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Dawn Westerberg

Nonprofit Quarterly Payroll Reconciliation

By | Nonprofit Enrichment Series | No Comments

Here are the slides from the Nonprofit Enrichment Series presentation ‘Quarterly Payroll Reconciliation:  Key Steps to Ensure W2/W3’s are Accurate’  that was held on April 9, 2015.  Be sure to join us for future sessions of the Nonprofit Enrichment Series.

Scroll down for form to download Excel templates.

Payroll Reconciliation Templates

 

MIP Fund Accounting Classroom Training Dates for May and June 2015

By | MIP Fund Accounting | No Comments

We’ve scheduled 2015 Abila MIP Fund Accounting Classroom training in May and June!

Abila MIP Fund Accounting Classroom training offered in Seattle (Kirkland) area at the premier training facility in the area. Learn best practices of your MIP Fund accounting system by taking classroom training from a CPA and Certified Trainer. Please contact Vicki Welter (vicki@welter-consulting.com or 206-605-3113) if you have any questions or need additional information to determine what training class(es) are best for you.

Facility Location/Contact Information:
Computer Classrooms In Seattle
10604 NE 38th Place, Suite 118
Kirkland, WA 98033
425-576-9747
Click here for more on Computer Classrooms In Seattle

General Ledger Core Modules MIP Fund Accounting 2-Day Classroom Training
$950/person ($760/person on Welter User Support Plan)
May 18 – 19, 2015 (Monday and Tuesday) 9:00 – 4:00 PDT daily
Register here

HR Management & Employee Web Services MIP Fund Accounting Classroom Training
$550/person ($440/person if on Welter User Support Plan)
May 20, 2015 (Wednesday) 9:00 – 4:00 PDT daily
Register here

Payroll MIP Fund Accounting
$550/person ($440/person if on Welter User Support Plan)
May 21, 2015 (Thursday) 9:00 – 4:00 PDT daily
Register here

Fundamentals in Report Writing MIP Fund Accounting
$450/person ($360/person if on Welter User Support Plan)
June 15, 2015 (Monday) 9:00 – 4:00 PDT daily
Register here

Advanced Report Writing MIP Fund Accounting
$500/person ($400/person if on Welter User Support Plan)
June 16, 2015 (Tuesday) 9:00 – 4:00 PDT daily
Register here

Budgeting MIP Fund Accounting
$500/person ($400/person if on Welter User Support Plan)
June 17, 2015 (Wednesday) 9:00 – 4:00 PDT daily
Register here

Accounts Payable Experts Training MIP Fund Accounting
$450/person ($360/person if on Welter User Support Plan)
June 18, 2015 (Thursday) 9:00 – 4:00 PDT daily
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.

Grant Management Benefits [video]

By | Grant Management, Nonprofit Enrichment Series | No Comments

How Grant Management could help your nonprofit organization.

Join us February 12, 2015 for ‘Grant Management Software Solutions’ part of the Nonprofit Enrichment Series. Register here.

Welter Consulting assists Washington nonprofits and nonprofit organizations throughout the Pacific Northwest find, and implement software solutions like Grant Management to help their organizations fulfill their mission and serve their constituents.

Nonprofits are constantly confronting increasingly complex grant requirements.  Grant management software can assist your organization in managing the entire grant cycle, from discovering new sources of funding to integrating with your fund accounting solution to measure the outcomes of grants, programs, projects and departments.

If grant management by email and spreadsheets is becoming more difficult to manage, it’s time to find the right tools and technology to empower your team.

Abila Grant Management is a powerful solution that can be used as a standalone system but becomes even more powerful when integrated with Abila Fund Accounting.    You’ll be equipped to track, manage and automate the various stages of the grant cycle.  When integrated with the powerful reporting of Abila Fund Accounting, your reports will be accurate, easy to create and to the specifications of the funder.

Are You Adequately Prepared for Fundraising in 2015?

By | Fundraising | No Comments

Fundraising for NonprofitsIf you rely on fundraising to serve your constituents, or if like an increasing number of nonprofit organizations you are turning to fundraising in addition to grant awards, are you prepared in the areas that experts believe are key?

Rich Dietz (senior product manager for Abila) shared his five key strategies for fundraising organizations in 2015:

  1. The ability to connect and engage Millennials with your organization
  2. Treating all donors as if they are major donors
  3. Mobile and online fundraising ability
  4. Conversion optimization (improving donation flow to raise more money)
  5. The ability to share the stories of your mission, constituents and organization in a very visual way

“The nonprofit sector must continue to evolve and keep pace with behavioral changes we see in society,” said Dietz. Organizations that embrace new ways of thinking, streamline their databases, create visual stories, and adjust their engagement approaches will be successful.”

More of Rich’s thoughts can be found in the full Nonprofit Times article.

In serving nonprofits in Washington State and throughout the Western United States, we’ve observed the same factors for success. We’d add a sixth element: invest in a true fund accounting software solution to track your fund whether grants or donations or both. The better your fund accounting system, the better you can respond to reporting requests – from grantors, donors, internal constituents or your board. Welter Consulting helps you with the purchase and implementation of your Abila MIP Fund Accounting software so that you can report quickly, easily and directly from the system itself (no need for creating yet another spreadsheet).

We’ve helped many organizations in Washington, Oregon, California, Montana and beyond who believed that they were too small to be able to afford a solution like Abila MIP Fund Accounting. We found a configuration and technology platform that met their needs. So whether you are a large nonprofit in Seattle or Portland, or a small nonprofit in Helena or Coeur d’Alene – Welter Consulting can help.

As part of our commitment to nonprofits regardless of size or location, we offer the Nonprofit Enrichment Series. These online webcasts are held monthly and free of charge to nonprofit organizations – click here for a complete listing.