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WIPFLI - Financial Forums for nonprofits

Tuesday, November 21, 2023
1:00 pm3:00 pm

Now more than ever, it’s incredibly important to have a trusted peer group of fiscal professionals to confer with about emerging trends and challenges in our field. Register now.

This series is designed for professionals who want to build a solid foundation of financial knowledge. Best practices are discussed in core financial areas.

Wipfli’s Financial Forums are designed to provide education in functional financial areas. Current trends and best practices are discussed in an interactive environment. You’ll join a cohort of financial professionals who participate monthly in online sessions throughout the program year, allowing individuals to develop powerful and lasting professional relationships and to engage in group problem-solving.

Discussion topics will be established by the forum group, allowing the group an opportunity to address topics affecting their operations. Possible topics include:

Internal controls
Allowable compensation and employee benefits
Cost allocation methods
Governing body financial responsibilities
Financial reporting
Financial management system
Documentation and record retention
Financial policies and procedures
Allowable costs