Wipfli: Events

Event Test

Mon, 25 Dec 2017 01:00:00 GMT

18th Annual Wipfli National Training Conference

Sun, 09 Jul 2017 00:00:00 GMT

For 18 years, Wipfli has been presenting the Wipfli National Training Conference. The work you do has a direct impact on the people in your community. It's important that you know how to keep your finances flowing and vital services available, hire and keep talented team members, and so much more! Attend our training, select the sessions of interest to you, and soak in the knowledge from our experienced trainers. Our goal is to help you get back to the daily grind and be able to focus on the important areas, like achieving your goals.

Webinar: Cash Management Best Practices

Thu, 25 May 2017 13:00:00 GMT

We will cover many aspects of best practices in cash management, give you many examples, and will refer to the federal regulations that address cash management. There will also be time for your questions. Please join us for this session to get ideas on process streamlining and improved internal controls that you can apply immediately.

Webinar: Travel Best Practices

Thu, 25 May 2017 10:00:00 GMT

Business travel is a fact of life for all organizations, but implementing policies and procedures that comply with federal regulations and work for the employee, management, and the business office can be tricky. We will touch on travel advances, expense reports and documentation, the use of per diems, and the applicable cost principles. We will also explore the “family-friendly policies” available in the Uniform Guidance.

BSA Workshop – Assessing and Managing Risk (Webinar)

Wed, 24 May 2017 09:00:00 GMT

The regulatory environment is changing! The Bank Secrecy Act regulation has implemented a fifth pillar with a mandatory compliance date of May 2018. Are you ready for the Beneficial Ownership Rule? We will guide you through the process and ensure your institution is compliant with the regulation. In addition, our speakers will address frequently asked CTR and SAR completion questions. We will also discuss how your institution can implement an exam-proof risk assessment.

Attendees will receive a copy of Wipfli’s BSA/AML/OFAC policy and procedure template, which has been fully updated to include the Beneficial Ownership Rule as it relates to CIP, CDD, and CTRs.

Webinar: Delegate Monitoring

Tue, 23 May 2017 13:00:00 GMT

Are you responsible for subrecipient or delegate monitoring? 2 CFR Part 200, with its increased emphasis on risk management, focuses on internal controls, the importance of prefunding reviews, and subrecipient monitoring. Therefore, you need a monitoring process that is efficient, effective, and focuses on the right things. Our goal is to increase your awareness of all of the ways you get information so you can develop a system that focuses on the right things and gives you tools to assess your subrecipients’ process and results.

Webinar: Process Streamlining – Closing the Gap

Tue, 23 May 2017 10:00:00 GMT

Nonprofit organizations have a large number of fiscal requirements that add to the everyday workload. Instead of merely keeping up and meeting last-minute deadlines, there may be a way to get ahead of the fiscal process, gain control of the workload, and still maintain effective internal controls. Join us for an introduction to a general process for assessing the organization's fiscal processes and developing steps and solutions to improve efficiency while incorporating internal controls.

BSA Workshop – Assessing and Managing Risk (Wisconsin Dells, WI)

Tue, 23 May 2017 08:30:00 GMT

Attendees will receive a copy of Wipfli’s BSA/AML/OFAC policy and procedure template, which has been fully updated to include the Beneficial Ownership Rule as it relates to CIP, CDD, and CTRs.

Webinar: Budgeting for Beginners – Or Those Outside the Finance Department

Thu, 18 May 2017 13:00:00 GMT

During this webinar, we will go over the basics of budgeting for people new to the process. We will discuss common budgeting practices and mistakes and how to incorporate outcomes into the budgeting process. When we are done, you will have a working knowledge of the importance of the budgeting process, how to design the budgeting process with a timeline, and practical budgeting tips and tricks.

Webinar: Procurement Micro-Purchases: What You Need to Know

Thu, 18 May 2017 10:00:00 GMT

The Uniform Guidance allows another method of procurement: micro-purchases. In this session learn the general procurement regulations and specific regulations for micro-purchases. You will also learn how to implement micro-purchases, who should make the purchase decisions and approvals, and general best practices related to purchasing.

Webinar: A Risk-Based Approach to Data Analytics

Tue, 16 May 2017 10:00:00 GMT

Many organizations have tried to use data analytics as a method to monitor internal controls and identify fraud. While data analytics is not a new concept, many organizations have tried—many unsuccessfully—to create data analytics that deliver meaningful results and insights. This session will focus on data analytics as a tool for fraud detection using a risk-based approach.

BSA Workshop – Assessing and Managing Risk (Rockford, IL)

Tue, 16 May 2017 08:30:00 GMT

Attendees will receive a copy of Wipfli’s BSA/AML/OFAC policy and procedure template, which has been fully updated to include the Beneficial Ownership Rule as it relates to CIP, CDD, and CTRs.

In-Depth Training on OMB's Uniform Guidance

Tue, 16 May 2017 00:00:00 GMT

Having strong internal controls and understanding the rules governing how you can and cannot spend federal dollars are keys to fiscal management and overall compliance in your organization.

Professionals new to the organization, as well as professionals who have been there for decades, will benefit from this review of the administrative and cost principles/allocation sections of the 2 CFR Part 200 – Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards (also known as the “Uniform Guidance”).

Join this training workshop to learn about the new Uniform Guidance regulations and, more important, how to implement them in your organization. Review the regulations you need to know to stay in compliance through examples, stories, and best practices learned from years of auditing and consulting. Take back up-to-date and relevant information to implement immediately in your agency.

Webinar: Indirect Cost Rate vs. Administrative Limitations – What’s Different?

Thu, 11 May 2017 13:00:00 GMT

Are you confused about the various indirect cost rates and the relationship to your administrative limit? They are not the same. Could the 10% de minimis option be for you? We will provide an overview of the different types of indirect cost rates, advantages and disadvantages of an indirect cost rate, what constitutes administrative costs, and how the two relate. In addition, you will have the opportunity to participate in indirect cost rate calculation examples.

Webinar: Contractor vs. Subrecipient

Thu, 11 May 2017 10:00:00 GMT

You know you have vendors, but do you have subrecipients? How do you know? This webinar will help you identify the characteristics of vendors and subrecipients and how to effectively manage each relationship.

Webinar: Head Start/Early Head Start Board Governance Update

Tue, 09 May 2017 10:00:00 GMT

This session is designed specifically for board members of Head Start/Early Head Start (HS/EHS) organizations. The HS/EHS requirements for boards are like no others. Program and board members need to know what their role is so their agency doesn’t get into trouble. Over the past few years much more scrutiny has been placed on boards, and too many members are not fully aware of their responsibilities. This is a must-attend session for any board member of an HS/EHS grantee.

BSA Workshop – Assessing and Managing Risk (Utica, IL)

Tue, 09 May 2017 08:30:00 GMT

Attendees will receive a copy of Wipfli’s BSA/AML/OFAC policy and procedure template, which has been fully updated to include the Beneficial Ownership Rule as it relates to CIP, CDD, and CTRs.

Webinar: The Future of Fiduciary: What You Should Know Now

Tue, 02 May 2017 11:00:00 GMT

The U.S. Department of Labor investment Fiduciary Rule for retirement plan advice is back in the news again—but this time, it’s not the prospect of the rule but its fate that is in question. What could a world without the Fiduciary Rule mean for your organization’s retirement plan? How can you make sure that you and your employees are receiving the transparent, objective advice you deserve?

Critical Access Hospital and Rural Health Clinic Conference 2017

Tue, 02 May 2017 08:30:00 GMT

You are invited to this annual event to receive quality education, have the opportunity to communicate directly with industry experts, and network with colleagues at other critical access hospitals and rural health clinics. Our sessions are intended for all levels of CAH and RHC professionals including administrators, CFOs, CEOs, CIOs, chief nursing officers, directors of finance, finance professionals, reimbursement analysts, office managers, and patient accounts professionals.

Webinar: Davis-Bacon Act for HS/EHS

Tue, 25 Apr 2017 10:00:00 GMT

Davis-Bacon Act compliance is an often misunderstood requirement for Head Start organizations. There is little in the way of official guidance, and what is available can at times be contradictory. There are guidelines from the U.S. Department of Health and Human Services, as well as requirements enforced by the U.S. Department of Labor, to be considered.

Webinar: HS/EHS Non-Federal Share/In-Kind/Match: No Matter What You Call It, You Have to Have It!

Tue, 18 Apr 2017 10:00:00 GMT

Although the name has changed, the results are the same. If you run an HS/EHS program, you need to generate non-federal match (in-kind)! Are you finding it harder to generate? Is answering the question, "Is this allowable match?" your responsibility? Does generating in-kind fall on your shoulders? If you answered yes to any of these questions, please join us for this updated session.

We will discuss the tools, techniques, and regulations of generating, calculating, and documenting non-federal match. Make generating in-kind the responsibility of everyone in your program.

Webinar: Early Head Start/Head Start 101: A Program Overview

Tue, 11 Apr 2017 10:00:00 GMT

The Head Start/Early Head Start (HS/EHS) program is more than 50 years old and still making an impact!

If you are just starting a new job in the HS/EHS program or just started an HS/EHS program, this session will give you an idea of what you need to learn to help you be successful.

Webinar: Head Start/Early Head Start Engaging Parents in the Program

Tue, 04 Apr 2017 10:00:00 GMT

Parents play a key role in the HS/EHS program. Join this online training to discuss how to engage (or reengage) parents and all volunteers in the program. We will discuss the history of parent involvement in the program. We will identify how parents are currently involved in programs. And we will explore ways engaged parents can be advocates for the program.

Webinar: Early Head Start/Head Start Teaching Financial Literacy to Parents

Thu, 30 Mar 2017 10:00:00 GMT

The Head Start Act clearly states that goals for programs include “parent literacy training that leads to economic self-sufficiency and financial literacy.” Come hear easily transferable information about how to meet the requirement. Join a former banker (and person who lived in poverty) to engage in conversations about money! We will discuss the psychology of money, easy tricks to save money, pitfalls to avoid, and free resources in your community.

Webinar: Early Head Start/Head Start ERSEA

Tue, 28 Mar 2017 10:00:00 GMT

Your programs have a specific set of requirements to assist program leaders in identifying, recruiting, and selecting those children and families with the most need in their communities. In this session, we focus on all the eligibility, recruitment, selection, enrollment, and attendance (ERSEA) requirements of 45 CFR Part 1302, Subpart A, including adjusted guidelines.

Webinar: Continuous Change: Ready, Set, Go!

Thu, 16 Mar 2017 11:00:00 GMT

Change is happening around us, to us, and by us at a rapid pace. Often this makes us feel out of control as a board, a leadership team, and employees. It’s time to take back some control. This session will give you tools, techniques, and tips to help get ahead of change.

Rural Health Clinic Conference

Wed, 15 Mar 2017 12:00:00 GMT

You are invited to this annual event to receive quality education, have the opportunity to communicate directly with industry experts, and to network with colleagues at other rural health clinics. Our sessions are intended for all levels of rural health clinic professionals including administrators, CFOs, CEOs, CIOs, directors of finance, finance professionals, reimbursement analysts, and office managers.

In-Depth Training on OMB's Uniform Guidance

Tue, 07 Mar 2017 00:00:00 GMT

Having strong internal controls and understanding the rules governing how you can and cannot spend federal dollars are keys to fiscal management and overall compliance in your organization.

In-Depth Training on OMB's Uniform Guidance

Wed, 01 Mar 2017 00:00:00 GMT

Having strong internal controls and understanding the rules governing how you can and cannot spend federal dollars are keys to fiscal management and overall compliance in your organization.

Microsoft Dynamics 365: Digital transformation at work

Tue, 28 Feb 2017 09:00:00 GMT

Join Wipfli, a leading Microsoft Dynamics 365 partner, for a live in-person event and learn how Dynamics 365 can help you to grow your business with Digital Transformation. Discover best practices for achieving maximum growth for your business today.

Stick around for a tour of the Harley-Davidson Museum^® afterwards!

IT Examination Hot Topics – Cybersecurity

Thu, 23 Feb 2017 14:00:00 GMT

You can’t have an effective cybersecurity strategy if you don’t know what you’re up against. This webinar will discuss the latest threats to your customer information. We will also bring you up to date on the latest FFIEC and other interagency guidance in regard to cybersecurity as it affects the roles and responsibilities within your financial institution. Resources will also be provided for enhancing your training program and the effectiveness of your cybersecurity program.

Microsoft Dynamics 365: Digital transformation at work

Thu, 23 Feb 2017 09:00:00 GMT

Webinar: Signs You’ve Outgrown Your Accounting System

Wed, 22 Feb 2017 12:00:00 GMT

Are you being dragged down by your current financial management system? Many Finance leaders are working with technologies and systems that are less than half as effective as they need to be. This free webinar will discuss the signs you've outgrown your accounting system. Your growing business may be held back by your current accounting system. Discover the signs!

For Your Business Forums

Wed, 01 Feb 2017 07:30:00 GMT

Webinar: How Nonprofits Can Save Money and Provide Financial Accountability with the Cloud

Thu, 26 Jan 2017 12:00:00 GMT

Finance executives of nonprofit organizations should attend this complimentary webinar to learn how they can meet the demand for greater transparency, accountability, and success with the cloud. This free webinar will discuss the benefits of using a cloud financial management solution including delivery of accurate and timely reporting, easier access to data, and automated processes that will help reduce daily overhead and position your organization for greater efficiency, greater growth, and, ultimately, greater success.

QuickBooks Workshop for Agriculture - Chester, Montana

Wed, 18 Jan 2017 09:00:00 GMT

To keep your business operations running smoothly, efficient and accurate bookkeeping is crucial. We invite you to join our QuickBooks experts for hands-on workshops geared toward Agriculture and Small Business to help you better understand the software and how to best maximize its efficiency. Both seasoned QuickBooks users and beginners alike will benefit from this workshop. This training will be offered on several dates and in multiple locations, allowing you to choose the session that works best for you.

Hurry—seating is limited! Each session will be limited to 20 participants.

2017 Medicare Payment System Changes: Understanding the Impact Webinar - Part II

Tue, 17 Jan 2017 12:00:00 GMT

The Centers for Medicare & Medicaid Services (CMS) recently issued the final rules that update payment policies and payment rates for services furnished under the Medicare Physician Fee Schedule (PFS), the Hospital Outpatient Prospective Payment System (OPPS), and Ambulatory Surgical Center (ASC) Payment System.

QuickBooks Workshop for Small Business - Malta, Montana

Tue, 17 Jan 2017 09:00:00 GMT

But hurry—seating is limited! Each session will be limited to 20 participants.

Navigating the Cybersecurity Blizzard: An Executive Summary presented by Reinhart Boerner Van Deuren and Wipfli

Tue, 17 Jan 2017 08:00:00 GMT

Bank executives have many demands on their limited time and resources. Now, in addition to an increase in “traditional” fraud activities, they are inundated with horror stories of cyber threats, systemic attacks, and a nonstop blizzard of articles, products, and vendors offering solutions.

Reinhart Boerner Van Deuren and Wipfli LLP are proud to host a complimentary half-day executive summary featuring industry experts. Join us for a morning to discuss the issues community bank executives should be focused on and suggestions for how to best navigate the cybersecurity blizzard.

QuickBooks Workshop for Agriculture - Malta, Montana

Mon, 16 Jan 2017 09:00:00 GMT

Hurry—seating is limited! Each session will be limited to 20 participants.

Manufacturing Update Luncheon

Thu, 12 Jan 2017 11:30:00 GMT

Join us for a complimentary lunch, good conversation, networking, and an interactive discussion regarding the future of manufacturing specifically focused on the tax law changes affecting the industry and the technologies impacting manufacturers both today and in the future.

