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.

New Tax Guidance on 199A: An Overview of Its Impact on Ag Producers

10/23/2018 1:00 PM - 2:30 PM (CT)

Industry:
Agribusiness

Type: Live Webinar

Cost: Free

You need to know how tax reform and the new guidance on Section 199A will impact you. 

The Tax Cuts and Jobs Act (TCJA) of 2017 brought sweeping changes in tax law for businesses, trusts and individuals. While many of the changes are beneficial for ag producers, it’s important to examine how they will impact your short- and long-term goals — especially considering the IRS recently issued additional guidance on Section 199A, clarifying some of the gray areas created by the TCJA. Please join us for this complimentary webinar designed specifically for ag producers, which will provide a high-level and practical look at the impact of the TCJA and the new guidance on Section 199A.  

 

Community Banking Forum - Wisconsin Dells, WI

Community Banking Forum Pre-Session - FinTech Update: How Banks Are Moving Forward :
10/23/2018 5:30 PM - 7:00 PM (CT)

Community Banking Forum Reception - Wisconsin Dells, WI:
10/23/2018 7:00 PM - 9:00 PM (CT)

Community Banking Forum - Wisconsin Dells, WI:
10/24/2018 8:30 AM - 2:30 PM (CT)

Industry:
Financial Institutions

Type: In Person Event

Cost: Free

CLU Credits: 7.5

Event Location:
Wilderness Territory – Glacier Canyon Conference Center
45 Hillman Road
Wisconsin Dells
Wisconsin
53965

The Community Banking Forum has been designed exclusively for executive officers and board members of community banks. This event will provide you with information on and  insight into current topics that are deeply impacting community banks today. The speakers, topics, and value-added information, combined with the opportunity to network with your peers, make this event one you will not want to miss!

Webinar: Is Your Business Transferable?

10/25/2018 12:00 PM - 1:00 PM (CT)

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

Type: Live Webinar

Cost: Free

Only 30% of private businesses are successful in their first generational transfer (70% failure rate). 

Only 14% pass from the second to third generation, and only 4% make it to the fourth generation.

Do you know the characteristics that determine whether or not your business is transferable? Join this upcoming webinar to learn more.

In-Depth Training on OMB’s Uniform Guidance Plus Head Start Overview

10/30/2018 7:45 AM - 11/1/2018 5:00 PM (CT)

Industry:
Nonprofits, Governments, Tribal Gaming and Government

Type: In Person Event

Cost: $900

CLU Credits: 21

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 two-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 if you administer a Head Start/Early Head Start program, you will want to stay for day three when we discuss the latest impacts of the Head Start Act and Program Performance Standards.

In-Depth Training on OMB’s Uniform Guidance Plus the From Strategy to Execution Workshop: Planning for the HS/EHS 5-Year Grant Cycle

11/6/2018 7:45 AM - 11/8/2018 5:00 PM (ET)

Industry:
Tribal Gaming and Government, Governments, Nonprofits

Type: In Person Event

Cost: $900

CLU Credits: 21

Event Location:
DoubleTree by Hilton Hotel Bethesda - Washington DC
8120 Wisconsin Ave
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 two-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 if you administer a Head Start/Early Head Start grant, you will want to stay for day three, when we discuss the “have to” (the Head Start Act and the Head Start Program Performance Standards) and the “how to” (the processes related to strategic planning, approvals, budgeting and outcomes) of the Head Start/Early Head Start five-year grant cycle.

Business Continuity Workshop - Milwaukee, WI

11/6/2018 9:00 AM - 2:30 PM (CT)

Industry:
Financial Institutions

Type: In Person Event

Cost: $1500

Event Location:
Wipfli Milwaukee Office
10000 Innovation Dr., Suite 250
Milwaukee
Wisconsin
53226

When an incident happens, how your leadership and teams respond will make all the difference. Exercising response and continuity plans improves resilience and gets people familiar with the decisions that need to be made and procedures to follow in response to a crisis. Please bring your bank’s business continuity and crisis response leaders and join Wipfli for a one-day workshop that will exercise your continuity plans in real-world business interruption scenarios such as ransomware and natural disasters.

Business Continuity Workshop - Dixon, IL

11/7/2018 9:00 AM - 2:30 PM (CT)

Industry:
Financial Institutions

Type: In Person Event

Cost: $1500

Event Location:
Sauk Valley Community College
173 Illinois Rt 2
Dixon
Illinois
61021

When an incident happens, how your leadership and teams respond will make all the difference. Exercising response and continuity plans improves resilience and gets people familiar with the decisions that need to be made and procedures to follow in response to a crisis. Please bring your bank’s business continuity and crisis response leaders and join Wipfli for a one-day workshop that will exercise your continuity plans in real-world business interruption scenarios such as ransomware and natural disasters.

