike Regan. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.