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.

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 Gaming and Government

Type: In Person Event

Cost: $1295

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.

Position Your Casino for Growth with CasinoEdge Powered by Intaact

9/25/2018 1:00 PM - 2:00 PM (CT)

Industry:
Tribal Gaming and Government

Type: Live Webinar

Cost: Free

Are manual processes and cumbersome spreadsheets draining your staff’s productivity? Are you struggling to satisfy regulations and meet financial reporting requirements? As a casino, your business is both fast-paced and highly regulated, making efficiency, real-time tracking and automated reporting especially valuable. In this complimentary webinar, hosted by Wipfli’s highly experienced gaming industry specialists, you’ll learn how cloud-based CasinoEdge powered by Intaact can help your business.

Workshop: Insights into Building Enduring Value into Your Business

9/26/2018 8:00 AM - 9:30 AM (CT)

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

Type: In Person Event

Cost: Free

Event Location:
Metropolitan Club, Willis Tower
233 South Wacker, 66th Floor
Chicago
Illinois
60606

Does your business have transferable value? Every business has personal value to its owner, but how much of that value could you transfer to another? Now is the time to learn about your company’s transferable value and how to increase it.

Managing Cybersecurity Risks: An Ounce of Prevention

9/26/2018 8:30 AM - 11:00 AM (CT)

Industry:
Nonprofits, Governments

Type: In Person Event

Cost: Free

Event Location:
UBS Tower – 2nd Floor
1 North Upper Wacker Drive
Chicago
Illinois
60606

The key to having a successful and sustainable cybersecurity program is building a culture of awareness. This starts with setting the tone at the top, allocating resources to manage risk, training employees and providing communication to the board and other stakeholders. Join us for tips on how to create a culture of security awareness and legal compliance.

Transforming Team Dynamics: A Johnsonville Case Study

9/26/2018 12:00 PM - 1:30 PM (CT)

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

Type: Live Webinar

Cost: Free

CLU Credits: 0

Join this webinar to hear real-world insight from a leading organization that has navigated the culture conversation with the help of the industry-leading tool, Predictive Index®. We’ll sit down with Deron Poisson, Learning & Technologies Coordinator at Johnsonville Sausage, to discuss how the company used Predictive Index to transform their culture and develop more understanding, productive teams. 

SCOTUS Overturns Quill: How Manufacturers Are Impacted and What You Should Be Doing Today

9/27/2018 11:00 AM - 12:00 PM (CT)

Industry:
Manufacturing and Distribution

Type: Live Webinar

Cost: Free

This summer, the U.S. Supreme Court released its highly anticipated decision in South Dakota v. Wayfair, Inc. In a five-to-four decision, the Supreme Court overturned the physical presence standard set forth in its own decision in Quill Corp. v. North Dakota. In that case, the Supreme Court ruled that a state could require a business to collect sales tax only if that business had a physical presence in that state. Join Wipfli State and Local Tax (SALT) leaders to learn more about this monumental change, how it impacts manufacturers and what you should be doing today.

SCOTUS Overturns Quill: What You Should Be Doing Today

10/3/2018 12:00 PM - 1:00 PM (CT)

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

Type: Live Webinar

Cost: Free

This summer, the U.S. Supreme Court released its highly anticipated decision in South Dakota v. Wayfair, Inc., a case that has been referred to as the “tax case of the millennium.” In a five-to-four decision, the Supreme Court overturned the physical presence standard set forth in its own decision in Quill Corp. v. North Dakota. In that case, the U.S. Supreme Court ruled that a state could require a business to collect sales tax only if that business had a physical presence in that state. 

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!

Community Banking Forum - Oakdale, MN

10/18/2018 7:30 AM - 3:30 PM (CT)

Industry:
Financial Institutions

Type: In Person Event

Cost: Free

CLU Credits: 6.5

Event Location:
Envision Catering and Hospitality
484 Inwood Avenue North
Oakdale
Minnesota
55128

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!

Community Banking Forum - Wisconsin Dells, WI

Community Banking Forum Pre-Session - FinTech Update: How Banks Are Moving Forward :
10/23/2018 5:30 PM - 7:00 PM (CT)

Community Banking Forum Reception - Wisconsin Dells, WI:
10/23/2018 7:00 PM - 9:00 PM (CT)

Community Banking Forum - Wisconsin Dells, WI:
10/24/2018 8:30 AM - 2:30 PM (CT)

Industry:
Financial Institutions

Type: In Person Event

Cost: Free

CLU Credits: 7.5

Event Location:
Wilderness Territory – Glacier Canyon Conference Center
45 Hillman Road
Wisconsin Dells
Wisconsin
53965

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!

In-Depth Training on OMB’s Uniform Guidance Plus Head Start Overview

10/30/2018 7:45 AM - 11/1/2018 5:00 PM (CT)

Industry:
Nonprofits, Governments, Tribal Gaming and Government

Type: In Person Event

Cost: $900

CLU Credits: 21

Event Location:
Crowne Plaza AiRE- MSP Airport | Mall of America
3 Appletree Square
Bloomington
Minnesota
55425

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 two-day 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”). And if you administer a Head Start/Early Head Start program, you will want to stay for day three when we discuss the latest impacts of the Head Start Act and Program Performance Standards.

