Master your finances to fulfill your mission
Financial training is essential for strengthening financial sustainability and creating positive social change.
Wipfli is offering virtual training to give your nonprofit the tools and strategies needed to build better financial operations. During these interactive sessions, you’ll learn about enhancing your grant accounting, best practices in financial management and operating more efficiently.
Register today for our two training opportunities:
Financial Forums
Join your peers and fiscal professionals to discuss current trends and best practices in critical financial areas.
These forums meet on the third Thursday of every month from September through June. This series is designed for SEASONED professionals who want to build a solid foundation of financial knowledge. Best practices are discussed in core financial areas.
Our Financial Forums are designed to help you develop powerful and lasting professional relationships and engage in interactive, group problem-solving. Discussion topics will be established by the forum group, allowing you an opportunity to address specific financial topics affecting your operations, such as:
- Internal controls
- Allowable compensation and employee benefits
- Cost allocation methods
- Budgeting
- Financial reporting, policies and procedures
- Documentation and record retention
Event details:
Location: Virtual
Date: Every third Thursday from September 19, 2024, until June 12, 2025
Time: 10 a.m.-12 p.m. CT
Register nowFinancial Cohort Series for Grant Accounting
Financial compliance is critical for federally grant-funded nonprofits — as is navigating the complexities of federal grant awards.
This series is designed specifically for NEW professionals who are looking to develop and strengthen their core competencies in grant accounting and finance. Throughout this eight-week program, you’ll join peers and Wipfli professionals to discuss topics including:
- Grant management
- Uniform Guidance
- Documentation and policies
- Internal and external reporting
- Cost allocation
- Grants administration
Walk away with applicable best practices, professional connections and practical tips for improving your financial operations.
September – October event details:
Location: Virtual
Date: Sessions will begin on September 10, 2024, and end on October 29, 2024.
October – November event details:
Location: Virtual
Date: Sessions will begin on October 3, 2024, and end on November 21, 2024.
Register nowOur team
Katherine Eilers, CPA
Katherine works primarily with nonprofit clients as a consultant in the areas of financial policies and procedures and financial department process improvement and as a financial statement auditor and grants auditor. She also has experience in providing audit services to various governmental entities including cities, villages, school districts, community colleges, and counties.
Ciara M. Leahy, CPA
As a senior manager in Wipfli’s nonprofit and government practice, Ciara Leahy manages audit, tax and consulting opportunities with clients to maintain compliance with laws and regulations. With over 10 years of experience, she enjoys helping her clients follow their mission and navigate the complex regulatory environment they work in. Ciara enjoys working with clients to ensure they are maximizing the impact they can have in their communities. She is always eager to help identify areas they can streamline for improvement to maximize their success.
