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.

401(k) Educational Breakfast Workshop - Schaumburg, Illinois

4/25/2017 8:00 AM - 10:30 AM (CST)

Type: In Person Event

Cost: Free

Join us for an educational breakfast workshop in Schaumburg, Illinois on April 25, 2017.  Topics that will be discussed will include:

  • Understanding Retirement Plan Fees
  • 401(k) Plan Fee and Expense Litigation
  • 401(k) Frequent Operational Issues

Cybersecurity Protecting Yourself in the Digital Age - Lincolnshire, Illinois

4/25/2017 8:00 AM - 9:00 AM (CST)

Type: In Person Event

Cost: Free

How can you protect your financial standing from fraud? Join us for an impactful presentation exploring the warning signs of identity theft, strategies for safeguarding your information and steps to start on the path to recovery.

Webinar: Davis-Bacon Act for HS/EHS

4/25/2017 10:00 AM - 12:00 PM (CST)

Nonprofits

Type: Live Webinar

Cost: $195

Davis-Bacon Act compliance is an often misunderstood requirement for Head Start organizations. There is little in the way of official guidance, and what is available can at times be contradictory. There are guidelines from the U.S. Department of Health and Human Services, as well as requirements enforced by the U.S. Department of Labor, to be considered.

Cybersecurity Protecting Yourself in the Digital Age - Westchester, Illinois

4/25/2017 5:30 PM - 7:30 PM (CST)

Type: In Person Event

Cost: Free

How can you protect your financial standing from fraud? Join us for an impactful presentation exploring the warning signs of identity theft, strategies for safeguarding your information and steps to start on the path to recovery.

Finance Fundamentals and Funding of Commercial Real Estate - Chicago

4/26/2017 5:30 PM - 7:30 PM (CST)

Construction and Real Estate

Type: In Person Event

Cost: Free

Join our team of panelists from Wipfli LLP, Dream Town Realty and Wintrust Financial Corporation to discuss key considerations for buying and selling, tax planning preparation and funding your commercial real estate investment(s).

Critical Access Hospital and Rural Health Clinic Conference - Minneapolis, MN

5/2/2017 7:30 AM - 5/4/2017 12:00 PM (CST)

Health Care

Type: In Person Event

Cost: $500

THIS CONFERENCE REACHED CAPACITY IN 2016. REGISTER TODAY TO RESERVE YOUR SEAT.

You are invited to this annual event to receive quality education, have the opportunity to communicate directly with industry experts, and network with colleagues at other critical access hospitals and rural health clinics. Our sessions are intended for all levels of CAH and RHC professionals including administrators, CFOs, CEOs, CIOs, chief nursing officers, directors of finance, finance professionals, reimbursement analysts, office managers, and patient accounts professionals.

Webinar: The Future of Fiduciary: What You Should Know Now

5/2/2017 11:00 AM - 12:00 PM (CST)

Nonprofits

Type: Live Webinar

Cost: $95

The U.S. Department of Labor investment Fiduciary Rule for retirement plan advice is back in the news again—but this time, it’s not the prospect of the rule but its fate that is in question. What could a world without the Fiduciary Rule mean for your organization’s retirement plan? How can you make sure that you and your employees are receiving the transparent, objective advice you deserve?

BSA Workshop – Assessing and Managing Risk (Utica, IL)

5/9/2017 8:30 AM - 4:00 PM (CST)

Financial Institutions

Type: In Person Event

Cost: $249

The regulatory environment is changing! The Bank Secrecy Act regulation has implemented a fifth pillar with a mandatory compliance date of May 2018. Are you ready for the Beneficial Ownership Rule? We will guide you through the process and ensure your institution is compliant with the regulation.

Webinar: Head Start/Early Head Start Board Governance Update

5/9/2017 10:00 AM - 11:30 AM (CST)

Nonprofits

Type: Live Webinar

Cost: $195

This session is designed specifically for board members of Head Start/Early Head Start (HS/EHS) organizations. The HS/EHS requirements for boards are like no others. Program and board members need to know what their role is so their agency doesn’t get into trouble. Over the past few years much more scrutiny has been placed on boards, and too many members are not fully aware of their responsibilities. This is a must-attend session for any board member of an HS/EHS grantee.

