Wipfli events and webinars Wipfli events and webinars

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.

Healthcare Connections: What you need to know about Pricing Transparency

8/11/2020 01:00 PM - 02:00 PM (CT)

Industry:
Healthcare

Type: Live Webinar

Cost Free

On November 15, 2019, CMS finalized its expanded interpretations of section 2718 of the Public Health Service Act. The final rule requires all hospitals to make a list of gross charges, negotiated charges, a self-pay “walk-in rate” and a minimum and maximum negotiated charge for all services in the hospital charge description master (CDM) publicly available in a machine-readable format. It also defines a list of 300 shoppable services that must be made publicly available in a searchable, consumer-friendly format. The rule specifies the manner and format in which the lists are to be made publicly available. Hospitals that do not comply with these requirements may be subject to civil monetary penalty (CMP) of up to $300 per day.

Secondary market quality control procedures – Is your loan quality up to par?

8/11/2020 02:00 PM - 03:00 PM (CT)

Industry:
Financial Institutions, Financial Services

Type: Live Webinar

Cost Free

If you are involved in or thinking about the secondary market mortgage industry, this webinar covers quality control information you should know.

During this webinar we will discuss:

  • What is quality control?
  • Why is it important?
  • Who is responsible for quality control?
  • Common errors/trends.
  • Questions.

Sage Intacct webinar: Make finance and accounting cool (again)

8/13/2020 02:30 PM - 03:30 PM (ET)

Type: Live Webinar

Cost Free

Let’s make finance and accounting cool. Wait — cool? Yes! Let the finance department liberate the rest of your company by cutting down on tedious and unnecessary administrative tasks. Let’s automate the time-consuming work that keeps people in the department from being more productive.

Drive results with talent

8/18/2020 09:00 AM - 8/20/2020 03:00 PM (CT)

Type: Live Webinar

Cost $1600

Now more than ever, your people are your most important asset. Unlock their potential and ensure your top priorities succeed by tapping into the power of people data. It’s no secret that selecting the right people, maximizing their productivity, and keeping them engaged is critical – the secret is how you do it. Participants of this workshop will learn how to elevate their talent strategy and take their business to the next level by using people data, applying best practices, and taking action. Our virtual, instructor-led workshop provides an introductory crash-course in all things Predictive Index, with the essentials to get your team started.

Sage Intacct Webinar: Outcome measures — The metrics that matter for nonprofits

8/19/2020 12:00 PM - 01:00 PM (ET)

Industry:
Nonprofits

Type: Live Webinar

Cost Free

Nonprofits can do great work, but if they don’t track and report those outcome metrics, they can’t demonstrate that success with donors and stakeholders. 

Join in on this Sage Intacct webinar to learn what outcome metrics are and why your organization needs them. 

Elevate your Sage Intacct: Quarterly webinar Q3 2020

8/20/2020 12:00 PM - 01:00 PM (CT)

Type: Live Webinar

Cost Free

In this Elevate your Sage Intact webinar, Cathy Harris and Frankie Fernandez dive into the new features that will be added to Sage Intacct with the upcoming Q3 2020 release.

The OMB Uniform Guidance: An Overview (Preconference to the Community Action Partnership 2020 Annual Convention)

8/24/2020 11:00 AM - 05:00 PM (CT)

Industry:
Nonprofits

Type: Live Webinar

Cost $525

CLU Credits: 6

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”).

Q&A panel: Leading change to find a new way forward

8/26/2020 11:00 AM - 12:00 PM (CT)

Industry:
Manufacturing and Distribution

Type: Live Webinar

Cost Free

For manufacturers, navigating the COVID-19 pandemic has been all about managing unanticipated change. But what about emerging from it?

Connectors for GP User Group

9/1/2020 12:00 PM - 12:30 PM (CT)

Type: Live Webinar

Cost Free

Join Mary Baumann, Bryce Fullmer, and Michelle Starkey as we host a free connectors for SAP Concur solutions user group. The team will lead an open discussion, covering:

  • An overview of the products in Wipfli’s marketplace
  • The latest ExpenseConnect and InvoiceConnect features
  • Most commonly used —but at times underrated! —features

Connectors for Sage Intacct User Group

9/2/2020 12:00 PM - 12:30 PM (CT)

Type: Live Webinar

Cost Free

Join Linda Alegria, Michelle Starkey, and Bryce Fullmer as we host a free SAP Concur solutions connector user group. The team will lead an open discussion, covering:

  • An overview of the products in Wipfli’s marketplace
  • The latest ExpenseConnect and InvoiceConnect features
  • Most commonly used —but at times underrated! —features

Senior HR Forum for Financial Institutions

9/8/2020 01:30 PM - 04:30 PM (CT)

Industry:
Financial Institutions

Type: Live Webinar

Cost $1195

Now more than ever, it’s incredibly important to have a trusted peer group of HR professionals to confer with about emerging trends and challenges in our field. We saw so much change so fast in the first few months of the COVID-19 outbreak, and no doubt this will continue through 2020 and into 2021 — if not beyond.

