Events

Wipfli Upcoming Events

Events to help grow your organization

Wipfli offers various events, seminars and forums on a wide range of topics during the course of the year. We are excited to offer you a wide variety of forums to help you stay ahead of the curve and help your organization continue to grow.

Search our wide selection of learning opportunities via industry, service, type or location.

Webinar: Get to Know Dynamics 365 Business Central

7/18/2018 1:00 PM - 2:00 PM (CT)

Industry:
Agribusiness, Construction and Real Estate, Dealerships, FinTech, Financial Institutions, Financial Services, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity, Tribal

Type: Live Webinar

Cost: Free

Like a supply chain, when all the pieces of a business fit and work together, it leads to efficient processes, maximized profitability and happy customers. But keeping all facets of your business in sync is about as easy as ensuring no piece of a supply chain ever goes wrong. That’s why Microsoft Dynamics 365’s newest application, Business Central, is so crucial to organizations that want to make smarter decisions. Join our webinar where we will demo Business Central and answer your questions.

TRID Clarifications, Corrections, and Technical Amendments Webinar

7/26/2018 1:00 PM - 2:30 PM (CT)

Industry:
Financial Institutions

Type: Live Webinar

Cost: Free

Join this complimentary webinar hosted by Wipfli.

Don’t miss this opportunity to review the TRID Clarifications, Corrections, and Technical Amendments that were published in 2017 with a mandatory compliance date of October 1, 2018. We’ll summarize the information and help you break down what actions you should take to ensure you are in compliance by October 1.  

Webinar: Reporting Tools in Dynamics GP

8/15/2018 1:00 PM - 2:00 PM (CT)

Industry:
Agribusiness, Construction and Real Estate, Dealerships, FinTech, Financial Institutions, Financial Services, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity, Tribal

Type: Live Webinar

Cost: Free

When fully utilized, reporting tools provide the power and flexibility to turn data into meaningful information that can help make strategic business decisions. This webinar will describe some of the reporting options available for Microsoft Dynamics GP along with a process strategy to create or modify existing reports to make them impactful for your business.

Seminar: Cybersecurity Threats - Principles for Understanding, Managing, and Monitoring Your Information Systems

8/21/2018 8:30 AM - 3:30 PM (CT)

Industry:
Financial Institutions

Type: In Person Event

Cost: $245

Event Location:
Wipfli Minneapolis Office Centennial Lakes Office Park
7650 Edinborough Way, Training Room, Suite 330
Edina
Minnesota
55435

As financial institutions and your customers become more reliant on technology, it is important to have a better understanding of your information systems to mitigate and monitor risks. Utilizing basic concepts without using technical jargon, this seminar describes and demonstrates fundamental information security strategies for protecting your information systems. Many of the security principles presented are described in the FFIEC IT Examination Handbook and various interagency guidelines.
 

Manufacturing Financial Planning and Analysis Optimization: The Keys to Moving Past Results Toward Tomorrow’s Opportunities

8/22/2018 10:00 AM - 11:00 AM (CT)

Industry:
Manufacturing and Distribution

Type: Live Webinar

Cost: Free

If your manufacturing organization is focusing on future growth and really examining its financial position, it is more important now than ever for leaders to focus on planning strategies that connect the financial operations of the business with the profit centers of the enterprise. This webinar will help leaders take planning to the next level — connecting financial insight with manufacturing operations across the entire organization.

Seminar: Cybersecurity Threats – Principles for Understanding, Managing, and Monitoring Your Information Systems

8/23/2018 8:30 AM - 3:30 PM (CT)

Industry:
Financial Institutions

Type: In Person Event

Cost: $245

Event Location:
Wilderness Resort Glacier Canyon Lodge
45 Hillman Road
Wisconsin Dells
Wisconsin
53965

As financial institutions and your customers become more reliant on technology, it is important to have a better understanding of your information systems to mitigate and monitor risks. Utilizing basic concepts without using technical jargon, this seminar describes and demonstrates fundamental information security strategies for protecting your information systems. Many of the security principles presented are described in the FFIEC IT Examination Handbook and various interagency guidelines.

In-Depth Training on OMB's Uniform Guidance (Preconference to the Community Action Partnership 2018 Annual Convention)

8/27/2018 7:45 AM - 8/28/2018 5:00 PM (MT)

Industry:
Nonprofits, Governments, Health Care

Type: In Person Event

Cost: $795

Event Location:
Sheraton Denver Downtown
1550 Court Place
Denver
Colorado
80202

Join this training workshop to learn about the new Uniform Guidance regulations and, more important, how to implement them in your organization. Review the regulations you need to know to stay in compliance through examples, stories and best practices learned from years of auditing and consulting. Take back up-to-date and relevant information to implement immediately in your agency.

