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.

5th Annual Wipfli Winter Training Conference

11/28/2017 8:00 AM - 12/1/2017 5:00 PM (ET)

Industry:
Nonprofits

Type: In Person Event

Cost: $950

Event Location:
Hyatt Regency Orlando
9801 International Drive
Orlando
Florida
32819

For five 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 conference, 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.

Wipfli QuickBooks Online Series – Highland Park

11/28/2017 8:00 AM - 9:00 AM (CT)

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

Type: In Person Event

Cost: Free

Event Location:
Highland Park Country Club
1201 Park Ave W
Highland Park
Illinois

Complimentary events to help your organization get the most value from QuickBooks. Bring a colleague or a friend who could benefit from the information and spread the word!

Webinar - Desktop Users Sessions: Move to QuickBooks Online

12/5/2017 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

Type: Live Webinar

Cost: Free

Join Wipfli for a webinar designed for QuickBooks desktop products users interested in moving to a cloud-based solution with QuickBooks Online.

Dynamics GP Year End Training - Green Bay, WI

12/6/2017 8:00 AM - 12:30 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

Type: In Person Event

Cost: $99

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

Be prepared for your year-end closing by attending one of our information-packed seminars!  

Join us at Wipfli’s Microsoft Dynamics® GP Year-End Procedures Seminar and get the latest information on closing your year-end. Seminar information will be presented on supported versions (2013, 2015, and 2016). This seminar is designed to provide you with educational information to complete your year-end and provide you with an opportunity to network with other Microsoft Dynamics® GP users. 

Webinar: Budgeting for HS/EHS Directors

12/6/2017 10:00 AM - 11:00 AM (CT)

Industry:
Nonprofits

Type: Live Webinar

Cost: $195

Proper budgeting is crucial for any program, especially Head Start programs. This session will cover the entire process, from setting up a budget to forecasting expenses to handling the final closeout of a grant. Applicable regulations will be explained throughout the process.

Dynamics GP Year End Training - Eau Claire

12/7/2017 8:00 AM - 12:30 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

Type: In Person Event

Cost: $99

Event Location:
Chippewa Valley Technical College-Gateway Campus
2320 Alpine Road
Eau Claire
Wisconsin
54703

Be prepared for your year-end closing by attending one of our information-packed seminars!  

Join us at Wipfli’s Microsoft Dynamics® GP Year-End Procedures Seminar and get the latest information on closing your year-end. Seminar information will be presented on supported versions (2013, 2015, and 2016). This seminar is designed to provide you with educational information to complete your year-end and provide you with an opportunity to network with other Microsoft Dynamics® GP users. 

Webinar: Cyber Risk in Manufacturing: Be Proactive and Prepared

12/7/2017 11:00 AM - 12:00 PM (CT)

Industry:
Manufacturing and Distribution

Type: Live Webinar

Cost: Free

Cybersecurity has become a nonnegotiable responsibility for companies of every size and in every industry including manufacturing, especially as cyber-attacks within the industry are on the rise. During this webinar gain a solid overview of cybersecurity risks and what you should do to improve your cybersecurity preparedness.

Tax Update for Financial Institutions

12/7/2017 2:00 PM - 3:30 PM (CT)

Industry:
Financial Institutions

Type: Live Webinar

Cost: Free

There has been much talk about the need for tax reform. The U.S. tax system is incredibly complicated, and the high tax rate environment makes it more important than ever to plan around upcoming changes (the combined federal and state marginal tax rates currently exceed 40 percent for most C corporations and approaches 50 percent for most S corporations). By understanding upcoming changes and taking proactive measures, banks and their owners can minimize their federal and state income tax liabilities. In this webinar, we will update you on some of the most important tax changes affecting the financial institution industry. 

In-Depth Training on OMB's Uniform Guidance Plus HS/EHS Monitoring Protocol

12/12/2017 7:45 AM - 12/14/2017 5:00 PM (PT)

Industry:
Governments, Nonprofits

Type: In Person Event

Cost: $895

Event Location:
San Diego Marriott Mission Valley
8757 Rio San Diego Drive
San Diego
California
92108

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.

During the first two training days, 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”).