Senior HR Business Forum in Appleton, WI

9/9/2020 08:30 AM - 12:00 PM (CT)

Type: In Person Event

Cost $1195

Event Location:
Wipfli Fox Cities
2901 E Enterprise Ave Suite 500
Appleton, Wisconsin 54913

Now more than ever, it is incredibly important to have a trusted peer group of senior-level HR professionals to confer with on emerging trends and challenges in our field.  We saw so much change so fast in the first few months of the COVID-19 outbreak and no doubt this will continue  through 2020 and into 2021, if not beyond. 

Due to the rapidly shifting circumstances, Wipfli has created a dynamic Senior HR Business Forum, constructed with a flexible agenda that allows us to shift or add topics as new issues surface. Our facilitators will customize your Forum to fit the needs of your group and emerging challenges. You will get sound, practical information on new trends in key functional areas of HR management and a consistent group of professional colleagues to collaborate with year-round.

How professional services organizations can use Sage Intacct Dynamic Allocations, Budgeting and Planning

9/9/2020 12:00 PM - 01:00 PM (CT)

Type: Live Webinar

Cost Free

Wipfli consultants Jessie Hensley and Frankie Fernandez, who specialize in Sage Intacct, will take you through a deep dive into these two significant applications.

In this webinar, you’ll:

  • Learn why these features matter to professional services organizations.
  • Learn how you can use them in your day-to-day.
  • Watch a demo of everything in action.

Senior HR Business Forum in Green Bay, WI

9/10/2020 08:30 AM - 12:00 PM (CT)

Type: In Person Event

Cost $1195

Event Location:
Wipfli Green Bay
469 Security Blvd.
Green Bay, Wisconsin 54313

Now more than ever, it is incredibly important to have a trusted peer group of senior-level HR professionals to confer with on emerging trends and challenges in our field.  We saw so much change so fast in the first few months of the COVID-19 outbreak and no doubt this will continue  through 2020 and into 2021, if not beyond. 

Due to the rapidly shifting circumstances, Wipfli has created a dynamic Senior HR Business Forum, constructed with a flexible agenda that allows us to shift or add topics as new issues surface. Our facilitators will customize your Forum to fit the needs of your group and emerging challenges. You will get sound, practical information on new trends in key functional areas of HR management and a consistent group of professional colleagues to collaborate with year-round.

Foundational HR business forum series for construction and real estate

9/10/2020 12:00 PM - 03:00 PM (CT)

Industry:
Construction and Real Estate

Type: Live Webinar

Cost $1195

Wipfli’s Foundational HR Business Forum provides a dynamic and interactive environment designed to enhance the core knowledge and skills of those with HR responsibilities within construction and real estate industries.

Nonprofits: Learn how to use Sage Intacct Dynamic Allocations, Budgeting and Planning

9/10/2020 12:00 PM - 01:00 PM (CT)

Industry:
Nonprofits

Type: Live Webinar

Cost Free

Wipfli consultants Jessie Hensley and Frankie Fernandez, who specialize in Sage Intacct, will take you through a deep dive into these two significant applications.

In this webinar, you’ll:

  • Learn why these features matter to nonprofits.
  • Learn how you can use them in your day-to-day.
  • Watch a demo of everything in action.

Sage Intacct webinar: Improving financial performance through dashboards and reports

9/10/2020 02:30 PM - 03:30 PM (ET)

Type: Live Webinar

Cost Free

Let’s make finance and accounting cool. Wait — cool? Yes! Let the finance department liberate the rest of your company by cutting down on tedious and unnecessary administrative tasks. Let’s automate the time-consuming work that keeps people in the department from being more productive.

Senior HR Business Forum in Eau Claire, WI

9/15/2020 08:30 AM - 12:00 PM (CT)

Type: In Person Event

Cost $1195

Event Location:
Wipfli Eau Claire
4890 Owen Ayres Court Suite 200
Eau Claire, Wisconsin 54701

Now more than ever, it is incredibly important to have a trusted peer group of senior-level HR professionals to confer with on emerging trends and challenges in our field.  We saw so much change so fast in the first few months of the COVID-19 outbreak and no doubt this will continue  through 2020 and into 2021, if not beyond. 

