Wipfli
Upcoming
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Thursday, October 22, 2026 · 1:00 PM CDTMany organizations invest significant time and resources into AI, cybersecurity, technology modernization and operational resilience. Yet these efforts are often siloed, making it difficult for leadership teams to understand how risk in any one in...
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Tuesday, October 27, 2026 · 4:00 PM CDTAssociation leadership doesn't work like corporate leadership — you lead through influence, not authority, balancing boards, members, volunteers, and staff against limited resources and rising expectations.
Lead Forward is built for the executive... -
Tuesday, November 3, 2026 · 10:00 AM CSTJoin us for a practical and engaging virtual training of the Office of Management and Budget’s (OMB) Uniform Guidance (2 CFR Part 200) — the cornerstone of federal grant compliance. This training is designed to help nonprofit and government profes...
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Wednesday, November 4, 2026 · 12:00 PM CSTConstruction firms are investing heavily in AI, data platforms and digital tools, but technology alone doesn’t deliver value. The real results come from knowing where to invest and how to take the calculated risks that will help you innovate.
Jo... -
Thursday, November 12, 2026 · 9:30 AM CSTThe role of IT isn’t disappearing. Its value is shifting.
Join Wipfli from 9:30-11:00 am CT on November 12, for a focused session on IT trends impacting financial institutions.
In this session, we’ll explore the technology that’s changing the va... -
Thursday, November 12, 2026 · 1:00 PM CSTAccess year-end tax planning strategies worth considering before December 31.
As 2026 draws to a close, now is the time to evaluate your tax and estate planning strategy before key year-end deadlines pass. Join our panel of tax professionals for ... -
Thursday, November 19, 2026 · 12:00 PM CSTSee what’s new in the Q4 2026 Sage Intacct release.
Our live, post-release webinar will cover the latest enhancements, giving you a firsthand look at new features and tools. Learn practical tips from Wipfli’s Sage support team to help you get mor... -
Tuesday, December 1, 2026 · 3:30 PM CSTFeel confident and ready to lead your nonprofit into 2027. Join this special online Stronger to Serve event to exhale, regroup with fellow nonprofit professionals and learn actionable strategies to help your organization grow stronger in the new y...
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Wednesday, December 9, 2026 · 12:30 PM CSTStaying compliant today requires looking ahead to the regulatory and reporting expectations of tomorrow. Join us from 12:30-2:00 pm CT on December 9 for the CFO Roundtable, a forward-looking learning opportunity for chief financial officers, chief...
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Thursday, December 10, 2026 · 1:00 PM CSTIs your tax strategy ready for year-end? Join us on December 10 for a webinar on how to proactively manage your tax position/liability instead of reacting after the fact.
In this session, we’ll cover:
• Proactive tax-planning strategies: Learn pr... -
Wednesday, December 16, 2026 · 1:00 PM CSTManufacturers are facing immediate challenges across their supply chains — from navigating tariff refunds and rising costs to managing supplier relationships and customer expectations. Many are also struggling to make decisions for 2027 and longer...
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Recurring WebinarJoin us for a practical and engaging virtual training of the Office of Management and Budget’s (OMB) Uniform Guidance (2 CFR Part 200) — the cornerstone of federal grant compliance. This training is designed to help nonprofit and government profes...
On-demand
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Thursday, October 15, 2026 · 10:00 AM CDTAI literacy is becoming an essential competency for compliance professionals.
Our October Risk Roundtable covered AI fundamentals and how AI is changing the risk landscape. In many organizations, employees are rapidly adding AI to their daily wor... -
Thursday, October 8, 2026 · 1:00 PM CDTYou could be exposed to state tax liabilities you don’t know about.
State tax nexus can be triggered by a single remote employee, inventory stored in a third-party warehouse or simply crossing an economic sales threshold.
This webinar explores t... -
Thursday, September 17, 2026 · 12:30 PM CDTTo succeed with AI, financial institutions must understand the technology, its costs and how to govern it responsibly. That’s a tall order given the pace of change.
In this webinar, Wipfli explains how to evaluate, implement and govern AI respons... -
Wednesday, September 16, 2026 · 1:00 PM CDTThis webinar walks through the most impactful updates in the NetSuite 2026.2 release. See what’s new and discover how to leverage these enhancements to improve efficiency,
streamline operations and gain deeper insights into your business.
We also... -
Thursday, September 10, 2026 · 3:00 PM CDTAre you ready to cut through the hype and hear clear, practical advice on using AI in your credit union?
Join Wipfli and CUNA Strategic Services on September 10 as we lay the groundwork for responsible and scalable AI adoption. We’ll explain how ... -
Thursday, August 20, 2026 · 12:00 PM CDTSee what’s new in the Q3 2026 Sage Intacct release.
This webinar offers a guided look at new features and tools, plus practical tips from Wipfli’s Sage support team to help you get more value from your technology investment. -
Wednesday, August 19, 2026 · 9:00 AM CDTGet the guidance you need to complete an accurate and efficient call report.
In this two-part training, we’ll walk through key call report schedules and reporting requirements so you’re clear on what’s expected. We’ll also cover common reporting ... -
Thursday, August 13, 2026 · 12:00 PM CDTAging AR, underpayments and cash flow pressure are ongoing challenges for healthcare leaders. Knowing where to focus first can make a significant difference in financial performance.
This webinar is designed to help CFOs and revenue cycle leaders... -
Wednesday, August 12, 2026 · 1:00 PM CDTMost organizations don’t struggle to identify growth opportunities. The challenge is determining which investments they’re prepared to support, execute and sustain. In this discussion, our panel shares perspectives on aligning capital decisions wi...
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Wednesday, August 5, 2026 · 9:00 AM CDTThis webinar will cover a variety of estate and succession planning topics relevant for business owners, including the mechanics of wealth transfer taxes and how trusts can minimize estate and generation skipping transfer taxes. The webinar will ...
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Thursday, June 25, 2026 · 12:00 PM CDTHidden revenue loss is a persistent challenge for hospitals operating with limited staff and constrained budgets, especially Critical Access and rural providers.
This webinar for healthcare leaders is focused on identifying and recovering earned... -
Thursday, June 18, 2026 · 12:00 PM CDTMany Oracle NetSuite users are exploring AI and automation but aren’t sure how to apply them in meaningful ways. Without clear guidance or real examples, AI can seem more theoretical than useful.
See how real-world organizations are using AI with...
Past
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Tuesday, October 20, 2026 · 1:00 PM CDTSuccession 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 tal...
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Tuesday, October 6, 2026 · 10:30 AM CDTJoin us for a focused three-day workshop designed to help strengthen your organization’s compliance with the Uniform Guidance 2 CFR Part 200. This hands-on session will guide participants through building an audit-ready Schedule of Expenditures of...
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Thursday, October 1, 2026 · 1:30 PM CDTAre you new to grant accounting? This beginner-level training series is tailored for finance staff stepping into the world of grant accounting and compliance. Through a series of focused sessions, you’ll build a foundation in the essential element...
