Wipfli Upcoming Events

Research and Development Tax Credit Opportunities for Ag

2/20/2019 1:00 PM - 2:00 PM (CT)

Industry:
Agribusiness

Type: Live Webinar

Cost: Free

Many of the business activities associated with agriculture qualify for the research and development tax credit. Could you be missing out on tax credits without realizing it?

Please join us for this complimentary webinar designed especially for ag producers and related agribusinesses.  

Fair Lending Examiner Expectation for Your Fair Lending Program

2/20/2019 2:00 PM - 3:30 PM (CT)

Industry:
Financial Institutions

Type: Live Webinar

Cost: Free

It’s still a hot topic and one that affects all financial institutions.  Do you know how to manage your fair lending risk?  Why be surprised when confronted with disparities in your lending performance.  

IRS Qualified Transportation Fringe Benefits Affects ALL Nonprofits

2/21/2019 11:30 AM - 1:00 PM (CT)

Industry:
Nonprofits

Type: In Person Event

Cost: $20

CLU Credits: 1

Event Location:
Wipfli LLP
2501 W Beltline Hwy, Ste 401
Madison
Wisconsin
53713

The IRS recently released guidance, in the form of two notices, regarding how to calculate the increase to unrelated business income (UBI) for employee-provided parking. The new guidance outlines the implications not only on parking paid on employees’ behalf, but also on any owned or leased parking lots.

In-Depth Training on OMB's Uniform Guidance

3/12/2019 7:45 AM - 3/13/2019 5:00 PM (PT)

Industry:
Governments, Nonprofits, Tribal Gaming and Government

Type: In Person Event

Cost: $795

CLU Credits: 14

Event Location:
Sacramento Marriott Rancho Cordova
11211 Point East Drive
Rancho Cordova
California
95742

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”).

Becoming a PI Practitioner

3/12/2019 8:30 AM - 3/13/2019 4:00 PM (CT)

Type: In Person Event

Cost: $2100

CLU Credits: 13.75

Event Location:
Wipfli LLP
7601 S. France Ave., Suite 400
Minneapolis
Minnesota
55435

Get the most out of The Predictive Index® with this two-day workshop.
*13.75 SHRM/HRCI credits*

This training is open to current PI clients only - Contact us if you wish to learn more. 

IT Examination Hot Topics – Cybersecurity

3/20/2019 2:00 PM - 3:30 PM (CT)

Industry:
Financial Institutions

Type: Live Webinar

Cost: Free

You can’t have an effective cybersecurity strategy if you don’t know what you’re up against. This webinar will discuss the latest threats to your customer information. We will also bring you up to date on the latest FFIEC and other interagency guidance in regard to cybersecurity as it affects the roles and responsibilities within your financial institution. Resources will also be provided for enhancing your training program and the effectiveness of your cybersecurity program.

BSA Workshop Assessing and Managing Risk - Mastering the Basics Webinar

3/26/2019 9:00 AM - 4:00 PM (CT)

Industry:
Financial Institutions

Type: Live Webinar

Cost: $249

CLU Credits: 6.5

This workshop is perfect for the BSA Officer who is new to the position or for BSA compliance staff who serve as backup to the BSA Officer. 

Plan and Budget Smarter with Sage Intacct

3/26/2019 1:00 PM - 2:00 PM (ET)

Industry:
Agribusiness, Construction and Real Estate, Dealerships, Financial Institutions, Financial Services, FinTech, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity, Tribal Gaming and Government

Type: Live Webinar

Cost: Free

Say goodbye to spreadsheet headaches and outdated processes with powerful planning and budgeting that’s easy to deploy and use. Join us for a free webinar where we will provide an in-debth look at this new Budgeting and Planning solution.

BSA Workshop Assessing and Managing Risk - Advanced Topics and Emerging Trends, Wisconsin Dells, WI

4/3/2019 9:00 AM - 4:00 PM (CT)

Industry:
Financial Institutions

Type: In Person Event

Cost: $249

CLU Credits: 6.5

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

BSA compliance is about not just properly completing regulatory reports, but also being aware of the emerging trends that face the banking industry. This workshop is designed to be a higher-level overview of the day-to-day responsibilities of the BSA Officer and is dedicated to those high-risk pressing issues that worry you the most.