Human Resource Business Forum (Eau Claire, Wisconsin)

9/12/2018 8:30 AM - 12:00 PM (CT)

Industry:
Agribusiness, Construction and Real Estate, Dealerships, FinTech, Financial Institutions, Financial Services, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity, Tribal

Type: In Person Event

Cost: $1195

Event Location:
Wipfli - Eau Claire, Wisconsin
3703 Oakwood Hills Parkway
Eau Claire
Wisconsin
54701

Wipfli’s Human Resource Business Forums are designed to provide education on current trends and best practices for individuals with human resource (HR) responsibilities in a dynamic and interactive environment. The people participating in each of the Forum’s locations are the same throughout the program year, allowing individuals to develop powerful and lasting professional relationships and to engage in significant problem solving.
 
The Human Resource Business Forums have a set curriculum to educate participants on the key functional areas of HR management. These forums are ideal for individuals who do not have a formal education in HR management, who may be new to the field and are looking to acquire foundational knowledge, or who are looking to strengthen their technical skills.

Senior Human Resource Business Forum (Appleton, Wisconsin)

9/12/2018 8:30 AM - 12:00 PM (CT)

Industry:
Agribusiness, Construction and Real Estate, Dealerships, FinTech, Financial Institutions, Financial Services, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity, Tribal

Type: In Person Event

Cost: $1195

Event Location:
Wipfli - Appleton, Wisconsin
2901 East Enterprise Avenue, Suite 500
Appleton
Wisconsin
54913

Every organization has “people” concerns, and Wipfli’s Senior Human Resource Business Forums provide a professional and constructive environment in which to discuss employee issues. You will walk away with sound, practical information on key functional areas of human resource (HR) management.

The Senior Human Resource Business Forums allow participants to focus on the role of HR at an advanced level and explore organizational development initiatives to enhance the effectiveness of the HR function within their organizations.  These forums are appropriate for individuals who have participated in the foundational Human Resource Business Forums or who have at least five years of experience in HR management.

Senior Human Resource Business Forum (Green Bay, Wisconsin)

9/13/2018 8:30 AM - 12:00 PM (CT)

Industry:
Agribusiness, Construction and Real Estate, Dealerships, FinTech, Financial Institutions, Financial Services, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity, Tribal

Type: In Person Event

Cost: $1195

Event Location:
Wipfli - Green Bay, Wisconsin
469 Security Blvd.
Green Bay
Wisconsin
54313

Every organization has “people” concerns, and Wipfli’s Senior Human Resource Business Forums provide a professional and constructive environment in which to discuss employee issues. You will walk away with sound, practical information on key functional areas of human resource (HR) management.

The Senior Human Resource Business Forums allow participants to focus on the role of HR at an advanced level and explore organizational development initiatives to enhance the effectiveness of the HR function within their organizations.  These forums are appropriate for individuals who have participated in the foundational Human Resource Business Forums or who have at least five years of experience in HR management.

Senior Human Resource Business Forum (Eau Claire, Wisconsin)

9/18/2018 8:30 AM - 12:00 PM (CT)

Industry:
Agribusiness, Construction and Real Estate, Dealerships, FinTech, Financial Institutions, Financial Services, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity, Tribal

Type: In Person Event

Cost: $1195

Event Location:
Wipfli - Eau Claire, Wisconsin
3703 Oakwood Hills Parkway
Eau Claire
Wisconsin
54701

Every organization has “people” concerns, and Wipfli’s Senior Human Resource Business Forums provide a professional and constructive environment in which to discuss employee issues. You will walk away with sound, practical information on key functional areas of human resource (HR) management.

The Senior Human Resource Business Forums allow participants to focus on the role of HR at an advanced level and explore organizational development initiatives to enhance the effectiveness of the HR function within their organizations.  These forums are appropriate for individuals who have participated in the foundational Human Resource Business Forums or who have at least five years of experience in HR management.

Critical Access Hospital and Rural Health Clinic Conference - Reno, NV

9/18/2018 12:00 PM - 9/20/2018 4:00 PM (PT)

Industry:
Health Care

Type: In Person Event

Cost: $500

Event Location:
Peppermill Resort Spa Casino
2707 South Virginia Street
Reno
Nevada
89502

You are invited to this annual event to receive quality education, have the opportunity to communicate directly with industry experts, and to network with colleagues at other critical access hospitals and rural health clinics. Our sessions are intended for all levels of professionals including administrators, CFOs, CEOs, directors of finance, finance professionals, reimbursement analysts, and office managers.

