News and Events

The forums are held monthly from January through November 2024, and typically occur (virtually) on the third Tuesday of each month. They will go until November 19, 2024

This series of ten webinars 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 for Nonprofits are designed to provide education in functional financial areas. Current trends and best practices are discussed in an interactive environment. The forums are a cohort of financial professionals who participate in each online session throughout the program year, allowing individuals to develop powerful and lasting professional relationships and 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
Budgeting
Financial reporting
Financial management systems
Documentation and record retention
Financial policies and procedures
Allowable costs

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.

Registration fee
$2,775 - forums meet ten times during the year and begin January 16, 2024.

My Wipfli Membership Service members automatically receive an additional $25 discount per registrant.