2022 onsite conference schedule

Conference concierge! – Would you like assistance customizing your training experience? We have sessions for nonprofits and governments to choose from and would be happy to help you choose the sessions to best meet your development needs. Please send an email to gfponline@wipfli.com with the subject “Conference concierge,” and you will be contacted to help you build a conference schedule that is personalized for you.

Did you know there are special preconferences before the conference? Learn more:
OMB's Uniform Guidance regulations overview preconference
Head Start/Early Head Start regulations overview preconference
Organizational change management: Building change competency overview preconference

Monday, July 11, 2022

Monday Morning Full Sessions (attend one)

8:30 a.m.-5:00 p.m.
Head Start/Early Head Start Regulations Overview (Preconference)
8:30 a.m.-5:00 p.m.
OMB’s Uniform Guidance Regulations Overview (Preconference)
8:30 a.m.-5:00 p.m.
Organizational Change Management: Building Change Competency (Preconference)
Select a 1st and 2nd Afternoon Mini Session
Choose one session per time slot below

Monday 1st Afternoon Mini Session

12 p.m.-1 p.m.
Connect with Wipfli Luncheon (Sponsored by Mutual of America)

Tuesday, July 12, 2022

Tuesday Morning Full Session

10-11:45 a.m.
Opening Session
Select a 1st and 2nd Afternoon Mini Session
Choose one session per time slot below

Tuesday 1st Afternoon Mini Sessions (attend one)

1:30-3:05 p.m.
CFO Roundtable: Hot Topic Issues to Discuss With Peers
1:30-3:05 p.m.
Financials for Non-Financial Leaders
1:30-3:05 p.m.
Situational Awareness in 2022
1:30-3:05 p.m.
How Do You Know If You Are Ready for Retirement?
1:30-3:05 p.m.
The Leader's Role in Fostering a Positive Culture

Tuesday 2nd Afternoon Mini Sessions (attend one)

3:25-5 p.m.
COSO and Internal Controls
3:25-5 p.m.
Leadership Roundtable
3:25-5 p.m.
Human Trafficking Awareness
3:25-5 p.m.
ESG Investing – How to Invest With a Social Purpose
3:25-5 p.m.
Success in Project Management
5:30-7:00 p.m.
Evening with Wipfli

Wednesday, July 13, 2022

Select EITHER one Morning Full Session OR a 1st and 2nd Morning Mini Session

Wednesday Morning Full Sessions (attend one)

8:15-11:45 a.m.
Assessing Readiness and Managing the Risks of Change
8:15-11:45 a.m.
Business Continuity Planning for Nonprofits
8:15-11:45 a.m.
HS/EHS Eligibility, Recruitment, Selection, Enrollment and Attendance (ERSEA)
If you did not select a Morning Full Session, select a 1st and 2nd Morning Mini Session
Choose one session per time slot below

Wednesday 1st Morning Mini Sessions (attend one)

8:15-9:50 a.m.
Connecting Strategy to Budget
8:15-9:50 a.m.
HS/EHS Governance: What Makes It Unique
8:15-9:50 a.m.
Managing Compensation, Compression and Total Rewards in a Dynamic Labor Market

Wednesday 2nd Morning Mini Sessions (attend one)

10:10-11:45 a.m.
Connecting Strategy to Budget Workshop: BYON (Bring Your Own Numbers)
10:10-11:45 a.m.
Improve Future Client Experience
10:10-11:45 a.m.
Federally Negotiated Indirect Cost Rates and 10% DeMinimis
10:10-11:45 a.m.
Creating a Vision for the Future Utilizing Career Paths and Blueprints
Select EITHER one Afternoon Full Session OR a 1st and 2nd Afternoon Mini Session

Wednesday Afternoon Full Sessions (attend one)

1:30-5 p.m.
Employee Retention Strategies
1:30-5 p.m.
General Board Governance
1:30-5 p.m.
The Ins-and-Outs of Cost Allocation
If you did not select an Afternoon Full Session, select a 1st and 2nd Afternoon Mini Session
Choose one session per time slot below

