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.

Why Construction and Real Estate Entities Need to Care about Revenue Recognition

4/24/2018 11:00 AM - 12:00 PM (CT)

Industry:
Construction and Real Estate

Type: Live Webinar

Cost: Free

Largely unknown. Almost unavoidable. Unidentified impact. Those three statements sum up the status of the knowledge and implementation plan for many construction and real estate (CRE) entities for the upcoming changes to Revenue Recognition. Many CRE entities mistakenly believe that they don’t need to give serious consideration to this new accounting standard.

Rural Health Clinic Conference - Green Bay, WI

4/24/2018 12:00 PM - 4/25/2018 4:00 PM (CT)

Industry:
Health Care

Type: In Person Event

Cost: $300

Event Location:
Hilton Garden Inn
1015 Lombardi Avenue
Green Bay
Wisconsin
54304

You are invited to this annual event to receive quality education, have the opportunity to communicate directly with industry experts, and to network with colleagues at other rural health clinics. Our sessions are intended for all levels of rural health clinic professionals including administrators, CFOs, CEOs, directors of finance, finance professionals, reimbursement analysts, and office managers.

BSA Workshop Assessing and Managing Risk - Wisconsin Dells, Wisconsin

4/25/2018 9:00 AM - 4:00 PM (CT)

Industry:
Financial Institutions

Type: In Person Event

Cost: $249

Event Location:
Wilderness Resort – Glacier Canyon Lodge
45 Hillman Road
Wisconsin Dells
Wisconsin
53965

Please join your colleagues and Wipfli’s compliance experts for a one-day workshop.

Who Should Attend? BSA Officers, Backup BSA Officers, Compliance Officers, and Internal Auditors

Webinar: Planning and Strategic Management: Approaches to Strategic Thinking in Today’s World

4/25/2018 10:00 AM - 11:00 AM (CT)

Industry:
Manufacturing and Distribution

Type: Live Webinar

Cost: Free

If your manufacturing organization is focused on future growth, building your competitive advantage, or increasing production without negatively impacting current operations, planning and strategic management should be at the forefront. This webinar will provide a solid overview of the strategic planning process.

Webinar: Tax Reform for Exempt Organizations and What That Means for Fundraising

4/25/2018 10:00 AM - 11:00 AM (CT)

Industry:
Nonprofits, Governments

Type: Live Webinar

Cost: Free

With the recent adoption of the Tax Cuts and Jobs Act, tax-exempt organizations will be facing some serious changes. In this brief session, we will discuss what reporting changes exempt organizations will face, including one of the largest pitfalls-the increase to the standard deduction, which could potentially decrease individual charitable giving. We will look at ways to proactively prepare for this loss of contributions and ways to invest our development dollars wisely.

BSA Workshop Assessing and Managing Risk - Webinar

4/26/2018 9:00 AM - 4:00 PM (CT)

Industry:
Financial Institutions

Type: Live Webinar

Cost: $249

Please join your colleagues and Wipfli’s compliance experts for a one-day workshop.

Who Should Attend? BSA Officers, Backup BSA Officers, Compliance Officers, and Internal Auditors

Webinar: Get to the Head of CLASS

5/1/2018 10:00 AM - 11:00 AM (CT)

Industry:
Nonprofits, Governments

Type: Live Webinar

Cost: $195

Not achieving the CLASS score is a common reason for entering the Designation Renewal System (DRS) process.  This introductory session reviews what CLASS is and provides hints for avoiding DRS.

Managing Cybersecurity Using the NEW NCUA ACET and FFIEC CAT

5/2/2018 2:00 PM - 3:00 PM (CT)

Industry:
Financial Institutions

Type: Live Webinar

Cost: Free

Cybersecurity is at the top of the minds of credit unions, their members, supervisory committees, and regulators alike. The NCUA listed “Cybersecurity Assessment” as one of the primary areas of supervisory focus in 2018 and has begun implementing the Automated Cybersecurity Examination Tool (ACET) to improve its supervision. 

In-Depth Training on OMB's Uniform Guidance

5/8/2018 7:45 AM - 5/9/2018 5:00 PM (ET)

Industry:
Nonprofits, Governments, Health Care

Type: In Person Event

Cost: $795

Event Location:
Sheraton LaGuardia East Hotel
135-20 39th Avenue
Flushing
New York
11354

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”).

Webinar: Getting It Right: Understanding the Not-for-Profit Financial Reporting Update

5/8/2018 10:00 AM - 11:00 AM (CT)

Industry:
Nonprofits, Governments

Type: Live Webinar

Cost: Free

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.

Head Start/Early Head Start Regulation Overview

5/16/2018 7:45 AM - 5/17/2018 5:00 PM (ET)

Industry:
Nonprofits

Type: In Person Event

Cost: $795

Event Location:
Marriott Indianapolis Downtown
350 West Maryland Street
Indianapolis
Indiana
46225

Professionals new to the organization, as well as professionals who have been there for decades, will benefit from this review of how the Head Start Act, the Head Start Program Performance Standards, and 45 CFR Part 75 (Uniform Administrative Requirements, Cost Principles and Audit Requirements for HHS Awards) all work together.

