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This series is designed for professionals who want to build a solid foundation of financial knowledge. Best practices are discussed in core financial areas.   Wipfli’s Financial Forums are designed to provide education in functional financial areas. Current trends and best practices are discussed in an interactive environment. The Forums are a cohort of financial professionals that participate in each online session throughout the program year, allowing individuals to develop... Details
When: January 11 – November 8, 2022
Where: Webinar
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Fraud risk is the risk of misappropriation of assets, whether done internally or externally. This can include not only fraudulent cash disbursements but misdirection of cash receipts (this risk is raised when actual cash is involved). Stereotypically, the risk of fraud is greater when internal controls are in a state of flux, have not been updated for an extended period of time, or are just not being executed properly. An example of internal controls in a state of flux can be... Details
When: February 1, 2022
Where: Webinar
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Join us online for this virtual training workshop to learn about the Uniform Guidance regulations (2 CFR Part 200 Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards).  We will review the regulations, share examples and stories, and also share best practices learned from years of auditing and consulting. Wipfli’s nonprofit experts have been presenting high-quality training for more than 40 years.  During this virtual workshop, we will... Details
When: February 1–3, 2022
Where: Webinar
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You asked, and we answered. Based on your feedback, we took our large group training and built this online boot camp to blend regulations, best practices and action planning with the opportunity to ask your questions. If you are new, if you have been around a while and want a refresher, if you are program oriented, if you are fiscal oriented — welcome. There will be something for everyone. HS and EHS are some of the largest federally funded programs. The Head Start Act and the Head... Details
When: February 8–10, 2022
Where: Webinar
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In today’s competitive labor market, it’s more important than ever to develop current employees.  This session covers many practical tips to retain employees and reduce turnover.

When: February 15, 2022
Where: Webinar
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Kick off this interactive workshop with an overview of the regulations organizations need to be aware of as they comply with the CSBG Standards. Then we will explore what and how! From your community assessment, to the tone at top, to your community outcomes, we will connect the standards and results. A major challenge for grant-funded community nonprofits is balancing the focus of fiscal responsibility, internal controls, and mission-centric programming and services. The... Details
When: February 22, 2022
Where: Webinar
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Grant-funded accounting is not always easy. Often times agencies have multiple funding sources, with multiple grant year ends, plus the agency’s fiscal year. This formula makes producing budget to actual reports (and other reports) difficult. Please join this high level session where we build a fiscal and program point of view of: •             The Cycle of Grants Management •             Process to Manage Grants •             Grant Reporting •             Grant Close... Details
When: February 23, 2022
Where: Webinar
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How does an organization implement micro-purchases? What is a sealed bid, and when is it used? When do you need to have prior written approval? In this session, we will review the methods of procurement identified in the Uniform Guidance and discuss procurement internal controls and best practices related to the implementation and compliance with the... Details
When: February 24, 2022
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 2-day 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: March 8–10, 2022
Where: Dallas, TX
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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: March 8, 2022
Where: Webinar
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Bad stuff happens. How your organization responds to a data breach, device loss or compromised email account will either minimize or compound the impact of the event. In this session we will review components of an effective incident response plan and facilitate an interactive group tabletop exercise to simulate the decisions that need to be made during a... Details
When: March 9, 2022
Where: Washington, DC
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Program and Fiscal Working Together. Individuals working in the finance department and NOT working in the finance department need to understand financial terms, budgets, reports, overall financial management and each other. This session will give fiscal and program directors guidance on how to communicate with each other while achieving good financial management. In this session, fiscal staff and program staff will determine what each of their roles are and why certain aspects of... Details
When: March 9, 2022
Where: Webinar
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You asked, and we answered. Based on your feedback, we took our large group training and built this online boot camp to blend regulations, best practices and action planning with the opportunity to ask your questions. If you are new, if you have been around a while and want a refresher, if you are program oriented, if you are fiscal oriented — welcome. There will be something for everyone. HS and EHS are some of the largest federally funded programs. The Head Start Act and the Head... Details
When: March 15–17, 2022
Where: Webinar
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Join us online for this virtual training workshop to learn about the Uniform Guidance regulations (2 CFR Part 200 Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards).  We will review the regulations, share examples and stories, and also share best practices learned from years of auditing and consulting. Wipfli’s nonprofit experts have been presenting high-quality training for more than 40 years.  During this virtual workshop, we will... Details
When: March 22–24, 2022
Where: Webinar
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Documentation, or lack of adequate or proper documentation, is often cited in monitoring reviews and audits. From funding sources to the Office of Inspector General, it’s an area where organizations who offer excellent services can run into trouble. In addition, the need for documentation does not disappear when a crisis hits. As we’ve seen, operations change and agencies need to ensure their documentation identifies how taxpayers’ dollars are spent on items that are necessary,... Details
When: March 29, 2022
Where: Webinar