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.

Drive results with talent

12/8/2020 09:00 AM - 12/10/2020 03:30 PM (CT)

Type: Live Webinar

Cost $2100

Participants of this workshop will learn how to elevate their talent strategy and take their business to the next level by using people data, applying best practices, and taking action.

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.

Microsoft Dynamics GP year-end webinar

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

Type: Live Webinar

Cost $175

Let Wipfli guide you through your Microsoft Dynamics GP year-end close process! We will be walking you through how to close General Ledger, Accounts Payable, Accounts Receivable, Inventory, Fixed Assets, and Payroll. We will discuss the recommended sequence and steps to ensure a smooth closing. Time will be allowed for participant Q&A as well.

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.

Senior Living Educational Series | Understanding accounts receivables from A-Z

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

Industry:
Healthcare

Type: Live Webinar

Cost Free

Our healthcare team stays well-versed in the ever-changing accounting and compliance rules that potentially impact your senior living organization. We’ll provide insights and best practices to increase revenues while containing costs. Plus, during the live video event we’ll also answer your specific questions.

Foundational HR business forum series for construction and real estate

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

Industry:
Construction and Real Estate

Type: Live Webinar

Cost $664

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.

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.

Senior HR Business Forum in Eau Claire, WI

12/15/2020 08:30 AM - 12:00 PM (CT)

Type: In Person Event

Cost $664

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.

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.

Senior HR Business Forum in Eau Claire, WI

12/16/2020 08:30 AM - 12:00 PM (CT)

Type: In Person Event

Cost $664

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: 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:

Senior HR Business Forum in Eau Claire, WI

12/16/2020 01:00 PM - 04:30 PM (CT)

Type: In Person Event

Cost $664

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.

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 Business Forum in La Crosse, WI

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

Type: In Person Event

Cost $664

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.

CSBG Organizational Standards Boot Camp

1/7/2021 10:00 AM - 03:00 PM (CT)

Industry:
Nonprofits, Governments

Type: Live Webinar

Cost $375

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.

Head Start/Early Head Start Regulation Boot Camp

1/12/2021 12:30 PM - 1/14/2021 04:00 PM (CT)

Industry:
Nonprofits, Governments

Type: Live Webinar

Cost $825

CLU Credits: 10.5

The Head Start Act and the Head Start Program Performance Standards (HSPPS) contain pages and pages of guidelines that HS/EHS programs need to follow to stay in compliance. The goal is to help you get comfortable with what HS/EHS programs need to follow to stay in compliance.

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.

How to use competitor benchmarking to gain market share

1/14/2021 02:00 PM - 03:30 PM (CT)

Industry:
Financial Institutions

Type: Live Webinar

Cost Free

Learn what competitor benchmarking looks like for financial institutions and how it can deliver insights, best practices and, overall, market share.

In-Depth Training on OMB's Uniform Guidance

1/19/2021 12:30 PM - 1/22/2021 04:00 PM (CT)

Industry:
Nonprofits, Governments

Type: Live Webinar

Cost $825

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.

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.

Head Start/Early Head Start Regulation Boot Camp

2/9/2021 12:30 PM - 2/11/2021 04:00 PM (CT)

Industry:
Nonprofits, Governments

Type: Live Webinar

Cost $825

CLU Credits: 10.5

The Head Start Act and the Head Start Program Performance Standards (HSPPS) contain pages and pages of guidelines that HS/EHS programs need to follow to stay in compliance. The goal is to help you get comfortable with what HS/EHS programs need to follow to stay in compliance.

In-Depth Training on OMB's Uniform Guidance

2/16/2021 12:30 PM - 2/18/2021 04:00 PM (CT)

Industry:
Nonprofits, Governments

Type: Live Webinar

Cost $825

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.

CSBG Organizational Standards Boot Camp

2/24/2021 10:00 AM - 03:00 PM (CT)

Industry:
Nonprofits, Governments

Type: Live Webinar

Cost $375

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.

In-Depth Training on OMB's Uniform Guidance

3/9/2021 12:30 PM - 3/11/2021 04:00 PM (CT)

Industry:
Nonprofits, Governments

Type: Live Webinar

Cost $825

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.

Head Start/Early Head Start Regulation Boot Camp

3/16/2021 12:30 PM - 3/18/2021 04:00 PM (CT)

Industry:
Nonprofits

Type: Live Webinar

Cost $825

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. 

CSBG Organizational Standards Boot Camp

3/25/2021 10:00 AM - 03:00 PM (CT)

Industry:
Nonprofits

Type: Live Webinar

Cost $375

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.

In-Depth Training on OMB's Uniform Guidance

4/6/2021 12:30 PM - 4/8/2021 04:00 PM (CT)

Industry:
Nonprofits, Governments

Type: Live Webinar

Cost $825

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.

CSBG Organizational Standards Boot Camp

4/13/2021 10:00 AM - 03:00 PM (CT)

Industry:
Nonprofits

Type: Live Webinar

Cost $375

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.

Head Start/Early Head Start Regulation Boot Camp

4/27/2021 12:30 PM - 4/29/2021 04:00 PM (CT)

Industry:
Nonprofits

Type: Live Webinar

Cost $825

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. 

CSBG Organizational Standards Boot Camp

5/5/2021 10:00 AM - 03:00 PM (CT)

Industry:
Nonprofits

Type: Live Webinar

Cost $375

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.

In-Depth Training on OMB's Uniform Guidance

5/11/2021 12:30 PM - 5/13/2021 04:00 PM (CT)

Industry:
Nonprofits, Governments

Type: Live Webinar

Cost $825

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.

Head Start/Early Head Start Regulation Boot Camp

5/18/2021 12:30 PM - 5/20/2021 04:00 PM (CT)

Industry:
Nonprofits

Type: Live Webinar

Cost $825

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. 

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.