Wipfli logo

Upcoming Events

Financial Forums for Nonprofits

9/19/2024 10:00 AM - 6/12/2025 12:00 PM (CT)

Type: Live Webinar

Industry: Nonprofits

Cost: $2775

CPE Credits: 20

Event Contact:

Phone: 888.876.4992

Email: trainings@wipfli.com


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 for Nonprofits are designed to provide education in functional financial areas. Current trends and best practices are discussed in an interactive environment. The forums are a cohort of financial professionals that participate in each online session throughout the program year, allowing individuals to develop powerful and lasting professional relationships and 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:

  • 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

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.

Advanced Preparation: None

Level: Basic

Prerequisite: None

Field of study: Accounting (Governmental)

CPE: Up to 20 credits

Learning objectives

1. Identify the federal grant regulations (2 CFR Part 200) applicable to your financial operations.
2. Explore examples of internal controls, cost allocation, grant management, reporting, and other core financial topics.
3. Discuss financial process best practices for core financial areas.

Registration fee


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


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

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 credits

  • Each registered person attending the webinar can receive a certificate of participation/CPE credits (live webinars only).
  • To receive a certificate of participation/CPE, participants must answer the interactive polling questions presented throughout the webinar; participants will have approximately 30 seconds to respond to the questions.
  • Each session is eligible for two credits. There are three polling questions per one CPE credit. To receive full credit, participants must answer all six polling questions.
  • Upon receipt, the information will be verified, and if accepted, you will receive a certificate of participation 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: 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.

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.”


Denes Tobie
Denes Tobie, CPA
View Profile
Eilers, Katherine
Katherine Eilers, CPA
Senior Manager
View Profile
Ciara Leahy
Ciara M. Leahy, CPA
Senior Manager, Audit
View Profile
Sarah Henke, CPA
Senior accountant