Upcoming Events

Financial Forums for nonprofits

1/17/2023 01:00 PM - 11/21/2023 03:00 PM (CT)

Type: Live Webinar

Industry: Nonprofits

Cost: $2750

Event Contact:

Phone: 888.876.4992


Now more than ever, it’s incredibly important to have a trusted peer group of fiscal professionals to confer with about emerging trends and challenges in our field. Register now.

This series is designed for professionals who want to build a solid foundation of financial knowledge. Best practices are discussed in core financial areas.  

Wipfli’s Financial Forums are designed to provide education in functional financial areas. Current trends and best practices are discussed in an interactive environment. You’ll join a cohort of financial professionals who participate monthly in online sessions throughout the program year, allowing individuals to develop powerful and lasting professional relationships and to engage in group problem-solving.

Discussion topics will be established by the forum group, allowing the group an opportunity to address topics affecting their operations. Possible topics include:

  • Internal controls
  • Allowable compensation and employee benefits
  • Cost allocation methods
  • Governing body financial responsibilities
  • Budgeting
  • Financial reporting
  • Financial management system
  • Documentation and record retention
  • Financial policies and procedures
  • Allowable costs

Registration Fee*: $2,750

My Wipfli Membership Service members automatically receive an additional $25 discount per registrant!

Payment: Payment is processed at the time of registration. Wipfli accepts AmEx, Discover, Visa and Mastercard.

Be prepared:

You’ll receive the webinar access information upon registration as well as reminders one day and one hour prior to the training. Upon receipt, the information will be verified and if accepted, you’ll receive a Certificate of Participation via e-mail within 14 business days. 



Denes Tobie
Denes Tobie, CPA
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Karl Eck
Karl A. Eck, CPA
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John Hemming
John E. Hemming, CPA
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Katherine Eilers
Katherine Eilers, CPA
Senior Manager
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Ciara Leahy
Ciara M. Leahy, CPA
Senior Manager, Audit
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