Wipfli events and webinars Wipfli events and webinars

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.

In-Depth Training on OMB's Uniform Guidance including New Updates

9/21/2020 12:30 PM - 9/25/2020 04:00 PM (CT)

Industry:
Nonprofits

Type: Live Webinar

Cost $795

CLU Credits: 10.5

Join us online for this virtual training workshop to learn about the Uniform Guidance regulations (2 CFR Part 200 Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards). We will review the regulations, share examples and stories and also share best practices learned from years of auditing and consulting. We will discuss the new updates to the Uniform Guidance that were issued on August 13, 2020, and review what the changes to the procurement regulations, the definitions, the selected items of cost, the audit requirements and so much more mean for your agency.

Healthcare Connections – Student loan forgiveness programs for medical professionals

9/22/2020 01:00 PM - 02:00 PM (CT)

Industry:
Healthcare

Type: Live Webinar

Cost Free

Join us for Healthcare Connections! We’re inviting leaders from the healthcare industry to learn more about the top student loan forgiveness programs for medical professionals. These include Public Service Loan Forgiveness and National Health Service Corps, among others. We will also discuss considerations for how to properly qualify and maximize available forgiveness offered through these programs.

How your financial institution can keep — and grow — COVID-19 customers

9/23/2020 10:00 AM - 11:30 AM (CT)

Industry:
Financial Institutions

Type: Live Webinar

Cost Free

The true value of financial institutions took center stage during the COVID-19 pandemic. Being nimble allowed you to differentiate from your larger competitors and meet customer needs when time was of the essence.

Are you equipped to handle FDICIA compliance requirements?

9/30/2020 10:00 AM - 11:30 AM (CT)

Industry:
Financial Institutions

Type: Live Webinar

Cost Free

In general, most bankers are aware of the significance of crossing the $1 billion asset threshold. Whether achieved through organic growth or through a merger or acquisition, it’s a milestone that presents a host of new opportunities.

Asset management webinar: OCIE risk alert updates

9/30/2020 02:00 PM - 03:00 PM (CT)

Industry:
Financial Services

Type: Live Webinar

Cost Free

During the past several months, the Office of OCIE released a ransomware alert for all broker-dealers, investment managers and investment companies, as well as a risk alert outlining a number of compliance issues noted during their examinations of investment advisers that manage hedge and private equity funds. Join the experienced professionals from Wipfli’s Asset Management Team as they review the findings and discuss action steps that firms can take to uncover and address specific risk areas.

Credit Union Forum 2020

10/7/2020 10:00 AM - 11:30 AM (CT)

Industry:
Financial Institutions, Financial Services

Type: Live Webinar

Cost Free

2020 has been quite a year for credit unions and the world at large. Do you feel like your credit union is keeping up with all the changes?

Designed exclusively for executive officers and board members of credit unions, the 2020 Credit Union Forum will provide you with insight into current topics impacting credit unions today.

This year we’re hosting a Credit Union Forum online via four impactful — and free — webinars.

CSBG Organizational Standards Boot Camp

10/7/2020 10:00 AM - 03:00 PM (CT)

Industry:
Nonprofits

Type: Live Webinar

Cost $350

CLU Credits: 4

Community Action Programs are the changing force in their communities. And to receive all that federal funding, you need to follow a set of standards that ensure funding sources so you can serve the community while staying in compliance and being transparent.

Community Banking Forum 2020

10/7/2020 02:00 PM - 03:30 PM (CT)

Industry:
Financial Institutions, Financial Services

Type: Live Webinar

Cost Free

2020 has been quite a year for banks and the world at large. Do you feel like your bank is keeping up with all the changes?

Designed exclusively for executive officers and board members of community banks, the 2020 Community Banking Forum will provide you with insight into current topics impacting community banks today.

Senior HR Business Forum in Green Bay, WI

10/8/2020 08:30 AM - 12:00 PM (CT)

Type: In Person Event

Cost $1063

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

Now more than ever, it is incredibly important to have a trusted peer group of senior-level HR professionals to confer with on emerging trends and challenges in our field.  We saw so much change so fast in the first few months of the COVID-19 outbreak and no doubt this will continue  through 2020 and into 2021, if not beyond. 

Due to the rapidly shifting circumstances, Wipfli has created a dynamic Senior HR Business Forum, constructed with a flexible agenda that allows us to shift or add topics as new issues surface. Our facilitators will customize your Forum to fit the needs of your group and emerging challenges. You will get sound, practical information on new trends in key functional areas of HR management and a consistent group of professional colleagues to collaborate with year-round.

Foundational HR business forum series for construction and real estate

10/8/2020 12:00 PM - 03:00 PM (CT)

Industry:
Construction and Real Estate

Type: Live Webinar

Cost $1063

Wipfli’s Foundational HR Business Forum provides a dynamic and interactive environment designed to enhance the core knowledge and skills of those with HR responsibilities within construction and real estate industries.

