Events

Wipfli Upcoming Events

Events to help grow your organization

The health, well-being and safety of all registrants is our top priority. With the ongoing COVID-19 situation, we are closely monitoring each event and will be updating registrants accordingly.

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.

Cost Allocation: What Changes and What Stays the Same With COVID-19

4/14/2020 11:00 AM - 12:00 PM (CT)

Industry:
Nonprofits

Type: Live Webinar

Cost $95

CLU Credits: 1

Cost allocation is the organization’s method of allocating costs to its programs and supporting services to the extent each program or service bears its fair share in accordance with the relative benefits received. During emergencies, agencies still need to follow regulations while adjusting on the fly to meet staff and community needs.

Federally Negotiated Indirect Cost Rates Including COVID-19 Updates

4/16/2020 11:00 AM - 12:30 PM (CT)

Industry:
Nonprofits

Type: Live Webinar

Cost $145

CLU Credits: 1.5

Do you currently have an indirect cost rate agreement, or are you thinking of getting one? If so, this session is for you. We will provide an overview of the different types of indirect cost rates, the advantages and disadvantages of an indirect cost rate, the process of applying for an indirect cost rate and more! We will also discuss the effect of the pandemic on indirect cost rates.

The Impact to the 10% De Minimus Rate During COVID-19

4/21/2020 11:00 AM - 12:30 PM (CT)

Industry:
Nonprofits

Type: Live Webinar

Cost $145

CLU Credits: 1.5

The Uniform Guidance gave nonfederal entities a new method of charging indirect and certain administrative costs to grants using a 10% de minimis indirect cost rate. This session is for nonfederal entities that currently utilize the 10% de minimis option, are thinking of implementing it or have subrecipients that use a 10% de minimis rate. We will discuss how an influx of new funding can impact this rate and what it means for an agency.

Oh my OVERHEAD! How overhead can erode (or increase!) your gross margin

4/23/2020 10:00 AM - 11:00 AM (CT)

Industry:
Manufacturing and Distribution

Type: Live Webinar

Cost Free

Are you looking for another trick in your “lean” tool belt to protect your margins?

Gaining an understanding of and visibility into your overhead costs may be just the trick you need. It is no easy task to identify or explain all the variable and fixed overhead costs associated with manufacturing. Yet overhead costs do not need to be complex, mysterious or difficult.

COVID-19’s Impact on Procurement

4/23/2020 11:00 AM - 12:00 PM (CT)

Industry:
Nonprofits

Type: Live Webinar

Cost $95

CLU Credits: 1

In this overview session, we will review the Uniform Guidance (2 CFR Part 200) general procurement regulations and methods of procurement and cover the exemption of certain procurement requirements recently allowed by the Office of Management and Budget (OMB) memorandum in response to COVID-19.

Documentation, Documentation, Documentation

4/28/2020 11:00 AM - 12:00 PM (CT)

Industry:
Nonprofits

Type: Live Webinar

Cost $95

CLU Credits: 1

Documentation — or lack of adequate or proper documentation — is often cited in monitoring reviews and audits. From funding sources to the Office of Inspector General, it’s an area where organizations that offer excellent services can run into trouble. In addition, the need for documentation does not disappear when a crisis hits. As operations change during COVID-19, agencies will need to ensure their documentation identifies how taxpayers’ dollars are spent on items that are necessary, reasonable, allowable, allocable and what a prudent person would do in similar circumstances. Join this session, and we will share challenges we have seen, possible solutions and areas of improvement.

Internal Controls in Emergencies and Beyond

4/30/2020 11:00 AM - 01:00 PM (CT)

Industry:
Nonprofits

Type: Live Webinar

Cost $195

CLU Credits: 2

Internal controls are emphasized strongly in the Uniform Guidance. This session will identify how an auditor analyzes internal controls throughout the audit process. We will then link this back to the COVID-19 outbreak, when there was greater need for people to work off site. We specifically will cover internal controls, red flags and best practices.

Davis Bacon for Head Start: It Still Applies

5/5/2020 11:00 AM - 12:00 PM (CT)

Industry:
Nonprofits

Type: Live Webinar

Cost $95

CLU Credits: 1

No, Davis-Bacon did not go away during the COVID-19 pandemic. Davis-Bacon Act compliance is still an often-misunderstood requirement for Head Start organizations. Although there is some official guidance, it can at times be unclear. We will review the regulations and the guidelines from the U.S. Department of Health and Human Services, as well as requirements enforced by the U.S. Department of Labor.

What's new for 2020 Wave 1 for Microsoft Dynamics 365 Business Central

5/13/2020 12:00 PM - 12:45 PM (CT)

Type: Live Webinar

Cost Free

Learn about the new capabilities coming in the 2020 release wave 1 for Microsoft Business Central in our webinar on May 13. Join Wipfli technology consultants, Spencer Kellogg and Connor McNamara, at our free webinar on Wednesday, May 13, 2020, that will cover key release elements.

