All Posts By

Dawn Westerberg

Aug 06
0

MIP User Group Meeting (Portland OR) September 19

By | Abila, MIP Fund Accounting | No Comments

Portland MIP User Group MeetingOur friends at RBP Methods will be hosting an MIP User Group Meeting in Portland on September 19, 2014.

This event will feature Abila MIP Fund Accounting best practices and look to help you get the most out of you MIP Fund Accounting system.  The agenda for the Portland MIP Fund Accounting User Group:

  • Abila MIP Fund Accounting’s most recent release of version 2014.0 – 2014.6 including features like bank reconciliation, emailing pay stubs and much more!
  • The future of MIP Fund Accounting and a roadmap of enhancements scheduled for the next release.
  • DrillPoint Reports, an Excel-based, add-on module that allows for custom reporting and dashboards tips & tricks.
  • System Reviews, the key practice to getting the most out of your system.
  • Hosting and private cloud options – should you consider these options for your nonprofit organization.
  • Support Contract and how to get free resources offered by Abila, along with beta testing advantages.
  • Top 3rd Party Solutions that integrate directly with Abila MIP Fund Accounting.

Portland MIP User Group MeetingThis User Group Meeting is hosted by RBP Methods.  Meeting details:

Friday Sept 19, 2014
8:30-4:30 pm
Register Here

  • Hotel Monaco located at 506 SW Washington St, Portland, OR
  • Early Registration Fee: $125 early registration through August 31
  • Regular Registration Fee: $140 September 1 through 15.
  • Registration Fees Includes: Parking, Wi-Fi, lunch, coffee, water & snacks
  • Cancellation Policy: Cancellations before 9/15 will receive a full refund. Unfortunately, we are not able to give refunds if cancellations are received after 9/15.

 

 

Aug 03
0

Welter Consulting and RBP Methods teaming up to offer classroom training in Oregon

By | MIP Fund Accounting, Training | No Comments

Sm RBPWelter_LOGO_emailWelter Consulting and RBP Methods are teaming up to offer MIP Fund Accounting classroom training in Portland, Oregon.

Welter Consulting and RBP Methods are teaming up to offer MIP Fund Accounting classroom training for the first time!

There will be four days of training (all classes eligible for CPE credit):

Instructor: Vicki Welter, CPA

abila certified trainer RGBThe training is open to all MIP Fund Accounting users who would like to brush up their skills on General Ledger and Report Writing. Each day of class is eligible for 6 CPE credits and will be taught by Vicki Welter, CPA.

The classes will be held at the Oregon Society of CPAs offices in Beaverton, Oregon. There is free parking at the facility. We will have breakfast, as well as snacks and beverages served all day. Lunch is on your own.

There will be individual workstations for attendees and we provide class material for each student. We encourage you to bring examples of reports or specific issues.

Jul 14
0

Going Paperless – An Article on Electronic Records Management

By | Nonprofit | No Comments

Jacobson Jarvis imageIf you have questions or uncertainties about moving toward a paperless office, you’ll want to read the this article co-authored by Vicki Welter, CPA and Carol Hojaboom, CPA, MNPL at the Jacobson Jarvis & Company website.

Less Paper, More Efficiencies, and No Findings, Part 1, answers the questions:

  • What are electronic records and what drives the need?
  • Why is it a cost-efficient option?
  • How common are electronic records?
  • Are there rules and regulations we should be aware of?

Click here to access Less Paper, More Efficiencies, and No Findings, Part 1.