Wipfli Upcoming Events

Manufacturing Financial Planning and Analysis Optimization: The Keys to Moving Past Results Toward Tomorrow’s Opportunities

8/22/2018 10:00 AM - 11:00 AM (CT)

Industry:
Manufacturing and Distribution

Type: Live Webinar

Cost: Free

If your manufacturing organization is focusing on future growth and really examining its financial position, it is more important now than ever for leaders to focus on planning strategies that connect the financial operations of the business with the profit centers of the enterprise. This webinar will help leaders take planning to the next level — connecting financial insight with manufacturing operations across the entire organization.

Seminar: Cybersecurity Threats – Principles for Understanding, Managing, and Monitoring Your Information Systems

8/23/2018 8:30 AM - 3:30 PM (CT)

Industry:
Financial Institutions

Type: In Person Event

Cost: $245

Event Location:
Wilderness Resort Glacier Canyon Lodge
45 Hillman Road
Wisconsin Dells
Wisconsin
53965

As financial institutions and your customers become more reliant on technology, it is important to have a better understanding of your information systems to mitigate and monitor risks. Utilizing basic concepts without using technical jargon, this seminar describes and demonstrates fundamental information security strategies for protecting your information systems. Many of the security principles presented are described in the FFIEC IT Examination Handbook and various interagency guidelines.

In-Depth Training on OMB's Uniform Guidance (Preconference to the Community Action Partnership 2018 Annual Convention)

8/27/2018 7:45 AM - 8/28/2018 5:00 PM (MT)

Industry:
Nonprofits, Governments, Health Care

Type: In Person Event

Cost: $795

Event Location:
Sheraton Denver Downtown
1550 Court Place
Denver
Colorado
80202

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: The New Rev Rec Standards - 3 Actions to Prepare Now

8/28/2018 12:00 PM - 1:00 PM (ET)

Industry:
Agribusiness, Construction and Real Estate, Dealerships, FinTech, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity

Type: Live Webinar

Cost: Free

The new ASC 606 standards drastically change how revenue is recognized from a contract, including multi-year deals being sold today.

For firms running outdated technology, the current manual process of exporting data into Excel not only won't scale but also may not comply with the new standards, and it possibly will affect reporting and valuation.

Human Resource Business Forum (Eau Claire, Wisconsin)

9/12/2018 8:30 AM - 12:00 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, Wipfli Upcoming Events

Type: In Person Event

Cost: $1295

Event Location:
Wipfli - Eau Claire, Wisconsin
3703 Oakwood Hills Parkway
Eau Claire
Wisconsin
54701

Wipfli’s Human Resource Business Forums are designed to provide education on current trends and best practices for individuals with human resource (HR) responsibilities in a dynamic and interactive environment. The people participating in each of the Forum’s locations are the same throughout the program year, allowing individuals to develop powerful and lasting professional relationships and to engage in significant problem solving.
 
The Human Resource Business Forums have a set curriculum to educate participants on the key functional areas of HR management. These forums are ideal for individuals who do not have a formal education in HR management, who may be new to the field and are looking to acquire foundational knowledge, or who are looking to strengthen their technical skills.

Senior Human Resource Business Forum (Appleton, Wisconsin)

9/12/2018 8:30 AM - 12:00 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, Wipfli Upcoming Events

Type: In Person Event

Cost: $1295

Event Location:
Wipfli - Appleton, Wisconsin
2901 East Enterprise Avenue, Suite 500
Appleton
Wisconsin
54913

Every organization has “people” concerns, and Wipfli’s Senior Human Resource Business Forums provide a professional and constructive environment in which to discuss employee issues. You will walk away with sound, practical information on key functional areas of human resource (HR) management.

The Senior Human Resource Business Forums allow participants to focus on the role of HR at an advanced level and explore organizational development initiatives to enhance the effectiveness of the HR function within their organizations.  These forums are appropriate for individuals who have participated in the foundational Human Resource Business Forums or who have at least five years of experience in HR management.

