How could a succession plan benefit your financial institution?Succession planning is often associated with the C-Suite. But have you considered how an unexpected circumstance may impact your financial institution at any level?This episode of Bank on Wipfli explores the foundations of an effective succession strategy. It also covers the ways that talent management and succession planning can connect.Listen in as Robert Zondag (https://www.wipfli.com/about-wipfli/partners-and-associates/robert-zondag) and Barbara Low (https://www.wipfli.com/about-wipfli/partners-and-associates/barbara-low), Wipfli senior managers, discuss:* When is the right time to create a succession plan, and how long does it take to create?* How far should developing a succession plan go?* Can it help retain talent?

What is cryptocurrency and blockchain technology’s role in the future of financial institutions?The next year is finally going to bring more answers than questions as generations — especially Gen Z and millennials — continue to adopt evolving technologies. These generations are also inheriting the largest generational wealth transfer, making it essential for institutions to determine how they, too, will adopt new and evolving technologies. Our special guest for this episode of Bank on Wipfli is Dr. Sean Stein Smith, CPA, CMA, CGMA, CFE, an assistant professor at Lehman College CUNY and one of Accounting Today’s Top 100 most influential people in accounting. Listen in as Robert Zondag (https://www.wipfli.com/about-wipfli/partners-and-associates/robert-zondag), Senior Manager at Wipfli, and Dr. Stein Smith discuss:·      What is a stable coin, and how does it differ from other crypto?·      How can you start integrating crypto in your financial institution?·      Would incorporating crypto affect reporting?

Most consumers use digital banking to take a quick look at recent activity, check for fraud or verify deposits. A monthly review of a financial statement is a different experience altogether.As the world becomes increasingly digital, institutions must create a functioning e-statement experience for consumers. The more financial institutions can do to provide their customers with meaningful insights and summary data, the more they can help them understand their financial lives. But how do you create a better e-statement experience? That’s the subject of this episode of Bank on Wipfli. Listen in as Robert Zondag (https://www.wipfli.com/about-wipfli/partners-and-associates/robert-zondag), Senior Manager at Wipfli, talks to e-statement specialists Griffin Mcgahey, President at HC3 (https://hc3.io/), and Jeremiah James, Chief Product Officer at HC3. They discuss:·      Whether there is a future for printed statements.·      How you can get multiple systems to work together seamlessly.·      Why many financial institutions continue to be disappointed in their e-statement experience and what operations challenges they face in today’s environment.Listen in to learn what e-statement solutions your financial institution can leverage.

Changes are happening in real estate, from commercial to residential. More workers are starting to come back into offices that have been practically empty for two years. Retirees selling their homes and moving into cities is contributing to a shortage of multifamily apartments and raising rents.In this episode of Bank on Wipfli, Robert Zondag (https://www.wipfli.com/about-wipfli/partners-and-associates/robert-zondag), Senior Manager at Wipfli, talks to Dr. Stephen Buckman, a professor in the Master of Real Estate Development Program at Clemson University, about the commercial real estate trends. They discuss:·      How the residential market compares to the commercial market.·      What factors are important to look at when talking about commercial real estate.·      If there’s a call back to the office, how that will effect commercial real estate.Listen in to learn what your financial institutions needs to know about the real estate market.

The employee experience remains a strategic issue for financial institutions. While many executive leaders recognize the importance of creating a people plan that aligns with their strategic plan, many don’t have the time or capacity to put the necessary amount of effort into building and executing on it.   At the same time, 36% of financial services workers feel their senior leaders are not providing clear direction about where the organization is headed, and 32% feel their managers are not effective in serving and supporting the team.  In this episode of Bank on Wipfli, Robert Zondag (https://www.wipfli.com/about-wipfli/partners-and-associates/robert-zondag), Senior Manager at Wipfli, talks to Michelle Joseph (https://www.wipfli.com/about-wipfli/partners-and-associates/michelle-joseph), Manager within the employee experience team at Wipfli, talk about creating a better employee experience. They discuss: * How executives can get more involved in creating a positive employee experience * How you can make your employees feel heard