Wipfli Upcoming Events

18th Annual Wipfli National Training Conference

7/9/2017 11:30 AM - 7/14/2017 9:45 AM (PT)

Industry:
Nonprofits, Governments, Health Care

Type: In Person Event

Cost: $950

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

For 18 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.

Uniform Real Estate Loan Application (URLA) Form Implementation Webinar

7/27/2017 2:00 PM - 3:30 PM (CT)

Industry:
Financial Institutions

Type: Live Webinar

Cost: Free

The URLA is also known as the Freddie Mac Form 65 and the Fannie Mae Form 1003.  It is jointly owned by these government-sponsored entities (GSEs) and has been in use for more than 20 years.  In August 2016, the URLA was updated. The form has been redesigned to be more consumer-friendly and efficient

New Beneficial Ownership Implementation Webinar

8/9/2017 2:00 PM - 4:00 PM (CT)

Industry:
Financial Institutions

Type: Live Webinar

Cost: $95

On May 11, 2018, the final rule issued by the Financial Crimes Enforcement Network (FinCEN) will be implemented, which will require financial institutions to put in place policies and procedures to comply with the beneficial ownership rule. The rule requires a covered financial institution to adopt due diligence procedures that will require identification and verification of a legal entity’s beneficial owner(s) at the time of account opening. This is the most significant change since the implementation of the USA PATRIOT Act and will affect all areas of your institution, such as front-line staff, commercial lenders, board of directors, and compliance staff.  

ACH Update Webinar

8/17/2017 2:00 PM - 3:00 PM (CT)

Industry:
Financial Institutions

Type: Live Webinar

Cost: Free

Electronic payments via ACH continue to evolve as technology and other factors change the way we do things. Consequently, NACHA Operating Rules continually change also. This webinar will cover approved NACHA rule changes and give insight into issues we see financial institutions facing as a result of examiner scrutiny and the changing electronic payments environment. 

Seminar Cybersecurity Threats - Principles for Understanding, Managing, and Monitoring Your Information Systems (St. Paul, MN)

8/22/2017 9:00 AM - 4:00 PM (CT)

Industry:
Financial Institutions

Type: In Person Event

Cost: $245

Event Location:
Wipfli LLP Office
8865 Hudson Boulevard North, Suite 200
St. Paul
Minnesota
55042

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. Using 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.

Seminar Cybersecurity Threats - Principles for Understanding, Managing, and Monitoring Your Information Systems (Madison, WI)

8/24/2017 9:00 AM - 4:00 PM (CT)

Industry:
Financial Institutions

Type: In Person Event

Cost: $245

Event Location:
Holiday Inn Madison at The American Center
5109 West Terrance Drive
Madison
Wisconsin
53718

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. Using 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.

High-level Overview of the Head Start/Early Head Start Program Performance Standards (Pre-Institute Session to the 2017 Arkansas Head Start Institute)

8/28/2017 7:30 AM - 5:00 PM (CT)

Industry:
Nonprofits

Type: In Person Event

Cost: $395

Event Location:
Little Rock Marriott
3 Statehouse Plaza
Little Rock
Arkansas
72201

They have been decades in the making, and they are here! The Office of Head Start has issued the Head Start Program Performance Standards (HSPPS). But what exactly does this mean for your organization? And how quickly do you need to act?

Join us to learn what has changed, what stays the same, and the timelines associated with implementation of the HSPPS. We will integrate details from the Improving Head Start for School Readiness Act of 2007 (the “Head Start Act”). In addition to helping you remain calm, our goal is to help you learn how these new standards affect your programs, including exploring the new structure and discussing how the requirements impact your day-to-day operations.

In-Depth Training on OMB's Uniform Guidance (Preconference to the Community Action Partnership 2017 Annual Convention)

8/28/2017 9:30 AM - 8/29/2017 6:00 PM (ET)

Industry:
Nonprofits, Governments

Type: In Person Event

Cost: $795

Event Location:
Philadelphia Downtown Marriott
1201 Market Street
Philadelphia
Pennsylvania
19107

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”).

Seminar Cybersecurity Threats - Principles for Understanding, Managing, and Monitoring Your Information Systems (Iowa City, IA)

8/29/2017 9:00 AM - 4:00 PM (CT)

Industry:
Financial Institutions

Type: In Person Event

Cost: $245

Event Location:
Sheraton Iowa City Hotel
210 South Dubuque Street
Iowa City
Iowa
52240

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. Using 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.

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

9/12/2017 5:30 AM - 9/14/2017 10:00 AM (PT)

Industry:
Health Care

Type: In Person Event

Cost: $500

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

THIS CONFERENCE REACHED CAPACITY IN 2016. REGISTER TODAY TO RESERVE YOUR SEAT.

You are invited to this annual event to receive quality education, have the opportunity to communicate directly with industry experts, and network with colleagues at other critical access hospitals and rural health clinics. Our sessions are intended for all levels of CAH and RHC professionals including administrators, CFOs, CEOs, CIOs, chief nursing officers, directors of finance, finance professionals, reimbursement analysts, office managers, and patient accounts professionals.

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

10/10/2017 10:00 AM - 11:00 AM (CT)

Industry:
Nonprofits

Type: Live Webinar

Cost: Free

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

Community Banking Forum: Pre-Session, Networking Reception & Forum

What Is FinTech, and Why Should I Care? Pre-forum Session:
10/10/2017 5:00 PM - 6:30 PM (CT)

Networking Reception in the Hall of Fame – Hors d’ oeuvres and Cocktails:
10/10/2017 7:00 PM - 10:00 PM (CT)

Community Banking Forum:
10/11/2017 8:00 AM - 3:30 PM (CT)

Industry:
Financial Institutions

Type: In Person Event

Cost: Free

Event Location:
Lambeau Field
1265 Lombardi Avenue
Green Bay
Wisconsin
54304

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!

Seminar Cybersecurity Threats - Principles for Understanding, Managing, and Monitoring Your Information Systems (Helena, MT)

11/1/2017 8:00 AM - 3:00 PM (MT)

Industry:
Financial Institutions

Type: In Person Event

Cost: $245

Event Location:
Wipfli LLP Office
910 North Last Chance Gulch
Helena
MT
59601

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. Using 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.

Seminar Cybersecurity Threats - Principles for Understanding, Managing, and Monitoring Your Information Systems (Bozeman, MT)

11/2/2017 8:00 AM - 3:00 PM (MT)

Industry:
Financial Institutions

Type: In Person Event

Cost: $245

Event Location:
Wipfli LLP Office
777 East Main
Bozeman
MT
59715

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. Using 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.