Webinar: Build Better Experiences with Dynamics 365 for Project Service Automation

9/12/2018 1:00 PM - 2:00 PM (CT)

Industry:
Agribusiness, Nonprofits, Manufacturing and Distribution, Insurance, Health Care, Governments, Freshwater, FinTech, Financial Services, Financial Institutions, Dealerships, Wipfli Upcoming Events, Construction and Real Estate

Type: Live Webinar

Cost: Free

Discover project management made efficient and cost-effective with Dynamics 365 for Project Service Automation. This solution allows businesses like yours to manage the entire customer life cycle — from sales, planning and delivery, to the quality of your service post-sale.

Senior Human Resource Business Forum (Green Bay, Wisconsin)

9/13/2018 8:30 AM - 12:00 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, Wipfli Upcoming Events

Type: In Person Event

Cost: $1295

Event Location:
Wipfli - Green Bay, Wisconsin
469 Security Blvd.
Green Bay
Wisconsin
54313

Every organization has “people” concerns, and Wipfli’s Senior Human Resource Business Forums provide a professional and constructive environment in which to discuss employee issues. You will walk away with sound, practical information on key functional areas of human resource (HR) management.

The Senior Human Resource Business Forums allow participants to focus on the role of HR at an advanced level and explore organizational development initiatives to enhance the effectiveness of the HR function within their organizations.  These forums are appropriate for individuals who have participated in the foundational Human Resource Business Forums or who have at least five years of experience in HR management.

Senior Human Resource Business Forum (Eau Claire, Wisconsin)

9/18/2018 8:30 AM - 12:00 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, Wipfli Upcoming Events

Type: In Person Event

Cost: $1295

Event Location:
Wipfli - Eau Claire, Wisconsin
3703 Oakwood Hills Parkway
Eau Claire
Wisconsin
54701

Every organization has “people” concerns, and Wipfli’s Senior Human Resource Business Forums provide a professional and constructive environment in which to discuss employee issues. You will walk away with sound, practical information on key functional areas of human resource (HR) management.

The Senior Human Resource Business Forums allow participants to focus on the role of HR at an advanced level and explore organizational development initiatives to enhance the effectiveness of the HR function within their organizations.  These forums are appropriate for individuals who have participated in the foundational Human Resource Business Forums or who have at least five years of experience in HR management.

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

9/18/2018 12:00 PM - 9/20/2018 4:00 PM (PT)

Industry:
Health Care

Type: In Person Event

Cost: $500

Event Location:
Peppermill Resort Spa Casino
2707 South Virginia Street
Reno
Nevada
89502

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

Senior Human Resource Business Forum (Eau Claire, Wisconsin)

9/18/2018 1:00 PM - 4:30 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, Wipfli Upcoming Events

Type: In Person Event

Cost: $1295

Event Location:
Wipfli - Eau Claire, Wisconsin
3703 Oakwood Hills Parkway
Eau Claire
Wisconsin
54701

Every organization has “people” concerns, and Wipfli’s Senior Human Resource Business Forums provide a professional and constructive environment in which to discuss employee issues. You will walk away with sound, practical information on key functional areas of human resource (HR) management.

The Senior Human Resource Business Forums allow participants to focus on the role of HR at an advanced level and explore organizational development initiatives to enhance the effectiveness of the HR function within their organizations.  These forums are appropriate for individuals who have participated in the foundational Human Resource Business Forums or who have at least five years of experience in HR management.

Human Resource Business Forum (Appleton, Wisconsin)

9/19/2018 8:30 AM - 12:00 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, Wipfli Upcoming Events

Type: In Person Event

Cost: $1295

Event Location:
Wipfli - Appleton, Wisconsin
2901 East Enterprise Avenue, Suite 500
Appleton
Wisconsin
54913

Wipfli’s Human Resource Business Forums are designed to provide education on current trends and best practices for individuals with human resource (HR) responsibilities in a dynamic and interactive environment. The people participating in each of the Forum’s locations are the same throughout the program year, allowing individuals to develop powerful and lasting professional relationships and to engage in significant problem solving.
 
The Human Resource Business Forums have a set curriculum to educate participants on the key functional areas of HR management. These forums are ideal for individuals who do not have a formal education in HR management, who may be new to the field and are looking to acquire foundational knowledge, or who are looking to strengthen their technical skills.