Webinar - QuickBooks Online Users Sessions: A Second Helping

12/12/2017 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

Type: Live Webinar

Cost: Free

Already on QuickBooks Online? Join us for a webinar designed to help you discover even more about the software. 

Webinar: Be a Dream Catcher

12/12/2017 2:00 PM - 3:00 PM (CT)

Industry:
Nonprofits, Governments

Type: Live Webinar

Cost: $195

Where are your potential donors, and how do you create true lasting relationships with them? Join this webinar and become a dream catcher! Identify potential donors, get them engaged, and ask them to join in your mission (with a check). Allow them to accomplish their philanthropic dreams through your organization.

Dynamics GP Year End Training - Milwaukee, WI

12/13/2017 8:00 AM - 12:30 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

Type: In Person Event

Cost: $99

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

Be prepared for your year-end closing by attending one of our information-packed seminars!  

Join us at Wipfli’s Microsoft Dynamics® GP Year-End Procedures Seminar and get the latest information on closing your year-end. Seminar information will be presented on supported versions (2013, 2015, and 2016). This seminar is designed to provide you with educational information to complete your year-end and provide you with an opportunity to network with other Microsoft Dynamics® GP users. 

Webinar: Federally Negotiated Indirect Cost Rates

12/13/2017 10:00 AM - 11:30 AM (CT)

Industry:
Nonprofits, Governments

Type: Live Webinar

Cost: $195

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!

Lunch and Learn: Nonprofit Organization of the Future

12/13/2017 11:30 AM - 1:30 PM (ET)

Industry:
Nonprofits

Type: In Person Event

Cost: $35

Event Location:
Pyramid Club
1735 Market Street
Philadelphia
Pennsylvania
19103

Earn CPE credits while learning how to become a Nonprofit Organization of the Future! Discover how you can leverage technology in order to reduce operational costs, automate processes, and measure outcomes. A special guest from the Philadelphia Eagles will be in attendance.

Webinar: Accelerate Your Customer Service With Dynamics 365

12/13/2017 12:00 PM - 1:00 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

Type: Live Webinar

Cost: Free

Join us for a webinar designed to help organizations streamline assisting customers, organizing priorities, tracking results, and improving customer service processes. Microsoft Dynamics experts Ryan Swiderski and Lauren Haapakoski will share how organizations are transforming to meet the needs of their employees and customers. 

Webinar: Dynamics GP Year End Training

12/14/2017 8:00 AM - 12:30 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

Type: Live Webinar

Cost: $159

Be prepared for your year-end closing by attending one of our information-packed seminars!  

Join us at Wipfli’s Microsoft Dynamics® GP Year-End Procedures Seminar and get the latest information on closing your year-end. Seminar information will be presented on supported versions (2013, 2015, and 2016). This seminar is designed to provide you with educational information to complete your year-end.

Webinar: Fundraising and Tax Management

12/14/2017 10:00 AM - 11:00 AM (CT)

Industry:
Nonprofits, Governments

Type: Live Webinar

Cost: $195

Most nonprofits at some point in time hold a fundraising event, and there is a lot of confusion about how to report these events and what best practices should be in place for them. Join us in this session to learn from your peers about what has worked for them and to ensure you are in compliance for your own events on the Form 990.

Countdown to New HMDA Webinar

12/14/2017 2:00 PM - 3:30 PM (CT)

Industry:
Financial Institutions

Type: Live Webinar

Cost: Free

It’s not too late. Be prepared for January 1, 2018. We’ll walk you through the new requirements of the Home Mortgage Disclosure Act and provide answers to your lingering questions. Make sure your staff are ready to accurately report new Loan Application Register information by listening to detail on the new requirements. 

Webinar: A Year in Review: Head Start Q&A

12/19/2017 10:00 AM - 11:30 AM (CT)

Industry:
Nonprofits

Type: Live Webinar

Cost: $195

Throughout the year, the My Wipfli membership site receives hundreds of regulatory, governance, human resource, financial, and how-to questions. We will pull out some of those questions, share the answers (and the resources we use to answer them), and if there is time, open up the opportunity for the audience to expand on the questions. Join this webinar to hear some of the questions and answers we provide to organizations.