Webinar: Contractor vs. Subrecipient

5/11/2017 10:00 AM - 11:00 AM (CST)

Nonprofits

Type: Live Webinar

Cost: $95

You know you have vendors, but do you have subrecipients? How do you know? This webinar will help you identify the characteristics of vendors and subrecipients and how to effectively manage each relationship.

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

5/11/2017 1:00 PM - 2:00 PM (CST)

Nonprofits

Type: Live Webinar

Cost: $95

Are you confused about the various indirect cost rates and the relationship to your administrative limit?  They are not the same. Could the 10% de minimis option be for you? 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, and how the two relate. In addition, you will have the opportunity to participate in indirect cost rate calculation examples.

BSA Workshop – Assessing and Managing Risk (Rockford, IL)

5/16/2017 8:30 AM - 4:00 PM (CST)

Financial Institutions

Type: In Person Event

Cost: $249

The regulatory environment is changing! The Bank Secrecy Act regulation has implemented a fifth pillar with a mandatory compliance date of May 2018. Are you ready for the Beneficial Ownership Rule? We will guide you through the process and ensure your institution is compliant with the regulation.

In-Depth Training on OMB's Uniform Guidance

5/16/2017 8:30 AM - 5/17/2017 5:00 PM (CST)

Nonprofits Governments

Type: In Person Event

Cost: $795

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”).

Join this training workshop to learn about the new Uniform Guidance regulations and, more important, how to implement them in your organization. Review the regulations you need to know to stay in compliance through examples, stories, and best practices learned from years of auditing and consulting. Take back up-to-date and relevant information to implement immediately in your agency.

 

Webinar: A Risk-Based Approach to Data Analytics

5/16/2017 10:00 AM - 11:00 AM (CST)

Nonprofits

Type: Live Webinar

Cost: $95

Many organizations have tried to use data analytics as a method to monitor internal controls and identify fraud. While data analytics is not a new concept, many organizations have tried—many unsuccessfully—to create data analytics that deliver meaningful results and insights. This session will focus on data analytics as a tool for fraud detection using a risk-based approach.

Webinar: Procurement Micro-Purchases: What You Need to Know

5/18/2017 10:00 AM - 11:00 AM (CST)

Nonprofits

Type: Live Webinar

Cost: $95

The Uniform Guidance allows another method of procurement:  micro-purchases. In this session learn the general procurement regulations and specific regulations for micro-purchases. You will also learn how to implement micro-purchases, who should make the purchase decisions and approvals, and general best practices related to purchasing.

Webinar: Budgeting for Beginners – Or Those Outside the Finance Department

5/18/2017 1:00 PM - 2:00 PM (CST)

Nonprofits

Type: Live Webinar

Cost: $95

During this webinar, we will go over the basics of budgeting for people new to the process. We will discuss common budgeting practices and mistakes and how to incorporate outcomes into the budgeting process. When we are done, you will have a working knowledge of the importance of the budgeting process, how to design the budgeting process with a timeline, and practical budgeting tips and tricks.

BSA Workshop – Assessing and Managing Risk (Wisconsin Dells, WI)

5/23/2017 8:30 AM - 4:00 PM (CST)

Financial Institutions

Type: In Person Event

Cost: $249

The regulatory environment is changing! The Bank Secrecy Act regulation has implemented a fifth pillar with a mandatory compliance date of May 2018. Are you ready for the Beneficial Ownership Rule? We will guide you through the process and ensure your institution is compliant with the regulation.

