Wipfli events and webinars Wipfli events and webinars

Upcoming Events

Events to help grow your organization

The health, well-being and safety of all registrants is our top priority. With the ongoing COVID-19 situation, we are closely monitoring each event and will be updating registrants accordingly.

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.

Sage Intacct webinar: How to prepare for upcoming Service Pack 4 release and 1099 reporting updates

10/29/2020 01:00 PM - 02:00 PM (CT)

Type: Live Webinar

Cost Free

Join Wipfli in this webinar to get the rundown and what to expect next month. We’ll answer your questions and share:

  • What changes are coming with Service Pack 4
  • How to get your 1099 data ready for the release
  • Mandatory steps your organization must take prior to Nov. 13 to ensure accuracy of balances
  • What you must do now if your organization prints 1099s

Credit Union Forum 2020

11/5/2020 10:00 AM - 11:30 AM (CT)

Industry:
Financial Institutions, Financial Services

Type: Live Webinar

Cost Free

2020 has been quite a year for credit unions and the world at large. Do you feel like your credit union is keeping up with all the changes?

Designed exclusively for executive officers and board members of credit unions, the 2020 Credit Union Forum will provide you with insight into current topics impacting credit unions today.

This year we’re hosting a Credit Union Forum online via four impactful — and free — webinars.

How to quickly implement new COVID-19-response programs with CARES Act funding

11/5/2020 02:00 PM - 02:30 PM (CT)

Industry:
Nonprofits

Type: Live Webinar

Cost Free

Join us to see firsthand how the Community Action Partnership of Kern leveraged technology to administer a rental assistance program in response to COVID-19. In this webinar, you’ll learn how they:

  • Vastly cut down on manual and duplicate data entry
  • Improved the intake process and customer satisfaction, as well as solved an overwhelming number of phone-call applications
  • Automated scoring and verification
  • Quickly and easily compiled application packets for the housing authority
  • Increased security around sensitive information
  • And more

Head Start/Early Head Start Regulation Boot Camp

11/9/2020 12:30 PM - 11/13/2020 04:00 PM (CT)

Industry:
Nonprofits

Type: Live Webinar

Cost $795

CLU Credits: 10.5

You asked, and we answered. Based on your feedback, we took our large group training and built this online boot camp to blend regulations, best practices and action planning with the opportunity to ask your questions.

Panel Discussion: How behavioral data can help your organization strengthen diversity, equity and inclusion

11/10/2020 02:00 PM - 03:00 PM (CT)

Type: Live Webinar

Cost Free

Organizations often ask employees to bring their whole selves to work, and that means they bring their experiences as diverse individuals. Women, people of color, LGBTQ+ individuals, disabled individuals — there is a wealth of diversity in our world, and these groups of people are often underrepresented in the workplace. Many organizations have started engaging in conversations with employees about their experiences, goals and ideas relating to diversity, equity and inclusion (DEI). But as conversations continue, leaders are faced with the imposing question of, “What actions do we take next?” Join this focused discussion that aims to help you gain perspective on commonly asked DEI questions and discuss tactics for bolstering DEI efforts through the lens of behavioral data.

Audit and accounting update for financial institutions

11/12/2020 10:00 AM - 11:30 AM (CT)

Industry:
Financial Institutions

Type: Live Webinar

Cost Free

2020 has been a year full of challenges for financial institutions, including some unique accounting issues. Wipfli’s annual audit and accounting webinar will update you on the latest answers to your accounting questions as well as the nuts and bolts of final accounting rules effective for 2020 and beyond.

Foundational HR business forum series for construction and real estate

11/12/2020 12:00 PM - 03:00 PM (CT)

Industry:
Construction and Real Estate

Type: Live Webinar

Cost $930

Wipfli’s Foundational HR Business Forum provides a dynamic and interactive environment designed to enhance the core knowledge and skills of those with HR responsibilities within construction and real estate industries.

Elevate your Sage Intacct: Quarterly webinar Q4 2020

11/12/2020 12:00 PM - 01:00 PM (CT)

Type: Live Webinar

Cost Free

In this Elevate your Sage Intacct webinar, Cathy Harris and Frankie Fernandez will dive into the latest features added to Sage Intacct with the upcoming Q4 2020 release. More details coming soon. Register below!

