Wipfli Upcoming Events

Events to help grow your organization

Leadership Summit

8/1/2019 08:30 AM - 04:00 PM (MT)

Type: In Person Event

Industry: Governments, Nonprofits, Tribal Gaming and Government

Cost: $250

CPE Credits: 6

Event Contact:

Name: Sophia Thompson

Phone: 406.727.1798


Event Location:

Best Western Plus Heritage Inn

1700 Fox Farm Rd

Great Falls, Montana 59404

Register for this training

During this Leadership Summit we will focus on these key areas:

  • Compact discussion
  • Regulatory update
  • Technology update
  • Profitability
  • Open roundtable


Those that will benefit from this training are:

  • Tribal council members
  • Chief financial officers
  • Department managers
  • Board members
  • Tribal leaders


Grant Eve, Partner

Deron Kling, Senior Manager
Wipfli LLP

Nik Wong, Manager


  • Early-bird rate: $150 per person if registered by July 1, 2019
  • Regular rate: $250 per person if registered after July 1, 2019

Registration fees include:

  • Up to 6 CPE credits in accordance with the standards of the National Registry of CPE Sponsors. CPE credits are granted based on a 50-minute hour.
  • Training workbook.
  • Reference materials (any PowerPoint presentations and/or additional references) available for download.
  • Refreshment breaks.

Cancellation Policy
Cancellations made after July 22, 2019 will be charged $100 per person cancellation fee. If you cancel, you may send a substitute from your organization. Participants who register but neither attend nor cancel are charged for their full registration fee. Call 888.876.4992 for questions about this policy.


Best Western Plus Heritage Inn
1700 Fox Farm Rd
Great Falls, MT 59404

Individuals to call hotel directly at 406.761.1900 to make their own reservations. Please mention Wipfli LLP to receive rate.

Room Rate:  $99 per night
Rate Expires:  July 1, 2019


Tuesday, June 18, 2019             

8:30 – 9 a.m.                      Registration and breakfast
9 – 11 a.m.                         Intro, State of the Industry, Regulatory Update, Different roles of Councils, Gaming Commissions, and Boards
11 a.m. – 12 p.m.               Change Management
12 – 1 p.m.                         Lunch (provided)
1 – 2:45 p.m.                      Managing Records and Moving to Paperless
2:45 – 4 p.m.                      Tribal Issues, Taxes, Efficiencies and Q&A


Day 1: Leadership Summit

Tuesday, August 1, 2019; 9 a.m. – 4 p.m.

Advanced Preparation: None
Level:   Overview
Prerequisite: None
Field of Study:   Specialized Knowledge
CPE*:  6.0 credit(s)

During this Leadership Summit training we’ll focus on these key areas:

  • Sate of the industry, regulatory update, different roles of councils, gaming commissions and boards
  • Change management
  • Managing Records and moving to paperless
  • Tribal issues, taxes, efficiencies and Q&A

BE PREPARED: Download your materials two weeks prior to training

All reference materials (any PowerPoint presentations and/or additional references) for this training workshop will be available online two weeks prior to the start of the training workshop. For your convenience, you will have access to the online materials for two weeks following the training workshop.

Please download the materials before the training workshop to your computer/device and bring your computer/device with you to the training workshop. If you prefer to print the materials, please bring them with you because paper copies will not be available on site.

Internet access and power outlets will be available. Please limit Internet access to checking email and accessing training workshop materials. You will receive a workbook on site for hands-on activities. Registered attendees will receive an email when the materials are available online. 


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-Live.  For more information regarding administrative policies, such as complaint, cancellation, and refund policies, please contact our offices at 888.876.4992.

Register for this training


Grant Eve
Grant Eve, CPA, CFE
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Deron J. Kling
Senior Manager
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Event Location:

Best Western Plus Heritage Inn

1700 Fox Farm Rd

Great Falls, Montana 59404