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.

CMS Expectations: Preparing for Your Next Exam

6/26/2019 02:00 PM - 03:00 PM (CT)

Industry:
Financial Institutions

Type: Live Webinar

Cost Free

In this session, we will share insights from our exams as well as what we are hearing from regulators to help you prepare for your next compliance examination. This step-by-step session will give you the tools needed for a successful examination. Where do you start? We’ll help you figure that out. If you’re uncertain where to begin or how to best demonstrate the effectiveness of your CMS program, this session is for you.

Accelerating Your Mission with Real-Time Nonprofit Financial Reporting and Dashboards

6/26/2019 02:00 PM - 03:00 PM (ET)

Industry:
Nonprofits

Type: Live Webinar

Cost Free

In this one-hour webinar, you’ll learn how thousands of nonprofit finance leaders are accelerating their mission with real-time financial reporting and dashboards in Sage Intacct―the AICPA’s preferred provider of cloud financial applications.

20th Annual Wipfli National Training Conference

7/14/2019 01:00 PM - 7/19/2019 12:00 PM (PT)

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

Type: In Person Event

Cost $1025

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

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 20th Annual Wipfli National 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.

Turning Reactive Decisions into Proactive Solutions

7/23/2019 12:00 PM - 01:00 PM (ET)

Industry:
Manufacturing and Distribution

Type: Live Webinar

Cost Free

A discrete manufacturer faces a host of unseen challenges: asset productivity, lost capacity and profit leakage. Your company’s production key performance indicators (KPIs) can reveal these challenges, yet it’s difficult to target exactly where losses and leakages are occurring. But by connecting machines to the cloud, plant managers can use industrial internet of things (IIOT) software to quickly assess current performance and investigate historical trends.

Leadership Summit

8/1/2019 08:30 AM - 04:00 PM (MT)

Industry:
Governments, Nonprofits, Tribal Gaming and Government

Type: In Person Event

Cost $250

CLU Credits: 6

Event Location:
Best Western Plus Heritage Inn
1700 Fox Farm Rd
Great Falls, Montana 59404

During this Leadership Summit we will focus on these key areas:

  • Compact discussion
  • Regulatory update
  • Technology update
  • Profitability
  • Open roundtable

Wipfli & Boardman Clark Iowa Banking Seminar - Trending Risks and Opportunities

8/1/2019 02:00 PM - 05:00 PM (CT)

Industry:
Financial Institutions

Type: In Person Event

Cost Free

Event Location:
Cedar Rapids Marriott
1200 Collins Rd NE
Cedar Rapids, Iowa 52402

The banking industry landscape is as complex as ever and recent trends present Iowa banks with new risks and opportunities alike. Please join us for a complimentary seminar as we review these pressing issues.

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

8/8/2019 08:30 AM - 03:30 PM (CT)

Industry:
Financial Institutions

Type: In Person Event

Cost $265

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.

Optimizing Talent and Teams with Predictive Index

8/8/2019 11:30 AM - 01:00 PM (CT)

Industry:
Governments, Nonprofits

Type: In Person Event

Cost $20

CLU Credits: 1

Event Location:
Wipfli LLP
2501 W Beltline Hwy, Ste 401
Madison, Wisconsin 53713

Join Shelly Fine to learn about The Predictive Index, the world’s leading talent optimization platform that helps organizations hire the right people, inspire them to achieve, and engage them in the urgent and important work.

Focused Leadership

8/14/2019 08:30 AM - 8/16/2019 12:00 PM (PT)

Industry:
Governments, Nonprofits, Tribal Gaming and Government

Type: In Person Event

Cost $1099

CLU Credits: 15

Event Location:
Sycuan Casino Resort
5469 Casino Way
El Cajon, California 92019

During this Focused Leadership training we will focus on these key areas:

  • Ways to cultivate a triad of awareness
  • Inward focus
  • Outward focus
  • Strategic focus
  • Communication
  • Setting goals
  • Effectively delegate responsibility and authority
  • Make time for employees
  • Recognize achievements
  • Think about lasting solutions

In-Depth Training on OMB's Uniform Guidance (Preconference to the Community Action Partnership 2019 Annual Convention)

8/26/2019 07:45 AM - 8/27/2019 05:00 PM (CT)

Industry:
Governments, Nonprofits

Type: In Person Event

Cost $795

CLU Credits: 14

Event Location:
Chicago Marriott Downtown Magnificent Mile
540 North Michigan Avenue
Chicago, Illinois 60611

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”).

Critical Access Hospital and Rural Health Clinic Conference - Reno

9/10/2019 07:30 AM - 9/12/2019 12:00 PM (PT)

Industry:
Health Care

Type: In Person Event

Cost $500

CLU Credits: 15.5

Event Location:
Peppermill Resort Hotel
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 critical access hospital and rural health clinic professionals including administrators, CFOs, CEOs, CIOs, directors of finance, finance professionals, reimbursement analysts and office managers.