Webinar: Process Streamlining – Closing the Gap

5/23/2017 10:00 AM - 11:00 AM (CST)

Nonprofits

Type: Live Webinar

Cost: $95

Nonprofit organizations have a large number of fiscal requirements that add to the everyday workload. Instead of merely keeping up and meeting last-minute deadlines, there may be a way to get ahead of the fiscal process, gain control of the workload, and still maintain effective internal controls. Join us for an introduction to a general process for assessing the organization's fiscal processes and developing steps and solutions to improve efficiency while incorporating internal controls. 

Webinar: Delegate Monitoring

5/23/2017 1:00 PM - 2:00 PM (CST)

Nonprofits

Type: Live Webinar

Cost: $95

Are you responsible for subrecipient or delegate monitoring? 2 CFR Part 200, with its increased emphasis on risk management, focuses on internal controls, the importance of prefunding reviews, and subrecipient monitoring.  Therefore, you need a monitoring process that is efficient, 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.

BSA Workshop – Assessing and Managing Risk Webinar

5/24/2017 9:00 AM - 4:00 PM (CST)

Financial Institutions

Type: Live Webinar

Cost: $249

The regulatory environment is changing! The Bank Secrecy Act regulation has implemented a fifth pillar with a mandatory compliance date of May 2018. Are you ready for the Beneficial Ownership Rule? We will guide you through the process and ensure your institution is compliant with the regulation.

Webinar: Travel Best Practices

5/25/2017 10:00 AM - 11:00 AM (CST)

Nonprofits

Type: Live Webinar

Cost: $95

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: Cash Management Best Practices

5/25/2017 1:00 PM - 2:00 PM (CST)

Nonprofits

Type: Live Webinar

Cost: $95

We will cover many aspects of best practices in cash management, give you many examples, and will refer to the federal regulations that address cash management. There will also be time for your questions. Please join us for this session to get ideas on process streamlining and improved internal controls that you can apply immediately.

18th Annual Wipfli National Training Conference

7/9/2017 11:30 AM - 7/14/2017 9:45 AM (PST)

Nonprofits Governments Health Care

Type: In Person Event

Cost: $950

For 18 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.

High-level Overview of the Head Start/Early Head Start Program Performance Standards (Pre-Institute Session to the 2017 Arkansas Head Start Institute)

8/28/2017 7:30 AM - 5:00 PM (CST)

Nonprofits

Type: In Person Event

Cost: $395

They have been decades in the making, and they are here! The Office of Head Start has issued the Head Start Program Performance Standards (HSPPS). But what exactly does this mean for your organization? And how quickly do you need to act?

Join us to learn what has changed, what stays the same, and the timelines associated with implementation of the HSPPS. We will integrate details from the Improving Head Start for School Readiness Act of 2007 (the “Head Start Act”). In addition to helping you remain calm, our goal is to help you learn how these new standards affect your programs, including exploring the new structure and discussing how the requirements impact your day-to-day operations.

In-Depth Training on OMB's Uniform Guidance (Preconference to the Community Action Partnership 2017 Annual Convention)

8/28/2017 9:30 AM - 8/29/2017 6:00 PM (EST)

Nonprofits Governments

Type: In Person Event

Cost: $795

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”).

Critical Access Hospital and Rural Health Clinic Conference - Reno, NV

9/12/2017 5:30 AM - 9/14/2017 10:00 AM (PST)

Health Care

Type: In Person Event

Cost: $500

THIS CONFERENCE REACHED CAPACITY IN 2016. REGISTER TODAY TO RESERVE YOUR SEAT.

You are invited to this annual event to receive quality education, have the opportunity to communicate directly with industry experts, and network with colleagues at other critical access hospitals and rural health clinics. Our sessions are intended for all levels of CAH and RHC professionals including administrators, CFOs, CEOs, CIOs, chief nursing officers, directors of finance, finance professionals, reimbursement analysts, office managers, and patient accounts professionals.

HCL joins Wipfli LLP

Horwich Coleman Levin, LLC of Chicago, IL has joined Wipfli’s team of professionals! “We are very pleased that HCL, a highly respected firm in the Chicago market, has agreed to become part of the Wipfli family." said Rick Dreher, Wipfli's managing partner.