BSA Workshop Assessing and Managing Risk - Advanced Topics and Emerging Trends, DeKalb, IL

4/9/2019 9:00 AM - 4:00 PM (CT)

Industry:
Financial Institutions

Type: In Person Event

Cost: $249

CLU Credits: 6.5

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

BSA compliance is about not just properly completing regulatory reports, but also being aware of the emerging trends that face the banking industry. This workshop is designed to be a higher-level overview of the day-to-day responsibilities of the BSA Officer and is dedicated to those high-risk pressing issues that worry you the most.

Rural Health Clinic Conference

4/9/2019 12:00 PM - 4/10/2019 3:00 PM (CT)

Industry:
Health Care

Type: In Person Event

Cost: $300

Event Location:
Kalahari Resort & Convention Center
1305 Kalahari Drive
Wisconsin Dells
Wisconsin
53965

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

Driving Decisions with Timely Financials, Budgets and Dashboards - Milwaukee

4/9/2019 12:30 PM - 2:00 PM (CT)

Industry:
Nonprofits

Type: In Person Event

Cost: Free

CLU Credits: 0

Event Location:
Wipfli LLP
10000 Innovation Drive, Suite 250
Milwaukee
Wisconsin
53226

As technology advances, its transformational impact on your organization’s mission should be considered.

Driving Decisions with Timely Financials, Budgets and Dashboards - Madison

4/10/2019 7:30 AM - 9:00 AM (CT)

Industry:
Nonprofits

Type: In Person Event

Cost: Free

CLU Credits: 0

Event Location:
Wipfli LLP
2501 West Beltline Hwy Ste. 401
Madison
Wisconsin
53713

As technology advances, its transformational impact on your organization’s mission should be considered.

BSA Workshop Assessing and Managing Risk - Advanced Topics and Emerging Trends Webinar

4/10/2019 9:00 AM - 4:00 PM (CT)

Industry:
Financial Institutions

Type: Live Webinar

Cost: $249

CLU Credits: 6.5

BSA compliance is about not just properly completing regulatory reports, but also being aware of the emerging trends that face the banking industry. This workshop is designed to be a higher-level overview of the day-to-day responsibilities of the BSA Officer and is dedicated to those high-risk pressing issues that worry you the most.

Driving Decisions with Timely Financials, Budgets and Dashboards - Green Bay

4/10/2019 12:30 PM - 2:00 PM (CT)

Industry:
Nonprofits

Type: In Person Event

Cost: Free

CLU Credits: 0

Event Location:
Wipfli LLP
469 Security Blvd
Green Bay
Wisconsin
54313

As technology advances, its transformational impact on your organization’s mission should be considered.

Driving Decisions with Timely Financials, Budgets and Dashboards - Minneapolis

4/11/2019 7:30 AM - 9:00 AM (CT)

Industry:
Nonprofits

Type: In Person Event

Cost: Free

CLU Credits: 0

Event Location:
Wipfli LLP
7601 France Avenue South, Suite 400
Minneapolis
Minnesota
55435

As technology advances, its transformational impact on your organization’s mission should be considered.

Performance Reviews – What’s to Like About Them?

4/11/2019 11:30 AM - 1:00 PM (CT)

Industry:
Nonprofits

Type: In Person Event

Cost: $20

CLU Credits: 1

Event Location:
Wipfli LLP
2501 W Beltline Hwy, Ste 401
Madison
Wisconsin
53713

When discussing performance reviews, we rarely hear that the reviewer is excited and enthusiastically looking forward to the process. It sounds more akin to heading into the dentist for a root canal…without Novocain. If this sounds, feels, or is familiar – please join us.

HS/EHS Governance Pre-Institute Session to the 2019 Arkansas Head Start Institute

4/15/2019 9:00 AM - 4:00 PM (CT)

Industry:
Governments, Nonprofits, Tribal Gaming and Government

Type: In Person Event

Cost: $395

Event Location:
DoubleTree Hotel – Robinson Center
424 West Markham
Little Rock
Arkansas
72201

Professionals new to the organization, as well as professionals who have been there for decades, will benefit from this HS/EHS Governance session. Join this training workshop to learn about the regulations and, more important, how to implement them in your organization. Review the requirements you need to know to stay in compliance through examples, stories and best practices learned from years of experience. Take back up-to-date and relevant information to implement immediately in your agency.

One-day Overview of Uniform Guidance, One-day HS Overview and One-Day HS Deep Dive – From Strategy to Execution Workshop: Planning for the HS/EHS Five-Year Grant Cycle

4/23/2019 7:45 AM - 4/25/2019 5:00 PM (CT)

Industry:
Governments, Nonprofits, Tribal Gaming and Government

Type: In Person Event

Cost: $900

CLU Credits: 21

Event Location:
Kansas City Marriott Downtown
200 West 12th Street
Kansas City
Missouri
64105

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”).