QuickBooks Workshop for Agriculture - Havre, Montana

Thu, 12 Jan 2017 09:00:00 GMT

Hurry—seating is limited! Each session will be limited to 20 participants.

QuickBooks Workshop for Small Business - Havre, Montana

Wed, 11 Jan 2017 09:00:00 GMT

But hurry—seating is limited! Each session will be limited to 20 participants.

2017 Medicare Payment System Changes: Understanding the Impact Webinar - Part I

Tue, 10 Jan 2017 12:00:00 GMT

Managing Managed Care

Mon, 03 Aug 2015 13:00:00 GMT

Managed Care has a strong presence in long term care facilities with more growth expected and studies have shown that Managed Care can provide more cost effective care. It is important that you are familiar with the case management system in private insurance including, Medicare HMO’s and Medicaid Managed care so that your facility obtains maximum reimbursement.

ACH Update Webinar

Wed, 29 Jul 2015 14:00:00 GMT

Electronic payments via ACH continue to evolve as technology and other factors change the way we do things. Consequently, NACHA Operating Rules continually change also. This webinar will cover approved NACHA rule changes and give insight on issues we see financial institutions facing as a result of examiner scrutiny and the changing electronic payments environment.

Root Cause Analysis: How to Implement in Your Facility for Successful Outcomes - Workshop

Tue, 28 Jul 2015 09:00:00 GMT

These workshops provide practical instruction on the use of “Root Cause Analysis” to improve your outcomes. We will discuss using the care process in your quality improvement activities, why the state is including this process in enforcement actions, and how you can implement a culture of improvement in your facility. Included will be real-life examples of evidence-based processes to improve various clinical measures. Come learn how QI can improve your outcomes related to regulations, resident satisfaction, and clinical outcomes.

Root Cause Analysis: How to Implement in Your Facility for Successful Outcomes - Workshop

Mon, 27 Jul 2015 09:00:00 GMT

Root Cause Analysis: How to Implement in Your Facility for Successful Outcomes - Workshop

Tue, 21 Jul 2015 09:00:00 GMT

Manufacturing Live Web Series: Affordable Care Act Health Insurance Information Reporting: Are You Prepared?

Mon, 20 Jul 2015 12:00:00 GMT

A recent survey of employers with fewer than 1000 employees revealed that 60 percent have not committed to a solution for meeting their Form 1095-C reporting obligation of employer-provided health insurance offer and coverage to their employees. Are you still wading through your options? Join us for this informative webinar to help you plan and make decisions.

Root Cause Analysis: How to Implement in Your Facility for Successful Outcomes - Workshop

Mon, 20 Jul 2015 09:00:00 GMT

This workshop in Milwaukee is full, please check out one of the other locations this is offered at.

Close Calls: Practical Tips to Become More Effective in the Preparation of Your Call Report - Banks

Thu, 18 Jun 2015 14:00:00 GMT

Join this complimentary webinar hosted by Wipfli.

The quarterly call reporting has evolved over the years from a simple balance sheet and income statement to a substantial and comprehensive disclosure of a Bank’s financial condition. This webinar will explore:

Common errors identified during call report reviews.
Strategies for improving call report preparation accuracy and efficiency.
Best practices for staying abreast of the current regulatory reporting rules in a dynamic regulatory environment.
The benefits of having a knowledgeable backup.
Early findings resulting from the Basel III rule changes effective for the March 31 call report.

PLEASE NOTE: This webinar is geared toward banks that report on the FDIC call report, not credit unions that report on the 5300.

Management Reporter Training for Microsoft Dynamics users

Wed, 17 Jun 2015 08:45:00 GMT

Wipfli is pleased to offer our training seminars for Management Reporter for Microsoft Dynamics®. Management Reporter allows you to create the financial reports your organization requires with the detail and flexibility you need to stay on top of your financial information. Class participants will learn through practice by completing hands-on exercises.

Business Continuity and FFIEC Appendix J: Be Prepared and Compliant!

Tue, 16 Jun 2015 14:00:00 GMT

Join this complimentary webinar hosted by Wipfli.

Financial institutions (FI) need to prepare to continue the business and recover from a variety of incidents that could impact operations and service to customers. As FIs outsource more services, they become more dependent on the availability of service providers for day-to-day operations. In addition, cybersecurity threats, like malware and denial-of-service attacks, are threats that need to be considered in business continuity programs.

Recently, the FFIEC issued additional guidance (Appendix J) to the business continuity work program that requires institutions to consider these new threats and dependencies. The FFIEC makes it clear that BCP is a business issue, not an IT issue. Senior management and the board of directors are challenged to provide the governance and oversight over an FI’s cybersecurity and business continuity programs.

Management Reporter Training for Microsoft Dynamics Users

Tue, 16 Jun 2015 08:45:00 GMT

Manufacturing Live Web Series: PCI Compliance: Changes to Prepare for and Best Practices in Payment Card Security

Mon, 15 Jun 2015 12:00:00 GMT

Evaluating your compliance with payment card industry (PCI) standards is a continual process. With the rapid growth in technology, it is easier than ever to accept credit cards, but it can also make you vulnerable to a security breach. During this webinar we will help you navigate the PCI compliance standards and lower your risk of a costly breach.

Management Reporter Training for Microsoft Dynamics Users

Wed, 10 Jun 2015 08:45:00 GMT

Wipfli is pleased to introduce our training seminars for Management Reporter for Microsoft Dynamics®. Management Reporter allows you to create the financial reports your organization requires with the detail and flexibility you need to stay on top of your financial information. Class participants will learn through practice by completing hands-on exercises.

BSA Workshop – Assessing and Managing Risk Webinar

Wed, 03 Jun 2015 09:00:00 GMT

As the regulatory environment for financial institutions continues to change, it has never been more important to stay current on the regulations impacting your financial institution. Our speakers will guide you through the latest updates and answer your pertinent questions. They will address the most frequently asked questions regarding CTR and SAR preparation and focus on advanced issues and hot topics facing your financial institution. Attendees will receive a fully revised copy of Wipfli’s BSA/AML policy template!

Philadelphia Open House

Wed, 27 May 2015 16:00:00 GMT

2015 is a big year for us! Elko & Associates merged with Wipfli LLP, and in February we moved into a new downtown Philadelphia office.

This office location will allow us to continue to provide our clients with excellent service while expanding our assurance, accounting, tax, and specialty services.Join us as we celebrate new beginnings with an open house.

Microsoft Dynamics® GP SmartList Builder with Excel Report Builder Training

Wed, 27 May 2015 13:00:00 GMT

The SmartList Builder with Excel Report Builder classes will provide an understanding of how to create your own SmartLists and transform SmartLists into Excel Reports or Excel Reports in SmartLists.

Taking Quality to the Next Step and Complying With NHSC Reporting Requirements

Wed, 27 May 2015 13:00:00 GMT

This session will help participants develop quality improvement (QI) programs that are consistent with Healthy People 2020 goals, meaningful use, and National Health Service Corp. requirements. The session will demonstrate how to establish a baseline for quality and how to benchmark improvement.

Microsoft Dynamics® GP SmartList and SmartList Builder with Excel Report Builder Training Class

Wed, 27 May 2015 08:45:00 GMT

This in-depth class will show Microsoft Dynamics GP users how SmartLists can be used to access your data to best meet your needs. In the afternoon session, you'll learn how to use SmartList Builder with Excel Report Builder to access and analyze real-time data from Microsoft Dynamics GP, and take advantage of Excel's deep formatting capabilities and familiar interface. Class participants will learn through practice by completing hands-on exercises.

Microsoft Dynamics® GP SmartList Training

Wed, 27 May 2015 08:45:00 GMT

This in-depth class will show Microsoft Dynamics GP users how SmartLists can be used to access your data. You'll learn how to use and customize your SmartLists to best meet your needs.

Manufacturing Breakfast: Keeping Your Organization Relevant: How Sustainable Manufacturers Thrive

Wed, 20 May 2015 07:30:00 GMT

Wipfli Wine and Unwind

Tue, 19 May 2015 16:30:00 GMT

BSA Workshop – Assessing and Managing Risk (Utica, IL)

Tue, 19 May 2015 08:30:00 GMT

Manufacturing Live Web Series: Merger and Acquisition Market Trends - Considerations for Business Owners Contemplating Ownership Transition or Growth Through Acquisition

Mon, 18 May 2015 12:00:00 GMT

With an aging population, low interest rates, and a strong pool of buyers including aggressive private equity groups, many business owners are asking themselves, “Is now the right time to sell?” Conversely, younger business executives with a wide pool of financing options available are asking whether they should jump into the market and be a buyer. Join us as we take a close-up look at the trends in the merger and acquisition market and the considerations for business owners contemplating ownership transition or growth through acquisition.

BSA Workshop – Assessing and Managing Risk (Rockford, IL)

Thu, 14 May 2015 08:30:00 GMT

Microsoft Dynamics® GP SmartList Builder with Excel Report Builder Training

Wed, 13 May 2015 13:00:00 GMT

The SmartList Builder with Excel Report Builder classes will provide an understanding of how to create your own SmartLists and transform SmartLists into Excel Reports or Excel Reports in SmartLists.

Microsoft Dynamics® GP SmartList Training

Wed, 13 May 2015 08:45:00 GMT

This in-depth class will show Microsoft Dynamics GP users how SmartLists can be used to access your data. You'll learn how to use and customize your SmartLists to best meet your needs.

Microsoft Dynamics® GP SmartList and SmartList Builder with Excel Report Builder Training Class

Wed, 13 May 2015 08:45:00 GMT

Got nexus? Learn about multistate sales and use tax returns and how to automate filing

Tue, 12 May 2015 12:00:00 GMT

First, learn what creates nexus—some factors will surprise you—and what to do once you’ve discovered that you have it. In this introductory webinar, we’ll review how states identify companies for audit, nexus questionnaires, state amnesty programs, and voluntary disclosure agreements (VDA).

Then, learn about the unique advantages of using Vertex SMB sales and use tax automation solution for Microsoft Dynamics AX and GP.

Microsoft Dynamics® GP SmartList Builder with Excel Report Builder Training

Wed, 06 May 2015 13:00:00 GMT

The SmartList Builder with Excel Report Builder classes will provide an understanding of how to create your own SmartLists and transform SmartLists into Excel Reports or Excel Reports in SmartLists.

Microsoft Dynamics® GP SmartList Training

Wed, 06 May 2015 08:45:00 GMT

This in-depth class will show Microsoft Dynamics GP users how SmartLists can be used to access your data. You'll learn how to use and customize your SmartLists to best meet your needs.

Microsoft Dynamics® GP SmartList and SmartList Builder with Excel Report Builder Training Class

Wed, 06 May 2015 08:45:00 GMT

BSA Workshop – Assessing and Managing Risk (Wisconsin Dells, WI)

Tue, 05 May 2015 08:30:00 GMT

Total Compensation Strategies

Thu, 30 Apr 2015 14:00:00 GMT

Total compensation is a “hot topic” for executive leadership these days! It has always been important to attracting and retaining high-performing employees, even more so with the talent war raging!

It is critical that banks focus on total compensation strategy to ensure alignment with company, department, and individual performance. This webinar focuses on how to strategically and effectively design and manage a total compensation plan to achieve bank goals while remaining responsive to the needs of all stakeholders. At the conclusion of this webinar, participants should possess or renew their working knowledge of total compensation plan elements, compensation strategies, and the importance of linking pay to performance.

Wipfli’s Annual Critical Access Hospital and Rural Health Clinic Conference - Missouri

Tue, 28 Apr 2015 07:30:00 GMT

Wipfli invites you to this annual event to receive quality education, have the opportunity to communicate directly with industry experts, and network with colleagues at existing RHCs and CAHs. Our concurrent sessions are intended for all levels of RHC and CAH professionals including administrators, CFOs, CEOs, CIOs, directors of finance, finance professionals, reimbursement analysts, office managers, and patient accounts professionals.

Change Is Good

Thu, 23 Apr 2015 14:00:00 GMT

Join this complimentary webinar hosted by Wipfli.

Be better tomorrow than you are today!

Every financial institution has processes they perform daily or multiple times during a day. How effective, efficient, and lean are those processes? This webinar will talk about methods to discover and solve problems as a team that drives innovation, increases efficiency, and ultimately reduces costs.

Your organization can evolve, improve, and change through collaboration and problem solving around a common purpose. The energy of your team and the commitment to being better will drive change to make continuous improvement contagious and provide more value to your customers.

ICD-10: Ready Set Code

Thu, 23 Apr 2015 13:00:00 GMT

Since the delay of the implementation of ICD-10 until October 1, 2015, has your facility put it on the back burner? As the implementation deadline looms, it is time to turn up the heat. This course will assist the facility in identifying where their strengths and weaknesses are in relationship to ICD-10 implementation as well as guide the facility in what the next steps are. We will review what each team member’s role is in the coding process; we will also review coding errors to avoid in order preventing billing delays and audits.

Manufacturing Live Web Series: Greater Research and Development Tax Credit Opportunities for Manufacturers: Are You Claiming the Credit You Deserve?

Mon, 20 Apr 2015 12:00:00 GMT

The research and development (R&D) tax credit provides a dollar-for-dollar reduction in tax liability, allowing manufacturers of all sizes to reduce their taxes and increase cash flow, yet the credit is still often overlooked. The reality is that most manufacturers can qualify for R&D tax credits for things they do every day. During this webinar, you will gain a solid understanding of the R&D tax credit as well as the enhanced opportunities for your company to qualify.

Wipfli’s 2015 Rural Health Clinic Conference

Wed, 15 Apr 2015 12:00:00 GMT

Wipfli invites you to this annual event to receive quality education, have the opportunity to communicate directly with industry experts, and network with colleagues at existing RHCs. Our concurrent sessions are intended for all levels of RHC professionals including administrators, CFOs, CEOs, CIOs, directors of finance, finance professionals, reimbursement analysts, and office managers.

Live Webinar – Core System Replacement: It’s All About the People

Wed, 15 Apr 2015 12:00:00 GMT

To be able to respond to the product agility, customer centricity, and operational effectiveness challenges of today (and tomorrow), insurance companies are moving to new, foundational core systems and away from the constraints of their legacy systems.

Joining us for this insurance-focused webinar is Becky Jimenez (Senior Manager, People Change Management) from CUNA Mutual Group, who will share the lessons learned from CUNA’s multi-year journey.

Register today to learn how to ensure your next core system replacement is a success by leveraging a change management approach with the people involved throughout the project.

IT Examination Hot Topics

Wed, 25 Mar 2015 14:00:00 GMT

This webinar will cover IT examination hot topics based on FFIEC and interagency guidance. We will revisit expectations for cybersecurity awareness presented in last August's recorded webinar. In response to cyber threats, regulatory examiners are beginning to take a new approach for their assessments. The webinar will also cover mobile device management as well as summarize trends from various vendor security intelligence reports.

LIVE Expert Discussion - Simplifying Business Intelligence: A Strategy for Better Decision Making and More Effective Collaboration

Tue, 24 Mar 2015 12:00:00 GMT

To increase effectiveness and efficiency in decision making, and to ensure an environment of collaboration, intuition just isn’t enough. Business intelligence (BI) is what gets you there, but it can easily become expensive and complicated. Learning how simplifying business intelligence can lead you to the insight you need, without the waste.

Join us for a live expert discussion as we examine the strategic purpose of BI and its practical applications.

Manufacturing Live Web Series: Managing Cybersecurity Risk: Be Proactive and Prepared

Mon, 16 Mar 2015 12:00:00 GMT

Cybersecurity is becoming vitally important in the manufacturing industry today. Manufacturers are recognizing the need to better protect their manufacturing data and systems as well as sensitive customer, supplier, and product information. During this webinar, you will gain a solid overview of cybersecurity risks and what you should do to improve your cybersecurity resilience.

