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.

In-Depth Training on OMB's Uniform Guidance in Charlotte, NC

2/25/2020 07:45 AM - 2/26/2020 05:00 PM (ET)

Industry:
Governments, Nonprofits

Type: In Person Event

Cost $875

CLU Credits: 14

Event Location:
Crowne Plaza Charlotte Executive Park
5700 Westpark Drive
Charlotte, North Carolina 28217

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 in Seattle, WA

3/10/2020 07:45 AM - 3/11/2020 05:00 PM (PT)

Industry:
Governments, Nonprofits

Type: In Person Event

Cost $875

CLU Credits: 14

Event Location:
Seattle Marriott Waterfront
2100 Alaskan Way
Seattle, Washington 93121

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”).

Head Start/Early Head Start Regulation Boot Camp in Chicago, IL

3/10/2020 07:45 AM - 3/11/2020 05:00 PM (CT)

Industry:
Nonprofits, Governments, Tribal Gaming and Government

Type: In Person Event

Cost $950

CLU Credits: 14

Event Location:
Wipfli LLP
1 N Wacker, Ste 1700
Chicago, Illinois 60606

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 15 professionals) allows for more focused knowledge sharing. 

What you need to know to comply with DoD cybersecurity certification requirements

3/11/2020 12:00 PM - 01:00 PM (CT)

Industry:
Manufacturing and Distribution

Type: Live Webinar

Cost Free

Recognizing the threat of cybercrime and nation-state-sponsored cyber espionage, the Department of Defense (DoD) is enacting new rules to expand cybersecurity requirements within its supply chain. These requirements establish cybersecurity control and process maturity benchmarks that defense contractors will need to have in place prior to engaging in new contracts. In this webinar, we’ll explain how this applies to defense contractors and what’s required for you to become certified.

Elevate Your Sage Intacct: Quarterly Webinar

3/12/2020 12:00 PM - 01:00 PM (CT)

Type: Live Webinar

Cost Free

Discover all the newest features and updates in Sage Intacct’s upcoming release. Cathy Harris will take you through everything you need to know and how these changes benefit you. In this release, look for added controls and flexibility in transaction creation wtihin Cash Management, Contract, Purchasing and more

IT Examination Hot Topics - Cybersecurity

3/18/2020 02:00 PM - 03:30 PM (CT)

Industry:
Financial Institutions

Type: Live Webinar

Cost Free

You can’t have an effective cybersecurity strategy if you don’t know what you’re up against. This webinar will discuss the latest threats to your customer information. 

Becoming a PI Practitioner - Madison, WI

4/7/2020 08:30 AM - 4/8/2020 04:00 PM (CT)

Type: In Person Event

Cost $2100

CLU Credits: 13.75

Event Location:
Wipfli LLP
2501 West Beltline Highway, Suite 401
Madison, Wisconsin 53713

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.

Rural Health Clinic Conference in Green Bay, WI

4/7/2020 11:00 AM - 4/8/2020 04:30 PM (CT)

Industry:
Healthcare

Type: In Person Event

Cost $300

CLU Credits: 9

Event Location:
Hyatt Regency
333 Main St
Green Bay, Wisconsin 54301

Receive quality education and have the opportunity to communicate directly with industry experts and network with colleagues from other rural health clinics. Our sessions are intended for all levels of rural health clinic professionals including administrators, CFOs, CEOs, CIOs, directors of finance, finance professionals, reimbursement analysts and office managers.

BSA webinar: Mastering the basics

4/16/2020 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.

In-Depth Training on OMB's Uniform Guidance in Arlington, VA

4/21/2020 07:45 AM - 4/22/2020 05:00 PM (ET)

Industry:
Governments, Nonprofits

Type: In Person Event

Cost $875

CLU Credits: 14

Event Location:
Crowne Plaza Crystal City - Washington, D.C.
1480 Crystal Drive
Arlington, Virginia 22202

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

4/21/2020 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.

Webinar: GASB 84 – Fiduciary Activities

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

Industry:
Nonprofits, Governments

Type: Live Webinar

Cost $195

CLU Credits: 1.0

GASB Statement No. 84, Fiduciary Activities, is in effect for reporting periods after December 15, 2018. This course will walk you through the changes associated with this standard and how it will affect financial reporting going forward. 

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

4/23/2020 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.

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.

Webinar: Creating a Relevant Control Environment

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

Industry:
Nonprofits, Governments

Type: Live Webinar

Cost $195

CLU Credits: 1.0

An organization is only as strong as the individual pieces that make it up. Reviewing the controls, processes and procedures in place within your organization can help with decision making, efficiencies, and protection of the resources in your care. No matter your size or shape, every organization should be constantly reviewing and improving controls. Believe it or not, this can even help improve communication and interdepartmental effectiveness.

BSA webinar: Advanced topics and emerging trends

4/30/2020 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.

Webinar: GASB 87 – Leases

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

Industry:
Nonprofits, Governments

Type: Live Webinar

Cost $195

CLU Credits: 1.0

This session will provide an understanding and of GASB 87 and how to implement it.

Head Start/Early Head Start Regulation Boot Camp in Radnor, PA

5/5/2020 07:45 AM - 5/6/2020 05:00 PM (ET)

Industry:
Nonprofits, Governments, Tribal Gaming and Government

Type: In Person Event

Cost $950

CLU Credits: 14

Event Location:
Wipfli LLP
170 N Radnor-Chester Rd, Ste 200 (Boardroom)
Radnor, Pennsylvania 19087

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 20 professionals) allows for more focused knowledge sharing. 

Uniform Guidance & Head Start Regulations Overview

5/6/2020 08:30 AM - 5/7/2020 05:00 PM (CT)

Industry:
Governments, Healthcare, Nonprofits

Type: In Person Event

Cost $850

CLU Credits: 14

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 one-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 one-day review on implementing the Head Start Act and Head Start Program Performance Standards.

Webinar: GASB 88, 89, 90 and 91

5/28/2020 11:00 AM - 12:00 PM (CT)

Industry:
Nonprofits, Governments

Type: Live Webinar

Cost $195

CLU Credits: 1.0

This session will provide a general overview and summary of GASB 88, 89, 90 and 91.

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”).

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.

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

8/4/2020 07:45 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. 

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.

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”).

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.