Master your finances to fulfill your mission
Financial training is essential for strengthening financial sustainability and creating positive social change.
Wipfli is offering virtual training to give your nonprofit the tools and strategies needed to build better financial operations. During these interactive sessions, you’ll learn about enhancing your grant accounting, best practices in financial management and operating more efficiently.
Register today for our two training opportunities:
Financial Forums
Join your peers and fiscal professionals to discuss current trends and best practices in critical financial areas.
Our Financial Forums are designed to help you develop powerful and lasting professional relationships and engage in interactive, group problem-solving. Discussion topics will be established by the forum group, allowing you an opportunity to address specific financial topics affecting your operations, such as:
- Internal controls
- Allowable compensation and employee benefits
- Cost allocation methods
- Budgeting
- Financial reporting, policies and procedures
- Documentation and record retention
Event details:
Location: Virtual
Date: Every third Thursday from September 19, 2024, until June 12, 2025
Time: 10 a.m.-12 p.m. CT
Financial Cohort Series for Grant Accounting
Financial compliance is critical for federally grant-funded nonprofits — as is navigating the complexities of federal grant awards.
The Financial Cohort Series provides targeted sessions for professionals looking to develop and strengthen their core competencies in grant accounting and finance. Throughout this eight-week program, you’ll join peers and Wipfli professionals to discuss topics including:
- Grant management
- Uniform Guidance
- Documentation and policies
- Internal and external reporting
- Cost allocation
- Grants administration
Walk away with applicable best practices, professional connections and practical tips for improving your financial operations.
Register now
Event details:
Location: Virtual
Date: Sessions will begin on August 6, 2024, and end on September 24, 2024.
Our team
Brian R. Gaumont
Brian Gaumont is a partner within Wipfli’s nonprofit and government practice. He has over seven years of experience at Wipfli. During this time, Brian has served as an experienced facilitator, working with small and large groups, and specializes in work with grant-funded and community-based nonprofit organizations. His consulting expertise is with organizational development and strategic planning.
Tammy T. Jelinek, MBA
With over 20 years of experience working in and with nonprofit organizations, Tammy engages with leadership teams to strategically align their goals to grow, expand, and meet their mission. She is one of our nationally recognized trainers in the areas of Head Start/Early Head Start regulations, parent engagement, organizational development, organizational culture, human resources, leadership, and management.
Kathleen DuBois, M.A.
Kathleen DuBois is the incoming industry leader of Wipfli’s nonprofit and government practice, serving clients nationally and internationally. Her role entails leading the vision, strategy, operations and resources of the overall practice. During her career, Kathleen has partnered with executives, boards, government officials and staff to guide strategic plans, establish financials, mobilize teams, launch marketing efforts and manage complex projects.