Webinar: Travel Best Practices

1/3/2018 10:00 AM - 11:00 AM (CT)

Industry:
Nonprofits, Governments

Type: Live Webinar

Cost: $195

Business travel is a fact of life for all organizations, but implementing policies and procedures that comply with federal regulations and work for the employee, management, and the business office can be tricky. We will touch on travel advances, expense reports and documentation, the use of per diems, and the applicable cost principles. We will also explore the “family friendly policies” available in the Uniform Guidance.

Webinar: Monitoring Best Practices

1/3/2018 1:00 PM - 2:00 PM (CT)

Industry:
Governments, Nonprofits

Type:

Cost: $195

Are you responsible for subrecipient or delegate monitoring? With its increased emphasis on risk management, 2 CFR Part 200 focuses on internal controls, the importance of prefunding reviews, and subrecipient monitoring.  Therefore, you need a monitoring process that is efficient and effective and focuses on the right things. Our goal is to increase your awareness of all of the ways you get information so you can develop a system that focuses on the right things and gives you tools to assess your subrecipients’ process and results.

Webinar: HS/EHS 15% Administrative Limit From Legislation to Implementation

1/4/2018 1:00 PM - 2:00 PM (CT)

Industry:
Nonprofits, Governments

Type: Live Webinar

Cost: $195

This session will help you understand the progression from legislation (i.e., the Head Start Act) through the performance standards to implementation on a topic, specifically the HS administrative limit.

Webinar: How Culture Can Work for You

1/11/2018 1:00 PM - 2:30 PM (CT)

Industry:
Nonprofits, Governments

Type: Live Webinar

Cost: $195

Organizational culture is the greatest driver of individual, team, and organizational outcomes. Unfortunately, culture is not understood by the majority of leaders and organizations worldwide. Join this webinar to gain an understanding of culture and how to align it with your vision, mission, and stated values for improved agency and community outcomes.

In-Depth Training on OMB's Uniform Guidance

1/16/2018 7:45 AM - 1/17/2018 5:00 PM (CT)

Industry:
Nonprofits, Governments

Type: In Person Event

Cost: $795

Event Location:
Hilton New Orleans Riverside
Two Poydras Street
New Orleans
Louisiana
70130

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”).

Webinar: Budgeting and Financial Planning

1/16/2018 10:00 AM - 11:00 AM (CT)

Industry:
Nonprofits, Governments

Type: Live Webinar

Cost: $195

Budgeting can be a difficult and time-consuming task for many organizations. Unfortunately, it is common to see expenses increasing at a rate higher than that of the funding being available. This class will explore best practices in budgeting techniques, budget processes, and long-term strategy and planning. We will review some budgeting models that can help streamline information to key decision makers at your organization.

Webinar: HS/EHS: Eligibility, Recruitment, Selection, Enrollment, and Attendance (ERSEA)

1/30/2018 10:00 AM - 12:00 PM (CT)

Industry:
Nonprofits

Type: Live Webinar

Cost: $195

Head Start/Early Head Start (HS/EHS) programs have a specific set of requirements to assist program leaders in identifying, recruiting, and selecting those children and families with the most need in their communities. In this webinar, we focus on all of the eligibility, recruitment, selection, enrollment, and attendance requirements of 45 CFR Part 1302, Subpart A, best known by the initials ERSEA.

In-Depth Training on OMB's Uniform Guidance

2/13/2018 7:45 AM - 2/14/2018 5:00 PM (MT)

Industry:
Nonprofits, Governments

Type: In Person Event

Cost: $795

Event Location:
Albuquerque Marriott
2101 Louisiana Boulevard NE
Albuquerque
New Mexico
87110

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”).

Webinar: Build Community Relationships

2/15/2018 10:00 AM - 11:30 AM (CT)

Industry:
Nonprofits, Governments

Type: Live Webinar

Cost: $195

To be successful in achieving your mission and fulfilling grant obligations, you must have the explicit support of your community. Community is vital for building awareness, finding people in need, and supporting your key services through tough times. Yet in many areas it’s increasingly difficult to connect with people and find common purpose in your work. Attend this session to learn relationship-building skills for community engagement and best practices for effecting change together. 