Resident Centered Care: Back to the Basics Workshop - Madison

Thu, 26 Feb 2015 09:00:00 GMT

Wipfli invites you to this workshop to identify the meaning of resident-centered care in assisted living, learn how to write individual service plans to provide resident focused care while maintaining regulatory compliance, and determine strategies for getting staff engaged in resident-centered care best practices.

Manufacturing Live Web Series: Accounting Standards: Change is coming. Are you ready?

Mon, 16 Feb 2015 12:00:00 GMT

The only constant in the world of accounting standards seems to be change. The year 2014 was a prime example. Significant activity by the newly formed Private Company Council, ongoing debate over lease accounting, and of course, the new revenue recognition standards are a few of the headlines. Join us to learn how the recently enacted, proposed, and pending accounting standards will affect you.

Unscrambling the Alphabet: Making Sense of Medical Review Webinar

Wed, 28 Jan 2015 13:00:00 GMT

In this webinar, participants will learn to identify the who and why surrounding medical review and how to respond to them, verbalize the “Hot Spots” of Medicare denials, and develop an action plan to ensure their facility is prepared in the event of an audit and improve their success with medical review activity.

Wipfli’s Annual Critical Access Hospital and Rural Health Clinic Conference - Minnesota

Tue, 27 Jan 2015 07:30:00 GMT

Sales and Use Tax Update for Financial Institutions - Minnesota

Thu, 22 Jan 2015 14:00:00 GMT

Minnesota-Specific Issues

Brush up on your knowledge of sales and use taxes and how they affect financial institutions. This webinar will explain what a taxable sale is and when a financial institution should remit tax on purchases and will provide an overview of sales tax audits and what to expect during the process.

Who should attend?

CFOs, Controllers, and Accounts Payable Personnel

Sales and Use Tax Update for Financial Institutions - Wisconsin

Thu, 22 Jan 2015 10:00:00 GMT

Wisconsin-Specific Issues

Who should attend?

CFOs, Controllers, and Accounts Payable Personnel

Resident Centered Care: Back to the Basics Workshop - La Crosse

Wed, 21 Jan 2015 09:00:00 GMT

PLEASE NOTE: this workshop is now full. We have reached the room maximum at the venue. Please contact Lori Yaklovich if you're interested in attending this workshop at a future date and time.

QuickBooks Workshop for Agriculture - Chester, Montana

Tue, 10 Jan 2017 09:00:00 GMT

Hurry—seating is limited! Each session will be limited to 20 participants.

QuickBooks Workshop for Small Business - Chester, Montana

Mon, 09 Jan 2017 09:00:00 GMT

Hurry—seating is limited! Each session will be limited to 20 participants.

Dynamics SL Year-End Closing Tips and Best Practices

Tue, 20 Dec 2016 12:00:00 GMT

The end of the year is upon us, and financial professionals should attend this free webinar to receive a step by step guide on closing out the year, 1099 tips and tricks, and discuss year-end Dynamics SL processes.

Microsoft Dynamics GP Year-End Procedures Webinar

Thu, 15 Dec 2016 08:30:00 GMT

Be prepared for your year-end closing by attending one of our information-packed seminars!

Join us at Wipfli’s Microsoft Dynamics^®GP Year-End Procedures Seminar and get the latest information on closing your year-end. Seminar information will be presented on supported versions (2013, 2015, and 2016). This seminar is designed to provide you with educational information to complete your year-end and provide you with an opportunity to network with other Microsoft Dynamics^® GP users.

Microsoft Immersion Event - Eau Claire

Wed, 14 Dec 2016 12:45:00 GMT

During this hands-on session you’ll get a chance to test drive Microsoft solutions and discover how they can deliver immediate business value to both you and your company. A Wipfli consultant will facilitate a customized session to meet your needs so you can explore tools at your own pace, focus on the products and solutions you want, and discover firsthand how they can solve your biggest challenges.

Multistate Nexus Update: Latest Developments and Costs of Noncompliance

Wed, 14 Dec 2016 11:00:00 GMT

Many state budgets are in rough shape. Not only are states auditing more businesses to bring extra cash into their coffers, but they are becoming more aggressive in identifying businesses that are not filing the necessary tax returns including state/local sales tax, income tax, gross receipts tax, franchise tax, and withholding tax.

In today’s environment, managing multistate tax filings and staying in compliance are increasingly consuming more and more internal time and resources for businesses. This complex environment is creating many questions. Join this information-packed webinar to gain some insight and solid strategies to help you limit your exposure.

Microsoft Dynamics GP Year-End Procedures Seminar

Wed, 14 Dec 2016 08:15:00 GMT

Intacct Year End Closing Processes and Updates

Tue, 13 Dec 2016 12:00:00 GMT

The end of the year is upon us, and financial professionals should attend this free webinar to receive a step by step guide on closing out the year, 1099 tips and tricks, details on any Intacct updates, and discuss year-end processes.

Microsoft Dynamics GP Year-End Procedures Seminar

Tue, 13 Dec 2016 08:15:00 GMT

Tax Update for Financial Institutions

Thu, 08 Dec 2016 14:00:00 GMT

Our tax environment is constantly changing! Given the high tax rate environment (combined federal and state marginal tax rates exceeding 40 percent for most C corporations and approaching 50 percent for most S corporations), it is more important than ever to understand these tax changes and how they impact your financial institution. By understanding these changes and taking proper action, banks and shareholder groups can minimize their federal and state tax liabilities. In this webinar, we will update you on some of the most important tax changes affecting the financial institution industry.

Microsoft Immersion Event - Green Bay

Thu, 08 Dec 2016 12:45:00 GMT

Microsoft Dynamics GP Year-End Procedures Seminar

Thu, 08 Dec 2016 08:15:00 GMT

Getting Ready for CECL

Thu, 01 Dec 2016 14:00:00 GMT

FASB’s credit impairment standard for financial instruments is here—so now what do we do? This webinar will help management of financial institutions start to figure out what their institution should be doing now to be ready for CECL when it becomes effective.

Webinar: Risks of Using Outdated Accounting Systems

Thu, 17 Nov 2016 12:00:00 GMT

Are you being dragged down by your current financial management system? The pressures of business change are pushing Finance leaders to rethink and improve what they do and how they do it. Outdated technology may be shielding you from the benefits of changing or upgrading your system. This free webinar will highlight the risks of using outdated accounting systems and what you can do to over come these risks and accelerate your business.

Webinar: What Nonprofits Need to Know Before Signing up for the Azure $5000 Credit

Wed, 16 Nov 2016 11:00:00 GMT

Non-governmental and nonprofit business leaders should attend this complimentary webinar to understand the new Microsoft Azure $5000 annual credit and how to navigate the registration process. In this free webinar you will hear from Jeremy Pitman, Microsoft Philanthropies Cloud Services Program Manager, and the creator of that credit, who will guide you through that process to ensure you reap its benefits.

Wipfli’s ALM Banking Forum – Minneapolis, MN

Wed, 16 Nov 2016 08:30:00 GMT

Join Wipfli’s experienced ALM professionals for a dynamic three-hour, highly participative forum on relevant ALM topics. We have developed our agenda based on suggestions from our previous ALM Forum attendees.

Audit and Accounting Update for Financial Institutions

Tue, 15 Nov 2016 14:00:00 GMT

Wipfli’s audit and accounting webinar will update you on final accounting rules effective for 2016 and 2017, as well as some rules that have been finalized but will not be effective for several years. We will also look at the current status of several proposed rules being deliberated by FASB and significant implications they would have for the financial institution industry.

Webinar: Workflow for Dynamics GP

Tue, 15 Nov 2016 12:00:00 GMT

Is your business looking to streamline its key approval tasks? Workflow capabilities are available right in Dynamics GP to automate approvals for purchasing functions, payroll, general ledger, and other business processes so you can improve your accounting controls and increase efficiency.

Join us for this free webinar to learn about the workflow capabilities in GP, including an example of a simple workflow setup and usage.

Retirement Plans: Options, Implementation & Administration

Tue, 15 Nov 2016 08:30:00 GMT

During this event, you will learn:

The different retirement plans available and related tax benefits
How to implement a retirement plan
Administration and compliance of the various retirement plan options

Manufacturing Live Web Series: Impactful Tax Planning and Savings Strategies for Manufacturers

Mon, 14 Nov 2016 12:00:00 GMT

The proper application of tax strategies can help manufacturers maximize tax savings, potentially improving cash flow that can be applied to help realize long-term, successful growth with a competitive edge.

Manufacturing tax experts Jeff Fritz and Samantha Wimmer will share strategies and corporate tax planning opportunities that can have an immediate and meaningful impact on your organization.

Wipfli’s ALM Banking Forum – Dixon, IL

Thu, 10 Nov 2016 08:30:00 GMT

You've Been Hacked! Now What?

Thu, 10 Nov 2016 08:00:00 GMT

You’ve been hacked. Your most valuable assets – your company’s data – has been stolen. Or worse… it’s being shared across the Internet. Now what? Join Wipfli LLP and Lindquist & Vennum for this insightful conversation about data breaches.

Webinar: How to Use Technology and Automation to Improve Working Capital Optimization

Wed, 09 Nov 2016 12:00:00 GMT

Accounting and Accounts Payable leaders should attend this complimentary webinar to understand the benefits of optimizing working capital organizations can achieve by utilizing automation and technology to improve process efficiency. This free webinar will highlight those benefits and teach you how to streamline your company’s AP processes, along with providing a free demo of Concur Invoice Management, a leading invoice automation software.

Wipfli’s ALM Banking Forum – Madison, WI

Wed, 09 Nov 2016 08:30:00 GMT

The Final Rule is Finally Here

Tue, 08 Nov 2016 13:00:00 GMT

After much anticipation, the Final Rule was published in the October 4, 2016, Federal Register. There were many updates and additions, but it is rolling out in three phases over the next three years. If you didn’t read all of the pages, just want a synopsis, or are looking for direction on what to do first, join us for a one-hour webinar to have your questions answered.

Wipfli’s ALM Banking Forum – Appleton, WI

Thu, 03 Nov 2016 08:30:00 GMT

WEBINAR: Window of Opportunity Closing for Intra-Family Tax Discounts

Wed, 02 Nov 2016 12:00:00 GMT

In August, the IRS unveiled long-awaited proposed Regulations under IRC 2704, which deal with valuation discounts for estate and gift tax purposes. These rules can negatively impact your estate tax planning options. It is critical that you understand the pending changes. Although the rules are only proposed at this point, it seems certain they will be finalized and become effective shortly after yearend. As a result, a very limited window of opportunity exists for you to act. Join us to get the details and what you can do now to help in your estate tax planning efforts.

Community Banking Forum - Wisconsin Dells, Wisconsin

Tue, 25 Oct 2016 08:15:00 GMT

The Community Banking Forum has been designed exclusively for executive officers and board members of community banks. This event will provide you with information on and insight into current topics that are deeply impacting community banks today. The speakers, topics, and value-added information, combined with the opportunity to network with your peers, make this event one you will not want to miss!

Webinar: Guide to Choosing the Right Accounting System

Thu, 20 Oct 2016 12:00:00 GMT

Finance and accounting leaders should attend this complimentary webinar to understand what to look for when researching or deciding on a new accounting solution for your business. This free webinar will highlight key considerations in choosing the right accounting system that will ultimately improve productivity and reduce costs.

Community Banking Forum - Bloomington, Minnesota

Thu, 20 Oct 2016 08:15:00 GMT

Intra-family Discount Regulation Update

Wed, 19 Oct 2016 07:30:00 GMT

Last month, the IRS unveiled long-awaited proposed regulations under IRC 2704 that deal with valuation discounts for estate and gift tax purposes. These rules could negatively impact your clients and prospects; it is critical that you discuss the pending changes with your clients. Although the rules are only proposed at this point, many believe they will be finalized and become effective shortly after year-end. As a result, a very limited window of opportunity exists to add tremendous value for your clients.

Impact of the FLSA Overtime Rule Changes–Are You Ready?

Thu, 13 Oct 2016 10:30:00 GMT

Changes to the Fair Labor Standards Act overtime regulations will take effect on December 1, 2016. It is estimated that four million workers will be in jobs that are now eligible for overtime pay. Organizations across all industries need to consider how these rule changes will impact employee FLSA classifications, wages, and overtime pay to be ready for the rule changes’ implementation date.

Community Banking Forum - Utica, Illinois

Thu, 13 Oct 2016 08:15:00 GMT

The Community Banking Forum has been designed exclusively for executive officers and board members of community banks. This event will provide you with information on and insight into current topics that are deeply impacting community banks today. The speakers, topics, and value-added information, combined with the opportunity to network with your peers, make this event one you will not want to miss!

Webinar: Impact of the FLSA Overtime Rule Changes–Are You Ready?

Thu, 06 Oct 2016 14:00:00 GMT

Maximum capacity has been reached for this webinar. To accommodate more participants, this webinar is also being offered on October 13.

Webinar: New Dynamics GP 2016 Features and Best Practices

Tue, 27 Sep 2016 13:00:00 GMT

Recently, Microsoft announced its newest Microsoft Dynamics® release, Microsoft Dynamics® GP 2016. This free webinar will introduce you to the new features and show you how to use them in order to take your business to the next level.

Lunch and Learn: Best Practices in Rolling Forecasts

Tue, 27 Sep 2016 11:30:00 GMT

Many organizations spend months preparing annual budgets and forecasts for executives. Unfortunately, these organizations are often poor at forecasting. This complimentary in-person lunch and learn will introduce you to rolling forecasts and how you can use this best practice to take your business into a future of better and more strategic decision making.

WEBINAR: Cybersecurity Threats, Trends, and Strategies for Small Businesses

Tue, 27 Sep 2016 10:00:00 GMT

Small and medium sized businesses have become attractive and profitable targets for cyber criminals. New technologies have changed how we run our businesses and service our customers. As a result, many organizations face new and advanced threats to the confidentiality and availability of your critical data. You can't protect your digital information unless you know what you are up against. Cyber crime has evolved to more targeted attacks leading to account takeover, financial scams, point-of-sale attacks, and even extortion.

This webinar will cover some of the most common cyber threats, what you can do to prevent becoming a victim, and how to respond if your data has been compromised.

Senior Human Resource Business Forum - La Crosse, Wisconsin

Tue, 27 Sep 2016 08:30:00 GMT

Every organization has “people” concerns, and Wipfli’s Senior Human Resource Business Forums provide a professional and constructive environment in which to discuss employee issues. You will walk away with sound, practical information on key functional areas of human resource (HR) management.

Webinar: Keys to Becoming a Tech Savvy CFO

Wed, 21 Sep 2016 12:00:00 GMT

Finance and accounting leaders should attend this complimentary webinar to be more effective and productive by understanding how technology can automate processes, integrate disparate systems, and streamline reporting. This free webinar will highlight keys to becoming a Tech Savvy CFO and how to modernize your accounting and finance processes.

Human Resource Business Forum - Appleton, Wisconsin

Wed, 21 Sep 2016 08:30:00 GMT

Wipfli’s Human Resource Business Forums are designed to provide education on current trends and best practices for individuals with human resource (HR) responsibilities in a dynamic and interactive environment. The people participating in each of the Forum’s locations are the same throughout the program year, allowing individuals to develop powerful and lasting professional relationships and to engage in significant problem solving.

Senior Human Resource Business Forum - Eau Claire, Wisconsin - Wednesday

Wed, 21 Sep 2016 08:30:00 GMT

Senior Human Resource Business Forum - Eau Claire, Wisconsin - Tuesday

Tue, 20 Sep 2016 08:30:00 GMT

Human Resource Business Forum - Wausau, Wisconsin

Tue, 20 Sep 2016 08:30:00 GMT

Manufacturing Live Web Series - Going Global: Opportunities and Challenges

Mon, 19 Sep 2016 12:00:00 GMT

As companies seek to improve margins and gain market share, they often look for customers outside of the United States. Over 300,000 U.S. companies export goods or services, and of those, 98% are companies with fewer than 500 employees. With today’s resources, it is easier than ever for a company to sell goods and services overseas, and those who don’t face increasing commercial pressure.

