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

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Tuesday, September 22

morning

10:00 a.m.-12:00 p.m. CST
Best Practices for Finance Process and Technology Transformation
Date: Sep 22, 2020 10:00 a.m.-12:00 p.m.
History: New
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Computer Software & Applications
Applicable Audience:
  • Board Member
  • CEO/Executive Director
  • CFO/Finance Director
  • COO
  • Finance Staff
  • IT Director/Manager
  • Quality Improvement Leader
Tracks: Automate & Measure Performance; Boards & Tribal Councils; Strong Financial Health
Type: Mini
Level: Overview
Qualifies for Yellowbook?: No
Prerequisites: None
CPE Credits: 2
Trainers:
Learning Objectives:
1. Explain some best practices for undertaking finance function transformation, including software evaluation and process improvement work.
2. Discuss some nuances of software integrations to watch out for both before and after your software selection.
3. Describe best practices for project management once the software is selected, integration exploration, change management and what it means to become a seasoned product user post-go-live.
Session Description:
In this session we will walk through things to consider when evaluating the need for a finance transformation to include process improvement work and technology evaluation. Additionally, we will dive into best practices for project and change management when you have selected a system. We will also discuss best practices for integration exploration with your new system, and how to be a seasoned user post-go-live.

afternoon

12:30-1:30 p.m. CST
From Good to Great: Elevating Your Nonprofit Story with Data and Performance Metrics
Date: Sep 22, 2020 12:30-1:30 p.m.
History: New
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Business Management and Organization
Applicable Audience:
  • Board Member
  • CEO/Executive Director
  • CFO/Finance Director
  • COO
  • CSBG/Org Standard
  • Clinic Leadership
  • Finance Staff
  • HR Director/Manager
  • HR Staff
  • HS/EHS Director/Manager
  • HS/EHS Program Staff
  • IT Director/Manager
  • Program Director/Manager
  • Providers, Nurses
  • Quality Improvement Leaders
Tracks:
Type: Mini
Level: Basic
Qualifies for Yellowbook?: No
Prerequisites: None
CPE Credits: 0
Trainers:
Sage Intacct, Director Nonprofit Industry Marketing
Sage Intacct, Senior Solutions Consultant, Nonprofit Industry
Learning Objectives:
N/A
Session Description:
As a nonprofit organization, it is critical to understand recent giving trends and their relevance to your organization’s impact. As we meet today’s challenges head on, we need to focus on what we can do today – to ensure the sustainability of our mission success.

Join us as we look at 5 things you can do right now to ramp up faster and at what recent giving data tells us matters most - for growing your nonprofit’s funding. How do you leverage your data and performance metrics to better tell your story? How do you build engagement with donors to prioritize your mission?

We’ll share some best practices, along with specific examples of how you can elevate your story to all generations of prospective donors to help strengthen sustainability for the long term.
2:00-4:00 p.m. CST
IT Audit: How to Prepare For and Read the Report
Date: Sep 22, 2020 2:00-4:00 p.m.
History: New
Experience: Seasoned (6+ years experience)
Advanced Preparation: None
Field of Study: Business Management and Organization
Applicable Audience:
  • CEO/Executive Director
  • IT Director
Tracks: Attract Talent & Build Leadership; Automate & Measure Performance
Type: Full
Level: Basic
Qualifies for Yellowbook?: Yes
Prerequisites: None
CPE Credits: 2
Trainers:
Learning Objectives:
1. Evaluate the scope of an IT audit and identify who is responsible for defining it.
2. Outline the preparation that should be done in advance of an IT audit and what will be expected of your organization.
3. Determine the criticality and priority of findings, how they impact your organization and identify which findings are more important and should be addressed first.
Session Description:
IT audits can be overwhelming and stressful, and the final report can be confusing. This session will discuss key steps your organization can take to prepare for an upcoming IT audit to reduce the anxiety and improve the overall experience. It will also help those who are responsible for reviewing IT audit reports understand what to look for and how to determine how the results impact the organization.