Senior Human Resource Business Forum (Eau Claire, Wisconsin)

9/18/2018 1:00 PM - 4:30 PM (CT)

Industry:
Agribusiness, Construction and Real Estate, Dealerships, FinTech, Financial Institutions, Financial Services, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity, Tribal

Type: In Person Event

Cost: $1195

Event Location:
Wipfli - Eau Claire, Wisconsin
3703 Oakwood Hills Parkway
Eau Claire
Wisconsin
54701

Every organization has “people” concerns, and Wipfli’s Senior Human Resource Business Forums provide a professional and constructive environment in which to discuss employee issues. You will walk away with sound, practical information on key functional areas of human resource (HR) management.

The Senior Human Resource Business Forums allow participants to focus on the role of HR at an advanced level and explore organizational development initiatives to enhance the effectiveness of the HR function within their organizations.  These forums are appropriate for individuals who have participated in the foundational Human Resource Business Forums or who have at least five years of experience in HR management.

Human Resource Business Forum (Appleton, Wisconsin)

9/19/2018 8:30 AM - 12:00 PM (CT)

Industry:
Agribusiness, Construction and Real Estate, Dealerships, FinTech, Financial Institutions, Financial Services, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity, Tribal

Type: In Person Event

Cost: $1195

Event Location:
Wipfli - Appleton, Wisconsin
2901 East Enterprise Avenue, Suite 500
Appleton
Wisconsin
54913

Wipfli’s Human Resource Business Forums are designed to provide education on current trends and best practices for individuals with human resource (HR) responsibilities in a dynamic and interactive environment. The people participating in each of the Forum’s locations are the same throughout the program year, allowing individuals to develop powerful and lasting professional relationships and to engage in significant problem solving.
 
The Human Resource Business Forums have a set curriculum to educate participants on the key functional areas of HR management. These forums are ideal for individuals who do not have a formal education in HR management, who may be new to the field and are looking to acquire foundational knowledge, or who are looking to strengthen their technical skills.

Senior HR Business Forum (Eau Claire, Wisconsin)

9/19/2018 8:30 AM - 12:00 PM (CT)

Industry:
Agribusiness, Construction and Real Estate, Dealerships, FinTech, Financial Institutions, Financial Services, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity, Tribal

Type: In Person Event

Cost: $1195

Event Location:
Wipfli - Eau Claire, Wisconsin
3703 Oakwood Hills Parkway
Eau Claire
Wisconsin
54701

Every organization has “people” concerns, and Wipfli’s Senior Human Resource Business Forums provide a professional and constructive environment in which to discuss employee issues. You will walk away with sound, practical information on key functional areas of human resource (HR) management.

The Senior Human Resource Business Forums allow participants to focus on the role of HR at an advanced level and explore organizational development initiatives to enhance the effectiveness of the HR function within their organizations.  These forums are appropriate for individuals who have participated in the foundational Human Resource Business Forums or who have at least five years of experience in HR management.

Senior Human Resource Business Forum (Eau Claire, Wisconsin)

9/19/2018 1:00 PM - 4:30 PM (CT)

Industry:
Agribusiness, Construction and Real Estate, Dealerships, FinTech, Financial Institutions, Financial Services, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity, Tribal

Type: In Person Event

Cost: $1195

Event Location:
Wipfli - Eau Claire, Wisconsin
3703 Oakwood Hills Parkway
Eau Claire
Wisconsin
54701

Every organization has “people” concerns, and Wipfli’s Senior Human Resource Business Forums provide a professional and constructive environment in which to discuss employee issues. You will walk away with sound, practical information on key functional areas of human resource (HR) management.

The Senior Human Resource Business Forums allow participants to focus on the role of HR at an advanced level and explore organizational development initiatives to enhance the effectiveness of the HR function within their organizations.  These forums are appropriate for individuals who have participated in the foundational Human Resource Business Forums or who have at least five years of experience in HR management.

Human Resource Business Forum (Green Bay, Wisconsin)

9/20/2018 8:30 AM - 12:00 PM (CT)

Industry:
Agribusiness, Construction and Real Estate, Dealerships, FinTech, Financial Institutions, Financial Services, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity, Tribal

Type: In Person Event

Cost: $1195

Event Location:
Wipfli - Green Bay, Wisconsin
469 Security Blvd.
Green Bay
Wisconsin
54313

Wipfli’s Human Resource Business Forums are designed to provide education on current trends and best practices for individuals with human resource (HR) responsibilities in a dynamic and interactive environment. The people participating in each of the Forum’s locations are the same throughout the program year, allowing individuals to develop powerful and lasting professional relationships and to engage in significant problem solving.
 
The Human Resource Business Forums have a set curriculum to educate participants on the key functional areas of HR management. These forums are ideal for individuals who do not have a formal education in HR management, who may be new to the field and are looking to acquire foundational knowledge, or who are looking to strengthen their technical skills.