Title 31/AML Recent Developments

5/21/2020 08:30 AM - 5/22/2020 12:00 PM (CT)

Industry:
Tribal Gaming and Government, Governments

Type: In Person Event

Cost $799

CLU Credits: 9

Event Location:
MGM Grand
3799 S. Las Vegas Blvd.
Las Vegas, Nevada 89109

During this Title 31/Anti-Money Laundering Recent Developments training we will focus on these key areas:

  • History and Basic Requirements
  • Current and Emerging Title 31 Trends
  • Money Laundering 
  • Types of Reportable Transactions
  • Use of the Monetary Instrument Log
  • Suspicious Activity Reporting
  • Recent Enforcement Actions
  • What is Considered Suspicious Activity
  • Know Your Customer
  • Source of Funds
  • Marijuana Enforcement
  • Due Diligence Triggers

Two-Day BSA Workshop Assessing and Managing Risk in Atlanta, GA

6/2/2020 08:30 AM - 6/3/2020 04:00 PM (ET)

Industry:
Financial Services, Financial Institutions

Type: In Person Event

Cost $549

CLU Credits: 13

Event Location:
Atlanta Marriott Perimeter Center
246 Perimeter Center Parkway NE
Atlanta, Georgia 30346

As of October 1, 2019, PKM joined Wipfli. We are excited to be able to offer this workshop to share our industry knowledge.

All participants attending the workshop will receive Wipfli's comprehensive BSA/AML Policy template, which provides sample language for all BSA-related topics, including cannabis (hemp and marijuana), virtual currency and other high-risk products and services. In addition, documentation procedures for your BSA/AML risk assessment will be provided.

In-Depth Training on OMB's Uniform Guidance in Nashville, TN

6/9/2020 07:45 AM - 6/10/2020 05:00 PM (CT)

Industry:
Governments, Nonprofits

Type: In Person Event

Cost $875

CLU Credits: 14

Event Location:
Millennium Maxwell House Hotel, Nashville
2025 Rosa L. Parks Boulevard
Nashville, Tennessee 37228-1505

Having strong internal controls and understanding the rules governing how you can and cannot spend federal dollars are keys to fiscal management and overall compliance in your organization.

Professionals new to the organization, as well as professionals who have been there for decades, will benefit from this review of the administrative and cost principles/allocation sections of the 2 CFR Part 200 – Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards(also known as the “Uniform Guidance”).

BSA webinar: Mastering the basics

7/8/2020 09:00 AM - 04:00 PM (CT)

Industry:
Financial Institutions, Financial Services

Type: Live Webinar

Cost $275

This workshop is perfect for the BSA Officer who is new to the position or for BSA compliance staff who serve as backup to the BSA Officer. We will cover all areas needed to gain a good understanding of the roles and responsibilities of this position, including properly completing CTRs and SARs, documenting comprehensive SAR investigations, understanding the importance of high-risk monitoring, managing CIP and beneficial ownership exceptions, developing an effective employee training program and much more.

BSA workshop: Advanced topics and emerging trends in Wisconsin Dells, WI

7/9/2020 08:30 AM - 04:00 PM (CT)

Industry:
Financial Institutions, Financial Services

Type: In Person Event

Cost $275

Event Location:
Wilderness Resort
45 Hillman Road
Wisconsin Dells, Wisconsin 53965

This workshop is designed to be a higher-level overview of the day-to-day responsibilities of the BSA Officer and is dedicated to emerging hot topics and trends that face the banking industry. We will cover the areas needed to provide you a good understanding of your roles and responsibilities and what examiner expectations are of this position.

21st Annual Wipfli National Conference

7/12/2020 11:00 AM - 7/17/2020 05:30 PM (PT)

Industry:
Nonprofits, Governments

Type: In Person Event

Cost $775

Event Location:
Caesar's Palace
3570 Las Vegas Blvd. S.
Las Vegas, Nevada 80109

Join us for the 21st Annual Wipfli National Training Conference for ways to serve your community even better. The services you provide have a direct impact on the people in your community. Let us help you keep your funding and vital services available, hire and keep talented team members, and so much more! Then you can focus on the important areas, like serving your community.

BSA workshop: Advanced topics and emerging trends in Utica, IL

7/15/2020 08:30 AM - 04:00 PM (CT)

Industry:
Financial Institutions, Financial Services

Type: In Person Event

Cost $275

Event Location:
Grand Bear Resort
2643 IL Route 178
Utica, Illinois 61378

This workshop is designed to be a higher-level overview of the day-to-day responsibilities of the BSA Officer and is dedicated to emerging hot topics and trends that face the banking industry. We will cover the areas needed to provide you a good understanding of your roles and responsibilities and what examiner expectations are of this position.

Head Start/Early Head Start Regulation Boot Camp in Denver, CO

8/4/2020 08:00 AM - 8/5/2020 05:00 PM (MT)

Industry:
Nonprofits, Governments, Tribal Gaming and Government

Type: In Person Event

Cost $950

CLU Credits: 14

Event Location:
Wipfli LLP
7887 E Belleview Ave, Ste 700
Englewood, Colorado 80111

You asked, and we answered. Based on your feedback, we took our large group training and built this two-day boot camp to be a small, group-oriented action learning where we blend regulations, best practices and action planning with the opportunity to ask your questions. The smaller group setting (no more than 25 professionals) allows for more focused knowledge sharing. 