Senior HR Business Forum (Eau Claire, Wisconsin)

9/19/2018 8:30 AM - 12:00 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, Wipfli Upcoming Events

Type: In Person Event

Cost: $1295

Event Location:
Wipfli - Eau Claire, Wisconsin
3703 Oakwood Hills Parkway
Eau Claire
Wisconsin
54701

Every organization has “people” concerns, and Wipfli’s Senior Human Resource Business Forums provide a professional and constructive environment in which to discuss employee issues. You will walk away with sound, practical information on key functional areas of human resource (HR) management.

The Senior Human Resource Business Forums allow participants to focus on the role of HR at an advanced level and explore organizational development initiatives to enhance the effectiveness of the HR function within their organizations.  These forums are appropriate for individuals who have participated in the foundational Human Resource Business Forums or who have at least five years of experience in HR management.

Senior Human Resource Business Forum (Eau Claire, Wisconsin)

9/19/2018 1:00 PM - 4:30 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, Wipfli Upcoming Events

Type: In Person Event

Cost: $1295

Event Location:
Wipfli - Eau Claire, Wisconsin
3703 Oakwood Hills Parkway
Eau Claire
Wisconsin
54701

Every organization has “people” concerns, and Wipfli’s Senior Human Resource Business Forums provide a professional and constructive environment in which to discuss employee issues. You will walk away with sound, practical information on key functional areas of human resource (HR) management.

The Senior Human Resource Business Forums allow participants to focus on the role of HR at an advanced level and explore organizational development initiatives to enhance the effectiveness of the HR function within their organizations.  These forums are appropriate for individuals who have participated in the foundational Human Resource Business Forums or who have at least five years of experience in HR management.

Human Resource Business Forum (Green Bay, Wisconsin)

9/20/2018 8:30 AM - 12:00 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, Wipfli Upcoming Events

Type: In Person Event

Cost: $1295

Event Location:
Wipfli - Green Bay, Wisconsin
469 Security Blvd.
Green Bay
Wisconsin
54313

Wipfli’s Human Resource Business Forums are designed to provide education on current trends and best practices for individuals with human resource (HR) responsibilities in a dynamic and interactive environment. The people participating in each of the Forum’s locations are the same throughout the program year, allowing individuals to develop powerful and lasting professional relationships and to engage in significant problem solving.
 
The Human Resource Business Forums have a set curriculum to educate participants on the key functional areas of HR management. These forums are ideal for individuals who do not have a formal education in HR management, who may be new to the field and are looking to acquire foundational knowledge, or who are looking to strengthen their technical skills.

Senior Human Resource Business Forum (Wausau, Wisconsin)

9/20/2018 8:30 AM - 12:00 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, Wipfli Upcoming Events

Type: In Person Event

Cost: $1295

Event Location:
Wipfli - Wausau, Wisconsin
11 Scott Street
Wausau
Wisconsin
54403

Every organization has “people” concerns, and Wipfli’s Senior Human Resource Business Forums provide a professional and constructive environment in which to discuss employee issues. You will walk away with sound, practical information on key functional areas of human resource (HR) management.

The Senior Human Resource Business Forums allow participants to focus on the role of HR at an advanced level and explore organizational development initiatives to enhance the effectiveness of the HR function within their organizations.  These forums are appropriate for individuals who have participated in the foundational Human Resource Business Forums or who have at least five years of experience in HR management.

Human Resource Business Forum (Wausau, Wisconsin)

9/20/2018 1:00 PM - 4:30 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, Wipfli Upcoming Events

Type: In Person Event

Cost: $1295

Event Location:
Wipfli - Wausau, Wisconsin
11 Scott St.
Wausau
Wisconsin
54403

Wipfli’s Human Resource Business Forums are designed to provide education on current trends and best practices for individuals with human resource (HR) responsibilities in a dynamic and interactive environment. The people participating in each of the Forum’s locations are the same throughout the program year, allowing individuals to develop powerful and lasting professional relationships and to engage in significant problem solving.
 
The Human Resource Business Forums have a set curriculum to educate participants on the key functional areas of HR management. These forums are ideal for individuals who do not have a formal education in HR management, who may be new to the field and are looking to acquire foundational knowledge, or who are looking to strengthen their technical skills.

