Wipfli Upcoming Events

Events to help grow your organization

Webinar: Advanced Financial Analysis

3/14/2018 10:00 AM - 12:00 PM (CT)

Type: Live Webinar

Industry: Nonprofits, Governments

Cost: $195

Event Contact:

Phone: 888.876.4992


This webinar is included in our fiscal/procurement webinar bundle. Save $370 when you register for all the webinars in this bundle. You can also register for this webinar only:

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Advanced Preparation: None
Level: Intermediate
Prerequisite: Head Start Management Background
Field of Study: Specialized Knowledge
CPE*: 2.0 credits


This session discusses various ways to analyze the data you currently have but may not be using effectively. We will include ways to assist you when trying to relate financial information to non-financially savvy individuals. We will cover providing effective financial analysis throughout the year, trend analysis, budgets, board reports, and a variety of financial analyses to assist you in using the information you currently have to enhance your organization’s financial reporting.

Learning Objectives:

  1. Review best practices for month-end and year-end preparation.
  2. Discuss the use of trends, analytical analysis, key performance indicators, and other tools to better assess your financial situation.
  3. Explore how to use your audited financial information and other tools to educate financial information users.


$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 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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Denes Tobie
Denes Tobie, CPA
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