Browse Upcoming Events From Welter Consulting LLC

All events are listed in Pacific Time Zone. When you use the “add to calendar” button, the time will automatically adjust to your local calendar.

Aug
17
Thu
Unclaimed Property Requirements, Solutions & Best Practices
Aug 17 @ 10:00 am – 11:00 am
Unclaimed Property Requirements, Solutions & Best Practices

Free Webinar
Register now
Thurs, Aug. 17, 2017 • 10 -11 AM PDT

Learning how to ensure compliance with unclaimed property state requirements and making the process less painful and cumbersome is key to this free webinar.

Sep
14
Thu
Benchmarking & Key Metrics for Internal Stakeholders
Sep 14 @ 10:00 am – 11:00 am
Benchmarking & Key Metrics for Internal Stakeholders

Free Webinar
Register now
Thurs, Sep. 14, 2017 • 10 -11 AM PDT

Reporting is only valuable if we communicate the right information to stakeholders. Discover various reports & dashboard items useful for internal review, management & board of directors. Learn to train individuals how to document that they read and gave feedback on the information so we can show our F/S auditors evidence of review, making them comfortable with our control environment.

Sep
18
Mon
2 Day General Ledger Core Modules for MIP Fund Accounting
Sep 18 @ 8:30 am – Sep 19 @ 4:00 pm
2 Day General Ledger Core Modules for MIP Fund Accounting @ http://www.computerclassroomsinseattle.com | Kirkland | Washington | United States

Hands On Training at our Seattle Classroom
Sept 18th – 19th | 8:30 am – 4:00 pm | 10604 NE 38th Pl, Kirkland, WA
$1,200pp ($960pp if on Support Plan)
Register Now

During this training you will learn:

  • 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
Lodging Info More Details & Cancellation Policy
Sep
20
Wed
Report Writing Fundamentals for MIP Fund Accounting
Sep 20 @ 8:30 am – 4:00 pm
Report Writing Fundamentals for MIP Fund Accounting @ http://www.computerclassroomsinseattle.com/ | Kirkland | Washington | United States

Hands On Training at our Seattle Classroom
Sept 20th | 8:30 am – 4:00 pm | 10604 NE 38th Pl, Kirkland, WA
$600pp ($480pp if on Welter Support Plan)
Register Now

Those attending this class will gain an understanding of:

  • How each of the tabs on the report set-up work
  • Transaction entry fields within the system and how they
    help us pull the most efficient reports
  • Report naming and archiving
  • Other important tips to make reporting a breeze
  • Export module and how to export reports into different formats
  • Overview of the scheduler module and how it can decrease your report distribution time
  • Executive View users and how this type of licensing is useful in conjunction with the advanced security module
  • Benefits of using the process manager (favorites) to store and organize reports
More Details & Cancellation Policy
Sep
21
Thu
Advanced Report Writing for MIP Fund Accounting
Sep 21 @ 8:30 am – 4:00 pm
Advanced Report Writing for MIP Fund Accounting @ http://www.computerclassroomsinseattle.com/ | Kirkland | Washington | United States

Hands On Training at our Seattle Classroom
Sept 21st | 8:30 am – 4:00 pm | 10604 NE 38th Pl, Kirkland, WA
$700pp ($560pp if on Welter Support Plan)
Register Now

During this training you will learn:

  • Report groups and their use in reporting throughout the system
  • Financial statement formats, including how to set-up the various statement types and use in F/S
  • Best practices surrounding the presentation of financial statements, which will consider the users/stakeholders of the information in order to customize presentation on their unique needs
  • Reporting on multiple periods, across multiple fiscal years, grant/contract periods or calendar years
  • Common areas to troubleshoot reported amounts to ensure the right numbers are reported
  • Custom column creation for both date override and formula type columns within certain reports
  • Segment substitution and its powerful effect on reporting and presentation
  • Scheduler module, Executive View licenses in conjunction with advanced security, data mining opportunities and ability for other reporting tools to query and report on the data contained in MIP
  • Various ways to collect and report on data to our grantors/funders by utilizing the system’s advanced reporting capabilities like a table-driven chart of accounts, report groupings and financial statements
  • The 10 best reports in the system and how to set-up and use these reports. We will also review the other report menu options
  • And we will discuss and resolve all examples you bring to class
More Details & Cancellation Policy
Sep
22
Fri
Payroll in MIP Fund Accounting
Sep 22 @ 8:30 am – 4:00 pm
Payroll in MIP Fund Accounting @ http://www.computerclassroomsinseattle.com/ | Kirkland | Washington | United States

Hands On Training at our Seattle Classroom
Sept 22nd | 8:30 am – 4:00 pm | 10604 NE 38th Pl, Kirkland, WA
$750pp ($600pp if on Welter Support Plan)
Register Now

Those attending this class will gain an understanding of:

