Events

Wipfli 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.

The Realities of Revenue Recognition for Tech Companies

5/1/2019 2:00 PM - 3:00 PM (CT)

Type: Live Webinar

Cost: Free

In what has been described as one of the largest changes to GAAP in the past decade, 2014 marked a year in which the Financial Accounting Standards Board (FASB) and the International Accounting Standards Board (IASB) sought to bring consistency across industries and enhance disclosure and simplicity for those preparing and relying on financial statements.

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. 

New Opportunity Zones Rules Just Released

5/7/2019 12:00 PM - 1:00 PM (CT)

Industry:
Construction and Real Estate

Type: Live Webinar

Cost: Free

The Treasury has released its second set of proposed opportunity zone regulations. While opportunity zones have gotten a lot of attention for their exciting potential benefits, the lack of substantive guidance has prevented many investors and developers from fully moving forward. However, these proposed regulations answer many lingering questions and provide greater clarity.

Gain a Competitive Edge With a Tech-Savvy Finance Team

5/9/2019 1:00 PM - 2:00 PM (CT)

Type: Live Webinar

Cost: Free

The pressure is on. With new technologies, increasing domestic and global competition, and disruptors able to move more quickly than ever, CFOs are expected to develop a strategy and hire the right people to execute. Decision makers are relying on tech-savvy CFOs to strategize for the future, uncover new business opportunities and save money. Embracing this new technology will transform your role as a tech-savvy CFO, and — ultimately — your business.

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.

How to Turn Strategy From a Plan to a Way of Being

5/16/2019 2:00 PM - 3:00 PM (CT)

Industry:
Financial Institutions

Type: Live Webinar

Cost: Free

Strategy may start in the boardroom, but it shouldn’t just stay there. The highest performing financial institutions live and breathe strategy. It’s a daily discussion; they become nimble at adapting to changing customer expectations and are not afraid of it. Learn how to adopt strategies that the highest performing institutions have employed that drive bottom-line results.  

New Gaming Revenue and Lease Accounting Standards Overview – OKC

5/21/2019 8:30 AM - 4:00 PM (CT)

Industry:
Governments, Nonprofits, Tribal Gaming and Government

Type: In Person Event

Cost: $499

CLU Credits: 8

Event Location:
Sheraton Oklahoma City Downtown Hotel
1 North Broadway Ave
Oklahoma City
Oklahoma
73102

During this New Gaming Revenue and Lease Accounting Standards Overview training we will focus on these key areas:

  • Impact of new regulations ASC 606 and GASB 87 will have on Casino Financial Statements
  • 2018 Gaming Audit and Accounting Guide
  • GASB 87 Leases and GASB 84 Fiduciary Activities, including updates to GASB guidance
  • 2018 Indian Gaming Cost of Doing Business Report
  • Review financial metrics of over 125 Tribal Casinos

Explore April’s New Business Central Features in Our Free Webinar

5/22/2019 1:00 PM - 2:00 PM (CT)

Type: Live Webinar

Cost: Free

Microsoft delivered a major update to Business Central last month. If you haven’t already explored what’s new, this is a great opportunity to get your organization ready and able to use the new, helpful features. Many of these features are convenient and save time, which means more efficiencies for your business.

New Gaming Revenue and Lease Accounting Standards Overview – Las Vegas

5/23/2019 8:30 AM - 4:00 PM (CT)

Industry:
Governments, Nonprofits, Tribal Gaming and Government

Type: In Person Event

Cost: $499

CLU Credits: 6

Event Location:
SLS Las Vegas Hotel & Casino
2535 Las Vegas Blvd. South
Las Vegas
Nevada
89109

During this New Gaming Revenue and Lease Accounting Standards Overview training we will focus on these key areas:

  • Impact of new regulations ASC 606 and GASB 87 will have on Casino Financial Statements
  • 2018 Gaming Audit and Accounting Guide
  • GASB 87 Leases and GASB 84 Fiduciary Activities, including updates to GASB guidance
  • 2018 Indian Gaming Cost of Doing Business Report
  • Review financial metrics of over 125 Tribal Casinos

Must-Have Features for Professional Services-Focused ERP

5/23/2019 1:00 PM - 2:00 PM (CT)

Type: Live Webinar

Cost: Free

Join us for a free webinar where we discuss the must-have features of a professional services-focused ERP solution, including:

  • Control over projects, financial information, timelines and data
  • Increased productivity through automated processes
  • Data visibility from all organizational roles
  • A solution that can scale as your business grows
  • And more!

