Wipfli Upcoming Events

Events to help grow your organization

Webinar: Budgeting and Financial Planning

1/16/2018 10:00 AM - 11:00 AM (CT)

Type: Live Webinar

Industry: Nonprofits, Governments

Cost: $195

Event Contact:

Phone: 888.876.4992


Register For Event

Advanced Preparation: None
Level: Overview  
Prerequisite: None
Field of Study: Finance
CPE credits*:  1.0 credit


Budgeting can be a difficult and time-consuming task for many organizations. Unfortunately, it is common to see expenses increasing at a rate higher than that of the funding being available. This class will explore best practices in budgeting techniques, budget processes, and long-term strategy and planning. We will review some budgeting models that can help streamline information to key decision makers at your organization.

Learning Objectives:

  1. Identify common budgeting techniques and processes.
  2. Discuss best practices in budgeting.
  3. Explore long-term strategy and planning.


$195 per connection
My Wipfli Nonprofit and Government Membership service members automatically receive an additional $25 discount per registrant!

Cancellation Policy
Notice of cancellation must be received 24 hours prior to start-time of the webinar for a full refund of registration fees. If Wipfli cancels the webinar, you will be notified 24 hours prior to the webinar via email. All registration fees will be refunded. For questions or concerns, please call 888.876.4992.


To receive continuing professional education (CPE) credits (live webinars only), you will need to complete and submit a CPE request form within three business days of the webinar. A link to the form and directions to submit it are included in a webinar access email you will receive 24 hours prior to the start of the webinar. The webinar must be paid in full to receive CPE credits. Purchase orders are accepted but not considered payment. You will receive a certificate 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:

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.

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George Persekian
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