  • HR Management & Employee Web Services Module Inter-dependencies related to payroll processing
  • How to set-up and process payroll using the direct deposit module
  • Proper set-up for payroll codes (earnings, benefits, deductions, workers compensation, taxes and leave)
  • How to set-up or edit employee records
  • Payroll processing and importance of checklist to ensure all steps are followed systematically
  • Internal Controls related to set-up/edits of employees’ default, regular & supplemental time sheets and their purpose, and when to use 1-time ADJs
  • How to adjust balances to employees for year-end
  • Reporting & more
Learn more
Oct
16
Mon
Accounts Payable Expert for MIP Fund Accounting
Oct 16 @ 8:30 am – 4:00 pm
Accounts Payable Expert for MIP Fund Accounting @ http://www.computerclassroomsinseattle.com/ | Kirkland | Washington | United States

Hands On Training at our Seattle Classroom
Oct 16th | 8:30 am – 4:00 pm | 10604 NE 38th Pl, Kirkland, WA
$500pp ($400pp if on Welter Support Plan)
Register Now

During this class you will learn:

  • Best practices for processing A/P and other disbursements in the system include prepaid transactions to get audit schedule from system, credit card transactions, sweeps between bank accounts, etc.
  • When to use each of the transaction entry screens
  • How to use and set-up the electronic attachment feature in MIP
  • Set-up and use of memorized documents, recurring documents, entry defaults and other areas within the application that can reduce transaction entry time to process and reduce the potential for errors
  • Use of 1-time vendors and associated audit trails, use of rename/merge feature and best practices for setting up vendors, including 1099 information.
  • A/P sub-ledger reports and other disbursement and reconciliation reports that are most commonly used in the system and their purpose
  • Purpose of using a requisition module/PO module and/or encumbrance module to track commitments whether utilizing MIP or another system and the benefits of utilizing such tools
  • Recording of prepaid transactions to product audit schedule from accounting system
  • And we will discuss and resolve all of the examples you bring to class
More Details & Cancellation Policy
Oct
17
Tue
Report Writing Fundamentals for MIP Fund Accounting
Oct 17 @ 8:30 am – 4:00 pm
Report Writing Fundamentals for MIP Fund Accounting @ http://www.computerclassroomsinseattle.com/ | Kirkland | Washington | United States

Hands On Training at our Seattle Classroom
Oct 17th | 8:30 am – 4:00 pm | 10604 NE 38th Pl, Kirkland, WA
$600pp ($480pp if on Welter Support Plan)
Register Now

Those attending this class will gain an understanding of:

  • How each of the tabs on the report set-up work
  • Transaction entry fields within the system and how they
    help us pull the most efficient reports
  • Report naming and archiving
  • Other important tips to make reporting a breeze
  • Export module and how to export reports into different formats
  • Overview of the scheduler module and how it can decrease your report distribution time
  • Executive View users and how this type of licensing is useful in conjunction with the advanced security module
  • Benefits of using the process manager (favorites) to store and organize reports
More Details & Cancellation Policy
Oct
18
Wed
Advanced Report Writing for MIP Fund Accounting
Oct 18 @ 8:30 am – 4:00 pm
Advanced Report Writing for MIP Fund Accounting @ http://www.computerclassroomsinseattle.com/ | Kirkland | Washington | United States

Hands On Training at our Seattle Classroom
Oct 18th | 8:30 am – 4:00 pm | 10604 NE 38th Pl, Kirkland, WA
$700pp ($560pp if on Welter Support Plan)
Register Now

During this training you will learn:

  • Report groups and their use in reporting throughout the system
  • Financial statement formats, including how to set-up the various statement types and use in F/S
  • Best practices surrounding the presentation of financial statements, which will consider the users/stakeholders of the information in order to customize presentation on their unique needs
  • Reporting on multiple periods, across multiple fiscal years, grant/contract periods or calendar years
  • Common areas to troubleshoot reported amounts to ensure the right numbers are reported
  • Custom column creation for both date override and formula type columns within certain reports
  • Segment substitution and its powerful effect on reporting and presentation
  • Scheduler module, Executive View licenses in conjunction with advanced security, data mining opportunities and ability for other reporting tools to query and report on the data contained in MIP
  • Various ways to collect and report on data to our grantors/funders by utilizing the system’s advanced reporting capabilities like a table-driven chart of accounts, report groupings and financial statements
  • The 10 best reports in the system and how to set-up and use these reports. We will also review the other report menu options
  • And we will discuss and resolve all examples you bring to class
More Details & Cancellation Policy
Oct
19
Thu
Budgeting in MIP Fund Accounting
Oct 19 @ 8:30 am – 4:00 pm
Budgeting in MIP Fund Accounting @ http://www.computerclassroomsinseattle.com/ | Kirkland | Washington | United States

Hands On Training at our Seattle Classroom
Oct 19th | 8:30 am – 4:00 pm | 10604 NE 38th Pl, Kirkland, WA
$500pp ($400pp if on Welter Support Plan)
Register Now

During this training you will learn:

  • Budget Versions and use in reporting to show multiple budgets and/or reporting on revisions and changes in budgets
  • Budget controls that can be set up in MIP to warn you when transactions exceed budget amounts based on time period and combination of budget segments and GL grouping option for these controls.
  • The different options available to get budget data into our system by import, manual entry, budget worksheets, and copy/paste from excel.
  • How to enter budget by grant/contract period in order to do cross fiscal year reporting and still be able to report on budgeted data by fiscal year
  • Best practices on reviewing budget data after entered in system and how best to revise posted budget amounts
  • The available budget reports in the system to report on budgeted data and or budget to actual comparison data. We will set-up samples of the most popular budget reports in the system.
More Details & Cancellation Policy
Top 3 Payoffs for Investing in Your Most Prized Assets, Your People
Oct 19 @ 10:00 am – 11:00 am
Top 3 Payoffs for Investing in Your Most Prized Assets, Your People

Free Webinar
Register now
Thurs, Oct. 19, 2017 • 11 – 12 PM PDT

With all the pressures to do more with less, employees can feel the squeeze and miss the love. We will review reasons why valuing your employees will benefit your organization, your donors, and your grantors and cover some of the ways that you can invest in your staff.

Nov
9
Thu
Internal Controls & the Control Environment
Nov 9 @ 10:00 am – 11:00 am
Internal Controls & the Control Environment

Free Webinar
Register now
Thurs, Nov. 9, 2017 • 10 – 11 AM PST

Review typical hurdles and concerns related to internal controls including limited resources & skill/knowledge, Board relationship to organization & reporting and tracking restricted assets & federal funds. Discover controls that document that the control environment is sound.

Dec
14
Thu
The Pros and Cons of On-Premises Software vs. Cloud Computing presented by Kent Arnold of RBP Methods
Dec 14 @ 11:00 am – 12:00 pm
The Pros and Cons of On-Premises Software vs. Cloud Computing presented by Kent Arnold of RBP Methods

Free Webinar
Register now
Thurs, Dec. 14, 2017 • 11 – 12 PM PST

Discover cloud computing and what the implications are to your organization. Cloud computing can increase access to your system for you and your employees. Learn what systems benefit from cloud computing and how those decisions impact your organization.

Jan
11
Thu
Back to Basics of 1099’s
Jan 11 @ 9:00 am – 10:00 am
Back to Basics of 1099's

Free Webinar
Register now
Thurs, Jan. 11, 2018 • 9 – 10 AM PST

Start your year off right by assuring your 1099 processes meet the compliance requirements and changes for 2018! Join the accounting experts at Welter Consulting to learn about reconciliation and review, as well as 1099/1096 record retention.

Learn More
Feb
20
Tue
Bridging the Communication Gap between Fundraising and Fund Accounting
Feb 20 @ 9:00 am – 10:00 am
Bridging the Communication Gap between Fundraising and Fund Accounting

Free Webinar
Register now
Tues, Feb. 20, 2018 • 9 – 10 AM PST

Finance and Development have two different focuses in your organization, each aimed at helping you manage, change, and grow. How can we bring these two sides of the house together and translate the vocabularies? Learn about translating and closing the gap between the finance and development functions and when it makes sense to integrate these systems.

Learn More
Mar
15
Thu
How to Produce Effective Reports with User Specific Customization
Mar 15 @ 9:00 am – 10:00 am
How to Produce Effective Reports with User Specific Customization

Free Webinar
Register now
Thurs, Mar. 15, 2018 • 9 – 10 AM PDT

Effective reporting is a term heard a lot in the accounting/finance arena, but how do you produce useful and effective reports based on the user (aka: stakeholder) of the report as well as why they need the information? Reveal a clear set of tools to help the people reading your reports make sense of the information you’re providing to them. The goal is to provide the information needed without the Stakeholder having to do extra manual work after receiving your reports.

Learn More
Apr
17
Tue
5 Signals That You Are Ready For a New Fund Accounting System
Apr 17 @ 9:00 am – 10:00 am
5 Signals That You Are Ready For a New Fund Accounting System

Free Webinar
Register now
Tues, Apr. 17, 2018 • 9 – 10 AM PDT

Growing organizations quickly become inefficient and ineffective when their software can’t grow with increasingly complex reporting needs. The question becomes, what is the best time to make a change and what are the signals I should be looking for to know it’s time to make a change? Learn the top 5 signs nonprofit executives will see that indicate you have outgrown your accounting system, and be able to identify if your current system is adequate or if it is time to find a true fund accounting solution.

Learn More
May
22
Tue
4 Ways to Reduce Technology Costs and Raise Money for a New Fund Accounting System
May 22 @ 9:00 am – 10:00 am
4 Ways to Reduce Technology Costs and Raise Money for a New Fund Accounting System

Free Webinar
Register now
Tues, May 22, 2018 • 9 – 10 AM PDT

How can you reduce technology costs and raise technology money at the same time? Technology is critical to your organization and funding is limited. Increasing your technology capacity is crucial to maintaining efficiency and reducing costs. Reveal how your organization can reduce technology costs, and ways to raise funds for essential technology initiatives needed to be an effective organization.

Learn More