Sage Intacct webinar: 5 questions every CFO should be asking their controller

11/12/2020 02:30 PM - 03:30 PM (ET)

Type: Live Webinar

Cost Free

In the ever-changing role of the CFO, one thing will never change: the need to lead and manage an effective finance team. Leading CFOs collaborate closely with their controllers to define and implement winning strategies throughout financial operations.

In-Depth Training on OMB's Uniform Guidance including New Updates

11/16/2020 12:30 PM - 11/20/2020 04:00 PM (CT)

Industry:
Nonprofits

Type: Live Webinar

Cost $795

CLU Credits: 10.5

Join us online for this virtual training workshop to learn about the Uniform Guidance regulations (2 CFR Part 200 Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards). We will review the regulations, share examples and stories and also share best practices learned from years of auditing and consulting. We will discuss the new updates to the Uniform Guidance that were issued on August 13, 2020, and review what the changes to the procurement regulations, definitions, selected items of cost, audit requirements and so much more mean for your agency.

Tools to help nonprofits return to the workplace safely

11/16/2020 01:00 PM - 01:30 PM (CT)

Industry:
Nonprofits

Type: Live Webinar

Cost Free

Do have a plan for how your nonprofit organization will reopen? Do you have the tools you need to help your employees feel safe returning to the office?

Senior HR Business Forum in Eau Claire, WI

11/17/2020 08:30 AM - 12:00 PM (CT)

Type: In Person Event

Cost $930

Event Location:
Wipfli Eau Claire
4890 Owen Ayres Court Suite 200
Eau Claire, Wisconsin 54701

Now more than ever, it is incredibly important to have a trusted peer group of senior-level HR professionals to confer with on emerging trends and challenges in our field.  We saw so much change so fast in the first few months of the COVID-19 outbreak and no doubt this will continue  through 2020 and into 2021, if not beyond. 

Due to the rapidly shifting circumstances, Wipfli has created a dynamic Senior HR Business Forum, constructed with a flexible agenda that allows us to shift or add topics as new issues surface. Our facilitators will customize your Forum to fit the needs of your group and emerging challenges. You will get sound, practical information on new trends in key functional areas of HR management and a consistent group of professional colleagues to collaborate with year-round.

Managing cyber risk: Protecting yourself beyond HIPAA

11/17/2020 01:00 PM - 02:00 PM (CT)

Industry:
Healthcare

Type: Live Webinar

Cost Free

In this webinar, you will learn:

  • Why healthcare organizations are a frequent target for cybersecurity attacks
  • What a cybersecurity attack can cost your organization
  • The common ways cyber criminals attack healthcare organizations
  • Leading practices for what you can do to protect yourself and your healthcare organization

Senior HR Business Forum in Eau Claire, WI

11/18/2020 08:30 AM - 12:00 PM (CT)

Type: In Person Event

Cost $930

Event Location:
Wipfli Eau Claire
4890 Owen Ayres Court Suite 200
Eau Claire, Wisconsin 54701

Now more than ever, it is incredibly important to have a trusted peer group of senior-level HR professionals to confer with on emerging trends and challenges in our field.  We saw so much change so fast in the first few months of the COVID-19 outbreak and no doubt this will continue  through 2020 and into 2021, if not beyond. 

Due to the rapidly shifting circumstances, Wipfli has created a dynamic Senior HR Business Forum, constructed with a flexible agenda that allows us to shift or add topics as new issues surface. Our facilitators will customize your Forum to fit the needs of your group and emerging challenges. You will get sound, practical information on new trends in key functional areas of HR management and a consistent group of professional colleagues to collaborate with year-round.

Sage Intacct webinar: Audit-ready financials for nonprofits

11/18/2020 12:00 PM - 01:00 PM (ET)

Industry:
Nonprofits

Type: Live Webinar

Cost Free

You’ve just wrapped up another audit — or maybe you’re in the midst of planning for the next one. How can you be better prepared?

