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Upcoming Events

Building sustainable leadership pipelines

9/16/2026 01:00 PM - 02:30 PM (CT)


Advanced preparation: None
Level: Overview - Basic
Prerequisite: None
Field of study: Personnel/HR
CPE: 1.5 credit per webinar

Session Description:

Succession planning is a core strategic component to strengthen leadership continuity and organizational resilience. This session will explore how to identify critical roles, assess leadership potential and design a forward‑looking approach to talent readiness aligned with long‑term organizational strategy.

Through real‑world examples, participants will learn how to engage key stakeholders, create clarity and transparency around leadership pathways and keep succession plans dynamic as business needs evolve.

Learning objectives:

  • Identify why succession planning for critical roles is vital.
  • Gain insights into aligning succession efforts with organizational strategy.
  • Increase confidence in identifying and developing future leaders while relying on current requirements

Registration fee

$149 per person per webinar

My Wipfli nonprofit and government membership service members automatically receive a $25 discount per registrant.

Wipfli accepts AmEx, Discover, Visa and Mastercard.

The registration fee includes:

  • Up to 1.5 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.

Transfers and cancellations

  • Participants 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.
  • Registered participants who 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 and 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 email trainings@wipfli.com with the subject line: “Registration Transfer” or “Cancellation.”

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 registered person attending the live webinar is eligible to receive a certificate of participation / continuing professional education (CPE).
  • 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.
  • This session is eligible for 1.5 CPE credits. There are three polling questions per CPE credit. To receive full credit and a certificate of participation, participants must answer all five polling questions. To receive partial credit and a certificate, participants must answer at least three 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.

Please note:

  • Registration is on a per person basis.
  • Certificate of participation / CPE is credit only awarded to the registered name associated with the link used to log in. 
  • You must use your personalized link to access the training to help ensure that you qualify for a certificate of participation / CPE credit.
  • Our team will be monitoring the active attendee list throughout the training event. If a registrant is on the list more than once, the additional logins will be removed.

National Registry of CPE Sponsors: Wipfli Advisory LLC 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, including complaint, cancellation and refund policies, please email trainings@wipfli.com or contact our offices at 888 876 4992.

Speakers

Kendra Osterdyk
Senior Talent Management Consultant
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