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 (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”).

Elevate Your Sage Intacct with Wipfli

8/27/2019 01:00 PM - 02:00 PM (CT)

Type: Live Webinar

Cost Free

Get a sneak peek of the next Sage Intacct release in our free webinar.

Are You Working It or Winging It? How to Lower Your Technology Risk and Manage Its Complexity

8/29/2019 10:00 AM - 11:00 AM (CT)

Industry:
Manufacturing and Distribution

Type: Live Webinar

Cost Free

Dependable technology is essential for your business. Yet rapid advancements in technology, plus cloud and on-premise integration, have increased both the complexity and the vulnerability of IT environments. More than ever before, organizations are challenged with making the right technology decisions and investments, as well as mitigating the inherent risks.

Implementing Revenue Recognition Standards for Not-for-Profits (September 2019)

9/3/2019 10:00 AM - 12:00 PM (CT)

Industry:
Nonprofits

Type: Live Webinar

Cost $195

CLU Credits: 2

The new revenue recognition standards (Topic 606 and ASC Topic 958-605) 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 standards are applicable. This session will help you understand the recent clarifications to the definition of conditional contributions and will give help you understand and apply the guidance in Topic 606 to exchange transactions.

Michigan Skilled Nursing Facility PDPM Training

9/4/2019 09:00 AM - 03:00 PM (ET)

Industry:
Healthcare

Type: In Person Event

Cost Free

Event Location:
Luce Mackinac Alger Schoolcraft Health Department
14150 Hamilton Lake Rd
Newberry, Michigan 49868

On October 1, 2019, the first major change in reimbursement in 20 years will be implemented. Wipfli’s team of PDPM specialists is presenting a full day workshop to prepare your facility for these changes. This training session is perfect for administrators, directors of nursing, MDS nurses, therapy specialists, billing professionals and ICD-10 coders.

Critical Access Hospital and Rural Health Clinic Conference - Reno

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

Industry:
Healthcare

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, Healthcare, 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 - 12:00 PM (CT)

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

Type: In Person Event

Cost $1195

Event Location:
Wipfli - Eau Claire, Wisconsin
4890 Owen Ayres Road, Suite 200
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.

Webinar: Foundational Human Resource Business Forums - 2019-2020

9/17/2019 01:00 PM - 03:30 PM (CT)

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

Type: Live Webinar

Cost $1095

Wipfli’s Human Resource Business Forums are designed to provide education on current trends and best practices for individuals with human resource (HR) responsibilities in a dynamic and interactive environment. The same people participate in each session via webinar throughout the program year, allowing individuals to develop powerful and lasting professional relationships and to engage in specific problem solving.

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, Healthcare, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity, Tribal Gaming and Government

Type: In Person Event

Cost $1195

Event Location:
Wipfli - Eau Claire, Wisconsin
4890 Owen Ayres Road, Suite 200
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, Healthcare, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity, Tribal Gaming and Government

Type: In Person Event

Cost $1195

Event Location:
Wipfli - Eau Claire, Wisconsin
4890 Owen Ayres Road, Suite 200
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, Healthcare, 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.

Explore Intelligent Cloud’s features in Microsoft Dynamics GP in our free webinar

9/19/2019 01:00 PM - 02:00 PM (CT)

Type: Live Webinar

Cost Free

The latest release of Microsoft Dynamics GP 2018 R2 includes access to Intelligent Cloud Insights. Join our webinar to explore how Intelligent Cloud gives you flexibility of keeping data on premises along with the power of cloud computing.

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, Healthcare, 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.

Uniform Guidance & Head Start Regulations Overview

9/25/2019 08:30 AM - 9/26/2019 05:00 PM (CT)

Industry:
Governments, Healthcare, Tribal Gaming and Government, 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.

In-Depth Training on OMB's Uniform Guidance Plus CSBG/Head Start Hot Topics (Co-Sponsor: Maine Community Action Association [MCAA])

10/1/2019 08:45 AM - 10/3/2019 05:00 PM (ET)

Industry:
Governments, Nonprofits, Tribal Gaming and Government

Type: In Person Event

Cost $775

CLU Credits: 21

Event Location:
DoubleTree by Hilton Hotel Portland, ME
363 Maine Mall Rd
Portland, Maine 04106

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”) and HS/CSBG hot topics.

Critical Access Hospital and Rural Health Clinic Conference - Minneapolis

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

Industry:
Healthcare

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.

Implementing Revenue Recognition Standards for Not-for-Profits (October 2019)

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

Industry:
Nonprofits

Type: Live Webinar

Cost $195

CLU Credits: 2

The new revenue recognition standards (Topic 606 and ASC Topic 958-605) 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 standards are applicable. This session will help you understand the recent clarifications to the definition of conditional contributions and will give help you understand and apply the guidance in Topic 606 to exchange transactions.

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.

How Tax Reform Impacted Donations

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

Industry:
Nonprofits

Type: In Person Event

Cost $20

CLU Credits: 1

Event Location:
Wipfli LLP
2901 East Enterprise Avenue, Suite 500
Appleton, Wisconsin 54913

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.

In-Depth Training on OMB's Uniform Guidance and Head Start Regulations

10/15/2019 08:30 AM - 10/17/2019 12:00 PM (ET)

Industry:
Governments, Tribal Gaming and Government

Type: In Person Event

Cost $900

CLU Credits: 17.5

Event Location:
Boston Marriott Peabody
8A Centennial Drive
Peabody, Massachusetts 01960

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 2.5 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.

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. 

Implementing Revenue Recognition Standards for Not-for-Profits (November 2019)

11/12/2019 10:00 AM - 12:00 PM (CT)

Industry:
Nonprofits

Type: Live Webinar

Cost $195

CLU Credits: 2

The new revenue recognition standards (Topic 606 and ASC Topic 958-605) 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 standards are applicable. This session will help you understand the recent clarifications to the definition of conditional contributions and will give help you understand and apply the guidance in Topic 606 to exchange transactions.

Wipfli Winter Training Conference 2019

12/2/2019 08:00 AM - 12/6/2019 07:00 PM (ET)

Industry:
Nonprofits, Governments

Type: In Person Event

Cost $875

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

Join us for the 7th Annual Wipfli Winter Training Conference for ways to serve your community even better. The services you provide have a direct impact on the people in your community.

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.

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.

Chicago-based firm Patke & Associates joins Wipfli

The addition of this firm further strengthens Wipfli’s Chicago presence and provides Wipfli with an opportunity to add specialized resources and build a special industry niche focused on hedge funds.