Events

Wipfli 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.

Webinar: Remote Workforce Tech Solutions for COVID-19

3/30/2020 03:00 PM - 03:30 PM (CT)

Industry:
Nonprofits

Type: Live Webinar

Cost Free

Please join the upcoming Remote Workforce Tech Solutions for COVID-19 webinar, hosted in partnership with National Community Action Partnership, National Head Start Association and Wipfli, to hear how to rapidly set up your technology environment to handle your remote workforce. Wipfli’s Senior Manager and nonprofit technology guru, Ryan Peasley, and Wipfli's Nonprofit Partner, Brian Gaumont, will be sharing three solutions to address the needs of our networks. These are quick, cost-effective approaches to address the most critical issues many members of these networks are facing in response to the pandemic.

Rural Health Clinic Virtual Conference 2020

4/8/2020 10:00 AM - 03:00 PM (CT)

Industry:
Healthcare

Type: Live Webinar

Cost $99

This session will provide a synopsis of the rural health clinic (RHC) program, including information on qualifying a facility for RHC status, an overview of the initial survey and certification process and requirements for maintaining your standing as an RHC. We will also dive into Medicare billing and reimbursement submissions for provider-based and independent RHC facilities.

Oh my OVERHEAD! How overhead can erode (or increase!) your gross margin

4/23/2020 10:00 AM - 11:00 AM (CT)

Industry:
Manufacturing and Distribution

Type: Live Webinar

Cost Free

Are you looking for another trick in your “lean” tool belt to protect your margins?

Gaining an understanding of and visibility into your overhead costs may be just the trick you need. It is no easy task to identify or explain all the variable and fixed overhead costs associated with manufacturing. Yet overhead costs do not need to be complex, mysterious or difficult.

Title 31/AML Recent Developments

5/21/2020 08:30 AM - 5/22/2020 12:00 PM (CT)

Industry:
Tribal Gaming and Government, Governments

Type: In Person Event

Cost $799

CLU Credits: 9

Event Location:
MGM Grand
3799 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

Two-Day BSA Workshop Assessing and Managing Risk in Atlanta, GA

6/2/2020 08:30 AM - 6/3/2020 04:00 PM (ET)

Industry:
Financial Services, Financial Institutions

Type: In Person Event

Cost $549

CLU Credits: 13

Event Location:
Atlanta Marriott Perimeter Center
246 Perimeter Center Parkway NE
Atlanta, Georgia 30346

As of October 1, 2019, PKM joined Wipfli. We are excited to be able to offer this workshop to share our industry knowledge.

All participants attending the workshop will receive Wipfli's comprehensive BSA/AML Policy template, which provides sample language for all BSA-related topics, including cannabis (hemp and marijuana), virtual currency and other high-risk products and services. In addition, documentation procedures for your BSA/AML risk assessment will be provided.

In-Depth Training on OMB's Uniform Guidance in Nashville, TN

6/9/2020 07:45 AM - 6/10/2020 05:00 PM (CT)

Industry:
Governments, Nonprofits

Type: In Person Event

Cost $875

CLU Credits: 14

Event Location:
Millennium Maxwell House Hotel, Nashville
2025 Rosa L. Parks Boulevard
Nashville, Tennessee 37228-1505

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”).

BSA webinar: Mastering the basics

7/8/2020 09:00 AM - 04:00 PM (CT)

Industry:
Financial Institutions, Financial Services

Type: Live Webinar

Cost $275

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. We will cover all areas needed to gain a good understanding of the roles and responsibilities of this position, including properly completing CTRs and SARs, documenting comprehensive SAR investigations, understanding the importance of high-risk monitoring, managing CIP and beneficial ownership exceptions, developing an effective employee training program and much more.

BSA workshop: Advanced topics and emerging trends in Wisconsin Dells, WI

7/9/2020 08:30 AM - 04:00 PM (CT)

Industry:
Financial Institutions, Financial Services

Type: In Person Event

Cost $275

Event Location:
Wilderness Resort
45 Hillman Road
Wisconsin Dells, Wisconsin 53965

This workshop is designed to be a higher-level overview of the day-to-day responsibilities of the BSA Officer and is dedicated to emerging hot topics and trends that face the banking industry. We will cover the areas needed to provide you a good understanding of your roles and responsibilities and what examiner expectations are of this position.