In this webinar we will help you understand the opportunities and challenges your company may face as it considers overseas expansion.

Human Resource Business Forum - Green Bay, Wisconsin

Thu, 15 Sep 2016 08:30:00 GMT

Senior Human Resource Business Forum - Wausau, Wisconsin

Thu, 15 Sep 2016 08:30:00 GMT

Human Resource Business Forum - Eau Claire, Wisconsin

Wed, 14 Sep 2016 08:30:00 GMT

Senior Human Resource Business Forum - Appleton, Wisconsin

Wed, 14 Sep 2016 08:30:00 GMT

Wipfli’s Annual Critical Access Hospital and Rural Health Clinic Conference - Nevada

Tue, 13 Sep 2016 07:30:00 GMT

Senior Human Resource Business Forum - Green Bay, Wisconsin

Thu, 08 Sep 2016 08:30:00 GMT

Manufacturing Live Web Series: Recruitment and Employee Retention Strategies for Today’s Manufacturer

Mon, 19 Jan 2015 12:00:00 GMT

It’s no secret that finding and keeping good employees in manufacturing is tough these days, from front-line positions to professional and executive roles. For many manufacturers, it is impacting your ability to grow. With demographics working against us and ’poaching” at an all-time high, now is the time to revisit your strategies to attract and retain the talent you need. Join us for this information-packed webinar.

Making the Transition to Basel III a Little Easier

Thu, 15 Jan 2015 14:00:00 GMT

Basel III is effective for community banks beginning January 1, 2015. These rules made some substantial, and sometimes complex, changes to regulatory capital calculations and requirements, and many banks are still trying to understand and appreciate the significance of those changes. This webinar was designed to make the process of changing to the Basel III rules a little easier.

Who Should Attend?

Community bank senior executives (CEO, President, CFO, Controller) and others involved in the preparation of call reports.

Microsoft Dynamics GP Year-End Procedures Seminar

Fri, 12 Dec 2014 08:15:00 GMT

Be prepared for your year-end closing by attending one of our information-packed seminars!

Join us at Wipfli’s Microsoft Dynamics^®GP Year-End Procedures Seminar and learn about the latest information on closing your year-end. Seminar information will be presented on all supported versions (2010 and 2013). These sessions will be information-packed and ensure you’re aware of any changes that may impact you.

This seminar is designed to provide you with educational information to complete your year-end, as well as the benefits from networking with other Microsoft Dynamics^® GP users.

Microsoft Dynamics GP Year-End Procedures Seminar

Wed, 10 Dec 2014 08:15:00 GMT

Effective Wound Care Management: From Observation to Documentation

Tue, 09 Dec 2014 13:00:00 GMT

Join us for this informative webinar to learn about wound care from assessment to documentation. We will address the following aspects of wound care management:

Define assessment options for residents with wound care needs
Identify wound care options and preventative measures available

Manufacturing Live Web Series: Tips and Reminders for Smart Year-End Tax Planning

Mon, 08 Dec 2014 12:00:00 GMT

As 2014 draws to a close, there still may be some last-minute planning opportunities for you to consider. Join us for practical year-end planning tips and helpful reminders to consider yet for this year or to put on the top of your list for 2015.

Analytics and the Lamp Post: Illuminating Policyholder Retention

Thu, 04 Dec 2014 12:00:00 GMT

You know you should be doing predictive analytics, but you don’t have a big budget. This was the situation Meemic Insurance was in as the company sought to determine if there was a way it could know in advance if policyholders would not renew.

In this informative webinar we’ll explore how Meemic Insurance Company has been able to shed light on this key business question by capitalizing on a unique partnership with Wipfli and Dr. Justin Sydnor (UW-Madison Assistant Professor, Actuarial Science, Risk Management & Insurance).

Resident-Centered Care: Back to the Basics Workshop - Green Bay

Wed, 03 Dec 2014 08:30:00 GMT

Wipfli will copresent with the State of Wisconsin Bureau of Assisted Living a workshop to help assisted living providers focus on resident-centered care best practices. Facilities sometimes struggle to attain and maintain regulatory compliance while simultaneously achieving resident-centered care best practices. In this workshop, we will assist providers in understanding how to achieve resident-centered care best practices while still maintaining appropriate regulatory compliance. The presenters will include case studies to give your staff hands-on practice in implementing some resident-centered practices.

Resident-Centered Care: Back to the Basics Workshop - Milwaukee

Tue, 02 Dec 2014 08:30:00 GMT

Wipfli will copresent this workshop with the State of Wisconsin Bureau of Assisted Living to help assisted living providers focus on resident-centered care best practices. Facilities sometimes struggle to attain and maintain regulatory compliance while simultaneously achieving resident-centered care best practices. In this workshop, we will assist providers in understanding how to achieve resident-centered care best practices while still maintaining appropriate regulatory compliance. The presenters will include case studies to give your staff hands-on practice in implementing resident-centered practices.

Compliance With The Affordable Care Act: Are You Prepared?

Thu, 20 Nov 2014 12:00:00 GMT

The Affordable Care Act (ACA) includes a variety of provisions that reform the health care insurance market and encourage small businesses to offer health insurance. Yet understanding the various provisions and knowing which ones affect your organization can be overwhelming. In addition, guidance continues to be released, and delays of some provisions make it hard to keep straight what applies and when.

Are you prepared to comply with the ACA provisions?

Tax Update for Financial Institutions

Wed, 19 Nov 2014 14:00:00 GMT

Join this free webinar hosted by Wipfli.

The tax environment is constantly changing! With combined federal and state marginal tax rates exceeding 40 percent for most C corporations, and approaching 50 percent for many S corporations, it becomes increasingly important to understand tax law changes and how these changes impact your financial institution!

Managing Fraud Risk in Your Organization: Be Prepared!

Tue, 18 Nov 2014 12:00:00 GMT

During this webinar, we will address the origins of occupational fraud risk, why fraud risk has increased, and what organizations are doing to manage the risk.

This webinar is intended for administrators, CFOs, risk officers, internal audit, compliance, accounting and finance staff, or anyone charged with safeguarding assets in your organization. The content is structured as a high-level overview of fraud risk concepts.

Click here to register.

Manufacturing Live Web Series: Managing Fraud Risk in Your Organization—Be Prepared!

Mon, 17 Nov 2014 12:00:00 GMT

Occupational fraud is estimated to cost U.S. organizations five percent of gross revenue, a potentially devastating amount for any organization. During this webinar, we will address the origins of occupational fraud risk, why fraud risk has increased, and what organizations are doing to manage the risk.

Audit & Accounting Update for Financial Institutions

Wed, 12 Nov 2014 14:00:00 GMT

Join this free webinar hosted by Wipfli.

Wipfli’s audit and accounting webinar will update you on final accounting rules effective for 2014 and 2015. We will also look at the current status of several proposed rules being deliberated by FASB and significant implications they would have for the financial institution industry.

Don’t Be the Next Victim: How to Protect Your Company’s Data and Other Valuable Information

Tue, 11 Nov 2014 12:00:00 GMT

During this webinar, you will gain an understanding of how to improve the security of your systems to reduce the risk of being compromised. Real-life situations will be examined as to what went wrong and how they could have been prevented.

Family Law Forum

Tue, 11 Nov 2014 08:00:00 GMT

Our Family Law Forum was designed to provide family law attorneys with information and insights related to business valuation, forensic investigations and financial considerations related to divorce litigation. It is essential to understand these sometimes complex topics so you can best represent your clients. The speakers, topics and value-added information combined with the opportunity to network with your peers, make this event one you will not want to miss!

Community Banking Forum - Utica, Illinois

Thu, 06 Nov 2014 08:15:00 GMT

The Community Banking Forum has been designed exclusively for executive officers and board members of community banks. This event will provide you with information and insight into current topics that are deeply impacting community banks today. The speakers, topics, and value-added information, combined with the opportunity to network with your peers, make this event one you will not want to miss!

Manufacturing Perspectives: How to Move Forward with Confidence

Thu, 06 Nov 2014 07:30:00 GMT

Manufacturing companies in today’s economy face a lot of challenges. To succeed, you need solutions to help you tackle the issues you face today and prepare you for those you will face tomorrow. Join us for this educational event as we address some of your most pressing issues and convene a panel of experts to provide their manufacturing perspectives, solid ideas, and practical solutions to help you move forward with confidence.

Critical Compliance Tips to Help Make Your Retirement Plan Audit a Success

Wed, 05 Nov 2014 12:00:00 GMT

We know you are looking for your retirement plan audit to be smooth and efficient. To that extent, we have brought together our subject matter experts to answer your most pressing questions and bring you best practices for staying compliant and avoiding added expenses related to your audit.

Manufacturing Live Web Series: Unclaimed Property: It’s NOT a tax—it's worse!

Mon, 27 Oct 2014 12:00:00 GMT

As more states view unclaimed property as a revenue source, they have become more aggressive in pursuing unclaimed property and placing businesses not in compliance under audit. Nearly every state in the Midwest now has signed contracts with third-party audit firms.

Are you complying with unclaimed property reporting requirements? Join us for this informative webinar to better understand unclaimed property, reporting requirements, emerging trends, and practical filing advice.

Community Banking Forum - Minnesota

Thu, 23 Oct 2014 08:15:00 GMT

Community Banking Forum - Chicago

Tue, 14 Oct 2014 08:15:00 GMT

Community Banking Forum - Wisconsin Dells

Wed, 08 Oct 2014 08:15:00 GMT

MDS Training for Nurse Managers - Minneapolis

Tue, 07 Oct 2014 09:00:00 GMT

Wipfli invites Nurse Managers to this MDS training course. In this course, .you’ll learn how to complete the MDS and understand how to manage its related complex process. We will cover all of the sections of the MDS. In addition, we will discuss the related scheduling implications as well as payments, CAAs and care planning.

Manufacturing Live Web Series: Don’t Be the Next Victim: How to Protect Your Company’s Data and Other Valuable Information

Mon, 29 Sep 2014 12:00:00 GMT

An organization’s ability to manage and protect valuable and confidential information is critical to mitigating the risk of a data breach. During this webinar, you will gain an understanding of how to improve the security of your systems to reduce the risk of being compromised.

Wipfli’s Annual Critical Access Hospital and Rural Health Clinic Conference - Washington

Tue, 23 Sep 2014 07:30:00 GMT

Qlik Partner Webinar: Break Your SAP Data Free

Wed, 17 Sep 2014 12:00:00 GMT

Break Your SAP Data Free: Learn how Varian Medical Systems is doing it.

Wipfli Microsoft Dynamics Symposium

Tue, 16 Sep 2014 11:00:00 GMT

Join us for the first annual Wipfli Microsoft Dynamics® Symposium! As subject-matter experts in implementation, training and consulting, Wipfli developed a cutting-edge, two-day event exclusively for our Microsoft Dynamics® clients where opportunity and innovation meet to deliver real business value. Don’t miss the opportunity to gain information and insight into how you can extend the power of your platform with Microsoft Dynamics® CRM, AX, or GP–across all areas of your business.

Dementia Care Webinar

Wed, 10 Sep 2014 13:00:00 GMT

This webinar is designed for frontline staff. There will be a discussion of types of dementia, diseases associated with dementia, and behaviors that are common to residents with dementia. There will also be a discussion of caregiving techniques designed to prevent, reduce, or redirect behaviors in the person with dementia.

PCI Compliance: Best Practices in Payment Card Security

Tue, 09 Sep 2014 08:00:00 GMT

Surveys report that 55% of small businesses have had a data breach. Do you know how to protect your business?

Evaluating your compliance with PCI standards is a continual process. With the rapid growth in technology it is easier than ever to accept credit cards but it can also make you vulnerable to a security breach. This seminar will help you navigate the PCI standards and lower your risk of a costly breach.

IT Examination Hot Topics – New Expectations

Wed, 27 Aug 2014 14:00:00 GMT

Recent FFIEC and interagency guidance will be the focus for your upcoming IT examinations. The guidance is in response to the growing threat vector for cybercrime. We have evolved from worms, viruses, spyware, and botnets to more targeted cyber espionage involving advanced persistent threats, dynamic trojans, and stealth botnets. Attacks have become blended involving combinations of physical, technical, and social engineering techniques. Many industry experts believe that there are even more sophisticated scams to come. As a result, regulatory examiners will be using new work programs and assessment tools.

Manufacturing Live Web Series: Implementing the New Final Repair Regulations—What You Need to Know

Mon, 25 Aug 2014 12:00:00 GMT

After nine years and significant back and forth, the IRS released the final Tangible Property Regulations, commonly known as the “repair regulations,” on September 13, 2013. All taxpayers with depreciable property are required to comply with these new regulations no later than the due date of their 2014 tax returns. Join us for this webinar to learn what you need to know to implement the new repair regulations.

Principles for Understanding, Managing, and Monitoring Your Information Systems

Thu, 21 Aug 2014 08:30:00 GMT

As financial institutions and their customers become more reliant on technology, it is important to have a better understanding of their information systems to mitigate and monitor risks. Using basic concepts without using technical jargon, this presentation describes and demonstrates fundamental information security strategies for protecting your information systems. The primary focus is the Microsoft® Windows network. Many of the security principles presented apply to expectations from in the FFIEC IT Examination Handbook and various interagency guidelines.

Survey: Nationwide Trends, Focus and Strategies Webinar

Tue, 12 Aug 2014 13:00:00 GMT

In this webinar, participants will learn about national survey trends. Examples of citations as well as strategies to avoid survey hang-ups will be provided. In addition, we’ll discuss the new CMS MDS focus survey.to enable you to identify and manage recent changes to MDS, correct problem areas on the MDS, and verbalize changes expected in 2015.

Webinar Discussion – Software Selection: How to Reduce Your Risk When Choosing Core Systems

Wed, 30 Jul 2014 12:00:00 GMT

An insurance-focused webinar on reducing the risk when choosing your next core system software.

Core system replacement is not for the faint of heart. There are about 60 policy admin vendors, 70 claims system vendors, and approximately the same number of billing system vendors. Some are staying current and winning deals, some are going to be consumed by the others or simply go away. How do you navigate the vendor maze and make a quality choice for your company?

Manufacturing Live Web Series: Compliance With the Affordable Care Act - Are You Prepared?

Mon, 28 Jul 2014 12:00:00 GMT

During the webinar, you will get up-to-date information about the Affordable Care Act and learn about the key requirements. We will help you understand the myriad of fees, taxes, health insurance plan design issues, and reporting requirements that currently affect your organization and will going forward. The presenter also will address what your organization needs to do, what you should be considering doing, and when you need to do it to help ensure compliance with the ACA requirements.

LIVE Webinar Discussion: Roadmap to Technology Success: Don't Forget the Change Management

Thu, 10 Jul 2014 11:00:00 GMT

You’ve selected your next newest technology solution after months of research, conference calls and discussions. So all the hard work is done, right? Not quite yet. Join us for this informative webinar as we discuss how manufacturers can create a plan to quickly and easily integrate change management strategies into your next technology project, helping you unlock greater ROI.

Manufacturing Live Web Series: Establishing Your Company’s Value: The Sooner, the Better

Mon, 23 Jun 2014 12:00:00 GMT

A recent Pepperdine University survey reported that one in three engagements to sell companies in 2013 terminated without a deal. The main cause for approximately 20% of the terminated deals, as reported by intermediaries, was a valuation gap. Given the high incidence of valuation gaps, owners would be wise to discover what their businesses are truly worth now and not five years from now. Join us for this informative webinar!

