Wipfli Upcoming Events

Financial Services | Banks | November 12, 2026
IT Leadership Roundtable: Becoming a Future-Ready IT Professional
The role of IT isn’t disappearing. Its value is shifting. Join Wipfli from 9:30-11:00 am CT on November 12, for a focused session on IT trends impacting financial institutions. In this session, we’ll explore the technology that’s changing the value of IT professionals and how they can spend less time keeping technology running and more time helping decide where it can make a difference. This session is designed for compliance officers, IT managers, information security officers, IT auditors and operations managers who work in financial institutions. Wipfli’s Digital Services team will deliver a 45-minute presentation, followed by a Q&A.
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Private client services | Tax | November 12, 2026
Maximize your 2026 tax strategy before year-end
Access year-end tax planning strategies worth considering before December 31. As 2026 draws to a close, now is the time to evaluate your tax and estate planning strategy before key year-end deadlines pass. Join our panel of tax professionals for a discussion addressing the questions we hear most often from clients — from managing high- or low-income years to charitable giving and estate planning considering today’s historically high exemption amounts. This webinar offers clear guidance on what to consider before year-end so you can approach these decisions with more information and less uncertainty. We look forward to seeing you there.
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Technology consulting | November 17, 2026
Your ERP works, but is it ready for AI?
Many legacy ERP systems still do exactly what they were designed to do. But what organizations need from their ERP is changing rapidly. Join Wipfli for a practical look at how AI is transforming the ERP landscape and what that means for organizations operating on legacy systems. You’ll also see how AI in ERP systems is moving finance from spreadsheets, manual processes and backward-looking reporting toward intelligent automation, real-time insight and increasingly agentic AI. This webinar is designed to help finance leaders evaluate whether their current environment can support their organization’s future needs — and when it may be time to begin exploring what’s next.
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Nonprofits | November 18, 2026
November 2026 Atlanta Uniform Guidance Regulation training
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 two-to-four-day review of the administrative and cost principles/allocation sections of the Office of Management and Budget’s (OMB’s) 2 CFR Part 200 — Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards (also known as the “Uniform Guidance”).
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Digital strategy | November 19, 2026
Elevate your Sage Intacct: Q4 2026 release
See what’s new in the Q4 2026 Sage Intacct release. Our live, post-release webinar will cover the latest enhancements, giving you a firsthand look at new features and tools. Learn practical tips from Wipfli’s Sage support team to help you get more value from your technology investment. Register now to improve day-to-day workflows and discover underutilized capabilities.
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Education | Governments | December 1, 2026
Virtual Stronger to Serve 2026
Feel confident and ready to lead your nonprofit into 2027. Join this special online Stronger to Serve event to exhale, regroup with fellow nonprofit professionals and learn actionable strategies to help your organization grow stronger in the new year.
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Technology consulting | December 8, 2026
NetSuite webinar: SuiteWorld highlights and optimization insights
Join Wipfli as we share the most impactful announcements from SuiteWorld 2026 and discuss what they mean for your organization. NetSuite continues to evolve with new AI capabilities, automation tools, reporting enhancements and operational improvements. Explore what’s ahead for your organization with the latest SuiteWorld updates. We’ll also cover common signs your NetSuite environment may benefit from optimization and how to build a strategy for continuous system improvements. This webinar is designed to help finance leaders and NetSuite admins maximize the value of their systems.
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Financial Services | Banks | December 9, 2026
CFO Roundtable: Prepare your financial institution for 2027 and beyond
Staying compliant today requires looking ahead to the regulatory and reporting expectations of tomorrow. Join us from 12:30-2:00 pm CT on December 9 for the CFO Roundtable, a forward-looking learning opportunity for chief financial officers, chief risk officers and other accounting leaders. This two hour session will provide strategic clarity on key audit, accounting and tax developments to help your institution prepare for 2027 and beyond. Proactively preparing for change helps your institution maintain a competitive advantage. Join us for the context and practical guidance needed to lead your team with clarity and confidence. Save your seat today.
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Tax | Strategic tax services | December 10, 2026
Year-end tax planning: Strategies, market outlook and opportunities
Is your tax strategy ready for year-end? Join us on December 10 for a webinar on how to proactively manage your tax position/liability instead of reacting after the fact. In this session, we’ll cover: • Proactive tax-planning strategies: Learn practical steps to strengthen your tax position now, including entity structure reviews, deduction planning and timing considerations. • Market signals heading into 2027: Hear how the current economic landscape may shape future financial and tax decisions. • Tax-savings opportunities: Discover anticipated tax incentives, credits and planning strategies you can take advantage of in the new year. Whether you want to reduce your tax burden, plan for growth or simply stay ahead of changing regulations, this webinar will equip you with actionable insights to end the year strong.
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Manufacturing | December 16, 2026
Planning for 2027: What tariff, trade and policy shifts mean for manufacturers
Manufacturers are facing immediate challenges across their supply chains — from navigating tariff refunds and rising costs to managing supplier relationships and customer expectations. Many are also struggling to make decisions for 2027 and longer-term amid continued trade and policy uncertainty. Join Wipfli and the founder of Inside Beltway, a DC-based advisory and research firm, to learn what recent policy developments mean for manufacturers — and how to plan for whats next.
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December 16, 2026
Fostering talent readiness and employee growth
Developing future‑ready talent begins with proactively and intentionally building a strong, strategic bench. This session equips managers and HR partners to assess leadership readiness, identify capability gaps and shape scalable development paths to grow internal talent. Well connect succession planning principles with everyday growth practices and targeted learning experiences — helping employees clearly see how they can grow, contribute and develop within your organization.
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Nonprofits | January 7, 2027
An Overview of the Uniform Guidance Changes
The Uniform Guidance regulations have changed. Learn what those changes mean for your organization and how you can confidently manage federal funding in our upcoming training webinar.
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Governments | Nonprofits | January 19, 2027
January 2027 Uniform Guidance regulation training
Join us for a practical and engaging virtual training of the Office of Management and Budget’s (OMB) Uniform Guidance (2 CFR Part 200) — the cornerstone of federal grant compliance. This training is designed to help nonprofit and government professionals understand federal grant regulations and how to apply them effectively and avoid common pitfalls in managing federal awards. Led by experienced trainers with years of auditing and consulting expertise, this session blends regulatory review with real-world examples and actionable insights. Whether you’re new to federal
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Nonprofits | February 10, 2027
An Overview of the Uniform Guidance Changes
The Uniform Guidance regulations have changed. Learn what those changes mean for your organization and how you can confidently manage federal funding in our upcoming training webinar.
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Education | Nonprofits | February 16, 2027
Uniform Guidance regulation training and HS regulations boot camp
Regulations for Head Start organizations have changed. Get practical, real-world guidance for your compliance challenges during our three-day, in-person Uniform Guidance training. This training is designed to give experienced accounting team members, accounting staff new to your organization and Head Start administrators updates on the latest regulations and strategies to implement immediately. Our trainers bring years of audit and advisory experience, along with examples, stories and best practices so that you leave with actionable next steps, not just information.
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