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.

Now’s Your Time to Shine: How to Capture and Tell Your Story

5/26/2020 11:00 AM - 12:00 PM (CT)

Industry:
Nonprofits, Governments

Type: Live Webinar

Cost $95

CLU Credits: 1

One of the saddest things I experience going into a community to work with an agency is that no one in the community knows you exist. Or they may only know when you ask for something — or they need something.

But with the influx of funding to help offset COVID-19 challenges, perhaps more people are paying attention. 

Let’s tell them your story. You need to communicate your successes — as well as your new or expanded services — now more than ever. Be proactive! Tell your community how their money is helping.  

The Paycheck Protection Program: Business implications of the loan forgiveness plan for today and beyond

5/27/2020 10:00 AM - 11:00 AM (CT)

Type: Live Webinar

Cost Free

Small businesses across the country have received loans from the SBA Paycheck Protection Program (PPP). These loans have been tremendously popular, provided much-needed capital to businesses affected by COVID-19 and have an unprecedented loan forgiveness provision written in the loan.

Webinar: Returning to Work in Uncertain Times

5/28/2020 12:00 PM - 01:30 PM (CT)

Industry:
Nonprofits, Governments

Type: Live Webinar

Cost $145

CLU Credits: 1.5

Returning employees to work after the coronavirus shelter-in-place orders begin to be lifted will not be an easy flip of the switch or business as usual. The recommended approach for most employers will be a gradual reopening with a focus on bringing back important or essential functions that cannot be done from home. Restarting business operations and generating revenue is top of mind. However, demonstrating genuine care for employees’ health, safety and wellbeing will yield a sense of security and contribute to increased productivity among employees. 

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.

Elevate your Sage Intacct: Quarterly webinar

6/3/2020 01:00 PM - 02:00 PM (CT)

Type: Live Webinar

Cost Free

In this Elevate your Sage Intact: Quarterly webinar, Cathy Harris and Frankie Fernandez unpack the new features that will be added to Sage Intacct with the upcoming Q2 2020 release.

The focus of this quarter’s new release is the updated inter-entity transactions functions, now including a customizable configuration page that will help map accounts as well as inter-entity transactions. Cathy and Frankie will also cover the early adopter program for the new construction functionality.

The impact of COVID-19 on Critical Access Hospitals

6/4/2020 01:00 PM - 01:30 PM (CT)

Industry:
Healthcare

Type: Live Webinar

Cost Free

Join us for Healthcare Connections! We’re inviting leaders from Critical Access Hospitals to join us for a free 30-minute Q&A session with our healthcare industry specialists. During the live event we will address your questions and provide insights on best practices.

Virtual Head Start/Early Head Start Regulation Boot Camp

6/9/2020 10:00 AM - 6/11/2020 03:00 PM (CT)

Industry:
Nonprofits, Governments

Type: Live Webinar

Cost $795

CLU Credits: 12

You asked, and we answered. Based on your feedback, we took our large group training and built this online boot camp to blend regulations, best practices and action planning with the opportunity to ask your questions.

Sage Intacct Webinar: Outgrowing QuickBooks’ lack of multi-entity consolidation

6/11/2020 02:30 PM - 03:30 PM (ET)

Type: Live Webinar

Cost Free

If you’re still using Excel to consolidate your financial data, now is the time to switch to Sage Intacct’s financial software for easy multi-entity consolidation.

Sage Intacct Webinar: Accelerate your mission with real-time financials

6/17/2020 12:00 PM - 01:00 PM (ET)

Industry:
Nonprofits

Type: Live Webinar

Cost Free

Using Sage Intacct — the AICPA’s preferred provider of cloud financial applications — nonprofit finance leaders are furthering their mission with efficient, real-time financial reporting. 

This webinar can help accelerate your mission.

Microsoft Dynamics platform roadmap for GP and Business Central

6/22/2020 12:00 PM - 01:00 PM (CT)

Type: Live Webinar

Cost Free

For users of Microsoft Dynamics GP, this webinar will help you consider your business needs and opportunities as you think about what’s next for your GP system. For those considering a Dynamics GP upgrade, hosting GP in the cloud, or a Business Central implementation, this webinar will provide a valuable overview of your platform options.

We’ll cover:

  • Why it is important to upgrade to the latest GP version.
  • Utilizing hosting options to move GP to the cloud on YourCloud.
  • Unlocking the connected business applications for data, intelligence and action.
  • Microsoft Dynamics 365 Business Central.
  • Dynamics GP and Dynamics 365 roadmaps.

Virtual In-Depth Training on OMB's Uniform Guidance

6/23/2020 12:30 PM - 6/25/2020 04:00 PM (CT)

Industry:
Nonprofits, Governments

Type: Live Webinar

Cost $795

CLU Credits: 10.5

Your needs have changed during COVID-19, and we are ready to accommodate. During this time of uncertainty and crisis, it is important to understand what can and should be done to continue running our programs and providing services to our community while continuing to ensure compliance with federal grant regulations.

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.

Sage Intacct Webinar: Product demo — Sage Intacct: True cloud-based accounting software

7/9/2020 02:30 PM - 03:30 PM (ET)

Type: Live Webinar

Cost Free

Sage Intacct’s cloud-based accounting software continues to empower companies to revolutionize their accounting processes.

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.

Sage Intacct Webinar: Becoming a data-driven nonprofit CFO

7/15/2020 12:00 PM - 01:00 PM (ET)

Industry:
Nonprofits

Type: Live Webinar

Cost Free

To make informed decisions for their organizations, nonprofit financial leaders must use fact-based, data-driven insights. In this webinar, Sage Intacct outlines the steps to acquire these analytics. 

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.

Head Start/Early Head Start Regulation Boot Camp in Radnor, PA

8/18/2020 08:00 AM - 8/19/2020 05:00 PM (ET)

Industry:
Nonprofits, Governments, Tribal Gaming and Government

Type: In Person Event

Cost $950

CLU Credits: 14

Event Location:
Wipfli LLP
170 N Radnor-Chester Rd, Ste 200 (Boardroom)
Radnor, Pennsylvania 19087

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 20 professionals) allows for more focused knowledge sharing. 

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.

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. 

Uniform Guidance & Head Start Regulations Overview

9/1/2020 08:30 AM - 9/2/2020 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.

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:
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.

New virtual sessions coming soon.

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”).

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.

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.