The ABCs of Medicare: ARD, RACs, and ZPICs Webinar

Thu, 19 Jun 2014 13:00:00 GMT

As a participant in this webinar, you will learn to identify the RAC and ZPIC rollout in your state, define and describe who’s responsible for “skilled care” and “skilled services,” review the “hot spots” of Medicare denials and participate in methods to improve Medicare charting

BSA Workshop – Assessing and Managing Risk (Webinar)

Wed, 04 Jun 2014 09:00:00 GMT

Retirement Plan Audits: Staying Compliant and Avoiding Costly Corrections webinar

Thu, 29 May 2014 12:00:00 GMT

As a valued Wipfli client, we know you are looking for your retirement plan audit to be smooth and efficient. To that extent, we have brought together our subject matter experts to answer your most pressing questions and bring you best practices for staying compliant and avoiding added expenses related to your audit.

Rates, Risks, and Regulators

Thu, 22 May 2014 14:00:00 GMT

With the Federal Reserve slowly starting to reduce asset purchases, we are left with two big questions. When will the Federal Reserve increase short-term interest rates? And how will the market’s reaction to this anticipated rate increase impact long-term interest rates? Our interest rate crystal ball is broken, so we cannot provide a specific timeline and discussion about how rates will move. What we do know is that managing interest margins is challenging, and we have some suggestions to help.

Medicare in 2014

Tue, 20 May 2014 13:00:00 GMT

In this webinar, we will discuss how Medicare changes will affect your MDS system, how to monitor Medicare services in the new reimbursement environment and strategies for managing Medicare reimbursement using these new rules.

BSA Workshop – Assessing and Managing Risk (Wisconsin Dells, WI)

Tue, 20 May 2014 08:30:00 GMT

Manufacturing Live Web Series: Employer-Owned Life Insurance Mistakes You Can Avoid

Mon, 19 May 2014 12:00:00 GMT

Unfortunately for business owners, the tax rules surrounding “employer-owned” life insurance can be complex, and failing to follow them will result in major tax consequences. Perhaps just as important, businesses may miss out on opportunities to save taxes (and potentially create capital) when terminating life insurance policies. During this webinar, you will gain a solid understanding of the various tax traps as well as opportunities associated with employer-owned life insurance.

Live Insurance-Focused Webinar: How to Compete & Win With Customer Intimacy

Wed, 14 May 2014 12:00:00 GMT

Join us for a 1-hour webinar that will reveal the power of customer intimacy to attract prospects, retain policyholders, and serve producers.

BSA Workshop – Assessing and Managing Risk (Utica, IL)

Wed, 14 May 2014 08:30:00 GMT

BSA Workshop – Assessing and Managing Risk (Rockford, IL)

Thu, 08 May 2014 08:30:00 GMT

Northwest Indiana Litigation & Business Valuation Symposium

Tue, 06 May 2014 13:00:00 GMT

SEMINAR: Cybersecurity Threats – Principles for Understanding, Managing, and Monitoring Your Information Systems

Tue, 30 Aug 2016 08:30:00 GMT

As financial institutions and your customers become more reliant on technology, it is important to have a better understanding of your information systems to mitigate and monitor risks. Using basic concepts without using technical jargon, this seminar describes and demonstrates fundamental information security strategies for protecting your information systems. Many of the security principles presented are described in the FFIEC IT Examination Handbook and various interagency guidelines.

Rockford - Summer BBQ & Building Open House

Thu, 25 Aug 2016 16:00:00 GMT

The New Fiduciary Rule: Friend or Foe?

Thu, 25 Aug 2016 12:00:00 GMT

It has swept headlines, sparked water-cooler conversations and ignited heated discussions in countless Congressional hearings. But what, exactly, does the Department of Labor (DOL)’s new fiduciary rule entail? And most importantly, how will it affect your business, your retirement plan and your employees?

SEMINAR: Cybersecurity Threats – Principles for Understanding, Managing, and Monitoring Your Information Systems

Thu, 25 Aug 2016 08:30:00 GMT

Webinar: Improve your financial reporting and analytics with Microsoft Power BI

Tue, 23 Aug 2016 12:00:00 GMT

Join us for this free webinar to learn more about Microsoft’s Power BI and how Microsoft Dynamics GP users can use it to improve their financial analysis and performance.

SEMINAR: Cybersecurity Threats – Principles for Understanding, Managing, and Monitoring Your Information Systems

Tue, 23 Aug 2016 08:30:00 GMT

Webinar: Are they “in the army now”? How the expansion of the Military Lending Act will Impact You

Wed, 17 Aug 2016 14:00:00 GMT

If you offer consumer credit, you will likely be required to comply with the provisions of the Military Lending Act beginning October 3, 2016. While the John Warner National Defense Act Talent Amendment was limited to three specific loan types that many creditors decided not to offer in order to avoid the compliance challenges, the Military Lending Act expands the coverage to other loan types offered by most creditors. In addition, you shouldn’t forget the Servicemembers’ Civil Relief Act (SCRA), which also provides protections for service members and their families. These laws are highly scrutinized by regulators and should not be put on the back burner; let’s discuss their requirements and the impact on you.

Webinar: Is Your Company Outgrowing QuickBooks?

Wed, 17 Aug 2016 13:00:00 GMT

Is your company currently using QuickBooks? QuickBooks can be an appropriate accounting system for many small and medium sized companies, but how do you know when your business needs have outgrown QuickBooks?

Manufacturing Live Web Series - Effective Planning and Preparing for the Sale of Your Company

Mon, 15 Aug 2016 12:00:00 GMT

In today’s market conditions, is it a good time to sell?

It’s a fact that all business owners know: At some point you will either transition ownership or sell your business. But why should you start preparing your business for sale when it isn’t on the market yet? Everything you do to prepare your business for sale will help make it more successful for the next generation of owners or potential buyers. Effective planning and preparation can put you in a better position when the time to sell is right and can help ensure a positive impact on the outcome.

In 2016, merger and acquisition deal volume remains strong, interest rates have begun to rise, and financing remains readily available and affordable. How do today’s market conditions impact your business? What does this mean for you?

Gain valuable insights as we take a close-up look at the trends and opportunities in the merger and acquisition market and provide specific recommendations and best practices to follow as you prepare to sell your business.

Webinar: Risk Management With an Enterprise (Wide) Focus

Thu, 11 Aug 2016 14:00:00 GMT

Risk management is a constant challenge in today’s financial services industry. From credit risk and interest rate risk to compliance risk and reputation risk, a multitude of risks impact each institution. Furthermore, the risk landscape is rapidly changing (e.g., with new regulatory requirements and FinTech disruption), creating emerging strategic risks. The regulators are taking note, and the Comptroller of the Currency, for example, recently released its own enterprise risk management (ERM) risk statement.

ERM is a significant management discipline that provides the framework and tools to identify risks, integrate risk management controls, and monitor risk levels and trends in any size financial institution.

This webinar offers important concepts regarding a basic ERM framework, guidance on basic ERM management techniques, and important tips on successful ERM processes.

ACH Update Webinar

Tue, 19 Jul 2016 14:00:00 GMT

Electronic payments via ACH continue to evolve as technology and other factors change the way we do things. Consequently, NACHA Operating Rules continually change also. This webinar will cover approved NACHA rule changes and give insight into issues we see financial institutions facing as a result of examiner scrutiny and the changing electronic payments environment.

Manufacturing Live Web Series - Impact of the FLSA Overtime Rule Changes–Are You Ready?

Mon, 18 Jul 2016 12:00:00 GMT

Changes to the Fair Labor Standards Act overtime regulations will take effect on December 1, 2016. It is estimated that four million workers will now be in jobs that are eligible for time-and-a-half overtime pay. Manufacturing companies need to consider how the new rules will impact employee wages and overtime pay now to be ready for the rule changes’ implementation date.

This informative webinar will help you understand the rule changes, how they will impact your company, and what you can do now to prepare.

Webinar: Microsoft Dynamics® CRM 2016 & CRM 2016 Spring Release

Thu, 14 Jul 2016 12:00:00 GMT

Join us for this free webinar to learn more about what’s included in Microsoft’s new releases (CRM 2016 and CRM 2016 Spring Release). By attending this webinar, you can expect to receive an in-depth look at the exciting new features and enhancements.

Sales and Use Tax for Wisconsin Manufacturers Web Forum - Session 3 - Mixed Use/Use of Percentages, Utilities, Other Exemptions, and Unique Situations

Thu, 23 Jun 2016 09:00:00 GMT

This is the third session in the Sales and Use Tax for Wisconsin Manufacturers Web Forum 2016, a three-part webinar series.

This session explores assets or supplies that can be classified as mixed use (e.g., forklifts, chemicals) and when the use of percentages is appropriate. We will examine the taxation of various utilities, including natural gas, electricity, propane, fuel oil, and diesel, and utility exemption percentages documentation. We will identify other applicable exemptions like research and development, packaging, and printed advertising. Finally, we will discuss unique situations for manufacturers that install their products as a real property improvement.

SNF Value Based Purchasing

Tue, 21 Jun 2016 13:00:00 GMT

In 2015, the Centers for Medicare and Medicaid (CMS) published the SNF Final PPS Rule and gave us all a preview of what was to come beginning in 2016. Well, 2016 is here…. Get ready for major changes in 2016-2018. This webinar will dive into the upcoming anticipated changes.

Manufacturing Live Web Series - New Fiduciary Rule for Retirement Plans: What You Need to Know

Mon, 20 Jun 2016 12:00:00 GMT

It has swept headlines, sparked water-cooler conversations, and ignited heated discussions in countless Congressional hearings. But what, exactly, does the Department of Labor's (DOL) new fiduciary rule entail? And most important, how will it affect your business, your retirement plan, and your employees?

Sales and Use Tax for Wisconsin Manufacturers Web Forum - Session 2 - Consumables: What Qualifies for Exemption?

Thu, 09 Jun 2016 09:00:00 GMT

This is the second session in the Sales and Use Tax for Wisconsin Manufacturers Web Forum 2016, a three-part webinar series.

What is considered a consumable? How do we define “consumed or destroyed”? This session answers those questions and provides examples for treatment of gray areas.

Webinar: Tech Savvy Finance and Accounting Systems – Insights and Examples

Thu, 26 May 2016 13:00:00 GMT

As the speed of business continues to increase, the finance department has to be leading the change. Being able to report on not only the numbers, but the drivers behind those numbers, and do so faster and more accurately than ever is a key initiative to organizational growth and success.

But what can be done to ensure the information is available when you need it, accurate enough to drive decisions, and insightful enough to capture opportunities that your competitors are already jumping on? The answer is simple. Evolve the finance function and become a tech-savvy financial professional.

Sales and Use Tax for Wisconsin Manufacturers Web Forum 2016

Thu, 26 May 2016 09:00:00 GMT

It’s easy to get lost in ever-changing sales and use tax laws. Each transaction your company makes could have potential sales and use tax implications. Wipfli invites you to attend this three-part webinar series providing concise, industry-specific information surrounding sales and use taxes.

Sales and Use Tax for Wisconsin Manufacturers Web Forum - Session 1 - Manufacturing Process and Equipment Exemption

Thu, 26 May 2016 09:00:00 GMT

This is the first session in the Sales and Use Tax for Wisconsin Manufacturers Web Forum 2016, a three-part webinar series.

Session one addresses the statutory definition of the manufacturing process and provides examples for treatment of gray areas.

HR Chat: Time Off with Pay

Wed, 25 May 2016 12:00:00 GMT

“To PTO or not to PTO” – that is the question! During this webinar, we'll look at the myriad of alternatives that are out there for providing time off with pay to employees, and what your peers are doing. Most importantly, WHY are you doing what you are doing? PTO, vacation, holidays, sick time, personal days, anniversary date vs. calendar year administration, carryovers and maximums – let’s get detailed!

Microsoft Dynamics® CRM 2016 & CRM 2016 Spring Release Launch Event - Minneapolis Area

Tue, 24 May 2016 08:30:00 GMT

Wipfli invites you to this exciting, interactive, and educational experience featuring the Microsoft Dynamics^® CRM 2016 Spring Release. You'll get an in-depth look at the release from an award-winning Microsoft partner.

BSA Workshop – Assessing and Managing Risk - Webinar

Thu, 19 May 2016 08:30:00 GMT

With the changing regulatory environment, it is more important than ever to stay updated on the current BSA regulations and best practices. Throughout this workshop, our speakers will guide you through the latest updates and examiner recommendations. They will answer all of your pertinent questions, including CTR and SAR completion, OFAC requirements, and advanced monitoring issues facing your financial institution. Attendees will receive an updated copy of Wipfli’s BSA/AML/OFAC policy and procedure template!

Commercial Real Estate Tax Update

Tue, 17 May 2016 11:30:00 GMT

Join us for a complimentary lunch, good conversation, networking and a brief interactive discussion regarding the tax law changes impacting the real estate industry in 2016.

Microsoft Dynamics® CRM 2016 & CRM 2016 Spring Release Launch Event - Milwaukee area

Tue, 17 May 2016 08:30:00 GMT

BSA Workshop – Assessing and Managing Risk (Utica, IL)

Tue, 17 May 2016 08:30:00 GMT

Manufacturing Live Web Series: Recent Law Changes Create Greater R&D Tax Credit Opportunities for Manufacturers

Mon, 16 May 2016 12:00:00 GMT

For many manufacturers, the federal research and development (R&D) tax credit has been a valuable tax planning opportunity since it became part of the tax code in 1981. Providing a dollar-for-dollar reduction in tax liability, the tax credit allows manufacturers of all sizes to reduce their taxes and increase cash flow, yet it is still often overlooked.

Most manufacturers can qualify for R&D tax credits for things they do every day. And now, the PATH Act, enacted in December 2015, has made significant changes in the R&D credit arena and significantly increases the opportunity for tax savings.

Microsoft Dynamics® CRM 2016 & CRM 2016 Spring Release Launch Event - Green Bay

Mon, 16 May 2016 08:30:00 GMT

BSA Workshop – Assessing and Managing Risk (Wisconsin Dells, WI)

Thu, 12 May 2016 08:30:00 GMT

BSA Workshop – Assessing and Managing Risk (Rockford, IL)

Tue, 10 May 2016 08:30:00 GMT

The What, Why, and How of HITRUST

Thu, 05 May 2016 12:00:00 GMT

Get answers to your burning HITRUST questions… and those you haven’t even thought to ask.

HR Chat: Retaining Good Employees

Wed, 27 Apr 2016 12:00:00 GMT

Getting good people to stay with you is critical. To do this, it’s important to focus on culture and management. This webinar will explore several ways to promote employee retention and introduce the concept of retention accountability.

Leadership Summit

Tue, 26 Apr 2016 00:00:00 GMT

40ish Or Under? Don't Miss Out On This Great Leadership Opportunity!

You are invited to our third annual leadership summit developed specifically for the next generation of bank leaders who will move the industry forward in the future. The speakers, interaction, collaboration, brainstorming, critical thinking, content, and opportunity to network with your peers make this an event you will not want to miss!

Wipfli’s 2016 Rural Health Clinic Conference

Tue, 19 Apr 2016 12:00:00 GMT

Wipfli invites you to this annual event to receive quality education, have the opportunity to communicate directly with industry experts, and to network with colleagues at existing RHCs. Our sessions are intended for all levels of RHC professionals including administrators, CFOs, CEOs, CIOs, directors of finance, finance professionals, reimbursement analysts, and office managers.

Manufacturing Live Web Series: Stop Fighting With Your Software!

Mon, 18 Apr 2016 12:00:00 GMT

Software should enable your people, not make them frustrated. It should enable your processes, not make them more complicated. Software should help your bottom line, not hinder it.

