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

Filters selected:
{{getSelectText('filtersMonth');}} {{getSelectText('filtersRole');}} {{getSelectText('filtersTrack');}} {{getSelectText('filtersTrainer');}}
There are no results for this filter. You can modify the filters above or view all results.

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.