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.

QuickBooks Workshop for Agriculture and Small Business (Havre, MT) - 1.23

1/23/2018 8:30 AM - 4:00 PM (MT)

Industry:
Agribusiness

Type: In Person Event

Cost: $250

Event Location:
Best Western Plus Havre Inn and Suites
1425 Highway 2 NW
Havre
MT
59501

To keep your business operations running smoothly, efficient and accurate bookkeeping is crucial.  We invite you to join our QuickBooks experts for a hands-on workshop geared toward Agriculture and Small Business to help you better understand the software and how to best maximize its efficiency.  Both seasoned QuickBooks users and beginners alike will benefit from this workshop.

QuickBooks Workshop for Agriculture and Small Business (Havre, MT) - 1.25

1/25/2018 8:30 AM - 4:00 PM (MT)

Industry:
Agribusiness

Type: In Person Event

Cost: $250

Event Location:
Best Western Plus Havre Inn and Suites
1425 Highway 2 NW
Havre
MT
59501

To keep your business operations running smoothly, efficient and accurate bookkeeping is crucial.  We invite you to join our QuickBooks experts for a hands-on workshop geared toward Agriculture and Small Business to help you better understand the software and how to best maximize its efficiency.  Both seasoned QuickBooks users and beginners alike will benefit from this workshop.

Webinar: HS/EHS: Eligibility, Recruitment, Selection, Enrollment, and Attendance (ERSEA)

1/30/2018 10:00 AM - 12:00 PM (CT)

Industry:
Nonprofits

Type: Live Webinar

Cost: $195

Head Start/Early Head Start (HS/EHS) programs have a specific set of requirements to assist program leaders in identifying, recruiting, and selecting those children and families with the most need in their communities. In this webinar, we focus on all of the eligibility, recruitment, selection, enrollment, and attendance requirements of 45 CFR Part 1302, Subpart A, best known by the initials ERSEA.

Webinar: Is Your Fiscal Manual Up to Date?

2/8/2018 10:00 AM - 11:30 AM (CT)

Industry:
Nonprofits

Type: Live Webinar

Cost: $195

Updating the fiscal policies and procedures manual is a must. Why? Because you want to ensure the policies are still being followed, are user friendly, are updated with any technology you have updated . . . we can go on and on. This session will address how to get this task done. We will show you how to create a manual that makes it easy for your staff to understand and helps them do the right thing. 

Webinar: Davis-Bacon Act for HS/EHS

2/8/2018 12:00 PM - 1:00 PM (CT)

Industry:
Nonprofits

Type: Live Webinar

Cost: $195

Davis-Bacon Act compliance is an often misunderstood requirement for Head Start (HS) 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. In this webinar, we’ll look at the regulations, when the Act applies to HS agencies, the components of certified payroll reviews, and fringe benefits.

Webinar: Methods of Procurement

2/8/2018 2:00 PM - 3:00 PM (CT)

Industry:
Nonprofits

Type: Live Webinar

Cost: $195

In this webinar, we will review the federal procurement regulations and the methods of procurement identified in the Uniform Guidance, then finish up with examples of procurement internal controls and best practices related to the implementation and compliance with the regulations.

In-Depth Training on OMB's Uniform Guidance

2/13/2018 7:45 AM - 2/14/2018 5:00 PM (MT)

Industry:
Nonprofits, Governments

Type: In Person Event

Cost: $795

Event Location:
Albuquerque Marriott
2101 Louisiana Boulevard NE
Albuquerque
New Mexico
87110

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”).

Webinar: Build Community Relationships

2/15/2018 10:00 AM - 11:30 AM (CT)

Industry:
Nonprofits, Governments

Type: Live Webinar

Cost: $195

To be successful in achieving your mission and fulfilling grant obligations, you must have the explicit support of your community. Community is vital for building awareness, finding people in need, and supporting your key services through tough times. Yet in many areas it’s increasingly difficult to connect with people and find common purpose in your work. Attend this session to learn relationship-building skills for community engagement and best practices for effecting change together. 

Sales and Use Tax Update for Wisconsin-Specific Issues

2/15/2018 10:00 AM - 11:30 AM (CT)

Industry:
Financial Institutions

Type: Live Webinar

Cost: $75

Tired of going to general sales tax training where they discuss issues of manufacturers, contractors, or non-profits?  Join us for this webinar strictly for financial institutions hosted by Wipfli.

