All Posts By

Dawn Westerberg

Landesa Awarded 2015 Hilton Humanitarian Prize

By | Nonprofit | No Comments

Landesa logoCongratulations to Welter Consulting client Landesa which was the recipient of the 2015 Hilton Humanitarian Prize.

Each year, the Conrad N. Hilton Foundation reviews hundreds of nominations from notable nonprofit organizations from across the globe, and an independent, international panel of distinguished jurors makes the final selection after a rigorous vetting process.

LandesaLandesa, by partnering with governments in more than 50 countries, has promoted land-related laws, policies and programs that free women and men to climb out of poverty, feed their families, and send their children to school. Since its founding in 1967, Landesa has partnered with governments on reforms that have provided secure land rights for an estimated 115 million rural families across the globe.

Landesa has also taken on the role of elevating land rights on the global development agenda. It has been a champion of land rights within the Sustainable Development Goals and speaks at global policy forums, from the G-8 to Davos. In this work, Landesa has made great strides in raising the international profile of land rights issues, and as a result, the UN now includes land in three of its Sustainable Development Goals.

With the Hilton Humanitarian Prize, Landesa will be able to help even more people. We are so very happy for our client, based right here is Seattle, to receive such a extraordinary award.

PAVE Annual Auction and Dinner Funds a Great Cause

By | Nonprofit | No Comments

PAVE LogoWelter Consulting is proud to be a sponsor of PAVE’s annual auction and dinner, this Saturday, October 17 at the Tacoma Country and Golf Club.

PAVE is a Washington-based parent organization providing support, advocacy, training and informational resources to empower families and individuals with disabilities.

PAVE seeks to achieve:

  • Improved advocacy skills for parents/caregivers, families and individuals with disabilities/special needs
  • Enhance the knowledge, resources, information and/or self-reliance of parents/caregivers, families and individuals with disabilities/special needs
  • Community acceptance, tolerance and understanding of individuals with disabilities/special needs

We are happy to support PAVE which is both a client and a great resource to our community.

Portland Abila MIP User Group

By | Abila, MIP Fund Accounting | No Comments

Portland MIP User GroupWelter Consulting is teaming up with RBP Methods to offer an Abila MIP User Group in Portland in order to make participation easier for clients close to the Portland area.  Click here to register.

Abila MIP User Groups are a great way to share ideas with each other, get your specific MIP Fund Accounting questions answered, network with other MIP Fund Accounting users, and learn best practices and how to fully utilize your software program.  The agenda will be created based on the topics you want to cover and will include:

  • What’s New: a review of v2014, 2015 features including bank reconciliation, emailing payment vouchers, advanced security, security changes, UI, alerts, and much more.
  • What is MIP Advance and is it for me?
  • Cloud Computing: the benefits and drawbacks of cloud computing (hosting).
  • ACA reporting tools in HR Management and EWS/Microix TS.
  • Advanced Reporting Module (DrillPoint) Excel-based add-on module that allows for custom reporting and dashboards.
  • 20 Best Tips & Tricks and 10 Best Reports.
  • Stump the Chump and MIP Jeopardy!
  • Test drive MIP and Microix modules or find out more about other 3rd party billing options.

Other details:

  • Date: Monday, October 26
  • Time: 9:00 – 4:00
  • Cost:  $99 per person
  • Location: Oregon Society of CPAs (10206 SW Laurel St., Beaverton, OR 97005)
  • Wi-Fi, Lunch, Coffee, Water and Snacks

Click here to register

Classroom Training in Portland – MIP Accounts Payable Expert

By | Training | No Comments

Welter Consulting and RBP Methods are teaming up to offer classroom training for Abila MIP Fund Accounting. Want to brush up on your skills? Here’s your chance. Or maybe you’ve added team members to your staff and they’ve never been formally trained on the application. This is the perfect option for getting them up to speed.

Those attending this class will gain an understanding of:
• 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
• The 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
• Bring examples with you to discuss/resolve in class

When: Friday, Oct 30, 2015 9:00 AM – 4:00 PM PDT
Where: Oregon Society of CPA’s Training Facility 10206 SW Laurel Street Beaverton, OR 97005-3209
Cost: $695 per person; $595 per person in 2 or more attend from your organization

Register here

Class Details:
•Classes held from 9:00 to 4:00 daily
•Free parking
•Breakfast, lunch. snacks & beverages are included in registration fee
•Individual workstation and class materials are provided for each student.
•Access to complimentary WiFi
•6 hours of CPE/day & certificate given to each attendee
•Minimum of 4 attendees to hold each class. As soon as the minimum attendance is met, you will receive confirmation by email and will be invoiced at that time.
•Out of town guests should wait to book travel until class is confirmed. Contact us for a list of nearby hotels/restaurants.
•Cancellation must be done 2+ weeks prior to class date for full refund.

Please click here to register