Financial Forums for Nonprofits
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Financial Forums for Nonprofits
1/16/2024 01:00 PM - 11/19/2024 03:00 PM (CT)
Advanced preparation: None
Level: Overview
Prerequisite: None
Field of study: Accounting
CPE: 1.5 credits per session (15 credits for the series)
Financial Forums for Nonprofits
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.
Learning objectives
- Identify the federal grant regulations (2 CFR Part 200) applicable to your financial operations.
- Explore examples of internal controls, cost allocation, grant management, reporting, and other core financial topics.
- Discuss financial process best practices for core financial areas.
Registration fee
$2,775 - forums meet ten times during the year and begin January 16, 2024. If you register after forums have started (after January 16, 2024), your price will be prorated for the remaining sessions.
My Wipfli Membership Service members automatically receive an additional $25 discount per registrant.
Payment
Payment is processed at the time of registration. Wipfli accepts AmEx, Discover, Visa and Mastercard.
Be prepared
You will receive the webinar access information upon registration, as well as reminders one day and one hour prior to the training.
Transfers and cancellations
- Participants who are unable to attend may be eligible to transfer or cancel their registration. All transfer or cancellation requests must be received in writing no later than two business days before the start of the event for which you are currently registered. *
- A $25 service fee will be applied to all transfer and cancellation requests. Additional fees may apply.
- Participants who registered but did not attend the event or complete a request to transfer or cancel within the allotted time are liable for the full registration fee.
- If Wipfli reschedules or cancels the event, you will be notified via email, at which time you will be given the option to transfer to another training or receive a refund.
*For more information including deadlines and fees, view the full policy here. For questions or concerns, please call 888 876 4992 or email trainings@wipfli.com with the subject line: “registration transfer” or “cancellation.”
Financial forums for nonprofits training series schedule (all forums at 1-3 pm CT):
- 1/16
- 2/20
- 3/19
- 4/16
- 5/21
- 6/18
- 8/20
- 9/17
- 10/15
- 11/19
Speakers