21st Annual Wipfli National Conference

7/12/2020 11:00 AM - 7/17/2020 05:30 PM (PT)

Industry:
Nonprofits, Governments

Type: In Person Event

Cost $775

Event Location:
Caesar's Palace
3570 Las Vegas Blvd. S.
Las Vegas, Nevada 80109

Join us for the 21st Annual Wipfli National Training Conference for ways to serve your community even better. The services you provide have a direct impact on the people in your community. Let us help you keep your funding and vital services available, hire and keep talented team members, and so much more! Then you can focus on the important areas, like serving your community.

BSA workshop: Advanced topics and emerging trends in Utica, IL

7/15/2020 08:30 AM - 04:00 PM (CT)

Industry:
Financial Institutions, Financial Services

Type: In Person Event

Cost $275

Event Location:
Grand Bear Resort
2643 IL Route 178
Utica, Illinois 61378

This workshop is designed to be a higher-level overview of the day-to-day responsibilities of the BSA Officer and is dedicated to emerging hot topics and trends that face the banking industry. We will cover the areas needed to provide you a good understanding of your roles and responsibilities and what examiner expectations are of this position.

Head Start/Early Head Start Regulation Boot Camp in Denver, CO

8/4/2020 08:00 AM - 8/5/2020 05:00 PM (MT)

Industry:
Nonprofits, Governments, Tribal Gaming and Government

Type: In Person Event

Cost $950

CLU Credits: 14

Event Location:
Wipfli LLP
7887 E Belleview Ave, Ste 700
Englewood, Colorado 80111

You asked, and we answered. Based on your feedback, we took our large group training and built this two-day boot camp to be a small, group-oriented action learning where we blend regulations, best practices and action planning with the opportunity to ask your questions. The smaller group setting (no more than 25 professionals) allows for more focused knowledge sharing. 

BSA webinar: Advanced topics and emerging trends

8/6/2020 09:00 AM - 04:00 PM (CT)

Industry:
Financial Institutions, Financial Services

Type: Live Webinar

Cost $275

This workshop is designed to be a higher-level overview of the day-to-day responsibilities of the BSA Officer and is dedicated to emerging hot topics and trends that face the banking industry. We will cover the areas needed to provide you a good understanding of your roles and responsibilities and what examiner expectations are of this position.

Becoming a PI Practitioner - Minneapolis, MN

8/18/2020 08:30 AM - 8/19/2020 04:00 PM (CT)

Type: In Person Event

Cost $2100

CLU Credits: 13.75

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

Our fast-paced workshop provides you with insights and tools to help you decode employee drives, understand their motivating needs, and consider how these play out in the workplace. The workshop provides an introductory crash-course in all things Predictive Index, with the essentials to get your team started.

Head Start/Early Head Start Regulation Boot Camp in Atlanta, GA

10/20/2020 08:00 AM - 10/21/2020 05:00 PM (ET)

Industry:
Nonprofits, Governments, Tribal Gaming and Government

Type: In Person Event

Cost $950

CLU Credits: 14

Event Location:
Wipfli LLP
235 Peachtree Street NE
Atlanta, Georgia 30303

You asked, and we answered. Based on your feedback, we took our large group training and built this two-day boot camp to be a small, group-oriented action learning where we blend regulations, best practices and action planning with the opportunity to ask your questions. The smaller group setting (no more than 25 professionals) allows for more focused knowledge sharing. 

In-Depth Training on OMB's Uniform Guidance in Chicago, IL

10/27/2020 07:45 AM - 10/28/2020 05:00 PM (CT)

Industry:
Governments, Nonprofits

Type: In Person Event

Cost $875

CLU Credits: 14

Event Location:
One North Wacker
One North Wacker Drive, 2nd Floor (Room: Michigan Ballroom)
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 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 - Philadelphia, PA

11/10/2020 08:30 AM - 11/11/2020 04:00 PM (ET)

Type: In Person Event

Cost $2100

CLU Credits: 13.75

Event Location:
Wipfli LLP
3 Logan Square, 1717 Arch Street, Suite 750
Philadelphia, Pennsylvania 19103

Our fast-paced workshop provides you with insights and tools to help you decode employee drives, understand their motivating needs, and consider how these play out in the workplace. The workshop provides an introductory crash-course in all things Predictive Index, with the essentials to get your team started.

Annual Wipfli Winter Training Conference 2020

12/7/2020 08:00 AM - 12/13/2020 05:00 PM (ET)

Industry:
Nonprofits

Type: In Person Event

Cost $775

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

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 8th Annual Wipfli Winter 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.

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.