Senior HR Business Forum in Eau Claire, WI

11/18/2020 01:00 PM - 04:30 PM (CT)

Type: In Person Event

Cost $930

Event Location:
Wipfli Eau Claire
4890 Owen Ayres Court Suite 200
Eau Claire, Wisconsin 54701

Now more than ever, it is incredibly important to have a trusted peer group of senior-level HR professionals to confer with on emerging trends and challenges in our field.  We saw so much change so fast in the first few months of the COVID-19 outbreak and no doubt this will continue  through 2020 and into 2021, if not beyond. 

Due to the rapidly shifting circumstances, Wipfli has created a dynamic Senior HR Business Forum, constructed with a flexible agenda that allows us to shift or add topics as new issues surface. Our facilitators will customize your Forum to fit the needs of your group and emerging challenges. You will get sound, practical information on new trends in key functional areas of HR management and a consistent group of professional colleagues to collaborate with year-round.

Senior HR Business Forum in La Crosse, WI

11/19/2020 08:30 AM - 12:00 PM (CT)

Type: In Person Event

Cost $930

Event Location:
Wipfli La Crosse
2 Copeland Ave. Suite 102
La Crosse, Wisconsin 54603

Now more than ever, it is incredibly important to have a trusted peer group of senior-level HR professionals to confer with on emerging trends and challenges in our field.  We saw so much change so fast in the first few months of the COVID-19 outbreak and no doubt this will continue  through 2020 and into 2021, if not beyond. 

Due to the rapidly shifting circumstances, Wipfli has created a dynamic Senior HR Business Forum, constructed with a flexible agenda that allows us to shift or add topics as new issues surface. Our facilitators will customize your Forum to fit the needs of your group and emerging challenges. You will get sound, practical information on new trends in key functional areas of HR management and a consistent group of professional colleagues to collaborate with year-round.

How to leverage your ALM to generate new income

11/19/2020 02:00 PM - 03:30 PM (CT)

Industry:
Financial Institutions

Type: Live Webinar

Cost Free

Are you concerned about this flat-rate environment and what to do with all your excess liquidity? When’s the last time you updated your cash management strategies? How often do you dive into the liability side of your balance sheet?

FDICIA compliance – Perspectives from the front lines

12/2/2020 10:00 AM - 11:00 AM (CT)

Industry:
Financial Institutions

Type: Live Webinar

Cost Free

Take what you learned from our FDICIA Introduction webinar and apply it to real-life examples! Join us for a moderated panel discussion consisting of fellow community bankers from FDICIA banks around the U.S. This panel session will focus on what pre-FDICIA banks can be doing now to prepare for FDICIA, such as FDICIA readiness assessment and key control gap analysis. In addition, the session will include stories from other community bankers about their FDICIA implementation experience as well as ongoing FDICIA compliance.

Construction and real estate year end tax strategies

12/2/2020 12:00 PM - 01:00 PM (CT)

Industry:
Construction and Real Estate

Type: Live Webinar

Cost Free

Addressing potential tax savings at year end is an activity you typically do each year, but this hasn’t been a typical year. Join us on Wednesday, December 2 as we dive into these top four areas with the potential to quickly generate or retain cash during these uncertain times. We welcome and encourage specific questions via our live chat feature.

CSBG Organizational Standards Boot Camp

12/9/2020 10:00 AM - 03:00 PM (CT)

Industry:
Nonprofits

Type: Live Webinar

Cost $350

CLU Credits: 4

Community Action Programs are the changing force in their communities. And to receive all that federal funding, you need to follow a set of standards that ensure funding sources so you can serve the community while staying in compliance and being transparent.

Tax update for financial institutions

12/9/2020 02:00 PM - 03:30 PM (CT)

Industry:
Financial Institutions

Type: Live Webinar

Cost Free

The year 2020 has provided many unexpected challenges for all. In response to the economic downturn brought on by COVID-19, the CARES Act and the IRS have provided numerous tax law changes and guidance. At the same time, the Tax Cuts and Jobs Act continued to evolve based on new guidance provided by the IRS. Many of the provisions within the new tax law and subsequent IRS guidance directly impact banks and can be proactively utilized to minimize tax liabilities. Join us for a discussion regarding how the tax law changes will impact your bank and what you will want to do to prepare.

