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.

Stronger to Serve 2025

7/14/2025 08:30 AM - 7/18/2025 12:00 PM (PT) | Las Vegas, Nevada

Industry: Nonprofits

Type: In Person Event

Cost $1725

Hot topics in member business loan management

7/15/2025 11:00 AM - 12:00 PM (CT)

Industry: Credit unions

Type: Live Webinar

Cost Free

Policy pulse: Trade and tariff developments

7/16/2025 01:00 PM - 02:00 PM (CT)

Industry: Manufacturing, Distribution, Construction, Real Estate, Technology industry, Financial services

Type: Live Webinar

Cost Free

July 2025 Risk Roundtable: Recent fraud in financial institutions

7/17/2025 10:00 AM - 11:00 AM (CT)

Industry: Financial services, Financial Institutions, Banks, Credit unions

Type: Live Webinar

Cost Free

Policy pulse: Tax legislation

7/23/2025 01:00 PM - 02:00 PM (CT)

Industry: Manufacturing, Distribution, Construction, Financial services, Real Estate, Technology industry

Type: Live Webinar

Cost Free

July CFO Roundtable: The strategic benefits of a fractional CFO

7/24/2025 01:00 PM - 02:00 PM (CT)

Industry: Financial Institutions, Banks, Credit unions

Type: Live Webinar

Cost Free

Use AI to deliver next-level customer relationship management

7/30/2025 01:00 PM - 02:00 PM (CT)

Industry: Financial services, Financial Institutions

Type: Live Webinar

Cost Free

Head Start/Early Head Start regulations boot camp

8/5/2025 10:30 AM - 8/7/2025 02:30 PM (CT)

Industry: Nonprofits

Type: Live Webinar

Cost $975

Follow a Head Start’s shift to a data-driven culture

8/12/2025 01:00 PM - 02:00 PM (CT)

Industry: Nonprofits

Type: Live Webinar

Cost Free

In-kind regulations and making your plan

8/13/2025 10:30 AM - 02:30 PM (CT)

Industry: Nonprofits

Type: Live Webinar

Cost $300

Policy pulse: Mid-year policy outlook

8/13/2025 01:00 PM - 02:00 PM (CT)

Industry: Manufacturing, Distribution, Construction, Real Estate, Financial services, Technology industry

Type: Live Webinar

Cost Free

Grant finance fundamentals: A beginner’s 101 training series

8/14/2025 01:00 PM - 9/25/2025 03:00 PM (CT)

Industry: Nonprofits

Type: Live Webinar

Cost $1200

Uniform Guidance for Pass-Thru Entities

8/19/2025 12:30 PM - 8/21/2025 04:00 PM (CT)

Industry: Nonprofits

Type: Live Webinar

Cost $975

IT Leadership Roundtable: Making the case for Microsoft 365

8/21/2025 09:30 AM - 11:00 AM (CT)

Industry: Financial services

Type: Live Webinar

Cost Free

In-depth training on OMB’s Uniform Guidance: Pre-conference to NCAP Annual Convention

8/25/2025 08:30 AM - 8/26/2025 05:00 PM (CT) | Detroit, Michigan

Industry: Nonprofits

Type: In Person Event

Cost $900

In-Depth training on OMB’s Uniform Guidance

9/9/2025 12:30 PM - 9/11/2025 04:00 PM (CT)

Industry: Nonprofits

Type: Live Webinar

Cost $975

Are you ready for the future?

Our team provides insights through thought leadership articles, publications and events.

Learn more

Upcoming Events

Events to help grow your organization

Stronger to Serve 2025

Hot topics in member business loan management

Policy pulse: Trade and tariff developments

July 2025 Risk Roundtable: Recent fraud in financial institutions

Policy pulse: Tax legislation

July CFO Roundtable: The strategic benefits of a fractional CFO

Use AI to deliver next-level customer relationship management

Head Start/Early Head Start regulations boot camp

Follow a Head Start’s shift to a data-driven culture

In-kind regulations and making your plan

Policy pulse: Mid-year policy outlook

Grant finance fundamentals: A beginner’s 101 training series

Uniform Guidance for Pass-Thru Entities

IT Leadership Roundtable: Making the case for Microsoft 365

In-depth training on OMB’s Uniform Guidance: Pre-conference to NCAP Annual Convention

In-Depth training on OMB’s Uniform Guidance

Are you ready for the future?

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