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.

Oct
19
Thu
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.

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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.

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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.

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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.

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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.

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