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Upcoming Events

Organizational mastery: 7 components of strategic success

7/18/2024 10:00 AM - 11:00 AM (CT)

Type: Live Webinar

Industry: Nonprofits

Cost: $145

CPE Credits: 1.0

Event Contact:

Phone: 888.876.4992

Email: trainings@wipfli.com


Advanced preparation: None
Level: Overview
Prerequisite: None
Field of study: Business Management & Organization
CPE: 1.0 credit


Unleash your organization’s untapped potential by immersing yourself in an exploration of this comprehensive approach to association optimization. This session will explore essential realms such as engaging your people and transforming your leadership team to achieve your compelling vision. It will also focus on building brand strength through operational excellence and digital engagement. Learn actionable strategies to elevate your organization, transform challenges into opportunities and achieve unparalleled success in today’s dynamic industry landscape.

Learning objectives

1. Understand the value of a comprehensive focus on all seven components to optimize business performance and break through to the next level.

2. Define the connection between a compelling vision and the transformational leadership skills necessary to achieve business goals.

3. Explore operational excellence through the lenses of your people, processes and technology to get targeted results.

4. Gain insights into building a thriving brand in the nonprofit industry by understanding your biggest differentiators and how you stack up against others.

Registration fee

$145 per connection

My Wipfli nonprofit and government membership service members automatically receive an additional $25 discount per registrant.

Wipfli accepts AmEx, Discover, Visa and Mastercard.

The registration fee includes:

  • Up to 1.0 continuing professional education (CPE) credits in accordance with the standards of the National Registry of CPE Sponsors. CPE credits are granted based on a 50-minute hour.

Transfers and cancellations

  • Participants who are unable to attend may be eligible to transfer or cancel their registration. All transfer or cancellation requests must be received in writing no later than two business days before the start of the event for which you are currently registered.
  • A $25 service fee will be applied to all transfer and cancellation requests. Additional fees may apply.
  • Participants who registered but did not attend the event or complete a request to transfer or cancel within the allotted time, are liable for the full registration fee.
  • If Wipfli reschedules or cancels the event, you will be notified via email, at which time you will be given the option to transfer to another training or receive a refund.
  • For more information including deadlines and fees, view the full policy here. For questions or concerns, please call 888 876 4992 or email trainings@wipfli.com with the subject line: “Registration Transfer” or “Cancellation.”

Be prepared

You’ll receive an email once you’ve been added to our event hosting platform, as well as reminders one day and one hour prior to the training. Materials will be available one hour before the training until one day after the training.

Certificate of participation and CPE credit

  • Each registered person attending the live webinar is eligible to receive a certificate of participation/continuing professional education (CPE) credit.
  • To receive a certificate of participation, participants must answer the interactive polling questions presented throughout the training. Participants have approximately 30 seconds to respond to the questions
  • This session is eligible for 1.0 credit. To receive full credit, participants must answer all three polling questions.
  • Upon receipt, the information will be verified and, if accepted, you will receive a certificate of participation via email within 14 business days of the webinar presentation.

National Registry of CPE Sponsors: Wipfli LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.

Instructional delivery: Group-Internet Based. For more information regarding administrative policies, such as complaint, cancellation and refund policies, please contact our offices at 888 876 4992.



Tina Nazier
Tina Nazier, MBA, CPC
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