The next generation of ERP software is here! Today’s software is easier to use, easier to maintain, and easier to afford. It offers more value, more flexibility, and more options over your legacy systems. Today’s cloud-based solutions allow for access anytime, anywhere, and from any device. But how do you know if it’s time to make a change? Where do you start?

Loan Review Best Practices and Current Issues

Thu, 14 Apr 2016 14:00:00 GMT

Loan portfolios are improving, and we are putting the financial crisis behind us as credit quality approaches pre-crisis levels. Loan growth is on most agendas, but there may be too many financial institutions pursuing a limited number of opportunities. In this environment, it is important to be razor focused on managing and monitoring portfolios to continue the recovery. Over the post-financial crisis years, our team has been helping banks to hone their credit practices, and we are ready to share the best of the best with you. We will also challenge you with current regulatory and industry issues you should be addressing.

Determining Sufficient Staffing: What does it mean?

Tue, 12 Apr 2016 13:00:00 GMT

More changes are occurring in the industry and it has become more and more important to understand how acuity of care affects staffing in facilities. This workshop will dive into the staffing calculations being utilized to evaluate the Five Star staffing component, discuss how surveyors may be utilizing these numbers to evaluate your compliance with staffing requirements and evaluate how you can meet these challenges. In addition, we will focus on the MDS Focused Surveys which expanded nationwide in 2015 and will now add a staffing component.

The What, Why, and How of HITRUST

Tue, 12 Apr 2016 08:45:00 GMT

Join us for a complimentary, half-day program where you will get answers to your burning HITRUST questions… and those you haven’t even thought to ask.

The New Microsoft Dynamics AX®

Thu, 31 Mar 2016 12:00:00 GMT

Join us for this free webinar to learn more about the new release of Microsoft Dynamics AX^®.

Microsoft Dynamics AX^® enables people to make smarter decisions quickly with access to real-time insights and intelligence from nearly any device, anywhere. It allows businesses to transform by letting them redesign their business processes more quickly so they can innovate and get quick time to value in order to stay ahead of the competition. It also gives businesses the flexibility to grow at their own pace through the power of the cloud, allowing them to scale their operations globally to meet business needs.

Wipfli associates recently attended the Microsoft Dynamics AX® release conference and we are excited to share with you what we learned.

HR Chat: Compensating Employees

Wed, 30 Mar 2016 12:00:00 GMT

Deciding what to pay an employee is an issue that almost every employer will struggle with at some time. In this webinar, we will address a few base pay compensation design issues, keys to a successful and supportable compensation philosophy, and the management accountability to consistently administer it.

Manufacturing Live Web Series: Business Continuity Planning – Will you be prepared if disaster strikes?

Mon, 21 Mar 2016 12:00:00 GMT

If disaster strikes, how long would it take to recover? Would your essential business functions continue to operate? How well is your company prepared?

Today’s manufacturing environment is fast paced, pressure filled, and production driven. Preparing for “what if” may not be on your radar as you go about day-to-day operations; perhaps you haven’t even had the time to give it any thought. If you do have a business continuity plan, how long has it been since you reviewed and tested it?

Agricultural Finance Update – Credit Impacts of the Current Environment

Thu, 17 Mar 2016 14:00:00 GMT

The current environment of agricultural economics is presenting special challenges involving agricultural finance. What lessons were worth learning from the 1980’s, and how can they be used to navigate through the current challenges? What is the impact of margin compression in the industry on the farm client and agricultural portfolio? This webinar will discuss the latest trends in the industry and best practices for use in meeting the current challenges with your clients. We will also address issues and opportunities with the respect to the administration of the portfolio.

Payroll Based Journal

Tue, 15 Mar 2016 12:00:00 GMT

The Affordable Care Act (ACA) requires the Centers for Medicare & Medicaid Services (CMS) to begin collecting direct care staffing information from all nursing facilities, including agency staff and contract staff, in an auditable, uniform format. To comply with the ACA requirements, CMS has developed the Payroll Based Journal (PBJ).

Your Financial Institution’s Culture – Is it aligning with strategy?

Thu, 25 Feb 2016 14:00:00 GMT

“Culture” was recently named as Merriam-Webster’s Word of the Year—and for good reason! As the industry recovers, new opportunities and strategies are bringing change. We all know that culture eats strategy for lunch! So is your culture helping you, or is it getting in the way of achieving success? You think you know your financial institution’s culture, but do you really? Is it helping you achieve your strategic goals? The purpose of this webinar is to provide insights into what really drives culture, how it can be assessed, and why it is important to actively manage. We’ll touch on the new workforce and implications to culture and the importance of defining your institution’s values.

HR Chat: Standing Out in the Recruiting World

Wed, 24 Feb 2016 12:00:00 GMT

It's time to make your recruiting efforts stand out from the crowd!

IT Examination Hot Topics – Cybersecurity

Thu, 18 Feb 2016 14:00:00 GMT

QAPI – The final rule is (almost) ready; Are you?

Wed, 17 Feb 2016 13:00:00 GMT

The Affordable Care Act of 2010 required the expansion of the Nursing Home Quality Assurance program into a Quality Assurance Performance Improvement (QAPI) program that develops and implements appropriate plans of action to correctly identify quality deficiencies. The OIG work plan of 2012 also includes review of this rule. QAPI includes five elements that must be including in this program. CMS has released the proposed rule with the final rule not far away, and has posted tools that facilities can use to meet this requirement.

Health Care Reform: Preparing for the Affordable Care Act

Tue, 06 May 2014 12:00:00 GMT

Be prepared for the Affordable Care Act—it will affect every employer.

Every employer will be affected by health care reform with its impact on providing health insurance to employees. Understanding all the various provisions and knowing which ones affect an organization can be overwhelming. Employers should be planning NOW, early in 2014, for managing the significant financial and operational implications of this law—they cannot wait until July 1, 2014. It is a daunting task to understand the myriad of fees, taxes, health insurance plan design issues, and reporting requirements that will be applicable to each employer organization.

Secondary Market Quality Control Procedures – Is Your House in Order?

Tue, 22 Apr 2014 10:00:00 GMT

Join this free webinar hosted by Wipfli.

If you are involved in or thinking about the secondary market mortgage industry, this webinar covers quality control information you should know.

Financial institutions selling loans to the secondary market are required to have a loan quality control (QC) program to monitor and evaluate the integrity of the loan origination and underwriting processes and to provide feedback to management on originations so appropriate action can be taken if issues are uncovered. In today’s environment, with its renewed emphasis on the quality of a financial institution’s loans, a robust quality control function is more important than ever. Ensuring quality begins before an application is taken and must continue throughout the processing, underwriting, and closing functions.

Manufacturing Live Web Series: Managing Change in an Ever-changing Business Environment

Mon, 21 Apr 2014 12:00:00 GMT

Change is constant and all around us. During this webinar, we will begin to demystify the concept of change management and provide the foundation for an approach to managing change in your organization. As a result, participants will gain solid insights into preparing your organization for one of the few certainties in business—change!

Spice Up Your Compliance Plan With PEPPER Webinar

Tue, 15 Apr 2014 13:00:00 GMT

In this webinar, we will explain the purpose of the PEPPER, describe how to interpret PEPPER target area reports, and help you understand how you can use the results of your PEPPER to improve internal Medicare processes.

Quantifying the Impact of Health Care Reform Webinar

Tue, 01 Apr 2014 12:00:00 GMT

In this webinar, we will overview recent health care utilization trends since the onset of the Affordable Care Act, including a deep dive into findings from several pilot projects across the country related to health care reform and its impact on specific utilization and volumes. We’ll present key areas to study and benchmark to understand the impact of health care reform on clinical services and facility/capacity needs. In addition, we’ll share strategic and facility development trends in response to health care reform.

Early-Stage Funding and Cost of Capital

Tue, 01 Apr 2014 07:30:00 GMT

This session will outline debt and equity funding used by early-stage companies, ranging from “friends and family” investments to institutional capital. In addition, the presentation will include a review of the benchmark rates of return or cost of capital required by investors.

Space is limited! Seminar sessions are free and registration is required. Register early to secure your spot.

Bank Deal

Wed, 26 Mar 2014 10:00:00 GMT

Join this free webinar hosted by Wipfli.

You have been invited to bid on a bank for sale. How are you determining what to pay? Is this how everyone is doing it?

Someone has written you a “bear hug” letter offering to buy your bank. What does it mean? How did they determine the price?

Our Wipfli experts will lead the discussion with topics to include:

How banks are being valued in today’s market—not that theoretical stuff but what’s happening in the real world.
Based on that pricing, what is the accounting treatment of the deal . . . and how does it affect my capital?

Lean Manufacturing Webinar: "Lean" Your Way to Better Productivity

Tue, 25 Mar 2014 10:00:00 GMT

If you think you’re lean…you’re probably not! Lean is more than just flow or waste like you typically hear. Lean is about thought. Join us and learn how developing a “process mind” can transform your organization. Webinar will feature a LIVE discussion with Phil Kirby, lean expert and author of The Process Mind: The New Thoughtware.

Manufacturing Live Web Series: Success With Succession - Fostering the Next Generation of Leaders

Mon, 17 Mar 2014 12:00:00 GMT

In this webinar, we are going to explore generational differences and how these impact not only working relationships, but the use of technology, the definition of office, communications styles, and of critical importance, the management and development of individuals who will next lead your organization into the future.

Leveraging Technology to Achieve Strategically Focused Growth

Tue, 11 Mar 2014 07:30:00 GMT

In today’s global economy, buyers are sophisticated and knowledgeable. Industry analysts believe that as much as 70% of the buying process is performed before decision makers pick up the phone, even in sales involving complex products or services. In this session, you will learn how to effectively participate in that buying process using leading-edge technology to manage your most important assets—your customers and your potential customers. Discussion will focus on how tools like CRM systems, integrated with the wealth of information available via social media, can help position your organization for intelligent, strategically focused growth.

Space is limited! Seminar sessions are free and registration is required. Register early to secure your spot.

Freshwater Industry Seminar Series: New Year, New Perspectives - Growing Your Business in 2014

Wed, 19 Feb 2014 07:30:00 GMT

New Year, New Perspectives—Growing Your Business in 2014

In partnership with The Water Council, please join Wipfli LLP, CPAs and Consultants, for a three-part complimentary seminar series designed to provide you with thought-provoking ideas and information on topics to help your company grow and prosper in 2014 and beyond.

Attend one, two, or all three seminar sessions as we explore and take a deep dive into three distinct areas including tax credits and incentives, technology tools, and debt and equity funding.

Taking Advantage of Tax Credits and Incentives to Improve Cash Flow and Grow Your Business

Wed, 19 Feb 2014 07:30:00 GMT

Tax credits and incentives are tools used by federal, state, and local governments to attract or retain jobs and investments, stimulate innovation, and conserve energy. During this session, you will gain a solid understanding of the various tax credits and incentives that exist and the benefits associated with them. Highlights will include an overview of the most commonly used incentives and, most importantly, what your business needs to do to take advantage of these incentives.

Space is limited! Seminar sessions are free and registration is required. Register early to secure your spot.

CAH Designation at Risk? Explore Viable Reimbursement Models Webinar

Tue, 18 Feb 2014 12:00:00 GMT

In this webinar, we will present viable options for Critical Access Hospitals (CAHs) that may be losing CAH status, such as converting to a PPS hospital, considering other Medicare PPS programs, and using financial performance metrics to evaluate your options.

Manufacturing Live Web Series: Using Tax Credits and Incentives to Improve Cash Flow and Grow Your Business

Mon, 17 Feb 2014 12:00:00 GMT

Understanding the Impact of the 2014 Medicare Payment Changes

Wed, 29 Jan 2014 12:00:00 GMT

In this webinar, we will present a summary of the final Inpatient Prospective Payment System rule, CMS’ hospital outpatient department and ambulatory surgical center policy and payment changes, and 2014 Medicare Physician Fee Schedule rule. We’ll help you make sense of all these regulations.

Manufacturing Live Web Series: Building a Successful Business Intelligence Strategy

Mon, 27 Jan 2014 12:00:00 GMT

What is business intelligence all about? Discovery! Discovering that what you thought was true about your business isn’t necessarily so and, on the flip side, discovering that what you thought was not true about your business really is true. Join us for a discussion on business intelligence and demonstration of a real-world dashboard application used to make strategic, operational, and tactical discoveries. We will begin with an introduction of our best practices framework for building your business intelligence strategy, followed by a walk-through of a real-world business intelligence solution.

Managing Your Tax Burden

Wed, 08 Jan 2014 14:00:00 GMT

Join this free webinar hosted by Wipfli.

Are you looking to improve your cash flow? During this webinar, we will address two tax savings opportunities.

Join us for this informative webinar that will provide you with a better understanding of the value of cost segregation and energy efficiency studies for your facilities as well as how you can reduce your property tax burdens.

Manufacturing Live Web Series: Planning Now to Manage Your Tax Liabilities for 2013 and Beyond

Mon, 16 Dec 2013 12:00:00 GMT

The 2013 tax year will be tough on many taxpayers because of the recent tax law changes that will impact your planning strategies as well as the lingering ambiguities related to health care reform. Join us for this information-packed webinar for a summary of what happened this year and the key tax provisions businesses must tackle. You’ll gain a better understanding of how new tax rates, deductions, capitalization rules, and tax credits figure into your tax bill for 2013 and 2014.

Understanding How the New Repair Regulations Will Impact Your Business

Thu, 12 Dec 2013 09:00:00 GMT

In September 2013, the Internal Revenue Service issued final regulations that will dramatically change how you must deal with repairs and maintenance expenditures. The new regulations affect all taxpayers that acquire, produce, or improve tangible property. More importantly, the new regulations contain numerous provisions that significantly change the interpretation of previous law and undoubtedly differ (often significantly) from current methods you use. Because the new regulations are effective January 1, 2014, taxpayers need to quickly determine how to implement the new rules. Join us for this webinar to help you understand the new regulations and impact to your business.

Manufacturing and Business Intelligence: Measuring What Matters

Tue, 10 Dec 2013 08:00:00 GMT

Education discussion featuring best practices and trends in manufacturing intelligence.

Tax Update for Financial Institutions

Wed, 20 Nov 2013 14:00:00 GMT

Join this free webinar hosted by Wipfli.

The tax rules affecting community banks are constantly changing. With several pieces of tax legislation taking effect this year, it is important for community banks to stay on top of these evolving tax issues, and to implement tax planning strategies to minimize the impact on the bank and shareholder group. In this webinar, we will update you on some of the most relevant tax changes affecting the industry today.

Who should attend?

Senior management handling tax issues.

Manufacturing Live Web Series: GAAP and Financial Reporting - An Update on Important Developments

Mon, 18 Nov 2013 12:00:00 GMT

Join us for this informative GAAP and financial reporting update webinar designed to address key changes and the impact they may have on your financial reporting and, in some cases, your operations. Presenters will provide details on the changes in accounting standards as well as the practical implications to your organization.

HITRUST Assessment: Exploring the Benefits

Thu, 14 Nov 2013 12:00:00 GMT

In this webinar, we will present the benefits of receiving a HITRUST assessment—one of the health care industry’s most widely adopted standards.

Sales and Use Tax Webinar – Minnesota Update

Thu, 14 Nov 2013 09:00:00 GMT

It’s easy to get lost in ever-changing sales and use tax laws, and the state of Minnesota is no exception. Minnesota recently enacted numerous changes to its sales tax laws that affect all businesses, large and small. Most law changes went into effect on July 1, 2013, with some changes extended out to become effective in March and August next year. Many of the new sales taxes fall on business-to-business transactions, but as with most law changes, there will be “exceptions to the rule.”

This update will cover in detail the complex changes to the Minnesota sales and use tax law. Key topics include changes in the treatment of repair services, warehousing services, software, capital equipment purchases, nexus rules, and more.

