The health, well-being and safety of our participants and staff is our top priority. With the ongoing COVID-19 situation, we have decided to move our onsite conference online.

21st Annual Wipfli National Training Conference Online | Virtual: July 14-October 13, 2020 | Online conference: October 12-16, 2020 21st Annual Wipfli National Training Conference Online

Interested in learning more about our conference for nonprofits and governments? Click on a question to expand the answer below:

Who should attend?

Something for everyone:

Administrative staff
Board members
BSA compliance officers
Casino controllers
Chief executive officers
Chief financial officers
Chief information officers
Compliance managers & officers
Department managers
Finance professionals
Fiscal staff
Funding source staff
General managers
HS / EHS directors
Health care administrators
Human resource directors
Independent CPA
Internal auditors
IT staff
Office managers
Operation managers
Patient accounts professionals
Policy council members
Program directors
Program staff
Reimbursement analysts
Revenue auditors
Revenue cycle managers

How's this conference different?

The services you provide have a direct impact on the people in your community. Let us help you keep your funding and vital services available, hire and keep talented team members, and so much more! Then you can focus on the important areas like serving your community.

The Annual Wipfli National Training Conference Online includes multiple sessions with detailed yet easy-to-understand information to help you comply with regulations, seek new revenue opportunities, and impact your mission.

Wipfli offers training sessions in different cities throughout the United States, Mexico and Puerto Rico year-round, educating organizations on the administrative and financial impact of the federal regulations. For over 20 years, Wipfli has been providing the training conferences. Our goal is to help you better serve your communities. Together we will make an impact!

Learning Objectives:
  • Learn to better lead, manage, and operate your organization.
  • Learn practical, focused, and detailed information you can use immediately.
  • Learn from and interact with hundreds of colleagues who share similar roles and interests (and face the same challenges) as you.

This conference offers such a depth and breadth of experience in all management issues affecting organizations like yours. You can select from multiple sessions presented by our experienced, seasoned trainers who specialize in management issues including Finance/Accounting/Tax, Head Start/Early Head Start, Human Resources, Risk, Management/Best Practices, Organization Development/Leadership, Health Care, Sage Intacct, and Technology.

What should I wear?

Due to Covid-19, you can dress as you would normally dress at home or in the office. This year only, "a come as you are" is appropriate as all sessions are online!!

What materials and handouts do we receive?

All session materials* will be available through the Wipfli mobile app two weeks prior to the conference. You may download the materials to your computer/device. If you prefer to print the materials, please do so.

*Please note that these materials are incomplete without the accompanying oral comments by the trainer(s). These materials are informational and educational in nature and represent the speakers' own views. These materials are for the purchasing agency's use only and not for distribution outside of the agency or publishing on a public website.

Do I need to prepare or bring anything?

Come to this conference prepared to learn and have fun! You may download the materials to your computer/device. If you prefer to print the materials, please do so.

How can I get all the sessions I want with the limited time we have at the conference?

We recommend bringing your entire team. This conference offers something for everyone, and we offer group rates.

Can I select sessions from multiple tracks?

Yes! The tracks are there for your convenience. You have the option to select sessions from multiple tracks or stay within one track.

Will I get Continuing Professional Credits (CPE) or a certificate to verify my participation?

Yes. Wipfli will award CPE* credit(s) and a certificate of participation with proof of attendance at the conference. Please watch for information on Wipfli’s mobile app. Simply download the app, add or change sessions in your schedule and complete polling questions to receive your credit(s)!

Our attendees have enjoyed using the mobile app to access the agenda, presentation materials, app game, and for networking with other attendees.

Certificates of participation will be sent at the end of each month following the conference sessions to those participants who submit the applicable attendance records.

*National Registry of CPE Sponsors: Wipfli LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the national Registry of CPE Sponsors through its website:

Instructional Delivery: Group-Live and Group Internet Based. For more information regarding administrative policies, such as complaint, cancellation, and refund policies, please contact our offices at 888.876.4992.

Will there be time to ask questions in the sessions or after?

As time allows, you can ask questions during or after the session. If you were unable to ask your question, visit the Wipfli Q&A Station. Wipfli staff and trainers will be available to answer your questions throughout the conference. Many trainers will be available for brief one-on-one consultation. Contact any Wipfli associate, and we will do our best to accommodate you.

Can I record this training seminar on tape or video?

To promote open discussion and protect the confidentiality of all participant questions and comments, we do not allow our training sessions to be recorded by attendees.

Can family members attend sessions?

Only registered participants are allowed in sessions. Seating can be very limited and must be reserved for paying participants.

What is the cancellation policy?

Cancellations made after July 14, 2020 Virtual Training Experience Start Date are not accepted. Participants who register but do not attend are liable for their full registration fee. Call 888.876.4992 for questions about this policy.

What is the media policy?

Unless you specifically advise us otherwise in writing, by attending this training you authorize Wipfli LLP to use your name, likeness, image, attributed quotations, or other identifying indicia acquired or received in connection with your participation in the training in the firm’s promotional efforts related to future training sessions or similar or related activities.