Category

Training

Now Offering HR & EWS (MIP Fund Accounting) Online Training!

By | Abila, MIP Fund Accounting, Nonprofit, Training, Uncategorized | No Comments

Online Training

HR Management (MIP Fund Accounting) Online Training

Those attending this class will gain an understanding of:

  • How to use and set-up employees in the HR system and all the utilities to make HR tracking easy including FMLA, tax form population and tracking, EEO Reporting and much, much, more
  • Mass Update feature in HR and options to reduce manual entries and adjustments such as COLA increases, leave balance adjustments and more
  • The differences between Queries and Reports in the HR module and discover how to properly use the custom report writing utility
  • Help the payroll department to streamline their processes by making updates and changes to employee information directly from within the Human Resources module, including ability to schedule pay raises, review dates and benefit plan adjustments
  • Track employee data easily and efficiently including certification/credential, education, review dates, and benefit plan adjustments
  • How to streamline workflows throughout your organization utilizing the proper functionality of the HR module for successful integration between EWS and the Payroll module

$400 Per Person or $320 Per Person if on Welter User Support Plan. If three or more people register and attend then take an additional $30 off each registration. (If three or more people register and attend then price is $360 per person or $280 per person if on Welter User Support Plan.)

Register Here

 

EWS (MIP Fund Accounting) Online Training

Those attending this class will gain an understanding of:

  • The set-up of Employee Web Services (EWS) module so that information (tracking timekeeping, expense reimbursements, leave requests and/or leave entry) flows directly to payroll and eventually the general ledger, without manual intervention.  We will review the set-up for EWS system settings that is stored on the server.
  • Manager approval and employee submission/approval process for electronic timesheets.  We will also review the manager reporting process, pivot tables and available custom reports specific to your organization.
  • Many timesheet entry preferences are available including the option to record hours by multiple cost centers, streamlining timesheet entry
  • Reduce or eliminate requests for information by providing employees and managers with 24/7 self-service web access to their pay stub, timesheet entries, expense reports, benefit information and other important employee messages
  • Employee Web Services provides a seamless and secure integration between the Human Resources and Payroll modules for a completely integrated solution, freeing Human Resources personnel from requests for information.

$300 Per Person or $240 Per Person if on Welter User Support Plan. If three or more people register and attend then take an additional $30 off each registration. (If three or more people register and attend then price is $270 per person or $210 per person if on Welter User Support Plan.)

Register Here

Seattle – Abila MIP Fund Accounting 2 Day Classroom Training – General Ledger Core Modules: $1,100pp ($880pp if on Support Plan)

By | Abila, Grant Management, MIP Fund Accounting, Nonprofit, Training | No Comments

Three options available!

February 22, 2016 @ 8:30 am – February 23, 2016 @ 4:00 pm  Register Here

May 23, 2016 @ 8:30 am – May 24, 2016 @ 4:00 pm  Register Here

September 19, 2016 @ 8:30 am – September 20, 2016 @ 4:00 pm  Register Here

 

Those attending this class will gain an understanding of:

• Transaction entry screens and the purpose of each form throughout the core modules (GL, A/P, A/R Reporting, EFT for A/P module,    Import/Export, Forms Designer, Bank Reconciliation)
• Overview of the report writer (set-up, review and reconciliation)
• Bank reconciliation, month-end reports and closing process
• Best practices for memorizing documents, recurring entries, entry defaults, batch processing, reclassifying posted documents, etc
• Overview of the admin module and most commonly used features (user set-up, electronic attachments and back up)
• Review set-up vendors, customers, chart of accounts and distribution codes

Class held from 8:30 to 4:00 daily 
Free parking (check in at front desk upon arrival)
Breakfast, snacks & beverages served all day (lunch on your own – a list of restaurants and directions will be provided or you can bring your lunch)
Individual workstation and class materials are provided for each student
Complimentary WiFi
Bring examples of reports or specific issues you have, to discuss/resolve in class
6 hours of CPE for each day and completion certificate provided to each student
Minimum of 4 attendees to hold each class. When minimum attendance is met, you will receive a confirmation email & invoice to remit payment
In the event of cancellation from low attendance, communication will be sent via email, no later than 2 weeks prior to the class date, which will include alternative options
Cancellation policy requires written notice be emailed to vicki@welter-consulting.com two full weeks in advance of the class date for full refund. If cancellation is necessary within 2 weeks of class date, a credit will be issued to your organization for full amount if minimum attendance was met or 50% of registration fee to use against future training by anyone at the organization
Out of town guests should wait to book travel until class is confirmed

Computer Classrooms in Seattle
10604 NE 38th Pl #118
Kirkland, WA 98033

http://www.computerclassroomsinseattle.com/visitors/lodging

Unclaimed Property Requirements and Solutions – Free Webinar

By | Nonprofit, Nonprofit Enrichment Series, Training, Webinar | No Comments

Unclaimed propertyThursday, May 12, 2016 9:00 AM – 10:00 AM PDT

How to ensure compliance with unclaimed property state requirements and make the process less painful and cumbersome is key to this free webinar. Learn what constitutes “unclaimed property”, and the major changes to the Unclaimed Property Law that impacts all holders of unclaimed property. Receive an overview of the unclaimed property reporting process and some of the various techniques that auditors use to uncover unclaimed property. Understand the various types of property that may be claimed by the states as unclaimed property and learn various possible structuring techniques to reduce unclaimed property liabilities.

Register here

HSA, CDHP, HDHP, PPACA: The Alphabet of Employee Benefit Packages – Free Webinar

By | Healthcare, Nonprofit, Training, Webinar | No Comments

Benefit packageFriday, Apr 22, 2016 9:00 AM – 10:00 AM PDT

The number of options related to employee benefit packages can be overwhelming. Non-Profit organizations are limited on the amount of money they can spend on employee benefit packages because of funding requirements. So how do non-profit organizations compete with other organizations in order to attract/retain good employees? Learn how your organization can “beef up” the benefit offering to employees without increasing costs to the organization by attending our free NP Enrichement Series webinar.

This webinar presented by Vicki Welter, CPA & Steve Pohlman, CPA

Steve Pohlman, Owner of Steven C. Pohlman, CPA is a CPA with a tax and consulting practice in Mercer Island with a history of helping people and businesses navigate through regulations and reporting requirements. He began his career in 1980 at Knight, Vale and Gregory, CPAs, working in the audit and reporting side of the business. After moving into the private world as the CFO of a trade association, he started his own business doing personal and business tax returns and helping small businesses with their accounting needs. Four years ago he added voluntary benefits to his suite of services to help employers attract and retain high quality employees.

Register here