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For five years, Wipfli has been presenting the Wipfli Winter Training Conference. The work you do has a direct impact on the people in your community. It's important that you know how to keep your finances flowing and vital services available, hire and keep talented team members, and so much more! Attend our training, select the sessions of interest to you, and soak in the knowledge from our experienced trainers. Our goal is to help you get back to the daily grind and be able to... Details
When: November 28 – December 1, 2017
Where: Orlando, FL
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Proper budgeting is crucial for any program, especially Head Start programs. This session will cover the entire process, from setting up a budget to forecasting expenses to handling the final closeout of a grant. Applicable regulations will be explained throughout the process. Learning Objectives:  1. Review budgeting basics. 2. Discuss expenditure forecasting. 3. Review applicable... Details
When: December 6, 2017
Where: Webinar
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If you have to complete performance reviews, this session is for you! When discussing performance reviews we rarely hear that the reviewer is excited and enthusiastically looking forward to the process. It sounds more akin to heading into the dentist for a root canal…without Novocain. If this sounds, feels, or is familiar – please join us. In this quick 1-hour discussion we will share suggestions on how to: 1. Transform performance review events from once a year to ongoing Give... Details
When: December 11, 2017
Where: Madison, WI
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Days 1 & 2: Having strong internal controls and understanding the rules governing how you can and cannot spend federal dollars are keys to fiscal management and overall compliance in your organization. Professionals new to the organization, as well as professionals who have been there for decades, will benefit from this review of the administrative and cost principles/allocation sections of the 2 CFR Part 200 – Uniform Administrative Requirements, Cost Principles and Audit... Details
When: December 12–14, 2017
Where: San Diego, CA
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Do you currently have an indirect cost rate agreement, or are you thinking of getting one? If so, this session is for you. We will provide an overview of the different types of indirect cost rates, the advantages and disadvantages of an indirect cost rate, the process of applying for an indirect cost rate, and more! Learning Objectives:  1. Explore the different types of indirect cost rate agreements. 2. Discover whether an indirect cost rate might be good for your organization. 3.... Details
When: December 13, 2017
Where: Webinar
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Most nonprofits at some point in time hold a fundraising event and there is a lot of confusion about how to report these events and what best practices should be in place for these events. Join us in this session to learn from your peers about what has worked for them and to ensure you are in compliance in your own events on the Form 990. Learning Objectives: 1. Determine best practices for events. Brainstorm possible event ideas with your peers and discuss what has worked for you,... Details
When: December 14, 2017
Where: Webinar
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Throughout the year, the My Wipfli membership site receives hundreds of regulatory, governance, human resource, financial, and how-to questions. We will pull out some of the questions, share the answers (and the resources we use to answer them), and if there is time, open up the opportunity for the audience to expand on the questions. Learning Objectives:  1. Discuss the questions our My Wipfli members have asked over the past year 2. Explore the answers 3. Discuss how what members... Details
When: December 19, 2017
Where: Webinar
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Business travel is a fact of life for all organizations, but implementing policies and procedures that comply with federal regulations and work for the employee, management, and the business office can be tricky. We will touch on travel advances, expense reports and documentation, the use of per diems, and the applicable cost principles. We will also explore the “family-friendly policies” available in the Uniform... Details
When: January 3, 2018
Where: Webinar
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Are you responsible for subrecipient or delegate monitoring? 2 CFR Part 200, with its increased emphasis on risk management, focuses on internal controls, the importance of prefunding reviews, and subrecipient monitoring.  Therefore, you need a monitoring process that is efficient, effective, and focuses on the right things. Our goal is to increase your awareness of all of the ways you get information so you can develop a system that focuses on the right things and gives you tools to ... Details
When: January 3, 2018
Where: Webinar
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This session will help you understand the progression from legislation (i.e., the Head Start Act) through the performance standards to implementation on a topic, specifically the HS administrative limit.                                             Learning Objectives: 1. Familiarize yourself with the Head Start Act. 2. Trace the 15% administrative limit from the Act to the performance standards. 3. Identify what constitutes an administrative cost versus a program cost. 4. Explore how ... Details
When: January 4, 2018
Where: Webinar
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Organizational culture is the greatest driver of individual, team and organizational outcomes. Unfortunately, culture is not understood by the majority of leaders and organizations worldwide. Join this webinar to gain an understanding of culture and how to align it with your vision, mission and stated values for improved agency and community outcomes. Learning Objectives:  1. Develop an understanding of what culture is and what it isn’t 2. Discover how organizational culture evolves... Details
When: January 11, 2018
Where: Webinar
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Having strong internal controls and understanding the rules governing how you can and cannot spend federal dollars are keys to fiscal management and overall compliance in your organization. Professionals new to the organization, as well as professionals who have been there for decades, will benefit from this review of the administrative and cost principles/allocation sections of the 2 CFR Part 200 – Uniform Administrative Requirements, Cost Principles and Audit Requirements for... Details
When: January 16–17, 2018
Where: New Orleans, LA
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Budgeting can be a difficult and time-consuming task for many organizations. Unfortunately, it is common to see expenses increasing at a rate higher than that of the funding being available. This class will explore best practices in budgeting techniques, budget processes, and long-term strategy and planning. We will review some budgeting models that can help streamline information to key decision makers at your... Details
When: January 16, 2018
Where: Webinar
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Head Start/Early Head Start programs have a specific set of requirements to assist program leaders in identifying, recruiting, and selecting those children and families with the most need in their communities. In this session we focus on all of the eligibility, recruitment, selection, enrollment, and attendance requirements of 45 CFR Part 1302, Subpart A, best known by the initials ERSEA, including adjusted guidelines in:   - Determining community strengths   - Documentation   -... Details
When: January 30, 2018
Where: Webinar
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Updating the fiscal policies and procedures manual is a must. Why? Because you want to ensure they are policies still being followed, they are user friendly, they are updated with any technology you have updated, etc. We can go on and on. This session will address how to get this task done. We will show you how to create a manual that makes it easy for your staff to understand and helps them do the right thing. Topics we will address include:    - Equipment    - Procurement including ... Details
When: February 8, 2018
Where: Webinar