Webinar: Preparing for the Audit and Working With the Auditor

3/13/2018 10:00 AM - 11:00 AM (CT)

Industry:
Nonprofits, Governments

Type: Live Webinar

Cost: $195

What is an audit? Why do I have to have one? If I prepare all the workpapers, what does my auditor really do? In this updated session, learn the secrets from a real-life auditor and become informed about the practices auditors do not usually reveal to their clients while performing an audit. 

Webinar: Contractor vs. Subrecipients

3/27/2018 10:00 AM - 11:00 AM (CT)

Industry:
Nonprofits, Governments

Type: Live Webinar

Cost: $195

Uniform Guidance no longer refers to vendors, yet you know you have them. They are now “contractors.” But do you have subrecipients? How do you know? This webinar will help you identify the characteristics of vendors/contractors and subrecipients and how to effectively manage each relationship.

Webinar: Indirect Cost Rate vs. Administrative Limitations – What’s Different?

3/27/2018 1:00 PM - 2:00 PM (CT)

Industry:
Governments, Nonprofits

Type: Live Webinar

Cost: $195

Are you confused about the various indirect cost rates and their relationship to your administrative limit?  They are not the same. Could the 10-percent de minimis option be for you? In this webinar, we will provide an overview of the different types of indirect cost rates, advantages and disadvantages of an indirect cost rate, what constitutes administrative costs (including those limitations like 15 percent for Early Head Start/Head Start), and how the two relate.

In-Depth Training on OMB's Uniform Guidance

4/10/2018 7:45 AM - 4/11/2018 5:00 PM (ET)

Industry:
Nonprofits, Governments

Type: In Person Event

Cost: $795

Event Location:
Columbus Marriott Northwest
5605 Blazer Parkway
Dublin
Ohio
43017

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”).

Webinar: HS/EHS Non-Federal Share In-Kind Match: No Matter What You Call It, You Have to Have It!

4/17/2018 10:00 AM - 2:30 PM (CT)

Industry:
Nonprofits

Type: Live Webinar

Cost: $395

Although the name has changed, the results are the same. If you run an HS/EHS program, you need to generate non-federal match (in-kind)! Are you finding it harder to generate? Is answering the question, "Is this allowable match?" your responsibility? Does generating in-kind fall on your shoulders? If you answered yes to any of these questions, please join us for this updated session.

Webinar: Get to the Head of CLASS

4/24/2018 10:00 AM - 11:00 AM (CT)

Industry:
Nonprofits, Governments

Type: Live Webinar

Cost: $195

Not achieving the CLASS score is a common reason for entering the Designation Renewal System (DRS) process.  This introductory session reviews what CLASS is and provides hints for avoiding DRS.

In-Depth Training on OMB's Uniform Guidance

5/8/2018 7:45 AM - 5/9/2018 5:00 PM (ET)

Industry:
Nonprofits, Governments

Type: In Person Event

Cost: $795

Event Location:
Sheraton LaGuardia East Hotel
135-20 39th Avenue
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 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”).

Webinar: Getting It Right: Understanding the Not-for-Profit Financial Reporting Update

5/8/2018 10:00 AM - 11:00 AM (CT)

Industry:
Nonprofits, Governments

Type: Live Webinar

Cost: Free

Are you ready for the first substantial change in not-for-profit financial reporting in decades? Not since FASB 116/117 was issued in the 1990s has there been such a significant modification in the way that NFPs tell their story. Financial Accounting Standards Board (FASB) Accounting Standards Update (ASU) 2016-14 was issued in August 2016 and is effective for years beginning on or after December 15, 2017.

Webinar: Cash Management Best Practices

5/22/2018 10:00 AM - 11:00 AM (CT)

Industry:
Nonprofits, Governments

Type: Live Webinar

Cost: $195

During this webinar, we will cover many aspects of best practices in cash management.

19th Annual Wipfli National Training Conference

7/8/2018 8:00 AM - 7/13/2018 12:00 PM (PT)

Industry:
Nonprofits, Governments, Health Care

Type: In Person Event

Cost: $975

Event Location:

For 19 years, Wipfli has been presenting the Wipfli National 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.

JOSEPH EVE has joined Wipfli

Effective October 1, Great Falls, Montana-based JOSEPH EVE joined Wipfli. As part of this combination, 64 professionals including four partners, have joined our firm, and our physical presence in the Northwestern United States has expanded with three additional full-service offices in Montana and one in Utah.