Senior Human Resource Business Forum (La Crosse, Wisconsin)

9/25/2018 8:30 AM - 12:00 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, Wipfli Upcoming Events

Type: In Person Event

Cost: $1295

Event Location:
Wipfli - La Crosse, Wisconsin
2 Copeland Ave. Suite 301
La Crosse
Wisconsin
54603

Every organization has “people” concerns, and Wipfli’s Senior Human Resource Business Forums provide a professional and constructive environment in which to discuss employee issues. You will walk away with sound, practical information on key functional areas of human resource (HR) management.

The Senior Human Resource Business Forums allow participants to focus on the role of HR at an advanced level and explore organizational development initiatives to enhance the effectiveness of the HR function within their organizations.  These forums are appropriate for individuals who have participated in the foundational Human Resource Business Forums or who have at least five years of experience in HR management.

Managing Cybersecurity Risks: An Ounce of Prevention

9/26/2018 8:30 AM - 11:00 AM (CT)

Industry:
Nonprofits, Governments

Type: In Person Event

Cost: Free

Event Location:
UBS Tower – 2nd Floor
1 North Upper Wacker Drive
Chicago
Illinois
60606

The key to having a successful and sustainable cybersecurity program is building a culture of awareness. This starts with setting the tone at the top, allocating resources to manage risk, training employees and providing communication to the board and other stakeholders. Join us for tips on how to create a culture of security awareness and legal compliance.

SCOTUS Overturns Quill: How Manufacturers Are Impacted and What You Should Be Doing Today

9/27/2018 11:00 AM - 12:00 PM (CT)

Industry:
Manufacturing and Distribution

Type: Live Webinar

Cost: Free

This summer, the U.S. Supreme Court released its highly anticipated decision in South Dakota v. Wayfair, Inc. In a five-to-four decision, the Supreme Court overturned the physical presence standard set forth in its own decision in Quill Corp. v. North Dakota. In that case, the Supreme Court ruled that a state could require a business to collect sales tax only if that business had a physical presence in that state. Join Wipfli State and Local Tax (SALT) leaders to learn more about this monumental change, how it impacts manufacturers and what you should be doing today.

Business Continuity Workshop - Eau Claire, WI

10/2/2018 9:00 AM - 2:30 PM (CT)

Industry:
Financial Institutions

Type: In Person Event

Cost: $1500

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

When an incident happens, how your leadership and teams respond will make all the difference. Exercising response and continuity plans improves resilience and gets people familiar with the decisions that need to be made and procedures to follow in response to a crisis. Please bring your bank’s business continuity and crisis response leaders and join Wipfli for a one-day workshop that will exercise your continuity plans in real-world business interruption scenarios such as ransomware and natural disasters

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

10/9/2018 7:30 AM - 10/11/2018 12:00 PM (CT)

Industry:
Health Care

Type: In Person Event

Cost: $500

Event Location:
Crowne Plaza Suites MSP Airport – Mall of America
3 Appletree Square
Bloomington
Minnesota
55425

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

Community Banking Forum - DeKalb, IL

Community Banking Forum Pre-Session - Shining a Spotlight on Blockchain and How Banks are Moving Forward with FinTech:
10/9/2018 5:30 PM - 7:00 PM (CT)

Community Banking Forum Reception - DeKalb, IL:
10/9/2018 7:00 PM - 9:00 PM (CT)

Community Banking Forum - DeKalb, IL:
10/10/2018 8:30 AM - 2:30 PM (CT)

Industry:
Financial Institutions

Type: In Person Event

Cost: Free

CLU Credits: 7.5

Event Location:
Barsema Alumni and Visitors Center - NIU Alumni Association
231 North Annie Glidden Road
DeKalb
Illinois
60115

The Community Banking Forum has been designed exclusively for executive officers and board members of community banks. This event will provide you with information on and insight into current topics that are deeply impacting community banks today. The speakers, topics, and value-added information, combined with the opportunity to network with your peers, make this event one you will not want to miss!

