Wipfli logo

Upcoming Events

Infusing risk assessment into agencywide strategic planning

3/6/2024 10:00 AM - 12:00 PM (CT)

Type: Live Webinar

Industry: Nonprofits

Cost: $245

CPE Credits: 2

Event Contact:

Phone: 888.876.4992

Email: trainings@wipfli.com

Just as community action agencies connect their community assessments to strategic planning, risk assessments provide a foundation for planning as well.  All three are required, but how are they all connected? This session will review the components of both types of assessments and how they can support a holistic agencywide strategy at the family, community and agency levels. Effective practices and CAA examples of blending strategy and risk management will be discussed, with time for agency sharing as well.



Courtney Kohler, CCAP, NCRT
Consultant II
Wipfli LLP

Registration fee

$245 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 two 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.
  • Reference materials (any PowerPoint presentations and/or additional references) available for download.

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.”

Learning objectives

1. Review the standards that tie into strategic planning, community assessment and risk assessment.

2. Explore the connections between community needs, strategy and risk management.

3. Discuss effective practices to apply in the next planning cycle.

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 person attending the webinar can receive a certificate of participation/CPE credits (live webinars only).

  • To receive a certificate of participation, participants must answer the interactive polling questions or submit the keywords presented throughout the training.

  • The information will be verified upon receipt and, if accepted, you will receive a certificate of participation via email within 14 business days. 

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.



Courtney Kohler
Courtney P Kohler
Consultant II
View Profile