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.
THRIVE Business Workshop: Blindspot Discovery
9/21/2017 8:00 AM - 10:00 AM (CT)
Type: In Person Event
Cost: Free
Event Location:
Wipfli - Tinley Park
18402 West Creek Drive
Tinley Park
Illinois
60477
Are you looking to give your business a competitive edge? Want to improve your results? Need to prepare your organization for the future? If so, you have decided your business needs to do more than survive, it needs to THRIVE.
Wipfli and The Impact Foundry have teamed together to bring businesses that choose to THRIVE a series of interactive workshops designed to take their business to the next level. Every attendee will leave with practical action steps that are highly relevant to their unique situation. Many will want to attend the entire series as a way to maximze their 2017 results and prepare for 2018.
Don’t keep this series a secret! Bring a business partner or client with you!
Close the Technology Skills Gap–Train the Smart Way
9/21/2017 3:00 PM - 4:00 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
You’re invited to join us for this complimentary webinar to experience MyTraining, a customizable training portal built on best practices for organizations like yours.
Wipfli QuickBooks Online Series - Palatine
9/26/2017 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:
Wipfli Palatine Office
625 N North Court, 3rd floor
Palatine
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!
Close the Technology Skills Gap–Train the Smart Way
9/26/2017 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
You’re invited to join us for this complimentary webinar to experience MyTraining, a customizable training portal built on best practices for organizations like yours.
Hacking the Bank Webinar: New Developments in Cybersecurity Regulation, Examination and Incident Response for Banks
10/3/2017 1:00 PM - 2:00 PM (CT)
Industry:
Financial Institutions,
Financial Services,
Private Equity,
Insurance
Type: Live Webinar
Cost: Free
Your bank has been hacked! – Was your institution ready? What are your next steps? Who is in charge? Who do you notify? Should you notify anyone? How do you protect your institution and prevent this from occurring again?
Webinar: Getting It Right: Understanding the New Not-for-Profit Financial Reporting Standard
10/10/2017 10:00 AM - 11:00 AM (CT)
Industry:
Nonprofits
Type: Live Webinar
Cost: Free
Are you ready for the first substantial change in not-for-profit (NFP) financial reporting in decades? Not since Financial Accounting Standards Board (FASB) 116/117 was issued in the 1990s has there been such a significant modification in the way that NFPs tell their story. FASB Accounting Standards Update (ASU) 2016-14 was issued in August 2016 and is effective for years beginning on or after December 15, 2017.
Community Banking Forum: Pre-Session, Networking Reception & Forum
What Is FinTech, and Why Should I Care? Pre-forum Session:
10/10/2017 5:00 PM - 6:30 PM (CT)
Networking Reception in the Hall of Fame – Hors d’ oeuvres and Cocktails:
10/10/2017 7:00 PM - 10:00 PM (CT)
Community Banking Forum:
10/11/2017 8:00 AM - 3:30 PM (CT)
Industry:
Financial Institutions
Type: In Person Event
Cost: Free
Event Location:
Lambeau Field
1265 Lombardi Avenue
Green Bay
Wisconsin
54304
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!
Close the Technology Skills Gap–Train the Smart Way
10/11/2017 10:00 AM - 11:00 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: Live Webinar
Cost: Free
You’re invited to join us for this complimentary webinar to experience MyTraining, a customizable training portal built on best practices for organizations like yours.
Close the Technology Skills Gap–Train the Smart Way
10/12/2017 2:00 PM - 3:00 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
You’re invited to join us for this complimentary webinar to experience MyTraining, a customizable training portal built on best practices for organizations like yours.
In-Depth Training on OMB's Uniform Guidance
10/17/2017 7:45 AM - 10/18/2017 5:00 PM (CT)
Industry:
Nonprofits,
Governments
Type: In Person Event
Cost: $795
Event Location:
Kansas City Airport Marriott
775 Brasilia Avenue
Kansas City
Missouri
64153
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 your 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 2 CFR Part 200 – Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards (also known as the “Uniform Guidance”).
Webinar: Tax Planning Strategies and Opportunities for Manufacturers in 2017
10/17/2017 11:00 AM - 12:00 PM (CT)
Industry:
Manufacturing and Distribution
Type: Live Webinar
Cost: Free
During this webinar manufacturers will gain valuable insights, practical planning guidance, and ideas to consider to minimize your tax exposure and reduce your tax liability.