Wednesday 1st Afternoon Mini Sessions (attend one)

1:30-3:05 p.m.
Connecting the Dots to Grant Funded Finances
1:30-3:05 p.m.
Communication Plans – Develop and Deliver
1:30-3:05 p.m.
Managing Digital Assets in the "Great Resignation”
1:30-3:05 p.m.
Leveraging Team Building For Good (Not Evil)

Wednesday 2nd Afternoon Mini Session

3:25-5 p.m.
Leader to leader: A fireside chat with Dorri McWhorter, President and CEO of YMCA of Metropolitan Chicago

Thursday, July 14, 2022

Select EITHER one Morning Full Session OR a 1st and 2nd Morning Mini Session

Thursday Morning Full Sessions (attend one)

8:15-11:45 a.m.
Aligning Finance, Talent and Technology to Your Strategic Plan
8:15-11:45 a.m.
Leadership Styles and Effective Management of Your Teams
8:15-11:45 a.m.
The Ever-Evolving Search for In-Kind
8:15-11:45 a.m.
Has Your Fraud IQ Kept Pace With Your COVID Fraud Risk?
If you did not select a Morning Full Session, select a 1st and 2nd Morning Mini Session
Choose one session per time slot below

Thursday 1st Morning Mini Sessions (attend one)

8:15-9:50 a.m.
Integrating Digital Strategy in Your Planning
8:15-9:50 a.m.
Software Selection: How to Maximize Value and Minimize Risk in this Crucial Decision
8:15-9:50 a.m.
Uniform Guidance Procurement Regulations
8:15-9:50 a.m.
Spend Management Best Practices for Nonprofits

Thursday 2nd Morning Mini Sessions (attend one)

10:10-11:45 a.m.
Using Data Analytics to Measure and Impact Your Mission
10:10-11:45 a.m.
How Boards and Executive Directors Work Together Related to Finances
10:10-11:45 a.m.
Understanding Process Waste
10:10-11:45 a.m.
Your Financial Policies and Procedures Say What? Oh My
Select EITHER one Afternoon Full Session OR a 1st and 2nd Afternoon Mini Session

Thursday Afternoon Full Sessions (attend one)

1:30-5 p.m.
Head Start/Early Head Start Monitoring Protocol 101
1:30-5 p.m.
Microsoft 365 Tips, Tricks and Takeaways
1:30-5 p.m.
Sage Intacct Fundamentals
If you did not select an Afternoon Full Session, select a 1st and 2nd Afternoon Mini Session
Choose one session per time slot below

Thursday 1st Afternoon Mini Sessions (attend one)

1:30-3:05 p.m.
GEMBA Walk: Leveraging Industrial Management Tools in Your Agency
1:30-3:05 p.m.
Internal Controls: Segregating Financial Duties in Small Offices
1:30-3:05 p.m.
Managing Conflict
1:30-3:05 p.m.
Strategic Planning: You’ve Built the Plan, Now It's Time to Act

Thursday 2nd Afternoon Mini Sessions (attend one)

3:25-5 p.m.
Internal Controls: A Focus on the Area of Risk Assessment
3:25-5 p.m.
Sharing Your Strategic Planning Success: Creating Value Through Dashboards
3:25-5 p.m.
What a New Executive Director Needs to Know About Finance

Friday, July 15, 2022

Select a 1st and 2nd Morning Mini Session
Choose one session per time slot below

Friday 1st Morning Mini Sessions (attend one)

8:15-9:50 a.m.
Creating Your Best Life
8:15-9:50 a.m.
Financial Statements: Is this in English?
8:15-9:50 a.m.
Wake up With Wipfli! Your Questions Answered
8:15-9:50 a.m.
You've Been Hacked — Now What?!

Friday 2nd Morning Mini Sessions (attend one)

10:10-11:45 a.m.
Deciding When It's Time to Stop, Start or Change
10:10-11:45 a.m.
Subrecipient Monitoring 101
10:10-11:45 a.m.
Using Surveys in Your Organization