Microsoft Dynamics CRM launch event-Madison

Wed, 06 Nov 2013 09:00:00 GMT

Wipfli invites you to this exciting, interactive and educational experience featuring Microsoft Dynamics CRM 2013. You’ll get an in depth look at the latest release of CRM 2013 from an award winning Microsoft partner.

Principles for Understanding, Managing, and Monitoring Your Information Systems

Wed, 30 Oct 2013 08:30:00 GMT

As financial institutions and their customers become more reliant on technology, it is important to have a better understanding of their information systems to mitigate and monitor risks. Using basic concepts without using technical jargon, this presentation describes and demonstrates fundamental information security strategies for protecting your information systems. The primary focus is the Microsoft® Windows network. Many of the security principles presented are described in the FFIEC IT Examination Handbook and various interagency guidelines.

Manufacturing Live Web Series: Sales and Use Tax Law Changes – Are You Compliant?

Mon, 21 Oct 2013 12:00:00 GMT

During this informative webinar, presenters will review the significant sales and use tax changes made in Illinois, Minnesota, and Wisconsin and provide practical tips to ensure your state and local tax processes are compliant.

2013 The Community Banking Forum – Wisconsin

Thu, 17 Oct 2013 08:00:00 GMT

Wipfli understands the challenges you face as an executive officer or a director of a community bank. With that in mind, The Community Banking Forum has been designed exclusively for executive officers and board members of community banks. This event will provide you with information and insight into current topics that are deeply impacting community banks today. The speakers, topics, and value-added information, combined with the opportunity to network with your peers, make this event one you will not want to miss!

2013 The Credit Union Forum

Wed, 16 Oct 2013 08:00:00 GMT

Wipfli understands the challenges you face as an executive officer or a board member of a credit union. With that in mind, The Credit Union Forum has been designed exclusively for executive officers and board members of credit unions. This event will provide you with information and insight into current topics that are deeply impacting credit unions today. The speakers, topics, and value-added information, combined with the opportunity to network with your peers, make this event one you will not want to miss!

2013 The Community Banking Forum – Chicago, IL

Thu, 10 Oct 2013 08:00:00 GMT

2013 The Community Banking Forum - MN

Tue, 08 Oct 2013 08:00:00 GMT

Pacific Northwest Rural Health Clinic and Critical Access Hospital Conference

Tue, 24 Sep 2013 12:00:00 GMT

Each year, Wipfli hosts educational and networking events for rural health clinic and critical access hospital leaders. Our goal is to provide you with comprehensive training, a forum to ask questions of industry experts, and an opportunity to network with industry peers. At this conference, Wipfli offers sessions in topics such as national legislative updates, Medicare cost reporting, billing and reimbursement, financial and operational benchmarking, revenue cycle, contemporary physician compensation plans, financing options, affiliations and acquisitions, and IT security.

As an attendee, you will learn what’s new and have access to nationally recognized industry experts and Wipfli consultants delivering session presentations to help you stay in compliance and effectively manage your organizations. Don’t miss out on this opportunity to network with your colleagues who share similar roles, hold similar interests, and face the same challenges as you!

Manufacturing Live Web Series: Managing Your Property Tax Liability

Mon, 23 Sep 2013 12:00:00 GMT

Property taxes are one of the largest recurring operating expenses associated with real property ownership. In addition, owners are often unaware of how their commercial property is valued by the local assessing authority. For these reasons, it is imperative for manufacturers to understand the property tax assessment process and to regularly review assessments to determine if your property was over-assessed and subject to excessive taxation. Join us for this informative webinar.

Manufacturing Live Web Series: Removing the “Cloud” from Cloud Computing

Mon, 26 Aug 2013 12:00:00 GMT

Chances are good that you have seen or heard about “the cloud” or “cloud computing.” It is everywhere. Yet what exactly is cloud computing, and what does it mean from a business owner’s perspective? Join us to learn the basics of cloud computing, benefits and challenges associated with it, and much more.

WEBINAR: Managing Risk and Assessing Compliance Workshop: BSA/AML/CIP/OFAC

Wed, 07 Aug 2013 09:00:00 GMT

Please join your colleagues and Wipfli’s Compliance Specialists for a one-day workshop.

As the regulatory environment for financial institutions continues to change, it has never been more important to stay current on the regulations impacting your financial institution. Our Compliance Specialists will guide you through the latest updates and answer your pertinent questions. We will address the most frequently asked questions regarding CTR and SAR preparation and focus on advanced issues and hot topics facing your financial institution. Attendees will receive a fully revised copy of Wipfli's BSA/AML policy template!

Most Frequently Asked Compliance Questions

Wed, 31 Jul 2013 10:00:00 GMT

Compliance issues can be complex or simple. Compliance issues can be caused by old regulations or new regulations. Compliance issues can be faced by seasoned veterans or first-year compliance rookies. With our large client base and the daily interactions we have answering questions for clients, we have the ability to identify and address the most frequently asked compliance questions. This webinar will provide you with the answers to those most frequently asked questions based on over 1,500 questions we have received and answered in the past year.

Manufacturing Live Web Series: Is Junior Capital an Option to Fuel Growth and Value?

Mon, 29 Jul 2013 12:00:00 GMT

Junior third-party capital—either subordinated (also known as mezzanine) debt or institutional equity—can be useful to companies in a variety of ways. Hence, it is beneficial to understand when raising junior capital can create incremental shareholder value and how various types of junior capital can enhance and impact businesses going forward. During this webinar, you will gain an understanding of the big picture and the myriad of options available.

Managing Risk and Assessing Compliance Workshop: BSA/AML/CIP/OFAC

Thu, 20 Jun 2013 08:30:00 GMT

As the regulatory environment for financial institutions continues to change, it has never been more important to stay current on the regulations impacting your financial institution. Our Compliance Specialists will guide you through the latest updates and answer your pertinent questions. We will address the most frequently asked questions regarding CTR and SAR preparation and focus on advanced issues and hot topics facing your financial institution. Attendees will receive a fully revised copy of Wipfli's BSA/AML policy template!

Manufacturing Live Web Series: Conflict Minerals: Understanding and Complying With Section 1502 of the Dodd-Frank Act

Mon, 17 Jun 2013 12:00:00 GMT

The Dodd-Frank Act is not just for financial institutions; it applies to manufacturers as well. Section 1502 of the Dodd-Frank Act applies to manufacturers that use four specific metals in their manufacturing process. If your company uses tungsten, tin, tantalum, or gold in the manufacturing process, you may need to comply with the provisions of the law and provide reporting either to the SEC or your upstream supply chain. Join us to gain an understanding of Section 1502 and how you could be impacted.

Health Care Reform Webinar: Understanding and Preparing for the 2014 Provisions

Wed, 22 May 2013 10:00:00 GMT

Every manufacturer will be affected by health care reform with its impact on providing health insurance to employees. Understanding the various provisions and knowing which ones affect your organization can be overwhelming.

Join us for this information-packed webinar as you begin planning NOW, in 2013, to manage the significant financial and operational implications of this law—you cannot wait until 2014. It is a daunting task to understand the myriad of fees, taxes, health insurance plan design issues, and reporting requirements that will be applicable to your organization.

An Update of the M&A Market Webinar

Wed, 22 May 2013 09:30:00 GMT

Please join our Wipfli executives for this complimentary webinar!

A lot is being written about and a lot of bankers are discussing the banking M&A market. Is it all urban legend? Is it all hearsay? Are prices going up? Is M&A activity increasing? Our speakers will discuss what is really happening out there and what they are seeing in 2013 as well as what they anticipate will happen in 2014 and beyond.

Topics to be discussed include:

How to get your bank in order if you are thinking of selling
How to differentiate your bank when you are thinking of buying
What the current pricing trends are
How to structure deals

Who should attend: Community Bank CEOs, CFOs, Board Members, and Senior Management Team Members

Manufacturing Live Web Series: Enhancing Collaboration and Knowledge Sharing in Your Business

Mon, 20 May 2013 12:00:00 GMT

Your company has a lot of data. The challenge is how to extract value by turning that data into meaningful information and business insights. Microsoft SharePoint is a versatile technology that businesses of all sizes are using to enhance collaboration and help employees stay connected across organizational boundaries. Having a single, integrated location and simplified user experience helps everyone organize, sync, and share information. If you are interested in improving efficiencies in your organization through collaboration and knowledge sharing, join us for this webinar.

Sales and Use Tax for Minnesota Manufacturers Web Forum - Industrial Production Exemptions: What Qualifies for Exemption?

Wed, 15 May 2013 09:00:00 GMT

This is session two in a two-part web forum series on Sales and Use Tax for Minnesota Manufacturers, and will focus on items that are eligible for Minnesota sales tax exemptions associated with industrial production.

The Community Banking Forum

Wed, 08 May 2013 08:30:00 GMT

Manufacturing Live Web Series - The Power of “Stay” Interviews as a Retention Strategy for Today’s Manufacturer

Mon, 15 Feb 2016 12:00:00 GMT

It’s no secret that finding and keeping good employees in manufacturing is tough these days. Yet hiring employees is just the start of creating a strong workforce. Next you have to keep them.

While manufacturing employees tend to be hard-working and loyal, keeping those employees content and engaged with your company should be of paramount importance in this time of talent shortages.

Join this informative webinar to learn about the power of "stay" interviews as an effective retention strategy.

2016 Medicare Payment Systems Changes: Understanding the Impact Webinar – PART II

Tue, 19 Jan 2016 12:00:00 GMT

This two part webinar series will provide you with an overview of Medicare’s final rules and changes for hospitals, rural health providers (webinar part I on January 12, 2016), and physician services (webinar part II on January 19, 2016) most affected by the 2016 changes. We will also include highlights of the final 2016 Inpatient Prospective Payment System (IPPS) rule which updates Medicare payment policies and rates for inpatient stays at general acute care and long-term care hospitals for FY 2016.

Manufacturing Live Web Series: Merger and Acquisition Market Trends and Opportunities - Why You Should Consider Being a Buyer

Mon, 18 Jan 2016 12:00:00 GMT

Merger and acquisition deal volume and value have remained strong in 2015. While interest rates have begun to rise, financing remains readily available and affordable. What does this mean for you and for 2016? Join us for this informative webinar to find out.

MDS Survey: Are You Focused?

Wed, 13 Jan 2016 13:00:00 GMT

As CMS expands the focus survey nationwide, is your facility ready? MDS 3.0 serves as the clinical basis for individualized care planning as well as delivery of care. The MDS also impacts reimbursement for both Medicare and Medicaid and are subject to scrutiny from a variety of agencies

2016 Medicare Payment Systems Changes: Understanding the Impact Webinar – PART I

Tue, 12 Jan 2016 12:00:00 GMT

Case Management in Microsoft Dynamics AX® 2012

Tue, 15 Dec 2015 12:00:00 GMT

Join us for this free webinar to learn more about Case Management in Microsoft Dynamics AX^® 2012

Traditionally case management is associated with customer service and customer satisfaction. However Case Management in Microsoft Dynamics AX^® 2012 has many facets that can be used to support various business operations such as product engineering change, employee grievances, audit results, collections, new product introductions, supplier issues, and the traditional customer issues. By incorporating the tools availabl (knowledge articles, case processes, and case categories and case workflow), case management can help you add structure and depth to your business processes by incorporating them in to your Dynamics ERP experience.

Manufacturing Live Web Series: Managing Your IT Systems: Creating a Roadmap

Mon, 14 Dec 2015 12:00:00 GMT

Dependable technology is essential for businesses, yet the advancement of technology and the data explosion have increased both the complexity and the vulnerability of the IT environment. As a result, organizations are challenged with mitigating the inherent risks and making the right investments.

Questions being asked include: How do I know that the investments I make today will fit with the ever-changing technology of the future? How do I know if I’m getting value? How can I afford to have competent personnel managing this critical business asset? How can I ensure safe, reliable systems?

Join us and get answers to those questions. This webinar will help you understand some of the critical areas to establish solid processes and a well-functioning technology environment in your business.

Managing Cash Flow Through Tough Economic Times

Thu, 10 Dec 2015 12:00:00 GMT

This session provides hospitals with an approach to manage revenue cycles so that the potential reduction in payments from ICD-10 implementation will be minimized. We will discuss recent changes in the health care industry that impact hospital revenue cycles. An overview of the revenue cycle, best practices, and key performance indicators will help your hospital prepare for any downturns in claim payments.

Home Mortgage Disclosure Act (HMDA): Did You Get It Right?

Wed, 09 Dec 2015 14:00:00 GMT

Join this complimentary webinar hosted by Wipfli.

Every year you face the same challenge of reviewing, correcting, and submitting your Loan Application Register (LAR). There have been no substantial changes to Regulation C since 2004; however, it’s still a struggle each year to record the information and be accurate. The purpose of this webinar is to renew, refresh, and enlighten you on all of the requirements and pitfalls of the Home Mortgage Disclosure Act just in time to file your LAR. We’ll also touch on the new reporting requirements likely to go into effect for data collected in 2017.

Diabetes in Assisted Living

Tue, 08 Dec 2015 13:00:00 GMT

The number of elderly in our facilities with diabetes and complications is increasing exponentially. There is an increased focus on the care provided in facilities to prevent serious complications. In addition, we must also honor the person’s desires and wishes.

Tax Update for Financial Institutions

Wed, 02 Dec 2015 14:00:00 GMT

Join this complimentary webinar hosted by Wipfli.

Audit and Accounting Update for Financial Institutions

Thu, 19 Nov 2015 14:00:00 GMT

Join this complimentary webinar hosted by Wipfli.

Wipfli’s audit and accounting webinar will update you on final accounting rules effective for 2015 and 2016. We will also look at the current status of several proposed rules being deliberated by FASB and significant implications they would have for the financial institution industry.

Get Acquainted with Chronic Care Management Services

Wed, 18 Nov 2015 12:00:00 GMT

This session provides an overview for hospitals and clinics of the Medicare coverage, coding, and billing requirements for CCM services. We will define the term “clinical staff” and list the most common chronic conditions. We will describe the CCM components, including staff availability, continuity of care, and comprehensive care plan elements. We will provide an overview of the EHR requirements, coding and billing guidance, and payments for CCM services.

Cybersecurity Threats – Principles for Understanding, Managing, and Monitoring Your Information Systems - Johnston, IA

Wed, 18 Nov 2015 08:30:00 GMT

Event date has changed.

As financial institutions and your customers become more reliant on technology, it is important to have a better understanding of your information systems to mitigate and monitor risks. Using basic concepts without using technical jargon, this seminar describes and demonstrates fundamental information security strategies for protecting your information systems. The primary focus is the Microsoft® Windows network. Many of the security principles presented are described in the FFIEC IT Examination Handbook and various interagency guidelines.

Manufacturing Live Web Series: Managing Cybersecurity Risk: Top 5 Tips for Manufacturers

Mon, 16 Nov 2015 12:00:00 GMT

Cybersecurity is becoming vitally important in the manufacturing industry today. Manufacturers are recognizing the need to better protect their manufacturing data and systems as well as sensitive customer, supplier, and product information. But what should you be doing to protect your company’s information? It can seem overwhelming and complicated.

This information-packed webinar will provide a solid overview of cybersecurity risks, and you’ll glean 5 actionable tips and key strategies to help mitigate risk. We’ll help you determine where to start based on your biggest areas of risk – and we’ll help you understand how to identify that – and give you tools to manage your cybersecurity program.

ALM Banking Forum – Madison (afternoon)

Tue, 10 Nov 2015 13:15:00 GMT

NEW SESSION JUST ADDED!