Thursday, September 24

morning

10:00 a.m.-12:00 p.m. CST
Transforming Your Financial Operations With Sage Intacct
Date: Sep 24, 2020 10:00 a.m.-12:00 p.m.
History: Updated
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Information Technology
Applicable Audience:
  • Board Member
  • CEO/Executive Director
  • CFO/Finance Director
  • COO
  • Finance Staff
  • IT Director/Manager
  • Program Director/Manager
  • Quality Improvement Leader
Tracks: Attract Talent & Build Leadership; Automate & Measure Performance; Boards & Tribal Councils; Strong Financial Health
Type: Mini
Level: Basic
Qualifies for Yellowbook?: No
Prerequisites: None
CPE Credits: 2
Trainers:
Learning Objectives:
1. Learn how Sage Intacct shines with managing grants and calculating and analyzing indirect costs.
2. Identify the valuable uses for dimensions across the system including robust yet easy to use reporting and dashboards.
3. Describe how the system can control spending with regard to budgets and committed costs.
4. Learn about automated revenue recognition for nonprofits that takes the worry out of compliance.
Session Description:
If you are interested in discovering why so many nonprofits are upgrading to Sage Intacct Cloud Financial Management, this session is for you. Join us as we highlight valuable functionality including: grant management, spend management, budget vs. actual and committed cost reporting, indirect cost allocations, and revenue recognition. Switching to Sage Intacct can help you worry less about the back office and free up time to pursue your organization’s mission with more focus than ever.

afternoon

2:00-4:00 p.m. CST
HRSA Onsite Visit and Scope Change
Date: Sep 24, 2020 2:00-4:00 p.m.
History: Updated
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Specialized Knowledge
Applicable Audience:
  • Board Member
  • CEO/Executive Director
  • CFO/Finance Director
  • COO
  • Clinic Leadership
  • IT Director/Manager
  • Program Director/Manager
  • Providers, Nurses
  • Quality Improvement Leaders
Tracks: HC/Health Care/FQHC ONLY
Type: Mini
Level: Basic
Qualifies for Yellowbook?: No
Prerequisites: None
CPE Credits: 2
Trainers:
Learning Objectives:
1. Review the HRSA Compliance Manual as it relates to the OSV.
2. Convey experiences with and insight into the HRSA operational on-site visit for compliance.
3. Review the HRSA scope of change, including expansion of sites.
Session Description:
This session provides an in-depth review of the HRSA 18 program requirements, including detailed information about HRSA's operational on-site visit to support health centers. We will also discuss the HRSA scope change, including when a clinic is expanding sites.

Tuesday, September 29

afternoon

2:00-4:00 p.m. CST
Trust Is Not an Internal Control: Embezzlement Scheme Awareness and Prevention
Date: Sep 29, 2020 2:00-4:00 p.m.
History: Updated
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Specialized Knowledge
Applicable Audience:
  • Board Member CEO/Executive Director
  • CFO/Finance Director
  • COO
  • Program Director/Manager
Tracks: HC/Health Care/FQHC ONLY
Type: Mini
Level: Basic
Qualifies for Yellowbook?: No
Prerequisites: None
CPE Credits: 2
Trainers:
Senior Manager
Senior Manager
Learning Objectives:
1. Review some of the most common embezzlement schemes.
2. Discuss important steps to take if you are concerned about embezzlement in your organization.
3. Identify basic internal controls for organizations with small accounting departments.
Session Description:
Internal controls can prevent embezzlement but may be a challenge to implement in smaller organizations. We will discuss common embezzlement schemes and how to prevent or catch them early with simple, basic internal controls.

Thursday, October 01

morning

10:00 a.m.-12:00 p.m. CST
What You Need to Know If You Offer (or Are Thinking of Offering) A Retirement Plan to Your Employees
Date: Oct 01, 2020 10:00 a.m.-12:00 p.m.
History: Updated
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Specialized Knowledge
Applicable Audience:
  • CEO/Executive Director
  • CFO
  • Finance Staff
  • HR Director
  • HR Staff
Tracks: Strong Financial Health
Type: Mini
Level: Overview
Qualifies for Yellowbook?: No
Prerequisites: None
CPE Credits: 2
Trainers:
Principal, Human Capital Management
Learning Objectives:
1. Explore the different plan options available, including 401(k), 403(b) and 457(b) plans.
2. Discover the fiduciary responsibilities of offering a plan and how to minimize risk.
3. Review best practices with regard to plan design and administration.
Session Description:
Get a crash course on everything you need to know about offering a retirement plan to your employees, including the various plan types available to nonprofits/governmental entities and the advantages and disadvantages of each. Once you determine the best type of plan, we will dive into what you need to know about being a fiduciary and how to protect yourself and your organization. Finally, we will discuss best practices and avoiding pitfalls.

