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.

Financial Reporting for the Future

12/10/2019 09:00 AM - 10:30 AM (CT)

Industry:
Nonprofits, Governments

Type: In Person Event

Cost Free

Event Location:
Wipfli – 17th Floor Room: Navy Pier
1 N Upper Wacker Dr
Chicago, Illinois 60606

The financial world has changed significantly and will continue to do so at an even more rapid pace. Cloud computing, artificial intelligence, shared services, outsourcing and blockchain will continue to be drivers for the change that impact the accounting functions in our organizations. Join us for a discussion around best practices and reporting tools that can get you ready for this journey into the future.

Why People Leave: Addressing Engagement Challenges

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

Industry:
Nonprofits, Governments

Type: Live Webinar

Cost Free

Strong programs with skilled leaders and cohesive teams are capable of creating an environment where more impactful factors than pay drive employee retention, engagement and results. With a labor market that's more competitive than ever, it's vital to create and nurture an atmosphere where you can unleash the power of your people. This session focuses on methods to diagnose and address common engagement challenges to begin planning for an environment of lower stress, less need for enforcement and correction, and clearer priorities.

Financial Reporting for the Future

12/11/2019 09:00 AM - 10:30 AM (CT)

Industry:
Nonprofits, Governments

Type: In Person Event

Cost Free

Event Location:
Wipfli – 3rd Floor, Room: Botanical Gardens
100 Tri-State International
Lincolnshire, Illinois 60069

The financial world has changed significantly and will continue to do so at an even more rapid pace. Cloud computing, artificial intelligence, shared services, outsourcing and blockchain will continue to be drivers for the change that impact the accounting functions in our organizations. Join us for a discussion around best practices and reporting tools that can get you ready for this journey into the future.

Leadership Succession

12/11/2019 12:00 PM - 12:30 PM (CT)

Industry:
Nonprofits, Governments

Type: Live Webinar

Cost Free

People—the right people—are your competitive differentiator and advantage. As demographic shifts escalate and the job market improves, talent assessment and succession planning is a critical business priority. Retention and development of talent needs to be a core competency of the human resources strategy. In this session, we will discuss what your organization needs to be doing—today—to be prepared for the future.

Dynamics GP Year-End Training in Eau Claire

12/12/2019 08:30 AM - 12:30 PM (CT)

Type: In Person Event

Cost $99

Event Location:
Wipfli
4890 Owen Ayres Court
Eau Claire, Wisconsin 54701

Join us at Wipfli’s Microsoft Dynamics® GP Year-End Procedures Seminar and get the latest information on closing your year-end. Seminar information will be presented on supported versions (2015, 2016, 2018 and the Current GP release – October 2019). This seminar is designed to provide you with educational information to complete your year-end and provide you with an opportunity to network with other Microsoft Dynamics® GP users.

Webinar: Exploring Sage Intacct’s R4 release

12/12/2019 12:00 PM - 01:00 PM (CT)

Type: Live Webinar

Cost Free

Discover all the newest features and updates in Sage Intacct’s R4 release. Rebecca Hurst will take you through everything you need to know and how these changes benefit you.

Strategic Change

12/16/2019 12:00 PM - 12:30 PM (CT)

Industry:
Nonprofits, Governments

Type: Live Webinar

Cost Free

Executing on your organization strategic goals always involves change. How do you get your staff, board, and key partners to take action and maintain accountability for your organization’s goals? How do you identify who “owns” a goal without the burden falling back on the same small group of leaders every time? Join this webinar to understand the key factors involved in leading, communicating, and championing effective strategic change.

Dynamics GP Year-End Training Webinar 2019

12/19/2019 08:30 AM - 12:30 PM (CT)

Type: Live Webinar

Cost $159

Join us at Wipfli’s Microsoft Dynamics® GP Year-End Procedures Seminar and get the latest information on closing your year-end. Seminar information will be presented on supported versions (2015, 2016, 2018 and the Current GP release – October 2019). This seminar is designed to provide you with educational information to complete your year-end and provide you with an opportunity to network with other Microsoft Dynamics® GP users.

In-Depth Training on OMB's Uniform Guidance

1/28/2020 07:45 AM - 1/29/2020 05:00 PM (PT)

Industry:
Governments, Nonprofits

Type: In Person Event

Cost $875

CLU Credits: 14

Event Location:
Hilton Los Angeles North/Glendale & Executive Meeting Ctr
100 West Glenoaks Blvd
Glendale, California 91202

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 - Chicago, IL

1/28/2020 08:30 AM - 1/29/2020 04:00 PM (CT)

Type: In Person Event

Cost $2100

CLU Credits: 13.75

Event Location:
Wipfli LLP
1 N Upper Wacker Dr Suite 1700
Chicago, Illinois 60606

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.

In-Depth Training on OMB's Uniform Guidance

2/25/2020 07:45 AM - 2/26/2020 05:00 PM (ET)

Industry:
Governments, Nonprofits

Type: In Person Event

Cost $875

CLU Credits: 14

Event Location:
Crowne Plaza Charlotte Executive Park
5700 Westpark Drive
Charlotte, North Carolina 28217

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”).

In-Depth Training on OMB's Uniform Guidance

3/10/2020 07:45 AM - 3/11/2020 05:00 PM (PT)

Industry:
Governments, Nonprofits

Type: In Person Event

Cost $875

CLU Credits: 14

Event Location:
Seattle Marriott Waterfront
2100 Alaskan Way
Seattle, Washington 93121

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 - Madison, WI

4/7/2020 08:30 AM - 4/8/2020 04:00 PM (CT)

Type: In Person Event

Cost $2100

CLU Credits: 13.75

Event Location:
Wipfli LLP
2501 West Beltline Highway, Suite 401
Madison, Wisconsin 53713

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.

In-Depth Training on OMB's Uniform Guidance in Arlington

4/21/2020 07:45 AM - 4/22/2020 05:00 PM (ET)

Industry:
Governments, Nonprofits

Type: In Person Event

Cost $875

CLU Credits: 14

Event Location:
Crowne Plaza Crystal City - Washington, D.C.
1480 Crystal Drive
Arlington, Virginia 22202

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”).

Uniform Guidance & Head Start Regulations Overview

5/6/2020 08:30 AM - 5/7/2020 05:00 PM (CT)

Industry:
Governments, Healthcare, Nonprofits

Type: In Person Event

Cost $850

CLU Credits: 14

Event Location:
Crowne Plaza AiRE- MSP Airport | Mall of America
3 Appletree Square
Bloomington, Minnesota 55425

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 one-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 one-day review on implementing the Head Start Act and Head Start Program Performance Standards.

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

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”).

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.

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.

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.

Chicago-based firm Klein Hall joins Wipfli

“We are pleased that Klein Hall chose to join Wipfli. The addition will strengthen Wipfli’s resources in this key market where our firm currently has five locations." - Kurt Gresens, Wipfli's Managing Partner