Wipfli QuickBooks Desktop Series - Downtown Chicago
10/17/2017 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: In Person Event
Cost: Free
Event Location:
Wipfli Chicago - Downtown Office
125 South Wacker Drive, 2nd floor
Chicago
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!
Wipfli QuickBooks Online Series - Downtown Chicago
10/24/2017 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: In Person Event
Cost: Free
Event Location:
Wipfli Chicago - Downtown Office
125 South Wacker Drive, 2nd floor
Chicago
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!
Will You Be Ready For CECL?
10/26/2017 2:00 PM - 4:00 PM (CT)
Industry:
Financial Institutions
Type: Live Webinar
Cost: Free
FASB’s Current Expected Credit Loss (CECL) standard is coming, and institutions are trying to figure out what to do next. The FASB pushed out the effective dates of the new standard to give institutions time to implement very significant changes to their allowance for loan and lease loss analyses, but a lot of work needs to be done between now and then. So what should institutions be doing or thinking about in 2017 and beyond?
Webinar: Coaching for Performance
10/31/2017 10:00 AM - 11:00 AM (CT)
Industry:
Nonprofits,
Governments
Type: Live Webinar
Cost: $195
Performance management is the process of creating and maintaining an environment of accountability to enable employees to perform to the best of their abilities. It is a process that begins when an individual starts the employment relationship and ends when the individual leaves. In this session, we will explore what prevents an employee from achieving effective levels of performance and how managers can engage in effective coaching to assist employees in achieving personal and professional success.
Making the Ask
11/1/2017 10:00 AM - 11:00 AM (CT)
Industry:
Nonprofits,
Governments
Type: Live Webinar
Cost: $195
Asking for money can sometimes be very scary and awkward. Many people and organizations have great anxiety over just the thought of asking. You know deep down that you need major donors to stay sustainable, especially if you are heavily grant-funded, but the anxiety about “making the ask” likely finds you moving this task to the bottom of your to-do list. In this session, we will show you when and how to make asking for money for your organization easier. With a plan and a few simple techniques, this can be a very enjoyable part of your job. After all, who doesn’t want to celebrate offering more services to those who need it most?
Wipfli QuickBooks Desktop Series – Highland Park
11/7/2017 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!
ALM Banking Forum - Dixon, IL
11/7/2017 9:00 AM - 12:00 PM (CT)
Industry:
Financial Institutions
Type: In Person Event
Cost: $245
Event Location:
Sauk Valley Community College
173 Illinois Route 2
Dixon
Illinois
61021
Join your colleagues and Wipfli’s ALM experts to learn about various ALM topics and share your knowledge by networking with your fellow ALM peers.
ALM Banking Forum - Madison, WI
11/8/2017 9:00 AM - 12:00 PM (CT)
Industry:
Financial Institutions
Type: In Person Event
Cost: $245
Event Location:
Wipfli Office
2501 West Beltline Highway, Suite 401
Madison
Wisconsin
53713
Join your colleagues and Wipfli’s ALM experts to learn about various ALM topics and share your knowledge by networking with your fellow ALM peers.
ALM Banking Forum - Appleton, WI
11/9/2017 9:00 AM - 12:00 PM (CT)
Industry:
Financial Institutions
Type: In Person Event
Cost: $245
Event Location:
Wipfli Office
2901 East Enterprise Avenue
Appleton
Wisconsin
54913
Join your colleagues and Wipfli’s ALM experts to learn about various ALM topics and share your knowledge by networking with your fellow ALM peers.
Audit and Accounting Update for Financial Institutions
11/14/2017 2:00 PM - 3:30 PM (CT)
Industry:
Financial Institutions
Type: Live Webinar
Cost: Free
Wipfli’s annual audit and accounting webinar will update you on final accounting rules effective for 2017 and 2018, 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 several proposed rules being deliberated by FASB and significant implications they would have for the financial institution industry.
5th Annual Wipfli Winter Training Conference
11/28/2017 9:00 AM - 12/1/2017 6:00 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!
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 5:45 AM - 12/14/2017 3:00 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”).
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: 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: 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.
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