Joel Lego

[Joel Lego @legoj]

Financial institutions often avoid doing regular general ledger certifications. But is that worth the very real risks? https://t.co/gaOZpQkRhA

[Joel Lego @legoj]

One of the best parts of reading associate stories is seeing how different the “why” can be — and how much consistency matters. This article, the second of a two-part series, highlights several paths to giving back, plus how the Wipfli… https://t.co/CISlgw5HnQ

[Joel Lego @legoj]

Great to see Wipfli continue growing with the addition of Marci Spivey as partner. Supporting our tax practice clients, Marci brings strong industry experience and leadership that will be a tremendous asset to both our teams and the organizations we serve. Looking forward to…

[Joel Lego @legoj]

We’re proud to share that Wipfli is officially a CFES‑Qualified Assessor Firm, supporting banks and fintechs with independent, standards‑based compliance assessments.

To help you learn more about the CFES Qualified Assessors Program, our… https://t.co/Q2REkH7F4b

[Joel Lego @legoj]

As the federal government puts new restrictions on federal student loans, financial institutions may move to fill in the funding gap. Here’s what to…

[Joel Lego @legoj]

Lenders may not be aware that the SBA changed a key rule in March as part of a broader push to tighten lending requirements. What’s happened? https://t.co/a9xXnDZO7u

[Joel Lego @legoj]

@cardscookie Perfect

[Joel Lego @legoj]

P2P platforms aren’t just consumer tools anymore. Learn how expanded use impacts financial institution compliance and monitoring obligations. https://t.co/p2lCRrLS27

[Joel Lego @legoj]

Burnout in accounting is often tied to busy season, but I think it’s more complex than that.
This article from Maureen Pistone explores how burnout shows up during periods of change and why awareness, flexibility and support systems… https://t.co/AHqS6di6aV

[Joel Lego @legoj]

Proud to be part of the team recognized with 11 Hermes Creative Awards this year. It’s a reminder of what collaboration and strong ideas can accomplish. #MyWipfli https://t.co/DoMBRg5Wtk~?cv=1778164223077

[Joel Lego @legoj]

Giving back doesn’t have to start with big moments. It can start with small ones that stick: A piece of advice. A childhood memory. A decision to show up.

This Living our Values article is about associates turning those moments into real… https://t.co/BtMMFkCjaG

[Joel Lego @legoj]

Wipfli is excited to announce that we are expanding our risk management and cybersecurity capabilities through a transaction with CompliancePoint. Over 50 new team members will join the Wipfli team.

The addition strengthens our… https://t.co/J1JhcbkffS

[Joel Lego @legoj]

Many companies don’t discover SALT exposure until an audit or transaction review. By that time, the oversight can be costly. Attend our webinar on May 12 to learn how to identify risks earlier and develop a plan to address them. Register here: https://t.co/fbSYxIffVZ

[Joel Lego @legoj]

Many tax savings are missed simply because they’re found too late. Learn how year-round tax planning can uncover savings opportunities across your investments, income and estate strategy. Join us on May 28. https://t.co/QWlwIoh7Yi

[Joel Lego @legoj]

Outsourcing doesn’t automatically reduce risk. And in-house hosting doesn’t guarantee control. Learn how different infrastructure options impact security and operations. We’re comparing the options — and answering your questions — at the… https://t.co/twZHr0lDbY

[Joel Lego @legoj]

I’m planning to join this workforce session. Leaders sharing what’s actually working with retention and hiring models will be valuable heading into 2026. https://t.co/cZKHbm1Ycj

[Joel Lego @legoj]

Our team is hosting the next Wipfli CFO Roundtable on May 7, and we’re proud to have Stephanie Suchla, Morgan Crowley, and Paul Ouweneel guiding the discussion.
They’ll take a closer look at the evolving M&A landscape, upcoming accounting… https://t.co/FByMOyddGG

[Chicago Bears @ChicagoBears]

Who wants a draft hat? 👀

Repost for the chance to win!

[Joel Lego @legoj]

Look beyond day-to-day BSA tasks. Our April 28 BSA workshop will explore recent trends and enforcement actions shaping compliance programs today. Stay ahead of compliance expectations. Register today: https://t.co/4PhCZWqMGE

[Joel Lego @legoj]

Wipfli is hosting the 2026 BSA Officer Workshop: Trends and Emerging Issues on April 28, 2026. This full-day workshop provides a focused look at emerging risks, recent enforcement actions, and evolving examiner expectations impacting the BSA… https://t.co/JNsW1Z6A6v