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.

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!

Webinar: Payroll Best Practices

11/8/2017 10:00 AM - 11:00 AM (CT)

Industry:
Governments, Nonprofits

Type: Live Webinar

Cost: $195

Payroll represents your greatest resource and your greatest expense. Payroll practices that manage the process efficiently and incorporate effective internal controls are vitally important in "back office" resource management. Join us to learn best practices in payroll processes and procedures. We will cover roles and responsibilities of the human resources and payroll departments, cost-effective processes, and internal control suggestions that even very small organizations can implement. We will also discuss regulations regarding documentation from the Uniform Guidance. Join us for this webinar to get ideas you can implement today.

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.

Webinar: Your Development Plan, Your Constant Companion

11/15/2017 10:00 AM - 11:00 AM (CT)

Industry:
Nonprofits, Governments

Type: Live Webinar

Cost: $195

The people you serve in your communities depend on you to be there. Having a strong donor relationship strategy can improve the sustainability of your organization. You also know that it is getting harder to impact the community by relying solely on federal and state funding. You need a plan.

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!

Webinar: Budgeting for HS/EHS Directors

12/6/2017 10:00 AM - 11:00 AM (CT)

Industry:
Nonprofits

Type: Live Webinar

Cost: $195

Proper budgeting is crucial for any program, especially Head Start programs. This session will cover the entire process, from setting up a budget to forecasting expenses to handling the final closeout of a grant. Applicable regulations will be explained throughout the process.

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”).

Webinar: Monitoring Best Practices

12/12/2017 10:00 AM - 11:00 AM (CT)

Industry:
Governments, Nonprofits

Type: Live Webinar

Cost: $195

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

Webinar: Be a Dream Catcher

12/12/2017 2:00 PM - 3:00 PM (CT)

Industry:
Nonprofits, Governments

Type: Live Webinar

Cost: $195

Where are your potential donors, and how do you create true lasting relationships with them? Join this webinar and become a dream catcher! Identify potential donors, get them engaged, and ask them to join in your mission (with a check). Allow them to accomplish their philanthropic dreams through your organization.

Webinar: Federally Negotiated Indirect Cost Rates

12/13/2017 10:00 AM - 11:30 AM (CT)

Industry:
Nonprofits, Governments

Type: Live Webinar

Cost: $195

Do you currently have an indirect cost rate agreement, or are you thinking of getting one? If so, this session is for you. We will provide an overview of the different types of indirect cost rates, the advantages and disadvantages of an indirect cost rate, the process of applying for an indirect cost rate, and more!

Webinar: Fundraising and Tax Management

12/14/2017 10:00 AM - 11:00 AM (CT)

Industry:
Nonprofits, Governments

Type: Live Webinar

Cost: $195

Most nonprofits at some point in time hold a fundraising event, and there is a lot of confusion about how to report these events and what best practices should be in place for them. Join us in this session to learn from your peers about what has worked for them and to ensure you are in compliance for your own events on the Form 990.

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: A Year in Review: Head Start Q&A

12/19/2017 10:00 AM - 11:30 AM (CT)

Industry:
Nonprofits

Type: Live Webinar

Cost: $195

Throughout the year, the My Wipfli membership site receives hundreds of regulatory, governance, human resource, financial, and how-to questions. We will pull out some of those questions, share the answers (and the resources we use to answer them), and if there is time, open up the opportunity for the audience to expand on the questions. Join this webinar to hear some of the questions and answers we provide to organizations.

Webinar: Travel Best Practices

1/3/2018 10:00 AM - 11:00 AM (CT)

Industry:
Nonprofits, Governments

Type: Live Webinar

Cost: $195

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: HS/EHS 15% Administrative Limit From Legislation to Implementation

1/4/2018 1:00 PM - 2:00 PM (CT)

Industry:
Nonprofits, Governments

Type: Live Webinar

Cost: $195

This session will help you understand the progression from legislation (i.e., the Head Start Act) through the performance standards to implementation on a topic, specifically the HS administrative limit.

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. 

Webinar: Contractor vs. Subrecipients

3/27/2018 10:00 AM - 11:00 AM (CT)

Industry:
Nonprofits, Governments

Type: Live Webinar

Cost: $195

Uniform Guidance no longer refers to vendors, yet you know you have them. They are now “contractors.” But do you have subrecipients? How do you know? This webinar will help you identify the characteristics of vendors/contractors and subrecipients and how to effectively manage each relationship.

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

3/27/2018 1:00 PM - 2:00 PM (CT)

Industry:
Governments, Nonprofits

Type: Live Webinar

Cost: $195

Are you confused about the various indirect cost rates and their relationship to your administrative limit?  They are not the same. Could the 10-percent de minimis option be for you? In this webinar, 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 (including those limitations like 15 percent for Early Head Start/Head Start), and how the two relate.

Webinar: Get to the Head of CLASS

4/24/2018 10:00 AM - 11:00 AM (CT)

Industry:
Nonprofits, Governments

Type: Live Webinar

Cost: $195

Not achieving the CLASS score is a common reason for entering the Designation Renewal System (DRS) process.  This introductory session reviews what CLASS is and provides hints for avoiding DRS.

Webinar: Cash Management Best Practices

5/22/2018 10:00 AM - 11:00 AM (CT)

Industry:
Nonprofits, Governments

Type: Live Webinar

Cost: $195

During this webinar, we will cover many aspects of best practices in cash management.

JOSEPH EVE has joined Wipfli

Effective October 1, Great Falls, Montana-based JOSEPH EVE joined Wipfli. As part of this combination, 64 professionals including four partners, have joined our firm, and our physical presence in the Northwestern United States has expanded with three additional full-service offices in Montana and one in Utah.