Sales and Use Tax Update for Minnesota-Specific Issues

2/15/2018 2:00 PM - 3:00 PM (CT)

Industry:
Financial Institutions

Type: Live Webinar

Cost: $75

Tired of going to general sales tax training where they discuss issues of manufacturers, contractors, or non-profits? Join us for this webinar strictly for financial institutions hosted by Wipfli.

Webinar: Manufacturing Workforce Woes: The Business Case for Amped-Up Acquisition and Retention Strategies

2/22/2018 10:00 AM - 11:00 AM (CT)

Industry:
Manufacturing and Distribution

Type: Live Webinar

Cost: Free

If your organization is focusing on future growth, it is now more important than ever for manufacturing leaders to focus on strategies to find and keep good employees. In this webinar, Deb Marshall, a seasoned HR professional with more than 25 years of experience, will explore options and ideas you can consider doing today to improve your ability to both find a supply of new workers and develop/retain your existing workforce (plant and professional).

Webinar: OHS Monitoring Protocol – Focus Area 1

2/27/2018 10:00 AM - 11:00 AM (CT)

Industry:
Nonprofits

Type: Live Webinar

Cost: $195

The Office of Head Start (OHS) has totally revamped the Head Start monitoring protocols for 2018. There are three new areas under the Aligned Monitoring System 2.0 (AMS 2.0). It is not business as usual. Attend this webinar to familiarize yourself with the AMS 2.0 emphasis and Focus Area One objectives. This is an open-ended, interview-based review.

Webinar: OHS Monitoring Protocol – Focus Area 2

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

Industry:
Nonprofits

Type: Live Webinar

Cost: $195

The Office of Head Start (OHS) has totally revamped the Head Start monitoring protocols for 2018. There are three new areas under the Aligned Monitoring System 2.0 (AMS 2.0). It is not business as usual. Attend this webinar to familiarize yourself with the AMS 2.0 emphasis and Focus Area Two objectives. This is an open-ended, on-site review—no more checklists.

In-Depth Training on OMB's Uniform Guidance Plus Managing Cybersecurity Risks (Co-Sponsor: Maine Community Action Association [MCAA])

3/6/2018 8:30 AM - 3/8/2018 12:00 PM (ET)

Industry:
Nonprofits, Governments

Type: In Person Event

Cost: $875

Event Location:
Portland Marriott at Sable Oaks
200 Sable Oaks Drive
South 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. Managing cybersecurity risks is also more important than ever.

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 Managing Cybersecurity Risks.

Webinar: Individual and Team Engagement

3/6/2018 10:00 AM - 11:00 AM (CT)

Industry:
Nonprofits, Governments

Type: Live Webinar

Cost: $195

Attracting and keeping top talent is a burning issue for nonprofits, where competition for quality talent is fierce. Many organizations attempt to engage employees through benefit programs, human resources efforts, or communication from senior leaders. While these are necessary for an effective workplace, research and experience show that true engagement can happen only with a deeper understanding of the individual. Join this webinar to learn how people are motivated and the impact that has on your team’s performance.

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: Advanced Financial Analysis

3/14/2018 10:00 AM - 12:00 PM (CT)

Industry:
Nonprofits, Governments

Type: Live Webinar

Cost: $195

This session discusses various ways to analyze the data you currently have but may not be using effectively. We will include ways to assist you when trying to relate financial information to non-financially savvy individuals. We will cover providing effective financial analysis throughout the year, trend analysis, budgets, board reports, and a variety of financial analyses to assist you in using the information you currently have to enhance your organization’s financial reporting.

Two-Day In-Depth Training on OMB's Uniform Guidance Plus One-Day Tribal Government Hot Topics

3/20/2018 7:45 AM - 3/22/2018 4:00 PM (MT)

Industry:
Nonprofits, Governments

Type: In Person Event

Cost: $895

Event Location:
DoubleTree Suites by Hilton Downtown SLC
110 West 600 South
Salt Lake City
Utah
84101

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”).