Join Wipfli’s experienced ALM staff for a dynamic three-hour, highly participative session on relevant ALM topics regarding key interest rate risk assumptions, ALCO agenda, interest rate risk reports, and regulatory expectations. Discussion on these topics will include a review of key interest rate risk assumptions and what the headaches and/or worries on your bank-specific model assumptions are, what should be included in the ALCO agenda and what can be done to make the ALCO package more robust, what your interest rate risk reports tell and, more importantly, what the reports DON’T tell you, and regulatory expectations and tips on how to best prepare for your next exam. Bring your questions, suggestions, and any materials you would like to share with the group. After a discussion with Wipfli’s ALM staff and peer banks, you will leave the session with ideas on methods to improve your asset/liability management reports and processes.

ALM Banking Forum - Madison

Tue, 10 Nov 2015 08:30:00 GMT

SESSION FULL - New session available

ALM Banking Forum - Eau Claire

Tue, 03 Nov 2015 08:30:00 GMT

Master Planning and the Supply Chain in Microsoft Dynamics® AX

Thu, 29 Oct 2015 12:00:00 GMT

Join us for this free webinar to learn more about Master Planning and the Supply Chain in Microsoft Dynamics^® AX.

Master Planning is the core of your supply chain. Getting it right can help you satisfy your customer needs at the lowest overall cost. Get it wrong and you can see your inventory and labor costs increase while you miss customer shipments. By incorporating all aspects of demand—forecast, sales, quotes, production, and inventory needs—master planning helps you schedule your materials and resources in the most efficient manner.

Community Banking Forum - Lake Elmo, Minnesota

Thu, 22 Oct 2015 08:15:00 GMT

The Community Banking Forum has been designed exclusively for executive officers and board members of community banks. This event will provide you with information about and insight into current topics that are deeply impacting community banks today. The speakers, topics, and value-added information, combined with the opportunity to network with your peers, make this event one you will not want to miss!

Free Webinar: It's About Last Product/Last State

Wed, 21 Oct 2015 12:00:00 GMT

An insurance-focused discussion about getting the last product, last state implemented in your new Policy Admin System (PAS) to actually achieve the business case.

Implementing a new PAS is a very big deal; it can be an exhaustive and lengthy process (oftentimes years) with significant costs associated with it, both in terms of the implementation itself and of lost opportunity (at least until it is live everywhere). Maybe the biggest challenge is turning off the old system.

Manufacturing Live Web Series: Multistate Payroll Tax Reporting Requirements: Are you prepared for an audit?

Mon, 19 Oct 2015 12:00:00 GMT

Employers face ever-increasing challenges in today’s workplace environment. More employers are:

Drawing their work force from an expanded geographic area.
Creating roles that require employee services in different geographic locations.
Working to create more flexible work arrangements to help retain key employees while meeting business needs.

While these activities are often vital to business survival and growth, they often create both unforeseen complexity and liability in the payroll area. For businesses with operations in multiple states or that employ residents of other states, navigating the applicable payroll tax laws can be a nightmare.

Community Banking Forum - Stevens Point, Wisconsin

Thu, 15 Oct 2015 08:15:00 GMT

How to Drive Winning Performance with Everyone on Your Team

Tue, 13 Oct 2015 12:00:00 GMT

High performers share similar attitudes and behaviors. They are motivated, dedicated self-starters who adapt no matter the circumstances. High performers are committed, driven and focused team members. Their energy is contagious and engaging.

Community Banking Forum - Utica, Illinois

Tue, 13 Oct 2015 08:15:00 GMT

Time Off with Pay

Thu, 08 Oct 2015 13:00:00 GMT

“To PTO or not to PTO” – that is the question! Let’s look at the myriad of alternatives that are out there for providing time off with pay to employees, and what your peers are doing. Most importantly, WHY are you doing what you are doing? PTO, vacation, holidays, sick time, personal days, anniversary date vs. calendar year administration, carryovers and maximums – let’s get detailed!

Community Banking Forum - Bolingbrook, Illinois

Thu, 08 Oct 2015 08:15:00 GMT

Retooling 5 Star

Tue, 06 Oct 2015 13:00:00 GMT

On October 6, 2014, President Obama issued an Executive Action outlining changes to the Five Star System. About one-third of all facilities in the country saw a drop in their Star rating. Two new Quality Measures were added on February 20, 2015. In addition, the White House directive requires CMS to use payroll data to determine staffing levels and to validate that information. The phase in of the use of electronic payroll data begins in 2015 and becomes mandatory in 2016. Five Star has become a part of how nursing facilities are evaluated by residents, families, payers, and even financial institutions. In addition, MCOs, ACOs, and discharge planners are utilizing this information to determine who they want to align with. This webinar will describe the 2015 changes in the Nursing Home Five Star System, how payroll data will be submitted, and how facilities can respond to those changes.

A Culture of Recognition and Retention

Tue, 29 Sep 2015 13:00:00 GMT

Yes, pay is important, no argument there, but it’s only one piece of the puzzle when it comes to keeping good employees. This session will include information and thoughts on a few of the most important elements of organizational culture – why they matter and what YOU can do to help set the stage for keeping the good employees you already have.

Manufacturing Live Web Series - Change Is Good: Discovering the Possibilities

Mon, 21 Sep 2015 12:00:00 GMT

Every manufacturing company has processes they perform daily or multiple times during a day. How effective, efficient, and lean are those processes? This webinar will uncover methods to discover and solve problems, as a team, that drive innovation, increase efficiency, and ultimately reduce costs.

Join us to discover how your company can be better tomorrow than it is today!

Senior Human Resource Business Forum - Eau Claire, Wisconsin - Wednesday afternoon

Wed, 16 Sep 2015 13:00:00 GMT

Wipfli’s Annual Critical Access Hospital and Rural Health Clinic Conference - Nevada

Tue, 15 Sep 2015 07:30:00 GMT

Compensation Systems

Wed, 09 Sep 2015 13:00:00 GMT

What you pay people is like your ticket into a ball game, but frankly it doesn’t necessarily win the game for you. That being said, we will address a few compensation system design ‘realities’ with base pay, how to determine a relative market value for jobs, and then integrate these with performance management. Keys to success include a supportable compensation philosophy and the management accountability to consistently administer it. Next session, we’ll discuss how culture helps you actually win the game!

The NEW FFIEC Cybersecurity Assessment Tool: What Your CEO Needs to Know

Wed, 02 Sep 2015 14:00:00 GMT

Join this free webinar hosted by Wipfli.

Cybersecurity is at the top of the minds of bank execs and regulators alike. Cyber-attacks are relentless and occur with alarming frequency, and financial institutions are one of the primary targets. The reality is 100% protection is not possible. There are thousands of ways attackers can compromise security and they only need to be successful once.

Crash Coding Course for ICD 10 CM – For Nursing Homes: Three webinar series

Fri, 28 Aug 2015 13:00:00 GMT

Join us for a webinar series that will review coding, conventions, and coding practice from one end of the manual to the other. All sessions will begin with a brief “how to code” section. Participants will need an ICD 10 CM coding manual available.

All webinars are scheduled from 1PM-2:30pm CST

August 28th will cover chapter 1-6

September 2nd will cover chapters 8-14

September 8th will cover chapters 17-21

Cybersecurity Threats – Principles for Understanding, Managing, and Monitoring Your Information Systems - Madison, WI

Thu, 27 Aug 2015 08:30:00 GMT

As financial institutions and your customers become more reliant on technology, it is important to have a better understanding of your information systems to mitigate and monitor risks. Using basic concepts without using technical jargon, this seminar describes and demonstrates fundamental information security strategies for protecting your information systems. The primary focus is the Microsoft® Windows network. Many of the security principles presented are described in the FFIEC IT Examination Handbook and various interagency guidelines.

Cybersecurity Threats – Principles for Understanding, Managing, and Monitoring Your Information Systems - Minneapolis, MN

Tue, 25 Aug 2015 08:30:00 GMT

This session is now full.

As financial institutions and your customers become more reliant on technology, it is important to have a better understanding of your information systems to mitigate and monitor risks. Using basic concepts without using technical jargon, this seminar describes and demonstrates fundamental information security strategies for protecting your information systems. The primary focus is the Microsoft® Windows network. Many of the security principles presented are described in the FFIEC IT Examination Handbook and various interagency guidelines.

Manufacturing Live Web Series - Business Intelligence: Discover Your Company’s Untapped Potential

Mon, 24 Aug 2015 12:00:00 GMT

What is business intelligence all about? Discovery! Specifically, discovering where issues and opportunities exist in your organization. The true power of business intelligence comes from combining data from multiple sources and connecting the data in new ways not previously possible, which creates new insights, new thoughts, and new questions.

Join us for a discussion on business intelligence and a demonstration of a real-world dashboard application used to make strategic, operational, and tactical discoveries.

Webinar: ACA Compliance and Form 1095-C for Great Plains

Mon, 17 Aug 2015 12:00:00 GMT

A recent survey of employers with fewer than 1,000 employees revealed that 60 percent have not committed to a solution for meeting their Form 1095-C reporting obligation of employer-provided health insurance offer and coverage to their employees.

Are you still wading through your options? Are you wondering how Great Plains can be used to prepare your filings?Join us for this informative webinar to learn more.

Affordable Care Act Health Insurance Information Reporting for Small Businesses

Wed, 12 Aug 2015 12:00:00 GMT

Webinar: Simplify and standardize With Microsoft Dynamics® Lifecycle Services

Wed, 05 Aug 2015 12:00:00 GMT

Lifecycle Services (LCS) is a cloud-hosted portal that can help make implementations faster, upgrades easier, and long-term maintenance more efficient. LCS contains a set of regularly updated features and functionality that customers and partners, separately and together, can use to manage the application life cycle of Microsoft Dynamics^® AX 2012.

Join us to learn more about the LCS features and functionality available in Microsoft Dynamics® LCS that can support your implementation, upgrade, and maintenance of Dynamics® AX.

Sales and Use Tax for Minnesota Manufacturers Web Forum - Industrial Production and the Capital Equipment Refund Claim

Wed, 24 Apr 2013 09:00:00 GMT

This is session one in a two-part web forum series on Sales and Use Tax for Minnesota Manufacturers, and will address the statutory definitions of the industrial process and capital equipment; as well as capital equipment refund claims and their nuances.

Sales and Use Tax for Minnesota Manufacturers Web Forum

Wed, 24 Apr 2013 09:00:00 GMT

It’s easy to get lost in ever-changing sales and use tax laws. Each transaction your company makes could have potential sales and use tax implications. Guidance from the State can be generic, and oftentimes it’s difficult to determine applicability to your organization. Recognizing the need for concise, industry-specific information surrounding sales and use taxes, Wipfli’s team of Manufacturing and Distribution tax experts created Sales and Use Tax for Minnesota Manufacturers, a two-part web forum series.

Manufacturing Live Web Series: Retention Strategies for Keeping Your Best Employees

Mon, 22 Apr 2013 12:00:00 GMT

Retaining quality employees and keeping the employees you really want is an ongoing challenge for any organization. Join us for this information-packed webinar as we take a fresh look at retention strategies, identify where in your organization the responsibility for retention should lie, review several key processes to improve employee retention, and much more.

Manufacturing Live Web Series: Enhancing the Customer Experience and Increasing Profitability With CRM Technology

Mon, 25 Mar 2013 12:00:00 GMT

With today’s economic climate and razor-thin margins, equipment manufacturers need to optimize every aspect of the customer life cycle. During this webinar, discover how you can move from silos of data, spreadsheets, databases, and random e-mails to having integrated, accessible customer life cycle information across your entire organization. Expected results such as improvements in productivity, reductions in errors, enhanced customer sales and service, and opportunities for stronger performance will be addressed.

Sales and Use Tax

Wed, 06 Mar 2013 13:00:00 GMT

Brush up on your knowledge of sales and use taxes and how they affect financial institutions. This webinar will explain what a taxable sale is and when a financial institution should remit tax on purchases. We will provide an overview of sales tax audits and what to expect during the process.

Wisconsin Sales and Use Tax

Wed, 06 Mar 2013 08:30:00 GMT

Brush up on your knowledge of Wisconsin sales and use taxes and how they affect financial institutions. This webinar will explain what a taxable sale is and when a financial institution should remit tax on purchases. We will provide an overview of sales tax audits and what to expect during the process.

Manufacturing Live Web Series: Managing Your Tax Burden Through Accelerated Depreciation

Mon, 25 Feb 2013 12:00:00 GMT

Join us for this informative webinar that will provide you with a better understanding of the value of cost segregation and energy efficiency studies for your manufacturing facility. In addition, you’ll learn how easy it is to go back in time to do a catch-up cost segregation or energy efficiency study and capture all of the accelerated depreciation in the 2012 tax year.

Manufacturing Live Web Series: Taking Advantage of Research and Development Tax Credits

Mon, 21 Jan 2013 12:00:00 GMT

Many manufacturers overlook a tax incentive for research and development (R&D) activities because the tax law is so complicated. Others assume they are not large enough to qualify or simply do not view the activities they do as R&D activities. In this webinar, you’ll learn how to identify the types of activities and expenditures that can qualify for the R&D tax credit and how this can benefit your company.

Office 365: Cloud Productivity Designed for You

Fri, 14 Dec 2012 08:00:00 GMT

This is a 2012 technology learning event you will not want to miss. Get educated on options for accessing your office and data from anywhere. Learn how this product solution can increase productivity and efficiency.

Office 365: Cloud Productivity Designed for You

Thu, 13 Dec 2012 08:00:00 GMT

Office 365: Cloud Productivity Designed for You

Tue, 11 Dec 2012 08:00:00 GMT

2012 Year-End Family Law Forum

Thu, 06 Dec 2012 07:30:00 GMT

Join Wipfli’s family law service specialists for a complementary presentation, qualifying for 1 hour of CLE, presented by and for family law practitioners.

2012 Year-End Family Law Forum

Tue, 04 Dec 2012 07:15:00 GMT

Join Wipfli’s family law service specialists for a complementary presentation, qualifying for 1 hour of CLE, presented by and for family law practitioners.

Sales and Use Tax for Wisconsin Manufacturers Web Forum - Utilities and Use of Estimates

Tue, 13 Nov 2012 09:00:00 GMT

This is session the last in a four-part web forum series on Sales and Use Tax for Wisconsin
Manufacturers.

This session will discuss items that are consumed in the process or related to the manufacturing equipment. We will also discuss how the “destined for sale” provision impacts the exemption for manufacturers who install their product.

Sales and Use Tax for Wisconsin Manufacturers Web Forum - Consumables: What Qualifies for Exemption?

Tue, 09 Oct 2012 09:00:00 GMT

This is session third in a four-part web forum series on Sales and Use Tax for Wisconsin
Manufacturers.

Sales and Use Tax for Wisconsin Manufacturers Web Forum - Defining Equipment Exemptions

Tue, 11 Sep 2012 09:00:00 GMT

This is session two in a four-part web forum series on Sales and Use Tax for Wisconsin Manufacturers.

This session will discuss specific pieces of equipment and whether the manufacturing exemption applies. We will define “exclusive use” and what is used “directly.”

Support Resources for Microsoft Dynamics GP

Mon, 20 Aug 2012 12:00:00 GMT

Join us to learn about ways you can better support your Microsoft Dynamics GP environment!

Sales and Use Tax for Wisconsin Manufacturers Web Forum - Defining the Manufacturing Process

Tue, 14 Aug 2012 09:00:00 GMT

This is session one in a four-part web forum series on Sales and Use Tax for Wisconsin Manufacturers, and will address the statutory definition of the manufacturing process and provide examples for treatment of the gray areas.

Introduction to GPUG webinar

Mon, 06 Aug 2012 12:00:00 GMT

Would you like to connect, share, and learn more about Microsoft Dynamics^® GP (“Dynamics GP”) with other users? This is the mission of the GP Users Group (“GPUG”). GPUG is the only Microsoft recognized users group that helps Dynamics GP users learn more about their investment in Dynamics GP. Attend this webinar and you’ll hear firsthand what it has to offer you!