Frequently Asked Questions

Click on a question to expand the answer below:

Who should attend?

Something for everyone:

Administrative staff
Board members
Chief executive officers
Chief financial officers
Chief information officers
Finance professionals
Fiscal staff
Funding source staff
HS / EHS directors
Human resource directors
Independent CPA
IT staff
Office managers
Policy council members
Program directors
Program staff

How's this conference different?

Wipfli offers training sessions in different cities throughout the United States year-round, educating organizations on the administrative and financial impact of the federal regulations. For 6 years, Wipfli has been providing the winter training conference. Our goal is to help you better serve your communities. Together we will make an impact!

The services you provide have a direct impact on the people in your community. Let us help you keep your funding and vital services available, hire and keep talented team members, and so much more! Then you can focus on the important areas like serving your community.

The 6th Annual Wipfli Winter Training Conference includes multiple sessions with detailed yet easy-to-understand information to help you comply with regulations, seek new revenue opportunities, and impact your mission.

Learning objectives:
  • Explore ways to better lead, manage, and operate your organization.
  • Discuss practical, focused, and detailed information you can use immediately.
  • Connect and interact with hundreds of colleagues who share similar roles and interests (and face the same challenges) as you.

This conference offers such a depth and breadth of experience in all management issues affecting organizations like yours. You can select from multiple sessions presented by our experienced, seasoned trainers who specialize in management issues including finance/accounting/tax, Head Start/Early Head Start, human resources, risk, management/best practices, organization development/leadership, and technology.

What is the check-in process?

Check-in dates and times are as follows:

  • In-Depth Training on OMB's Uniform Guidance Preconference: December 3, 2018 from 7:30 - 8:30 a.m.
  • Head Start/Early Head Start Program Performance Standards Preconference: December 3, 2018 from 7:30 - 8:30 a.m.
  • General: December 4, 2018 from 7:30 a.m. - 5 p.m.

Are refreshments included in the registration fee?

Yes. Light morning and afternoon refreshments are included in the registration fee.

What should I wear?

Dress comfortably and in layers! Business casual or casual wear is appropriate. It may be hot outside, but the room temperatures inside tend to be chilly; we suggest bringing a sweater or jacket.

What materials and handouts do we receive?

All session materials* and an attendee list will be available online and through the Wipfli mobile app two weeks prior to the conference. You may download the materials to your computer/device and bring your computer/device with you to the conference. If you prefer to print the materials, please bring them with you, since paper copies will not be available on site.

* Please note that these materials are incomplete without the accompanying oral comments by the trainer(s). These materials are informational and educational in nature and represent the speakers' own views. These materials are for the purchasing agency's use only and not for distribution outside of the agency or publishing on a public website.

Do I need to prepare or bring anything?

Come to this conference prepared to learn and have fun! Bring your registration confirmation for fast check-in. You may download the materials to your computer/device and bring your computer/device with you to the conference. If you prefer to print the materials, please bring them with you, since paper copies will not be available on site.
Below are 5 free PDF Reader Apps for Android, iPhone, iPad and Windows Phone:

  • Adobe Acrobat Reader DC
  • Google PDF Reader – Android Only
  • PDF Max 4
  • WPS Office and PDF
  • Foxit Mobile PDF

How can I get all the sessions I want with the limited time we have at the conference?

We recommend bringing your entire team—this conference offers something for everyone! The early-bird rates are the best rates available this year.

Can I select sessions from multiple tracks?

Yes! The tracks are there for your convenience. You have the option to select sessions from multiple tracks or stay within one track.

Will I get Continuing Professional Credits (CPE) or a certificate to verify my participation?

Yes! Wipfli will award CPE* credit(s) and a certificate of participation with proof of attendance at the conference. Please watch for information on Wipfli’s mobile app. Simply download the app, add or change sessions in your schedule and complete a "keyword" survey to receive your credit(s)!

Our attendees have enjoyed using the mobile app to access the agenda, presentation materials and maps for the meeting space and for networking with other attendees.

An official certificate of participation will be sent approximately four to six weeks following the conference to those participants who submit the applicable attendance records.

*National Registry of CPE Sponsors: Wipfli LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the national Registry of CPE Sponsors through its website:

Instructional Delivery: Group-Live. For more information regarding administrative policies, such as complaint, cancellation, and refund policies, please contact our offices at 888.876.4992.

Will there be time to ask questions in addition to my session?

Of course! Just visit the Wipfli Q&A Station. Wipfli staff and trainers will be available to answer your questions throughout the conference. Many trainers will be available for brief one-on-one consultation. Contact any Wipfli associate, and we will do our best to accommodate you.

Can I record this training seminar on tape or video?

No. To promote open discussion and protect the confidentiality of all participant questions and comments, we do not allow our training sessions to be recorded.

Can family members attend sessions?

No, only registered participants are allowed in sessions. Seating can be very limited and must be reserved for paying participants.

What our attendees say...

"I recommend this conference to all of our regional agencies. Provides relevant information on policy, best practices, and general operations of non-profits."
Misty O'Keefe, COO
Child Care Aware of Missouri
"As a new executive director, I found the conference to be organized, well planned, information-rich, and an excellent use of my time."
Angele Thibodeaux Burns, CEO
East Central Illinois Community Action Agency
"If you want your organization to grow and become a leader in your community, you need to come to this conference."
Brian Heese, Executive Director
Northern California Child Development, Inc.
"Best conference I have ever attended in my career. Very relevant topics to finance for non-profits and excellent presenters."
Mary Werner, Director, Financial Planning & Analysis
Lutheran Social Services of the South Upbring
"This was my first year attending and I have learned so much! Wipfli rocks!! See you all next year!"
Daphne Harris Brown, Compliance Specialist/IT Specialist
Washington County Opportunities
"This conference was intensive. I would recommend this training and conference to all my colleagues. The staff and presenters are second to none."
Charlie Ugarte, Director of Finance
Puerto Rican Family Institute