Monthly Archives

January 2016

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 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

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

Have You Outgrown Your Current Software? – Free Webinar

By | Abila, MIP Fund Accounting, Nonprofit, Nonprofit Enrichment Series | No Comments

Have you outgrown your accounting software.Thursday, April 14, 2016 9:00 AM – 10:00 AM PDT

When processes become slow and inefficient and spreadsheets are overused with data being entered multiple times in multiple places, it becomes almost impossible to retrieve data in a timely fashion. You may have accounting software that is incapable of processing payroll or other functions effectively or grant or donor management systems that do not capture the data you need for reports. Or do you have lots of different tracking systems in place that do not talk to each other and data is captured in multiple areas? Sometimes, the software just does not “fit” the organization anymore. We will provide you with the tools to assess your situation and help you make a good decision, if you are ready for a change.

Register here