Title 31/AML Recent Developments

5/29/2019 8:30 AM - 5/30/2019 12:00 PM (PT)

Industry:
Governments, Nonprofits, Tribal Gaming and Government

Type: In Person Event

Cost: $799

CLU Credits: 9

Event Location:
Planet Hollywood Resort & Casino
3667 S. Las Vegas Blvd.
Las Vegas
Nevada
89109

During this Title 31/Anti-Money Laundering Recent Developments training we will focus on these key areas:

  • History and Basic Requirements
  • Current and Emerging Title 31 Trends
  • Money Laundering
  • Types of Reportable Transactions
  • Use of the Monetary Instrument Log
  • Suspicious Activity Reporting
  • Recent Enforcement Actions
  • What is Considered Suspicious Activity
  • Know Your Customer
  • Source of Funds
  • Marijuana Enforcement
  •  Due Diligence Triggers

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”).

Internal Audit Boot Camp

6/18/2019 8:30 AM - 6/20/2019 12:00 PM (CT)

Industry:
Governments, Nonprofits, Tribal Gaming and Government

Type: In Person Event

Cost: $1099

CLU Credits: 15

Event Location:
River Spirit Casino Resort
Address: 8330 Riverside Pkwy
Tulsa
Oklahoma
74137

During this Internal Audit Boot Camp we will focus on these key areas:

  • Adding value through compliance
  • Proper communication within your organization
  • What should be tested? Mixed Class II and III facilities
  • Title 31 – know your customer
  • Internal audit workpapers and documentation
  • Recent and possible regulatory changes
  • Role of internal audit and the gaming commission
  • Internal audit charters
  • Gaming ordinances
  • Audit requirements
  • Casino fraud and cheats

20th Annual Wipfli National Training Conference

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

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

Type: In Person Event

Cost: $1025

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

Your community depends on the services you provide. You depend on Wipfli to help you prepare for the ever-changing needs of your community by coming to training sessions that:

  • Explore and provide updates on current regulations
  • Share ways to resolve personnel issues (like hiring and retaining your staff!)
  • Highlight and address the new and changing outcomes required by your community, funding sources, and donors

Come to the 20th Annual Wipfli National Training Conference where our goal is to help you be able to focus on the important areas of achieving your goals and meeting your community needs.

Leadership Summit

8/1/2019 8:30 AM - 4:00 PM (MT)

Industry:
Governments, Nonprofits, Tribal Gaming and Government

Type: In Person Event

Cost: $250

CLU Credits: 6

Event Location:
Best Western Plus Heritage Inn
1700 Fox Farm Rd
Great Falls
MT
59404

During this Leadership Summit we will focus on these key areas:

  • Compact discussion
  • Regulatory update
  • Technology update
  • Profitability
  • Open roundtable

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.

Focused Leadership

8/14/2019 8:30 AM - 8/16/2019 12:00 PM (PT)

Industry:
Governments, Nonprofits, Tribal Gaming and Government

Type: In Person Event

Cost: $1099

CLU Credits: 15

Event Location:
Sycuan Casino Resort
5469 Casino Way
El Cajon
California
92019

During this Focused Leadership training we will focus on these key areas:

  • Ways to cultivate a triad of awareness
  • Inward focus
  • Outward focus
  • Strategic focus
  • Communication
  • Setting goals
  • Effectively delegate responsibility and authority
  • Make time for employees
  • Recognize achievements
  • Think about lasting solutions

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. 

Impact of Revenue Recognition Changes for Nonprofit Organizations

12/12/2019 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

The new revenue recognition standards (Topic 606) are the most significant changes to GAAP in decades. These changes will impact nonprofit organizations less than businesses, but nonprofit entities will need to be aware of how these changes may impact their organization to prevent findings in the first years the standard is applicable. If you have exchange transactions, this session will help you understand whether these changes will impact your organization, and how to update your policies and procedures for these changes.

New Hampshire-based Firm Howe, Riley & Howe Joins Wipfli on Jan. 1!

“The combination with Howe, Riley & Howe provides Wipfli with an opportunity to strengthen and expand our physical presence and our industry specialization model in New England." said Rick Dreher, Wipfli’s managing partner.