BSA webinar: Advanced topics and emerging trends

8/6/2020 09:00 AM - 04:00 PM (CT)

Industry:
Financial Institutions, Financial Services

Type: Live Webinar

Cost $275

This workshop is designed to be a higher-level overview of the day-to-day responsibilities of the BSA Officer and is dedicated to emerging hot topics and trends that face the banking industry. We will cover the areas needed to provide you a good understanding of your roles and responsibilities and what examiner expectations are of this position.

Becoming a PI Practitioner - Minneapolis, MN

8/18/2020 08:30 AM - 8/19/2020 04:00 PM (CT)

Type: In Person Event

Cost $2100

CLU Credits: 13.75

Event Location:
Wipfli LLP
7601 France Ave South, Suite 400
Minneapolis, Minnesota 55435

Our fast-paced workshop provides you with insights and tools to help you decode employee drives, understand their motivating needs, and consider how these play out in the workplace. The workshop provides an introductory crash-course in all things Predictive Index, with the essentials to get your team started.

Head Start/Early Head Start Regulation Boot Camp in Atlanta, GA

10/20/2020 08:00 AM - 10/21/2020 05:00 PM (ET)

Industry:
Nonprofits, Governments, Tribal Gaming and Government

Type: In Person Event

Cost $950

CLU Credits: 14

Event Location:
Wipfli LLP
235 Peachtree Street NE
Atlanta, Georgia 30303

You asked, and we answered. Based on your feedback, we took our large group training and built this two-day boot camp to be a small, group-oriented action learning where we blend regulations, best practices and action planning with the opportunity to ask your questions. The smaller group setting (no more than 25 professionals) allows for more focused knowledge sharing. 

In-Depth Training on OMB's Uniform Guidance in Chicago, IL

10/27/2020 07:45 AM - 10/28/2020 05:00 PM (CT)

Industry:
Governments, Nonprofits

Type: In Person Event

Cost $875

CLU Credits: 14

Event Location:
One North Wacker
One North Wacker Drive, 2nd Floor (Room: Michigan Ballroom)
Chicago, Illinois 60606

Having strong internal controls and understanding the rules governing how you can and cannot spend federal dollars are keys to fiscal management and overall compliance in your organization.

Professionals new to the organization, as well as professionals who have been there for decades, will benefit from this review of the administrative and cost principles/allocation sections of the 2 CFR Part 200 – Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards(also known as the “Uniform Guidance”).

In-Depth Training on OMB's Uniform Guidance Plus TBD HS TOPIC (Co-Sponsor: United Planning Organization)

11/3/2020 08:30 AM - 11/5/2020 05:00 PM (ET)

Industry:
Nonprofits, Tribal Gaming and Government

Type: In Person Event

Cost $900

CLU Credits: 21

Event Location:
DoubleTree by Hilton Hotel Bethesda – Washington DC
8120 Wisconsin Avenue
Bethesda, Maryland 20814

Having strong internal controls and understanding the rules governing how you can and cannot spend federal dollars are keys to fiscal management and overall compliance in your organization. Professionals new to the organization, as well as professionals who have been there for decades, will benefit from this review of the administrative and cost principles/allocation sections of the 2 CFR Part 200, Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards (also known as the “Uniform Guidance”).

Becoming a PI Practitioner - Philadelphia, PA

11/10/2020 08:30 AM - 11/11/2020 04:00 PM (ET)

Type: In Person Event

Cost $2100

CLU Credits: 13.75

Event Location:
Wipfli LLP
3 Logan Square, 1717 Arch Street, Suite 750
Philadelphia, Pennsylvania 19103

Our fast-paced workshop provides you with insights and tools to help you decode employee drives, understand their motivating needs, and consider how these play out in the workplace. The workshop provides an introductory crash-course in all things Predictive Index, with the essentials to get your team started.

Annual Wipfli Winter Training Conference 2020

12/7/2020 08:00 AM - 12/13/2020 05:00 PM (ET)

Industry:
Nonprofits

Type: In Person Event

Cost $775

Event Location:
DoubleTree by Hilton
5780 Major Blvd
Orlando, Florida 32819

Your community depends on the services you provide. You depend on Wipfli to help you prepare for the ever-changing needs of your community by coming to training sessions that:

  • Explore and provide updates on current regulations
  • Share ways to resolve personnel issues (like hiring and retaining your staff!)
  • Highlight and address the new and changing outcomes required by your community, funding sources, and donors

Come to the 8th Annual Wipfli Winter Training Conference where our goal is to help you be able to focus on the important areas of achieving your goals and meeting your community needs.

Denver-area advisory firm Stratagem joins Wipfli

“Stratagem is an esteemed firm that has served Colorado’s businesses for several decades and our firms have strong synergy in the industries we serve, which makes this an excellent fit,” said Kurt Gresens, Wipfli’s managing partner.