Revenue Recognition, Misconceptions and Lessons Learned

11/8/2018 12:00 PM - 1:00 PM (CT)

Industry:
Agribusiness, Construction and Real Estate, Dealerships, FinTech, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity, Tribal Gaming and Government

Type: Live Webinar

Cost: Free

The largest change to GAAP in 20 years—ASC 606—continues to mystify, challenge and frustrate the accounting world. Depending on the level of change required, organizations need a timely and efficient plan of adoption to ensure adequate resources are available and reporting deadlines are met. With the 2019 deadline for private companies to adopt ASC 606, Revenue from Contracts with Customers, looming closer, hear firsthand about some common misconceptions and lessons learned from adopters.

Maximizing Team Effectiveness with Predictive Index®

11/8/2018 12:00 PM - 1:00 PM (CT)

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

Type: Live Webinar

Cost: Free

CLU Credits: 0

You've heard the power of Predictive Index®. Join us for a deep dive into the dynamic software and see it in action during this one-hour in-depth look into PI.

Insights into Building Enduring Value into Your Business

11/14/2018 8:00 AM - 9:30 AM (CT)

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

Type: In Person Event

Cost: Free

Event Location:
Embassy Suites
2800 American Blvd W
Bloomington
Minnesota
55431

Does your business have transferable value? Every business has personal value to its owner, but how much of that value could you transfer to another? Now is the time to learn about your company’s transferable value and how to increase it.

Accounting and Audit Update for Financial Institutions

11/14/2018 2:00 PM - 3:30 PM (CT)

Industry:
Audit and Accounting, Financial Institutions

Type: Live Webinar

Cost: Free

Wipfli’s annual accounting and audit webinar will update you on final accounting rules effective for 2018 and 2019, as well as some rules that have been finalized but will not be effective for several years. We will also look at the current status of any significant proposed rules being deliberated by FASB and implications they would have for the financial institution industry.

Webinar: Impact of Revenue Recognition Changes for Nonprofit Organizations

11/20/2018 10:00 AM - 12:00 PM (CT)

Industry:
Nonprofits, Tribal Gaming and Government, Governments

Type: Live Webinar

Cost: $195

CLU Credits: 2

The new revenue recognition standards (Topic 606) are the most significant changes to GAAP in decades. These changes will impact nonprofit organizations less than businesses, but nonprofit entities will need to be aware of how these changes may impact their organization to prevent findings in the first years the standard is applicable. If you have exchange transactions, this session will help you understand whether these changes will impact your organization and how to update your policies and procedures for them.

Business Continuity Workshop - Eau Claire, WI (Rescheduled Date)

11/27/2018 9:00 AM - 2:30 PM (CT)

Industry:
Financial Institutions

Type: In Person Event

Cost: $1500

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

When an incident happens, how your leadership and teams respond will make all the difference. Exercising response and continuity plans improves resilience and gets people familiar with the decisions that need to be made and procedures to follow in response to a crisis. Please bring your bank’s business continuity and crisis response leaders and join Wipfli for a one-day workshop that will exercise your continuity plans in real-world business interruption scenarios such as ransomware and natural disasters

6th Annual Wipfli Winter Training Conference

12/3/2018 8:00 AM - 12/7/2018 12:00 PM (ET)

Industry:
Nonprofits, Tribal Gaming and Government, Governments, Health Care

Type: In Person Event

Cost: $975

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

For six years, Wipfli has been presenting the Wipfli Winter 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.

Tax Update for Financial Institutions

12/6/2018 2:00 PM - 3:30 PM (CT)

Industry:
Financial Institutions

Type: Live Webinar

Cost: Free

The Tax Cuts and Jobs Act was signed by President Trump at the end of 2017. This much anticipated tax reform comes with new rules that your bank can take full advantage of, if you prepare before the end of the year. Join us for a discussion regarding how the new tax law will impact your bank for 2018 and what you will need to do to prepare. 

CECL Implementation: Practical Ideas to Move Forward

12/13/2018 2:00 PM - 3:30 PM (CT)

Industry:
Financial Institutions

Type: Live Webinar

Cost: Free

“Am I doing the right things to get ready for CECL?” This is a common question asked by financial institutions as they struggle to figure out what CECL’s impact is going to be. This session will look at some practical ideas financial institutions should be considering to stay on track throughout the implementation process. We will focus on the latest thinking in the industry about how CECL can be effectively adopted by small- to mid-sized institutions. We will also discuss the implementation steps that should have already been completed and look ahead to the next steps institutions should be thinking about.  

In-Depth Training on OMB's Uniform Guidance

1/15/2019 8:15 AM - 1/16/2019 5:00 PM (ET)

Industry:
Tribal Gaming and Government, Governments, Nonprofits

Type: In Person Event

Cost: $900

Event Location:
Sheraton LaGuardia East Hotel
135-20 39th Ave.
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 two-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”).

20th Annual Wipfli National Conference

7/14/2019 1:00 PM - 7/19/2019 12:00 PM (PT)

Industry:
Tribal Gaming and Government, Governments, Nonprofits, Health Care

Type: In Person Event

Cost: $1000

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

Conference details are coming soon. Stay tuned!

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