Sage Intacct webinar: Audit-ready financials and best practices to avoid common pitfalls

12/10/2020 12:00 PM - 01:00 PM (ET)

Type: Live Webinar

Cost Free

Revenue, receivables, and consolidation.

Typically, financial statement audits get derailed by deficiencies in these three areas.

Leading during challenging times – Attributes to help healthcare leaders succeed

12/15/2020 01:00 PM - 02:00 PM (CT)

Industry:
Healthcare

Type: Live Webinar

Cost Free

Healthcare leaders face a complex business environment in which change is continuous and accelerating. Constant regulatory updates, rapid technological advancements and now the challenges of the COVID-19 pandemic cause many leaders to ask themselves, “Who do I need to be to guide my organization into the future?” In this session, we explore new attributes needed by leaders in today’s dynamic health care environment as well as practice evidence-based techniques to develop these new attributes in current and future leaders.

Sage Intacct webinar: Accelerating your mission with real-time nonprofit financial reporting and dashboards

12/16/2020 12:00 PM - 01:00 PM (ET)

Industry:
Nonprofits

Type: Live Webinar

Cost Free

Modern nonprofits need better visibility into their financial data to provide the business intelligence and analysis required to drive their organization to mission success. Some of the most common concerns heard from nonprofit finance leaders include:

HMDA – Make sure you get it right!

12/16/2020 02:00 PM - 03:30 PM (CT)

Industry:
Financial Institutions

Type: Live Webinar

Cost Free

During this webinar, we’ll walk you through the requirements of the Home Mortgage Disclosure Act and provide answers to your lingering questions. Make sure your staff are ready to accurately report your Loan Application Register information by listening to details on the requirements. Even if you’ve already received your HMDA training, the requirements are numerous, and additional information and reinforcement are the keys to getting it right. We’ll cover all requirements and the details behind each. Sign up today and receive the information you need to comply.

Senior HR Forum for Financial Institutions

1/12/2021 01:30 PM - 04:30 PM (CT)

Industry:
Financial Institutions

Type: Live Webinar

Cost $1195

Now more than ever, it’s incredibly important to have a trusted peer group of HR professionals to confer with about emerging trends and challenges in our field. We saw so much change so fast in the first few months of the COVID-19 outbreak, and no doubt this will continue through 2020 and into 2021 — if not beyond.

Foundational HR Forum for Nonprofits

1/13/2021 01:00 PM - 04:00 PM (CT)

Industry:
Nonprofits

Type: Live Webinar

Cost $1995

Now more than ever, it’s incredibly important to have a trusted peer group of HR professionals to confer with about emerging trends and challenges in our field. We saw so much change so fast in the first few months of the COVID-19 outbreak, and no doubt this will continue into 2021 — if not beyond.

Senior HR Forum for Nonprofits

1/14/2021 01:00 PM - 04:00 PM (CT)

Industry:
Nonprofits

Type: Live Webinar

Cost $1995

Wipfli has created a dynamic and interactive small-group HR forum specifically for nonprofits, constructed with a flexible agenda that allows us to shift or add topics as new issues surface. The same people will participate in each forum session throughout the year, allowing individuals to develop powerful and lasting professional relationships and to engage in specific problem solving. Our facilitators will customize your forum to fit the needs of your group and emerging challenges.

Foundational HR Forum for Financial Institutions

1/19/2021 01:30 PM - 04:30 PM (CT)

Industry:
Financial Institutions

Type: Live Webinar

Cost $1195

Now more than ever, it’s incredibly important to have a trusted peer group of HR professionals to confer with about emerging trends and challenges in our field. We saw so much change so fast in the first few months of the COVID-19 outbreak, and no doubt this will continue through 2020 and into 2021 — if not beyond.

Denver-area advisory firm Stratagem joins Wipfli

“Stratagem is an esteemed firm that has served Colorado’s businesses for several decades and our firms have strong synergy in the industries we serve, which makes this an excellent fit,” said Kurt Gresens, Wipfli’s managing partner.