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

5/7/2019 7:45 AM - 5/9/2019 5:00 PM (PT)

Industry:
Governments, Nonprofits, Tribal Gaming and Government

Type: In Person Event

Cost: $900

CLU Credits: 21

Event Location:
Crowne Plaza San Diego
2270 Hotel Circle North
San Diego
California
92108

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.

Becoming a PI Practitioner

5/7/2019 8:30 AM - 5/8/2019 4:00 PM (CT)

Type: In Person Event

Cost: $2100

CLU Credits: 13.75

Event Location:
Wipfli LLP
469 Security Blvd
Green Bay
Wisconsin
54313

Get the most out of The Predictive Index® with this two-day workshop.
*13.75 SHRM/HRCI credits*

This training is open to current PI clients only - Contact us if you wish to learn more. 

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

5/14/2019 7:45 AM - 5/16/2019 5:00 PM (CT)

Industry:
Governments, Nonprofits, Tribal Gaming and Government

Type: In Person Event

Cost: $900

CLU Credits: 21

Event Location:
One Wacker
One North Wacker Drive, 2nd Floor (Room: Michigan II)
Chicago
Illinois
60606

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.

Getting It Right: Understanding the Not-for-Profit Financial Reporting Standards

6/13/2019 11:30 AM - 1:00 PM (CT)

Industry:
Governments, Nonprofits

Type: In Person Event

Cost: $20

CLU Credits: 1

Event Location:
Wipfli LLP
2501 W Beltline Hwy, Ste 401
Madison
Wisconsin
53713

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

In-Depth Training on OMB's Uniform Guidance

6/18/2019 7:45 AM - 6/19/2019 5:00 PM (PT)

Industry:
Governments, Nonprofits, Tribal Gaming and Government

Type: In Person Event

Cost: $795

CLU Credits: 14

Event Location:
Hyatt Regency Bellevue
900 Bellevue Way Northeast
Bellevue
Washington
98004

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”).

20th Annual Wipfli National Training Conference

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

Industry:
Tribal Gaming and Government, Governments, Nonprofits, Health Care

Type: In Person Event

Cost: $1000

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

Pre-registration is available now! 

Optimizing Talent and Teams with Predictive Index

8/8/2019 11:30 AM - 1:00 PM (CT)

Industry:
Governments, Nonprofits

Type: In Person Event

Cost: $20

CLU Credits: 1

Event Location:
Wipfli LLP
2501 W Beltline Hwy, Ste 401
Madison
Wisconsin
53713

Join Shelly Fine to learn about The Predictive Index, the world’s leading talent optimization platform that helps organizations hire the right people, inspire them to achieve, and engage them in the urgent and important work.

Becoming a PI Practitioner

9/10/2019 8:30 AM - 9/11/2019 4:00 PM (CT)

Type: In Person Event

Cost: $2100

CLU Credits: 13.75

Event Location:
Wipfli LLP
2501 W. Beltline Hwy., Suite 401
Madison
Wisconsin
53713

Get the most out of The Predictive Index® with this two-day workshop.
*13.75 SHRM/HRCI credits*

This training is open to current PI clients only - Contact us if you wish to learn more. 

How Tax Reform Impacted Donations

10/10/2019 11:30 AM - 1:00 PM (CT)

Industry:
Governments, Nonprofits

Type: In Person Event

Cost: $20

CLU Credits: 1

Event Location:
Wipfli LLP
2501 W Beltline Hwy, Ste 401
Madison
Wisconsin
53713

Tax reform, especially the raising of standard deductions, eliminated tax incentives for many donors. Much concern and speculation has occurred throughout this year about how donations will be impacted. But what actually happened? What did nonprofits experience? What are thoughts about its impact on the future? Come to this Lunch and Learn to begin answering these questions.

Becoming a PI Practitioner

11/12/2019 8:30 AM - 11/13/2019 4:00 PM (CT)

Type: In Person Event

Cost: $2100

CLU Credits: 13.75

Event Location:
Wipfli LLP
10000 Innovation Drive, Suite 250
Milwaukee
Wisconsin
53226

Get the most out of The Predictive Index® with this two-day workshop.
*13.75 SHRM/HRCI credits*

This training is open to current PI clients only - Contact us if you wish to learn more.