Due to the rapidly shifting circumstances, Wipfli has created a dynamic Senior HR Business Forum, constructed with a flexible agenda that allows us to shift or add topics as new issues surface. Our facilitators will customize your Forum to fit the needs of your group and emerging challenges. You will get sound, practical information on new trends in key functional areas of HR management and a consistent group of professional colleagues to collaborate with year-round.

Foundational HR Forum for Financial Institutions

9/15/2020 01:30 PM - 04:30 PM (CT)

Industry:
Financial Institutions

Type: Live Webinar

Cost $1195

Now more than ever, it’s incredibly important to have a trusted peer group of HR professionals to confer with about emerging trends and challenges in our field. We saw so much change so fast in the first few months of the COVID-19 outbreak, and no doubt this will continue through 2020 and into 2021 — if not beyond.

Senior HR Business Forum in Eau Claire, WI

9/16/2020 08:30 AM - 12:00 PM (CT)

Type: In Person Event

Cost $1195

Event Location:
Wipfli Eau Claire
4890 Owen Ayres Court Suite 200
Eau Claire, Wisconsin 54701

Now more than ever, it is incredibly important to have a trusted peer group of senior-level HR professionals to confer with on emerging trends and challenges in our field.  We saw so much change so fast in the first few months of the COVID-19 outbreak and no doubt this will continue  through 2020 and into 2021, if not beyond. 

Due to the rapidly shifting circumstances, Wipfli has created a dynamic Senior HR Business Forum, constructed with a flexible agenda that allows us to shift or add topics as new issues surface. Our facilitators will customize your Forum to fit the needs of your group and emerging challenges. You will get sound, practical information on new trends in key functional areas of HR management and a consistent group of professional colleagues to collaborate with year-round.

Sage Intacct webinar: NGP from good to great: Elevating your nonprofit story with data and performance

9/16/2020 12:00 PM - 01:00 PM (ET)

Industry:
Nonprofits, Governments

Type: Live Webinar

Cost Free

As a growing nonprofit, it is critical to understand the latest giving trends and their relevance to your organization’s impact.

What is Power Apps? How to utilize Power Apps and the Power Platform

9/16/2020 12:00 PM - 01:00 PM (CT)

Industry:
Manufacturing and Distribution, Nonprofits, Construction and Real Estate

Type: Live Webinar

Cost Free

In this free webinar, Andy Potasek and Nick Wages at Wipfli will walk you through everything you need to know about Microsoft Power Apps and how it can benefit you. You’ll learn:

  • What Power Apps is and how it works.
  • How Power Apps fits in to Microsoft’s technology landscape
  • How it helps all types of organizations.
  • How we’ve helped clients use Power Apps to better respond to the impact of COVID-19.

Senior HR Business Forum in Eau Claire, WI

9/16/2020 01:00 PM - 04:30 PM (CT)

Type: In Person Event

Cost $1195

Event Location:
Wipfli Eau Claire
4890 Owen Ayres Court Suite 200
Eau Claire, Wisconsin 54701

Now more than ever, it is incredibly important to have a trusted peer group of senior-level HR professionals to confer with on emerging trends and challenges in our field.  We saw so much change so fast in the first few months of the COVID-19 outbreak and no doubt this will continue  through 2020 and into 2021, if not beyond. 

Due to the rapidly shifting circumstances, Wipfli has created a dynamic Senior HR Business Forum, constructed with a flexible agenda that allows us to shift or add topics as new issues surface. Our facilitators will customize your Forum to fit the needs of your group and emerging challenges. You will get sound, practical information on new trends in key functional areas of HR management and a consistent group of professional colleagues to collaborate with year-round.

Senior HR Business Forum in La Crosse, WI

9/17/2020 08:30 AM - 12:00 PM (CT)

Type: In Person Event

Cost $1195

Event Location:
Wipfli La Crosse
2 Copeland Ave. Suite 102
La Crosse, Wisconsin 54603

Now more than ever, it is incredibly important to have a trusted peer group of senior-level HR professionals to confer with on emerging trends and challenges in our field.  We saw so much change so fast in the first few months of the COVID-19 outbreak and no doubt this will continue  through 2020 and into 2021, if not beyond. 

Due to the rapidly shifting circumstances, Wipfli has created a dynamic Senior HR Business Forum, constructed with a flexible agenda that allows us to shift or add topics as new issues surface. Our facilitators will customize your Forum to fit the needs of your group and emerging challenges. You will get sound, practical information on new trends in key functional areas of HR management and a consistent group of professional colleagues to collaborate with year-round.

