Wipfli Upcoming Events

Events to help grow your organization

Webinar: Is Your Fiscal Manual Up to Date?

2/8/2018 10:00 AM - 11:30 AM (CT)

Type: Live Webinar

Industry: Nonprofits

Cost: $195

Event Contact:

Phone: 888.876.4992


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Advanced Preparation: None
Level: Basic
Prerequisite: None
Field of Study: Accounting
CPE*: 1.5 credits


Updating the fiscal policies and procedures manual is a must. Why? Because you want to ensure the policies are still being followed, are user friendly, are updated with any technology you have updated . . . we can go on and on. This session will address how to get this task done. We will show you how to create a manual that makes it easy for your staff to understand and helps them do the right thing. Topics we will address include:

  • Equipment
  • Procurement, including micro-purchases
  • Electronic records
  • Family-friendly policies
  • Employee-employer relations

Learning Objectives:

  1. Discuss the impact of the Uniform Guidance on a fiscal policies and procedures manual.
  2. Explore how to incorporate changes when creating a manual.
  3. Identify ways to make it easy for staff to understand and follow.


$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 e-mail you will receive 24 hours prior to the start of 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 e-mail 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.

Register For Event


Tammy Jelinek
Tammy Jelinek, MBA
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