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Dawn Westerberg

Jun 22
0

Vicki Welter and Bianca Lim to present at Seattle and Helena User Groups

By | Abila | No Comments

Be sure and mark your calendars as Vicki Welter, CPA and Bianca Lim of Abila will be the presenters at upcoming MIP Fund Accounting User Groups in Seattle  (8/25) and Helena (8/28).

This is a unique opportunity to interact with:

  • A representative from the software publisher
  • An Authorized Abila Partner and CPA who has implemented over 200 systems
  • Other Nonprofit professionals who use Abila MIP Fund Accounting within their organization

The presenters:

[one-half-first]Vicki WelterVicki Welter, CPA  

Vicki Welter founded Welter Consulting to help nonprofits. Organizations hire Welter Consulting for assistance in selecting and implementing software solutions. Vicki’s rich background in accounting allows her to assist in setting up nonprofit financial software to meet her nonprofit clients’ financial reporting needs.  She has implemented more the 200 nonprofit systems.  Vicki Welter has earned three distinctions from nonprofit software publisher Abila: Authorized Partner, Certified Trainer, and Certified Consultant.

Vicki Welter also consults in the areas of internal control and related documentation, the preparation of financial statements, financial analyses and supporting schedules of financial data for audit and tax purposes.

Clients have described Vicki as “an outstanding business partner,” “superbly knowledgeable,” and “a great trainer.”

Based in Seattle, Welter Consulting serves nonprofits throughout the Pacific Northwest and is a member of Washington Nonprofits (association), AICPA, and the Washington Society of CPAs.  Vicki holds a degree from Gonzaga University.[/one-half-first] [one-half]Lim Bianca Lim, Abila Customer Support Supervisor

Bianca (Bee) joined the Abila family in 2008 supporting the Fundraising 50 product.   She soon decided to expand her knowledge and requested to be transferred to the MIP Fund Accounting product line in 2010.  She dove head in first and became the HR/EWS specialist 2 months after joined the MIP Fund Accounting team.  She became adept at analyzing and resolving database issue and continued to receive promotions as her duties and knowledge about the Abila MIP Fund Accounting and Fundraising products expanded.

Bee has recently been promoted to the position of Customer Support Supervisor where with the other supervisors; she oversees the customer support staff for the Abila MIP Fund Accounting, Fundraising and Grant Management products.

Bee lives in the Austin area with her husband, Erik and her two daughters Cecilia 6 and Andrea 3.  [/one-half]

Jun 18
0

Special Discount on Advanced Security for MIP Fund Accounting

By | Abila | No Comments

Discount of 20% off Advanced Security for MIP Fund Accounting through June 30, 2014.

Focus on changing lives instead of worrying about changing passwords

Accountability and transparency is critical for nonproiStock_000027442123XSmallfits and government organizations. Fraud can do lasting damage to your reputation and your bottom line. Abila Advanced Security for MIP Fund Accounting has features that allow you to focus on what matters most. This month, ensure your peace of mind by adding the Advanced Security module and receive 20% off.

With Advanced Security module, you can:

  • Record system activity at the user and workstation level, including recording activities that originate outside the system.
  • Select the account level at which to enforce security, and then assign permissions at the individual or group level.
  • Ensure the security of data by limiting access to designated accounts, thereby eliminating errors and improving control, while still maintaining productivity.
  • Limit reporting to accounts relevant to the viewer and allow program managers or department heads to monitor their own budgets without exposing competing budgets.
  • Reduce demands for reports while still ensuring accuracy, timeliness and confidentiality by granting reporting and inquiry access to managers across your organization.

Welter Consulting can help you take advantage of this incredible offer – please contact us to get started.

Mar 26
0

The Fraud Triangle and How to Protect Your Nonprofit

By | Nonprofit | No Comments

fraud word abstractAccounting Today published an excellent article written by Charlie Jones called “Why Nonprofits Are More Susceptible to Fraud.”

It’s an excellent primer with information that every nonprofit should arm itself with in order to protect the organization from fraud that could damage public trust and compromise your mission

In the article, Jones explains three elements of The Fraud Triangle:
1. Outside Pressures (things like high bills and addictions)
2. Opportunity
3. Rationalization

The articles also includes a checklist of financial controls to help you protect against fraud including:

  • Encourage direct deposit for employees.
  • Review payroll reports throughout the year and on a scheduled basis.
  • Reconcile bank statements promptly.
  • Require original receipts for reimbursements and have them canceled to prevent reuse by someone independent of cash disbursements.
  • Segregate accounting from cash receipt reporting.
  • Ensure that the monthly close occurs at the end of each month on a timely basis.

Click here for the complete list and full article.

Mar 05
0

Top 10 Reasons to Attend MIP Advanced Report Writing Training

By | Training | No Comments
Top 10 reasons to attend MIP Fund Accounting Advanced Report Writing training.

Top 10 reasons to attend MIP Fund Accounting Advanced Report Writing training.

1. You’ve mastered Abila MIP Fund Accounting Report Writing Fundamentals and you need a new challenge.
2. You’ve been looking for a reason to go to Seattle – now you’ve got one!
3. Impress and energize the Board by having learned best practices surrounding the presentation of financial statements that you’ve customized specifically for the Board presentation.
4. We cover the Top 10 reports in the system and how to set up and use these reports.
5. Six…count ’em…6 hours of CPE credit.
6. Bring your reporting challenges – we’ll work on a solution for you.
7. All those headaches associated with multiple periods and reporting across fiscal years? Take this class and they’ll be gone the next morning 🙂
8. Gain greater control, clarity and confidence with your reporting.
9. Learn from the best! Vicki Welter, CPA is a nonprofit expert and an Abila Certified Trainer.
10. Get the most from your software investment! The greater your proficiency, the greater your effectiveness.

Abila MIP Advanced Report Writing classroom training is available from Welter Consulting on the following dates:

Tuesday, March 11, 2014, 8:30 – 4:00
Tuesday, June 17, 2014, 8:30 – 4:00
Tuesday, November 11, 2014, 8:30 – 4:00

Register here

Abila MIP Advanced Report Writing classroom training attendees will gain an understanding of:
• Report groups and their use in reporting
• Financial statement formats, including how to set-up the various statement types and use in F/S
• Best practices surrounding the presentation of financial statements, which will consider the users/stakeholders of the information in order to customize presentation
• Reporting on multiple periods, across multiple fiscal years, grant/contract periods or calendar years
• Common areas to troubleshoot to ensure accuracy
• Custom column creation for both date override and formula type columns within certain reports
• Segment substitution and its powerful effect on reporting and presentation
• Scheduler module, Executive View licenses in conjunction with advanced security and data mining opportunities to report on data in MIP
• Various ways to collect and report on data to our grantors by utilizing the system’s advanced reporting capabilities like a table-driven chart of accounts, report groupings and financial statements
• Top 10 reports in the system and how to set-up and use these reports.

Class Location:
Computer Classrooms in Seattle
10604 NE 38th Place, Suite 118
Kirkland, WA 98033

Register here

Class Details:
•Classes 8:30 to 4:00 daily
•Free parking
•Breakfast, snacks & beverages served all day (lunch on your own).
•Individual workstation and class materials are provided for each student.
•Bring examples of reports or specific issues
•6 hours of CPE for each day of class and completion certificate provided to each student
•Minimum of 4 attendees to hold classes. As soon as the minimum attendance is met, you will receive confirmation from me by email, including an invoice. Do not book travel until you receive confirmation. If class is cancelled, communication will be sent by me via email, no later than 2 full weeks prior to the class date.
•You must cancel 2 weeks prior to class date to receive full refund.