In-Depth Training on OMB’s Uniform Guidance Plus the From Strategy to Execution Workshop: Planning for the HS/EHS 5-Year Grant Cycle

11/6/2018 7:45 AM - 11/8/2018 5:00 PM (ET)

Industry:
Tribal Gaming and Government, Governments, Nonprofits

Type: In Person Event

Cost: $900

CLU Credits: 21

Event Location:
DoubleTree by Hilton Hotel Bethesda - Washington DC
8120 Wisconsin Ave
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 two-day 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”). And if you administer a Head Start/Early Head Start grant, you will want to stay for day three, when we discuss the “have to” (the Head Start Act and the Head Start Program Performance Standards) and the “how to” (the processes related to strategic planning, approvals, budgeting and outcomes) of the Head Start/Early Head Start five-year grant cycle.

Business Continuity Workshop - Milwaukee, WI

11/6/2018 9:00 AM - 2:30 PM (CT)

Industry:
Financial Institutions

Type: In Person Event

Cost: $1500

Event Location:
Wipfli Milwaukee Office
10000 Innovation Dr., Suite 250
Milwaukee
Wisconsin
53226

When an incident happens, how your leadership and teams respond will make all the difference. Exercising response and continuity plans improves resilience and gets people familiar with the decisions that need to be made and procedures to follow in response to a crisis. Please bring your bank’s business continuity and crisis response leaders and join Wipfli for a one-day workshop that will exercise your continuity plans in real-world business interruption scenarios such as ransomware and natural disasters.

Business Continuity Workshop - Dixon, IL

11/7/2018 9:00 AM - 2:30 PM (CT)

Industry:
Financial Institutions

Type: In Person Event

Cost: $1500

Event Location:
Sauk Valley Community College
173 Illinois Rt 2
Dixon
Illinois
61021

When an incident happens, how your leadership and teams respond will make all the difference. Exercising response and continuity plans improves resilience and gets people familiar with the decisions that need to be made and procedures to follow in response to a crisis. Please bring your bank’s business continuity and crisis response leaders and join Wipfli for a one-day workshop that will exercise your continuity plans in real-world business interruption scenarios such as ransomware and natural disasters.

Accounting and Audit Update for Financial Institutions

11/14/2018 2:00 PM - 3:30 PM (CT)

Industry:
Audit and Accounting, Financial Institutions

Type: Live Webinar

Cost: Free

Wipfli’s annual accounting and audit webinar will update you on final accounting rules effective for 2018 and 2019, as well as some rules that have been finalized but will not be effective for several years. We will also look at the current status of any significant proposed rules being deliberated by FASB and implications they would have for the financial institution industry.

Business Continuity Workshop - Eau Claire, WI (Rescheduled Date)

11/27/2018 9:00 AM - 2:30 PM (CT)

Industry:
Financial Institutions

Type: In Person Event

Cost: $1500

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

When an incident happens, how your leadership and teams respond will make all the difference. Exercising response and continuity plans improves resilience and gets people familiar with the decisions that need to be made and procedures to follow in response to a crisis. Please bring your bank’s business continuity and crisis response leaders and join Wipfli for a one-day workshop that will exercise your continuity plans in real-world business interruption scenarios such as ransomware and natural disasters

6th Annual Wipfli Winter Training Conference

12/3/2018 8:00 AM - 12/7/2018 12:00 PM (ET)

Industry:
Nonprofits, Tribal Gaming and Government, Governments, Health Care

Type: In Person Event

Cost: $975

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

For six years, Wipfli has been presenting the Wipfli Winter Training Conference. The work you do has a direct impact on the people in your community. It's important that you know how to keep your finances flowing and vital services available, hire and keep talented team members and so much more! Attend our training, select the sessions of interest to you and soak in the knowledge from our experienced trainers. Our goal is to help you get back to the daily grind and be able to focus on the important areas like achieving your goals.

Tax Update for Financial Institutions

12/6/2018 2:00 PM - 3:30 PM (CT)

Industry:
Financial Institutions

Type: Live Webinar

Cost: Free

The Tax Cuts and Jobs Act was signed by President Trump at the end of 2017. This much anticipated tax reform comes with new rules that your bank can take full advantage of, if you prepare before the end of the year. Join us for a discussion regarding how the new tax law will impact your bank for 2018 and what you will need to do to prepare. 

In-Depth Training on OMB's Uniform Guidance

1/15/2019 8:15 AM - 1/16/2019 5:00 PM (ET)

Industry:
Tribal Gaming and Government, Governments, Nonprofits

Type: In Person Event

Cost: $900

Event Location:
Sheraton LaGuardia East Hotel
135-20 39th Ave.
Flushing
New York
11354

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 two-day 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”).

20th Annual Wipfli National Conference

7/14/2019 1:00 PM - 7/19/2019 12:00 PM (PT)

Industry:
Tribal Gaming and Government, Governments, Nonprofits, Health Care

Type: In Person Event

Cost: $1000

Event Location:
Caesars Palace
3570 Las Vegas Blvd. S.
Las Vegas
Nevada
89109

Conference details are coming soon. Stay tuned!

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