Credit Union Forum 2020

10/7/2020 10:00 AM - 11:30 AM (CT)

Industry:
Financial Institutions, Financial Services

Type: Live Webinar

Cost Free

2020 has been quite a year for credit unions and the world at large. Do you feel like your credit union is keeping up with all the changes?

Designed exclusively for executive officers and board members of credit unions, the 2020 Credit Union Forum will provide you with insight into current topics impacting credit unions today.

This year we’re hosting a Credit Union Forum online via four impactful — and free — webinars.

Community Banking Forum 2020

10/7/2020 02:00 PM - 03:30 PM (CT)

Industry:
Financial Institutions, Financial Services

Type: Live Webinar

Cost Free

2020 has been quite a year for banks and the world at large. Do you feel like your bank is keeping up with all the changes?

Designed exclusively for executive officers and board members of community banks, the 2020 Community Banking Forum will provide you with insight into current topics impacting community banks today.

Sage Intacct webinar: Where QuickBooks’ lack of visibility impacts decision-making

10/8/2020 02:30 PM - 03:00 PM (ET)

Type: Live Webinar

Cost Free

As your company grows, relying on QuickBooks results in limited financial visibility that can force decisions based on partial or outdated information. This isn’t great.

21st Annual Wipfli National Conference

10/11/2020 11:00 AM - 10/16/2020 05:30 PM (PT)

Industry:
Nonprofits, Governments

Type: In Person Event

Cost $1050

Event Location:
Paris Las Vegas Hotel & Casino
3655 Las Vegas Boulevard South
Las Vegas, Nevada 89109

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.

New virtual sessions coming soon.

Sage Intacct webinar: Digital transformation for nonprofit finance teams

10/14/2020 12:00 PM - 01:00 PM (ET)

Industry:
Nonprofits

Type: Live Webinar

Cost Free

Digital transformation allows you to have a data-driven handle on how your nonprofit is performing, on what you should focus your attention on, and on where to find efficiencies.

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”).

2020 U.S. presidential election: Impact on the economy, business and jobs

10/27/2020 02:00 PM - 03:30 PM (CT)

Industry:
Financial Institutions, Financial Services

Type: Live Webinar

Cost Free

In this keynote, Andy will break down the candidates’ policies impacting the economy, business and jobs. He’ll cover what’s happening with the virus, economy and stimulus, as these impact the election. He’ll provide a treetop view of the candidates’ proposals on financial regulation, the Federal Reserve and trade. Also, Andy will cover the future opportunities for finance from the election outcome.

In-Depth Training on OMB's Uniform Guidance Plus TBD HS TOPIC (Co-Sponsor: United Planning Organization)

11/3/2020 08:30 AM - 11/5/2020 05:00 PM (ET)

Industry:
Nonprofits, Tribal Gaming and Government

Type: In Person Event

Cost $900

CLU Credits: 21

Event Location:
DoubleTree by Hilton Hotel Bethesda – Washington DC
8120 Wisconsin Avenue
Bethesda, Maryland 20814

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.

Sage Intacct webinar: 5 questions every CFO should be asking their controller

11/12/2020 02:30 PM - 03:30 PM (ET)

Type: Live Webinar

Cost Free

In the ever-changing role of the CFO, one thing will never change: the need to lead and manage an effective finance team. Leading CFOs collaborate closely with their controllers to define and implement winning strategies throughout financial operations.

Sage Intacct webinar: Audit-ready financials for nonprofits

11/18/2020 12:00 PM - 01:00 PM (ET)

Industry:
Nonprofits

Type: Live Webinar

Cost Free

You’ve just wrapped up another audit — or maybe you’re in the midst of planning for the next one. How can you be better prepared?

Sage Intacct webinar: Audit-ready financials and best practices to avoid common pitfalls

12/10/2020 12:00 PM - 01:00 PM (ET)

Type: Live Webinar

Cost Free

Revenue, receivables, and consolidation.

Typically, financial statement audits get derailed by deficiencies in these three areas.

Sage Intacct webinar: Accelerating your mission with real-time nonprofit financial reporting and dashboards

12/16/2020 12:00 PM - 01:00 PM (ET)

Industry:
Nonprofits

Type: Live Webinar

Cost Free

Modern nonprofits need better visibility into their financial data to provide the business intelligence and analysis required to drive their organization to mission success. Some of the most common concerns heard from nonprofit finance leaders include:

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.