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Nonprofit financial training

Master your finances to fulfill your mission

Financial training is essential for strengthening financial sustainability and creating positive social change.

Wipfli is offering virtual training to give your nonprofit the tools and strategies needed to build better financial operations. During these interactive sessions, you’ll learn about enhancing your grant accounting, best practices in financial management and operating more efficiently. 

Register today for our two training opportunities:

Financial Forums

Join your peers and fiscal professionals to discuss current trends and best practices in critical financial areas.

These forums meet on the third Thursday of every month from September through June. This series is designed for SEASONED professionals who want to build a solid foundation of financial knowledge. Best practices are discussed in core financial areas.

Our Financial Forums are designed to help you develop powerful and lasting professional relationships and engage in interactive, group problem-solving. Discussion topics will be established by the forum group, allowing you an opportunity to address specific financial topics affecting your operations, such as:

  • Internal controls
  • Allowable compensation and employee benefits
  • Cost allocation methods
  • Budgeting
  • Financial reporting, policies and procedures
  • Documentation and record retention
Register now


Event details:

Location: Virtual

Date: Every third Thursday from September 19, 2024, until June 12, 2025

Time: 10 a.m.-12 p.m. CT

Financial Cohort Series for Grant Accounting

Financial compliance is critical for federally grant-funded nonprofits — as is navigating the complexities of federal grant awards.   

This series is designed specifically for NEW professionals who are looking to develop and strengthen their core competencies in grant accounting and finance. Throughout this eight-week program, you’ll join peers and Wipfli professionals to discuss topics including:

  • Grant management
  • Uniform Guidance
  • Documentation and policies
  • Internal and external reporting
  • Cost allocation
  • Grants administration

Walk away with applicable best practices, professional connections and practical tips for improving your financial operations.

Register now


Event details:

Location: Virtual

Date: Sessions will begin on August 6, 2024, and end on September 24, 2024.

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