Elevate 2026: Streamlining the path from audit to financials

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Elevate 2026: Streamlining the path from audit to financials

8/26/2026 08:30 AM - 8/27/2026 04:30 PM (PT)

Join Wipfli for a two-day, in-person workshop designed to help you strengthen controls and find a practical path forward to stronger revenue integrity and financial outcomes.

Our immersive, hands-on experience focuses on the full revenue process from end-to-end, including gaming and non-gaming audits through cage, vault and kiosk operations and ultimately financial reporting. Rather than theory, the workshop centers on real-world examples, proven approaches and relevant frameworks you can apply immediately.

Whether you’re preparing for automation or refining an already automated environment, you’ll leave with a practical roadmap to strengthen revenue integrity, reduce risk and support more reliable financial outcomes.

Event details

Location

• Graton Resort and Casino, 288 Golf Course Dr. W., Rohnert Park, CA 94928

Dates

• August 26-27, 2026, starting at 8:30 a.m.

Format

• In‑person interactive workshop sessions
• 12 CPE credits

Pricing

• $895 until August 1, 2026
• $1,095 after August 1, 2026

Session details

Every session is designed for tribal gaming finance, audit and accounting leaders and team members navigating complex financial and operational decisions.

Session 1: Revenue audit 101

Get a practical introduction to gaming and non-gaming revenue audits and discover ways to streamline your audit process from start to finish.

Session 2: Financial accounting 101

Learn how gaming and non-gaming activity flows through casino financial statements and gain the insight needed to interpret performance and key decision‑driving metrics.

Session 3: How it all ties to financial reporting

See how day‑to‑day casino operations come together in financial reporting — and understand how operational, departmental and accounting data roll up into the final reporting package.

Session 4: The process maturity continuum: Import, integrate and automate (part I)

What does process maturity really look like in practice? This session walks through a realistic path from flat file imports to automation, using real tools to show how scalable workflows actually take shape.

Session 5: Managing change with confidence: Evolving internal controls, policies and procedures

Are your internal controls keeping up with change? Learn how evolving regulations, technology and operations impact casino controls and identify practical ways to modernize without losing oversight.

Session 6: Process maturity continuum: Import, integrate and automate (part II)

When is a flat file enough — and when is it time to automate? This session explores real‑world scenarios to help you confidently move beyond imports and design efficient, scalable workflows.

Session 7: CCT Implementation fundamentals: Designing a seamless process (part I)

A foundational overview of the Casino Cash Tracking (CCT) system and its role in supporting operational accuracy, accountability and regulatory compliance.

Session 8: CCT Implementation fundamentals: designing a seamless process (part II)

Explore the core components of CCT, key stakeholders involved in implementation and the roles and responsibilities required for success.

Session 9: DataBlend: What you need to know

What if your data flowed seamlessly from operations to accounting? This session demonstrates how DataBlend enables automation that reduces manual work and strengthens financial outcomes.

Session 10: Selecting and implementing new technology: From evaluation to execution

How do you choose technology that actually works for your organization? Explore proven frameworks for evaluating options, engaging stakeholders and driving successful adoption.

Session 11: Training for and incorporating AI with your solution

Learn how tribal casinos can responsibly use AI to enhance revenue audit and financial processes, strengthening efficiency and insight without compromising controls or oversight.

Session 12: End results: Turning financial reporting into insight and action

Discover how modern reporting tools bring financial and operational data together, enabling clearer insights, stronger accountability and real‑time decision‑making.