Tribal Government Accounting Update

3/22/2018 9:00 AM - 4:00 PM (MT)

Industry:
Nonprofits

Type: In Person Event

Cost: $399

Event Location:
Wild Horse Pass Hotel & Casino
5040 Wild Horse Pass Blvd.
Chandler
Arizona
85226

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 overview of:

  • Uniform Guidance, including the latest updates
  • Requirements for Single Audits under Uniform Guidance
  • Part 200 Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (general overview)
  • GASB 87 Leases and GASB 84 Fiduciary Activities, including updates to GASB guidance on fiduciary Component Units
  • GASB 34 and Fund Accounting, including government-wide financial statements, component unit reporting, and fund statements

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: HS/EHS Governance: Working Together for the Mission

4/3/2018 10:00 AM - 12:00 PM (CT)

Industry:
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. This is a must-attend session for any board member of an HS/EHS grantee

In-Depth Training on OMB's Uniform Guidance

4/10/2018 7:45 AM - 4/11/2018 5:00 PM (ET)

Industry:
Nonprofits, Governments

Type: In Person Event

Cost: $795

Event Location:
Columbus Marriott Northwest
5605 Blazer Parkway
Dublin
Ohio
43017

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”).

Webinar: HS/EHS Non-Federal Share In-Kind Match: No Matter What You Call It, You Have to Have It!

4/17/2018 10:00 AM - 2:30 PM (CT)

Industry:
Nonprofits

Type: Live Webinar

Cost: $395

Although the name has changed, the results are the same. If you run an HS/EHS program, you need to generate non-federal match (in-kind)! Are you finding it harder to generate? Is answering the question, "Is this allowable match?" your responsibility? Does generating in-kind fall on your shoulders? If you answered yes to any of these questions, please join us for this updated session.

Webinar: Identifying Common Errors in Financial Statements

4/19/2018 10:00 AM - 11:30 AM (CT)

Industry:
Nonprofits, Governments

Type: Live Webinar

Cost: $195

In this session, we will examine common significant deficiencies and material weaknesses in financial reporting and determine the cause. We will also discuss the differences between significant deficiencies and material weaknesses. We will do a case study of common findings in financial audits and how to avoid them (i.e., having the ability to prepare your own financials, understanding how the financial statements and footnotes connect to each other, understanding the supplemental information that accompanies your financial statements, posting journal entries, understanding the recording of transactions and how they relate to the financial statements, and determining component units).

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.

Rural Health Clinic Conference - Green Bay, WI

4/24/2018 12:00 PM - 4/25/2018 4:00 PM (CT)

Industry:
Health Care

Type: In Person Event

Cost: $300

Event Location:
Hilton Garden Inn
1015 Lombardi Avenue
Green Bay
Wisconsin
54304

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 rural health clinics. Our sessions are intended for all levels of rural health clinic professionals including administrators, CFOs, CEOs, directors of finance, finance professionals, reimbursement analysts, and office managers.

In-Depth Training on OMB's Uniform Guidance

5/8/2018 7:45 AM - 5/9/2018 5:00 PM (ET)

Industry:
Nonprofits, Governments

Type: In Person Event

Cost: $795

Event Location:
Sheraton LaGuardia East Hotel
135-20 39th Avenue
Flushing
New York
11354

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”).

Webinar: Getting It Right: Understanding the Not-for-Profit Financial Reporting Update

5/8/2018 10:00 AM - 11:00 AM (CT)

Industry:
Nonprofits, Governments

Type: Live Webinar

Cost: Free

Are you ready for the first substantial change in not-for-profit financial reporting in decades? Not since FASB 116/117 was issued in the 1990s has there been such a significant modification in the way that NFPs tell their story. Financial Accounting Standards Board (FASB) Accounting Standards Update (ASU) 2016-14 was issued in August 2016 and is effective for years beginning on or after December 15, 2017.

Head Start/Early Head Start Regulation Overview

5/16/2018 7:45 AM - 5/17/2018 5:00 PM (ET)

Industry:
Nonprofits

Type: In Person Event

Cost: $795

Event Location:
Marriott Indianapolis Downtown
350 West Maryland Street
Indianapolis
Indiana
46225

Professionals new to the organization, as well as professionals who have been there for decades, will benefit from this review of how the Head Start Act, the Head Start Program Performance Standards, and 45 CFR Part 75 (Uniform Administrative Requirements, Cost Principles and Audit Requirements for HHS Awards) all work together.

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

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.

19th Annual Wipfli National Training Conference

7/8/2018 8:00 AM - 7/13/2018 12:00 PM (PT)

Industry:
Nonprofits, Governments, Health Care

Type: In Person Event

Cost: $975

Event Location:

For 19 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.

Kessler Orlean Silver & Co. joins Wipfli

The partners and associates of Chicago-based Kessler Orlean Silver & Co., P.C. have joined Wipfli effective January 1. This combination marks the sixth Chicagoland combination for Wipfli in three years.