Becoming a PI Practitioner

9/10/2019 08:30 AM - 9/11/2019 04:00 PM (CT)

Type: In Person Event

Cost $2100

CLU Credits: 13.75

Event Location:
Wipfli LLP
2501 W. Beltline Hwy., Suite 401
Madison, Wisconsin 53713

Get the most out of The Predictive Index® with this two-day workshop.
*13.75 SHRM/HRCI credits*

This training is open to current PI clients only - Contact us if you wish to learn more. 

Senior Human Resource Business Forum (Appleton, Wisconsin)

9/11/2019 08:30 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 $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)

9/12/2019 08:30 AM - 9/12/2018 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 $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)

9/17/2019 08:30 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 $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)

9/17/2019 01:00 PM - 04:30 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 Gaming and Government

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 HR Business Forum (Eau Claire, Wisconsin)

9/18/2019 08:30 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 $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)

9/18/2019 01:00 PM - 04:30 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 Gaming and Government

Type: In Person Event

Cost $1295

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 (Wausau, Wisconsin)

9/19/2019 08:30 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 $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.

Senior Human Resource Business Forum (La Crosse, Wisconsin)

9/24/2019 08:30 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 $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

10/8/2019 07:30 AM - 10/10/2019 12:00 PM (CT)

Industry:
Health Care

Type: In Person Event

Cost $500

CLU Credits: 15.5

Event Location:
Radisson Blu Mall of America
2100 Killebrew Drive
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 critical access hospital and rural health clinic professionals including administrators, CFOs, CEOs, CIOs, directors of finance, finance professionals, reimbursement analysts and office managers.

Community Banking Forum - Utica, IL

10/9/2019 08:45 AM - 03:30 PM (CT)

Industry:
Financial Institutions

Type: In Person Event

Cost Free

CLU Credits: 6.5

Event Location:
Grizzly Jack’s Grand Bear Resort
2643 N IL Route 178
Utica, Illinois 61373

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

10/9/2019 08:45 AM - 03:30 PM (CT)

Industry:
Financial Institutions

Type: In Person Event

Cost Free

CLU Credits: 6.5

Event Location:
Inwood Oaks
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 - Helena, MT

10/9/2019 08:45 AM - 03:30 PM (CT)

Industry:
Financial Institutions

Type: In Person Event

Cost Free

CLU Credits: 6.5

Event Location:
Helena Great Northern Hotel
835 Great Northern Blvd
Helena, Montana 59601

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 - Bedford, NH

10/9/2019 08:45 AM - 03:30 PM (CT)

Industry:
Financial Institutions

Type: In Person Event

Cost Free

CLU Credits: 6.5

Event Location:
Wipfli LLP Office
43 Constitution Drive, Suite 100
Bedford, New Hampshire 03110

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

10/9/2019 08:45 AM - 03:30 PM (CT)

Industry:
Financial Institutions

Type: In Person Event

Cost Free

CLU Credits: 6.5

Event Location:
Kalahari Resort
1305 Kalahari Drive
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!

How Tax Reform Impacted Donations

10/10/2019 11:30 AM - 01:00 PM (CT)

Industry:
Governments, Nonprofits

Type: In Person Event

Cost $20

CLU Credits: 1

Event Location:
Wipfli LLP
2501 W Beltline Hwy, Ste 401
Madison, Wisconsin 53713

Tax reform, especially the raising of standard deductions, eliminated tax incentives for many donors. Much concern and speculation has occurred throughout this year about how donations will be impacted. But what actually happened? What did nonprofits experience? What are thoughts about its impact on the future? Come to this Lunch and Learn to begin answering these questions.

Becoming a PI Practitioner

11/12/2019 08:30 AM - 11/13/2019 04:00 PM (CT)

Type: In Person Event

Cost $2100

CLU Credits: 13.75

Event Location:
Wipfli LLP
10000 Innovation Drive, Suite 250
Milwaukee, Wisconsin 53226

Get the most out of The Predictive Index® with this two-day workshop.
*13.75 SHRM/HRCI credits*

This training is open to current PI clients only - Contact us if you wish to learn more. 

Impact of Revenue Recognition Changes for Nonprofit Organizations

12/12/2019 11:30 AM - 01:00 PM (CT)

Industry:
Governments, Nonprofits

Type: In Person Event

Cost $20

CLU Credits: 1

Event Location:
Wipfli LLP
2501 W Beltline Hwy, Ste 401
Madison, Wisconsin 53713

The new revenue recognition standards (Topic 606) are the most significant changes to GAAP in decades. These changes will impact nonprofit organizations less than businesses, but nonprofit entities will need to be aware of how these changes may impact their organization to prevent findings in the first years the standard is applicable. If you have exchange transactions, this session will help you understand whether these changes will impact your organization, and how to update your policies and procedures for these changes.

Arizona-based firm TopLine Strategies joins Wipfli

The addition of this respected 32-year-old IT consulting firm marks an expansion into the Southwestern United States for Wipfli. TopLine Strategies delivers the complete integration and development of sales, marketing and customer service technologies to corporations and institutions, specializing in leading technologies.