Sage Intacct webinar: Where QuickBooks’ lack of visibility impacts decision-making

10/8/2020 02:30 PM - 03:00 PM (ET)

Type: Live Webinar

Cost Free

As your company grows, relying on QuickBooks results in limited financial visibility that can force decisions based on partial or outdated information. This isn’t great.

21st Annual Wipfli National Conference

10/11/2020 11:00 AM - 10/16/2020 05:30 PM (PT)

Industry:
Nonprofits, Governments

Type: In Person Event

Cost $1050

Event Location:
Paris Las Vegas Hotel & Casino
3655 Las Vegas Boulevard South
Las Vegas, Nevada 89109

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.

New virtual sessions coming soon.

Senior HR Business Forum in Appleton, WI

10/14/2020 08:30 AM - 12:00 PM (CT)

Type: In Person Event

Cost $1063

Event Location:
Wipfli Fox Cities
2901 E Enterprise Ave Suite 500
Appleton, Wisconsin 54913

Now more than ever, it is incredibly important to have a trusted peer group of senior-level HR professionals to confer with on emerging trends and challenges in our field.  We saw so much change so fast in the first few months of the COVID-19 outbreak and no doubt this will continue  through 2020 and into 2021, if not beyond. 

Due to the rapidly shifting circumstances, Wipfli has created a dynamic Senior HR Business Forum, constructed with a flexible agenda that allows us to shift or add topics as new issues surface. Our facilitators will customize your Forum to fit the needs of your group and emerging challenges. You will get sound, practical information on new trends in key functional areas of HR management and a consistent group of professional colleagues to collaborate with year-round.

Sage Intacct webinar: Digital transformation for nonprofit finance teams

10/14/2020 12:00 PM - 01:00 PM (ET)

Industry:
Nonprofits

Type: Live Webinar

Cost Free

Digital transformation allows you to have a data-driven handle on how your nonprofit is performing, on what you should focus your attention on, and on where to find efficiencies.

Senior HR Business Forum in Eau Claire, WI

10/20/2020 08:30 AM - 12:00 PM (CT)

Type: In Person Event

Cost $1063

Event Location:
Wipfli Eau Claire
4890 Owen Ayres Court Suite 200
Eau Claire, Wisconsin 54701

Now more than ever, it is incredibly important to have a trusted peer group of senior-level HR professionals to confer with on emerging trends and challenges in our field.  We saw so much change so fast in the first few months of the COVID-19 outbreak and no doubt this will continue  through 2020 and into 2021, if not beyond. 

Due to the rapidly shifting circumstances, Wipfli has created a dynamic Senior HR Business Forum, constructed with a flexible agenda that allows us to shift or add topics as new issues surface. Our facilitators will customize your Forum to fit the needs of your group and emerging challenges. You will get sound, practical information on new trends in key functional areas of HR management and a consistent group of professional colleagues to collaborate with year-round.

Senior HR Business Forum in Eau Claire, WI

10/21/2020 08:30 AM - 12:00 PM (CT)

Type: In Person Event

Cost $1063

Event Location:
Wipfli Eau Claire
4890 Owen Ayres Court Suite 200
Eau Claire, Wisconsin 54701

Now more than ever, it is incredibly important to have a trusted peer group of senior-level HR professionals to confer with on emerging trends and challenges in our field.  We saw so much change so fast in the first few months of the COVID-19 outbreak and no doubt this will continue  through 2020 and into 2021, if not beyond. 

Due to the rapidly shifting circumstances, Wipfli has created a dynamic Senior HR Business Forum, constructed with a flexible agenda that allows us to shift or add topics as new issues surface. Our facilitators will customize your Forum to fit the needs of your group and emerging challenges. You will get sound, practical information on new trends in key functional areas of HR management and a consistent group of professional colleagues to collaborate with year-round.

Senior HR Business Forum in Eau Claire, WI

10/21/2020 01:00 PM - 04:30 PM (CT)

Type: In Person Event

Cost $1063

Event Location:
Wipfli Eau Claire
4890 Owen Ayres Court Suite 200
Eau Claire, Wisconsin 54701

Now more than ever, it is incredibly important to have a trusted peer group of senior-level HR professionals to confer with on emerging trends and challenges in our field.  We saw so much change so fast in the first few months of the COVID-19 outbreak and no doubt this will continue  through 2020 and into 2021, if not beyond. 

Due to the rapidly shifting circumstances, Wipfli has created a dynamic Senior HR Business Forum, constructed with a flexible agenda that allows us to shift or add topics as new issues surface. Our facilitators will customize your Forum to fit the needs of your group and emerging challenges. You will get sound, practical information on new trends in key functional areas of HR management and a consistent group of professional colleagues to collaborate with year-round.

Senior HR Business Forum in La Crosse, WI

10/22/2020 08:30 AM - 12:00 PM (CT)

Type: In Person Event

Cost $1063

Event Location:
Wipfli La Crosse
2 Copeland Ave. Suite 102
La Crosse, Wisconsin 54603

Now more than ever, it is incredibly important to have a trusted peer group of senior-level HR professionals to confer with on emerging trends and challenges in our field.  We saw so much change so fast in the first few months of the COVID-19 outbreak and no doubt this will continue  through 2020 and into 2021, if not beyond. 

