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Asking for money can sometimes be very scary and awkward. Many people and organizations have great anxiety over just the thought. You know deep down that you need major donors to stay sustainable, especially if you are heavily grant-funded, but the anxiety about “making the ask” likely finds you moving this task to the bottom of your to-do list. In this session, we will show you when and how to make asking for money for your organization easier. With a plan and a few simple... Details
When: September 27, 2017
Where: Webinar
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Are you ready for the first substantial change in not-for-profit (NFP) financial reporting in decades? Not since Financial Accounting Standards Board (FASB) 116/117 was issued in the 1990s has there been such a significant modification in the way that NFPs tell their story. FASB Accounting Standards Update (ASU) 2016-14 was issued in August 2016 and is effective for years beginning on or after December 15, 2017.   This standard update is Phase I and will impact virtually every... Details
When: October 10, 2017
Where: Madison, WI
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Are you ready for the first substantial change in not-for-profit financial reporting in decades?  Not since FASB 116/117 was issued in the 1990’s has there been such a significant modification in the way that NFP’s tell their story. Financial Accounting Standards Board (FASB) Accounting Standards Update (ASU) 2016-14 was issued in August 2016 and is effective for years beginning on or after December 15, 2017.  This standard update is Phase I and will impact virtually every... Details
When: October 10, 2017
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: October 17–18, 2017
Where: Kansas City
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First come, first served – Only 20 seats available! Culture can be complicated. Join “The Inclusive Workplace: Implicit Bias and Culture Competence Training for Professionals” to gain a more comprehensive understanding of cultural values constructs and how differences impact work relationships. It is highly interactive, skills based, and challenge.  Participants will: Learn about culture and cultural values. Obtain a personal assessment tool. Engage in a highly interactive process to ... Details
When: October 26, 2017
Where: Wausau, WI
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Performance management is the process of creating and maintaining an environment of accountability to enable employees to perform to the best of their abilities. It is a process that begins when an individual starts the employment relationship and ends when the individual leaves. In this session, we will explore what prevents an employee from achieving effective levels of performance and how managers can engage in effective coaching to assist employees in achieving personal and... Details
When: October 31, 2017
Where: Webinar
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Payroll represents your greatest resource and your greatest expense. Payroll practices that manage the process efficiently and incorporate effective internal controls are vitally important in "back office" resource management.  Join us to learn best practices in payroll processes and procedures. We will cover roles and responsibilities of the Human Resources and Payroll departments, cost-effective processes, and internal control suggestions that even very small organizations can... Details
When: November 8, 2017
Where: Webinar
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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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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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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: December 12, 2017
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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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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What is an audit? Why do I have to have one? If I prepare all the workpapers, what does my auditor really do? In this updated session learn the secrets from a real-life auditor and become informed about the practices auditors do not usually reveal to their clients while performing an audit. Do you have a difficult time preparing for the year-end financial statement audit? Do you find it difficult to provide information requested by the independent auditor? Does it seem to take a long ... Details
When: March 13, 2018
Where: Webinar