Join this training workshop to learn about the regulations and, more important, how to implement them in your organization. Review the requirements you need to know to stay in compliance through examples, stories, and best practices learned from years of experience. Take back up-to-date and relevant information to implement immediately in your agency.

Webinar: Increase Customer Trust and Loyalty With Dynamics 365 for Field Service

5/16/2018 1:00 PM - 2:00 PM (CT)

Industry:
Agribusiness, Construction and Real Estate, Dealerships, FinTech, Financial Institutions, Financial Services, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity

Type: Live Webinar

Cost: Free

All organizations strive to provide exceptional, consistent customer service, but how do you make that a reality when your business is out in the field? How do you keep field service agents connected and equipped to be productive?

Field Service Automation in Dynamics 365 provides your field service agents with the connectivity they need to create the customer service you expect. See how Dynamics 365 increases efficiency of scheduling field service agents, equipment and other resources and enables field service agents to be more productive on site with mobile capabilities. Increase customer trust and transparency by enabling self-scheduling and issue reporting.

Webinar: Cash Management Best Practices

5/22/2018 10:00 AM - 11:00 AM (CT)

Industry:
Nonprofits, Governments

Type: Live Webinar

Cost: $195

During this webinar, we will cover many aspects of best practices in cash management.

19th Annual Wipfli National Training Conference

7/8/2018 8:00 AM - 7/13/2018 12:00 PM (PT)

Industry:
Nonprofits, Governments, Health Care

Type: In Person Event

Cost: $975

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

For 19 years, Wipfli has been presenting the Wipfli National Training Conference. The work you do has a direct impact on the people in your community. It's important that you know how to keep your finances flowing and vital services available, hire and keep talented team members, and so much more! Attend our training, select the sessions of interest to you, and soak in the knowledge from our experienced trainers. Our goal is to help you get back to the daily grind and be able to focus on the important areas, like achieving your goals.

Seminar: Cybersecurity Threats - Principles for Understanding, Managing, and Monitoring Your Information Systems

8/21/2018 8:30 AM - 3:30 PM (CT)

Industry:
Financial Institutions

Type: In Person Event

Cost: $245

Event Location:
Wipfli Minneapolis Office Centennial Lakes Office Park
7650 Edinborough Way, Training Room, Suite 330
Edina
Minnesota
55435

As financial institutions and your customers become more reliant on technology, it is important to have a better understanding of your information systems to mitigate and monitor risks. Utilizing basic concepts without using technical jargon, this seminar describes and demonstrates fundamental information security strategies for protecting your information systems. Many of the security principles presented are described in the FFIEC IT Examination Handbook and various interagency guidelines.
 

Seminar: Cybersecurity Threats – Principles for Understanding, Managing, and Monitoring Your Information Systems

8/23/2018 8:30 AM - 3:30 PM (CT)

Industry:
Financial Institutions

Type: In Person Event

Cost: $245

Event Location:
Wilderness Resort Glacier Canyon Lodge
45 Hillman Road
Wisconsin Dells
Wisconsin
53965

As financial institutions and your customers become more reliant on technology, it is important to have a better understanding of your information systems to mitigate and monitor risks. Utilizing basic concepts without using technical jargon, this seminar describes and demonstrates fundamental information security strategies for protecting your information systems. Many of the security principles presented are described in the FFIEC IT Examination Handbook and various interagency guidelines.

Critical Access Hospital and Rural Health Clinic Conference - Reno, NV

9/18/2018 12:00 PM - 9/20/2018 4:00 PM (PT)

Industry:
Health Care

Type: In Person Event

Cost: $500

Event Location:
Peppermill Resort Spa Casino
2707 South Virginia Street
Reno
Nevada
89502

You are invited to this annual event to receive quality education, have the opportunity to communicate directly with industry experts, and to network with colleagues at other critical access hospitals and rural health clinics. Our sessions are intended for all levels of professionals including administrators, CFOs, CEOs, directors of finance, finance professionals, reimbursement analysts, and office managers.

Critical Access Hospital and Rural Health Clinic Conference - Minneapolis, MN

10/9/2018 7:30 AM - 10/11/2018 12:00 PM (CT)

Industry:
Health Care

Type: In Person Event

Cost: $500

Event Location:
Crowne Plaza Suites MSP Airport – Mall of America
3 Appletree Square
Bloomington
Minnesota
55425

You are invited to this annual event to receive quality education, have the opportunity to communicate directly with industry experts, and to network with colleagues at other critical access hospitals and rural health clinics. Our sessions are intended for all levels of professionals including administrators, CFOs, CEOs, directors of finance, finance professionals, reimbursement analysts, and office managers.

Wipfli expands into Colorado as Bauerle and Co. joins firm

“This combination with Bauerle and Company, an esteemed CPA and consulting firm in the Colorado area, will strengthen our foothold in the Western United States and enhance our industry and service specializations in the construction and real estate industry,” -Rick Dreher, Managing Partner