Due to the rapidly shifting circumstances, Wipfli has created a dynamic Senior HR Business Forum, constructed with a flexible agenda that allows us to shift or add topics as new issues surface. Our facilitators will customize your Forum to fit the needs of your group and emerging challenges. You will get sound, practical information on new trends in key functional areas of HR management and a consistent group of professional colleagues to collaborate with year-round.

2020 U.S. presidential election: Impact on the economy, business and jobs

10/27/2020 02:00 PM - 03:30 PM (CT)

Industry:
Financial Institutions, Financial Services

Type: Live Webinar

Cost Free

In this keynote, Andy will break down the candidates’ policies impacting the economy, business and jobs. He’ll cover what’s happening with the virus, economy and stimulus, as these impact the election. He’ll provide a treetop view of the candidates’ proposals on financial regulation, the Federal Reserve and trade. Also, Andy will cover the future opportunities for finance from the election outcome.

Head Start/Early Head Start Regulation Boot Camp

11/9/2020 12:30 PM - 11/13/2020 04:00 PM (CT)

Industry:
Nonprofits

Type: Live Webinar

Cost $795

CLU Credits: 10.5

You asked, and we answered. Based on your feedback, we took our large group training and built this online boot camp to blend regulations, best practices and action planning with the opportunity to ask your questions.

Sage Intacct webinar: 5 questions every CFO should be asking their controller

11/12/2020 02:30 PM - 03:30 PM (ET)

Type: Live Webinar

Cost Free

In the ever-changing role of the CFO, one thing will never change: the need to lead and manage an effective finance team. Leading CFOs collaborate closely with their controllers to define and implement winning strategies throughout financial operations.

In-Depth Training on OMB's Uniform Guidance including New Updates

11/16/2020 12:30 PM - 11/20/2020 04:00 PM (CT)

Industry:
Nonprofits

Type: Live Webinar

Cost $795

CLU Credits: 10.5

Join us online for this virtual training workshop to learn about the Uniform Guidance regulations (2 CFR Part 200 Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards). We will review the regulations, share examples and stories and also share best practices learned from years of auditing and consulting. We will discuss the new updates to the Uniform Guidance that were issued on August 13, 2020, and review what the changes to the procurement regulations, definitions, selected items of cost, audit requirements and so much more mean for your agency.

Sage Intacct webinar: Audit-ready financials for nonprofits

11/18/2020 12:00 PM - 01:00 PM (ET)

Industry:
Nonprofits

Type: Live Webinar

Cost Free

You’ve just wrapped up another audit — or maybe you’re in the midst of planning for the next one. How can you be better prepared?

How to leverage your ALM to generate new income

11/19/2020 02:00 PM - 03:30 PM (CT)

Industry:
Financial Institutions

Type: Live Webinar

Cost Free

Are you concerned about this flat-rate environment and what to do with all your excess liquidity? When’s the last time you updated your cash management strategies? How often do you dive into the liability side of your balance sheet?

CSBG Organizational Standards Boot Camp

12/9/2020 10:00 AM - 03:00 PM (CT)

Industry:
Nonprofits

Type: Live Webinar

Cost $350

CLU Credits: 4

Community Action Programs are the changing force in their communities. And to receive all that federal funding, you need to follow a set of standards that ensure funding sources so you can serve the community while staying in compliance and being transparent.

Sage Intacct webinar: Audit-ready financials and best practices to avoid common pitfalls

12/10/2020 12:00 PM - 01:00 PM (ET)

Type: Live Webinar

Cost Free

Revenue, receivables, and consolidation.

Typically, financial statement audits get derailed by deficiencies in these three areas.

Sage Intacct webinar: Accelerating your mission with real-time nonprofit financial reporting and dashboards

12/16/2020 12:00 PM - 01:00 PM (ET)

Industry:
Nonprofits

Type: Live Webinar

Cost Free

Modern nonprofits need better visibility into their financial data to provide the business intelligence and analysis required to drive their organization to mission success. Some of the most common concerns heard from nonprofit finance leaders include:

Senior HR Forum for Financial Institutions

1/12/2021 01:30 PM - 04:30 PM (CT)

Industry:
Financial Institutions

Type: Live Webinar

Cost $1195

Now more than ever, it’s incredibly important to have a trusted peer group of HR professionals to confer with about emerging trends and challenges in our field. We saw so much change so fast in the first few months of the COVID-19 outbreak, and no doubt this will continue through 2020 and into 2021 — if not beyond.

Foundational HR Forum for Financial Institutions

1/19/2021 01:30 PM - 04:30 PM (CT)

Industry:
Financial Institutions

Type: Live Webinar

Cost $1195

Now more than ever, it’s incredibly important to have a trusted peer group of HR professionals to confer with about emerging trends and challenges in our field. We saw so much change so fast in the first few months of the COVID-19 outbreak, and no doubt this will continue through 2020 and into 2021 — if not beyond.

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.