Senior Human Resource Business Forum (Wausau, Wisconsin)

9/20/2018 8:30 AM - 12:00 PM (CT)

Industry:
Agribusiness, Construction and Real Estate, Dealerships, FinTech, Financial Institutions, Financial Services, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity, Tribal

Type: In Person Event

Cost: $1195

Event Location:
Wipfli - Wausau, Wisconsin
11 Scott Street
Wausau
Wisconsin
54403

Every organization has “people” concerns, and Wipfli’s Senior Human Resource Business Forums provide a professional and constructive environment in which to discuss employee issues. You will walk away with sound, practical information on key functional areas of human resource (HR) management.

The Senior Human Resource Business Forums allow participants to focus on the role of HR at an advanced level and explore organizational development initiatives to enhance the effectiveness of the HR function within their organizations.  These forums are appropriate for individuals who have participated in the foundational Human Resource Business Forums or who have at least five years of experience in HR management.

Human Resource Business Forum (Wausau, Wisconsin)

9/20/2018 1:00 PM - 4:30 PM (CT)

Industry:
Agribusiness, Construction and Real Estate, Dealerships, FinTech, Financial Institutions, Financial Services, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity, Tribal

Type: In Person Event

Cost: $1195

Event Location:
Wipfli - Wausau, Wisconsin
11 Scott St.
Wausau
Wisconsin
54403

Wipfli’s Human Resource Business Forums are designed to provide education on current trends and best practices for individuals with human resource (HR) responsibilities in a dynamic and interactive environment. The people participating in each of the Forum’s locations are the same throughout the program year, allowing individuals to develop powerful and lasting professional relationships and to engage in significant problem solving.
 
The Human Resource Business Forums have a set curriculum to educate participants on the key functional areas of HR management. These forums are ideal for individuals who do not have a formal education in HR management, who may be new to the field and are looking to acquire foundational knowledge, or who are looking to strengthen their technical skills.

Senior Human Resource Business Forum (La Crosse, Wisconsin)

9/25/2018 8:30 AM - 12:00 PM (CT)

Industry:
Agribusiness, Construction and Real Estate, Dealerships, FinTech, Financial Institutions, Financial Services, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity, Tribal

Type: In Person Event

Cost: $1195

Event Location:
Wipfli - La Crosse, Wisconsin
2 Copeland Ave. Suite 301
La Crosse
Wisconsin
54603

Every organization has “people” concerns, and Wipfli’s Senior Human Resource Business Forums provide a professional and constructive environment in which to discuss employee issues. You will walk away with sound, practical information on key functional areas of human resource (HR) management.

The Senior Human Resource Business Forums allow participants to focus on the role of HR at an advanced level and explore organizational development initiatives to enhance the effectiveness of the HR function within their organizations.  These forums are appropriate for individuals who have participated in the foundational Human Resource Business Forums or who have at least five years of experience in HR management.

Critical Access Hospital and Rural Health Clinic Conference - Minneapolis, MN

10/9/2018 7:30 AM - 10/11/2018 12:00 PM (CT)

Industry:
Health Care

Type: In Person Event

Cost: $500

Event Location:
Crowne Plaza Suites MSP Airport – Mall of America
3 Appletree Square
Bloomington
Minnesota
55425

You are invited to this annual event to receive quality education, have the opportunity to communicate directly with industry experts, and to network with colleagues at other critical access hospitals and rural health clinics. Our sessions are intended for all levels of professionals including administrators, CFOs, CEOs, directors of finance, finance professionals, reimbursement analysts, and office managers.

Community Banking Forum - DeKalb, IL

Community Banking Forum Pre-Session - Shining a Spotlight on Blockchain and How Banks are Moving Forward with FinTech:
10/9/2018 5:30 PM - 7:00 PM (CT)

Community Banking Forum Reception - DeKalb, IL:
10/9/2018 7:00 PM - 9:00 PM (CT)

Community Banking Forum - DeKalb, IL:
10/10/2018 8:30 AM - 2:30 PM (CT)

Industry:
Financial Institutions

Type: In Person Event

Cost: Free

CLU Credits: 7.5

Event Location:
Barsema Alumni and Visitors Center - NIU Alumni Association
231 North Annie Glidden Road
DeKalb
Illinois
60115

The Community Banking Forum has been designed exclusively for executive officers and board members of community banks. This event will provide you with information on and insight into current topics that are deeply impacting community banks today. The speakers, topics, and value-added information, combined with the opportunity to network with your peers, make this event one you will not want to miss!

Wipfli expands into Colorado as Bauerle and Co. joins firm

“This combination with Bauerle and Company, an esteemed CPA and consulting firm in the Colorado area, will strengthen our foothold in the Western United States and enhance our industry and service specializations in the construction and real estate industry,” -Rick Dreher, Managing Partner