Community Banking Forum - Oakdale, MN

10/18/2018 7:30 AM - 3:30 PM (CT)

Industry:
Financial Institutions

Type: In Person Event

Cost: Free

CLU Credits: 6.5

Event Location:
Envision Catering and Hospitality
484 Inwood Avenue North
Oakdale
Minnesota
55128

The Community Banking Forum has been designed exclusively for executive officers and board members of community banks. This event will provide you with information on and  insight into current topics that are deeply impacting community banks today. The speakers, topics, and value-added information, combined with the opportunity to network with your peers, make this event one you will not want to miss!

Community Banking Forum - Wisconsin Dells, WI

Community Banking Forum Pre-Session - FinTech Update: How Banks Are Moving Forward :
10/23/2018 5:30 PM - 7:00 PM (CT)

Community Banking Forum Reception - Wisconsin Dells, WI:
10/23/2018 7:00 PM - 9:00 PM (CT)

Community Banking Forum - Wisconsin Dells, WI:
10/24/2018 8:30 AM - 2:30 PM (CT)

Industry:
Financial Institutions

Type: In Person Event

Cost: Free

CLU Credits: 7.5

Event Location:
Wilderness Territory – Glacier Canyon Conference Center
45 Hillman Road
Wisconsin Dells
Wisconsin
53965

The Community Banking Forum has been designed exclusively for executive officers and board members of community banks. This event will provide you with information on and  insight into current topics that are deeply impacting community banks today. The speakers, topics, and value-added information, combined with the opportunity to network with your peers, make this event one you will not want to miss!

In-Depth Training on OMB’s Uniform Guidance Plus Head Start Overview

10/30/2018 7:45 AM - 11/1/2018 5:00 PM (CT)

Industry:
Nonprofits, Governments, Wipfli Upcoming Events

Type: In Person Event

Cost: $900

CLU Credits: 21

Event Location:
Crowne Plaza AiRE- MSP Airport | Mall of America
3 Appletree Square
Bloomington
Minnesota
55425

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 two-day 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 if you administer a Head Start/Early Head Start program, you will want to stay for day three when we discuss the latest impacts of the Head Start Act and Program Performance Standards.

Business Continuity Workshop - Milwaukee, WI

11/6/2018 9:00 AM - 2:30 PM (CT)

Industry:
Financial Institutions

Type: In Person Event

Cost: $1500

Event Location:
Wipfli Milwaukee Office
10000 Innovation Dr., Suite 250
Milwaukee
Wisconsin
53226

When an incident happens, how your leadership and teams respond will make all the difference. Exercising response and continuity plans improves resilience and gets people familiar with the decisions that need to be made and procedures to follow in response to a crisis. Please bring your bank’s business continuity and crisis response leaders and join Wipfli for a one-day workshop that will exercise your continuity plans in real-world business interruption scenarios such as ransomware and natural disasters.

Business Continuity Workshop - Dixon, IL

11/7/2018 9:00 AM - 2:30 PM (CT)

Industry:
Financial Institutions

Type: In Person Event

Cost: $1500

Event Location:
Sauk Valley Community College
173 Illinois Rt 2
Dixon
Illinois
61021

When an incident happens, how your leadership and teams respond will make all the difference. Exercising response and continuity plans improves resilience and gets people familiar with the decisions that need to be made and procedures to follow in response to a crisis. Please bring your bank’s business continuity and crisis response leaders and join Wipfli for a one-day workshop that will exercise your continuity plans in real-world business interruption scenarios such as ransomware and natural disasters.

6th Annual Wipfli Winter Training Conference

12/3/2018 8:00 AM - 12/7/2018 12:00 PM (ET)

Industry:
Nonprofits, Wipfli Upcoming Events, Governments, Health Care

Type: In Person Event

Cost: $950

Event Location:
DoubleTree by Hilton
5780 Major Blvd.
Orlando
Florida
32819

For six 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 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.

20th Annual Wipfli National Conference

7/14/2019 1:00 PM - 7/19/2019 12:00 PM (PT)

Industry:
Wipfli Upcoming Events, Governments, Nonprofits, Health Care

Type: In Person Event

Cost: $1000

Event Location:
Caesars Palace
3570 Las Vegas Blvd. S.
Las Vegas
Nevada
89109

Conference details are coming soon. Stay tuned!