afternoon

2:00-4:00 p.m. CST
Strategies for Growth
Date: Oct 01, 2020 2:00-4:00 p.m.
History: New
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Specialized Knowledge
Applicable Audience:
  • Board Member CEO/Executive Director
  • CFO/Finance Director
  • COO
  • Program Director/Manager
Tracks: HC/Health Care/FQHC ONLY
Type: Mini
Level: Basic
Qualifies for Yellowbook?: No
Prerequisites: None
CPE Credits: 2
Trainers:
Learning Objectives:
1. Discuss strategic considerations for growth.
2. Review the internal and external factors that affect FQHC expansion decisions.
3. Survey the options for growth, including merger, acquisition and expansion of existing sites.
Session Description:
The FQHC business environment is in a state of flux that includes opportunities for growth. How can health centers grow strategically, given all the uncertainties in the environment? What factors should be considered in evaluating a growth opportunity? What is the best method for growth? In this session, we will discuss these topics and offer a framework with which to evaluate the various options.

Tuesday, October 06

afternoon

2:00-4:00 p.m. CST
Leadership Characteristics for the Future
Date: Oct 06, 2020 2:00-4:00 p.m.
History: Updated
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Specialized Knowledge
Applicable Audience:
  • Board Member
  • CEO/Executive Director
  • CFO/Finance Director
  • COO
  • Clinic Leadership
  • IT Director/Manager
Tracks: HC/Health Care/FQHC ONLY
Type: Mini
Level: Overview
Qualifies for Yellowbook?: No
Prerequisites: None
CPE Credits: 2
Trainers:
Learning Objectives:
1. Discuss the key challenges leaders encounter in today’s dynamic business and social environment.
2. Explore new attributes leaders will need to guide their organizations into the future.
3. Practice evidence-based techniques to develop new leadership attributes to be successful in the future.
Session Description:
NPO leaders face a complex business environment in which change is continuous and accelerating. Constant regulatory updates, rapid technological advancements and shifting cultural trends — with five generations now in the workforce — cause many leaders to ask themselves, “Who do I need to be to guide my organization into the future?” In this session, we explore new attributes needed by leaders in today’s dynamic world, as well as practice evidence-based techniques to develop these new attributes in current and future leaders.

Thursday, October 08

morning

10:00 a.m.-12:00 p.m. CST
OMB Compliance Supplement
Date: Oct 08, 2020 10:00 a.m.-12:00 p.m.
History: Updated
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Auditing (Governmental)
Applicable Audience:
  • CFO/Finance Director
  • COO
  • Finance Staff
  • HS/EHS Director/Manager
  • HS/EHS Program Staff
  • Program Director/Manager
Tracks: Attract Talent & Build Leadership; HS/EHS; Mitigate Risk; Strong Financial Health
Type: Mini
Level: Basic
Qualifies for Yellowbook?: Yes
Prerequisites: None
CPE Credits: 2
Trainers:
Learning Objectives:
1. Explore all of the components of the Compliance Supplement.
2. Discuss what applies to your organization.
3. Identify how to use the Compliance Supplement to prepare you for your upcoming audit.
Session Description:
The Uniform Guidance Compliance Supplement issued by OMB is the driver of all audits for grant-funded programs. It provides the auditor with specific steps to follow while auditing the compliance section. This session, which has been updated for the 2019 Compliance Supplement released in August 2019, will explain the supplement and the audit approach. We will discuss many of the specific requirements regarding programs provided by grant-funded agencies. This is a must-attend session for fiscal officers and program managers alike.

afternoon

2:00-4:00 p.m. CST
Financial Audit Considerations in the COVID Era
Date: Oct 08, 2020 2:00-4:00 p.m.
History: Updated
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Specialized Knowledge
Applicable Audience:
  • Board Member
  • CEO/Executive Director
  • CFO/Finance Director
  • COO
  • Clinic Leadership
  • IT Director/Manager
  • Program Director/Manager
  • Providers, Nurses
  • Quality Improvement Leaders
Tracks: HC/Health Care/FQHC ONLY
Type: Mini
Level: Intermediate
Qualifies for Yellowbook?: No
Prerequisites: None
CPE Credits: 2
Trainers:
Senior Manager
Senior Accountant
Learning Objectives:
1. Review considerations for emergency funding compliance from an auditor's standpoint.
2. Application of Uniform Guidance to emergency funding sources.
3. Implications for effective grant management.
Session Description:
This session provides an overview of financial audit considerations related to the compliance requirements of the various sources of funding for the COVID-19 Public Health Emergency. Areas impacted include general ledger revenue and expense recording, policies and procedures, single audit requirements, internal controls, supporting documentation and audit testing procedures.