Nonprofit

Hands-on Classroom Training Overview:

Abila MIP Fund Accounting Classroom hands-on 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.

Class Location:

Computer Classrooms in Seattle
10604 NE 38th Place, Suite 118
Kirkland, WA 98033
(425) 576-9747 Ext 0

For directions – http://www.computerclassroomsinseattle.com/Pages/directions.htm

Class Details:

• Classes held from 8:30 to 4:00 daily
• Free parking (check in at front desk after your arrival and you will be shown to the classroom)
• 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.  Access to complimentary WiFi throughout the training facility.
• Bring examples of reports or specific issues you have, so we can discuss/resolve in class.
• 6 hours of CPE for each day of class and completion certificate provided to each student
• There must be a minimum of 4 attendees to hold each class.  As soon as the minimum attendance is met, you will receive confirmation me by email, including an invoice to remit payment.
  • In the event of class cancellation from low attendance, communication will be sent by me via email, no later than 2 full weeks prior to the class date, which will include alternative training options.
  • Cancellation policy requires written notice be given to Welter Consulting from registrant by email (vicki@welter-consulting.com) 2 full weeks in advance of the class date for a 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 trainings by anyone at the organization.
  • Out of town guests should wait to book travel until the class is confirmed (minimum of 4).
    • A list of nearby accommodations to the training facility can be found at http://www.computerclassroomsinseattle.com/Pages/hotels.htm
    • There are numerous places to eat near-by http://www.urbanspoon.com/n/1/18/Seattle/Kirkland-restaurants 

MIP Fund Accounting Classroom Training (Kirkland) – Report Writing Fundamentals: $400/person ($320 if on User Support Plan)

Register for this class by clicking on the link below and selecting the date you want to attend at the top of the registration form.  Fundamentals in Report Writing

• March 10, 2014
• June 16, 2014
• November 10, 2014

Those attending this class will gain an understanding of:

• How each of the tabs on the report set-up work
• Transaction entry fields within the system and how they help us pull the most efficient reports
• Report naming and archiving
• Other important tips to make reporting a breeze (common errors, fitting to a page, etc
• Export module and how to export reports into different formats – including email, excel and pdf
• Overview of the scheduler module and how it can cut down on your report distribution time
• Executive View users and how this type of licensing is useful in conjunction with the advanced security module
• Benefits of using the process manager (favorites) to store and organize reports

MIP Fund Accounting Classroom Training (Kirkland)-HR Management & Employee Web Services:  $500/person ($400 if on User Support Plan)

Register for this class by clicking on the link below and selecting the date you want to attend at the top of the registration form.  HR Management & Employee Web Services

• February 26, 2014
• May 29, 2014
• October 16, 2014

Those attending this class will gain an understanding of:

• How to use and set-up employees in the HR system and all the utilities to make HR tracking easy including FMLA tracking, certifications/credentials, EEO Reporting and much, much, more.
• The set-up of Employee Web Services (EWS) module, including all options available to track timekeeping, expense reimbursements and leave requests and/or leave entry to have the information flow directly to payroll and eventually the general ledger, without manual intervention.  We will review the set-up for EWS system settings that is stored on the server.
• Manager approval and employee submission/approval process for electronic timesheets
• Other employee options, including access to reports in the EWS module
• Mass Update feature in HR and options to cut down on manual entry and adjustments
• Best practices with payroll processing to ensure an accuracy (payroll checklist provided)
• Queries and reports in the system HR system and a brief overview on how to use the custom report writing utility 

MIP Fund Accounting Classroom Training (Kirkland) – Accounts Payable Expert: $450/person ($360 if on User Support Plan)

Register for this class by clicking on the link below and selecting the date you want to attend at the top of the registration form.  Accounts Payable Expert Training

• March 13, 2014
• June 19, 2014
• November 13, 2014

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

MIP Fund Accounting Classroom Training (Kirkland) – Budgeting: $400/person ($320 if on User

Support Plan)

Register for this class by clicking on the link below and selecting the date you want to attend at the top of the registration form.  Budgeting

• March 12, 2014
• June 18, 2014
• November 12, 2014

Those attending this class will gain an understanding of:

• Budget Versions and use in reporting to show multiple budgets and/or reporting on revisions and changes in budgets
• Budget controls that can be set up in MIP to warn you when transactions exceed budget amounts based on time period and combination of budget segments and GL grouping option for these controls.
• The different options available to get budget data into our system by import, manual entry, budget worksheets, and copy/paste
• How to enter budget by grant/contract period in order to do cross fiscal year reporting and still be able to report on budgeted data by fiscal year
• Best practices on reviewing budget data after entered in system and how best to revise posted budget amounts
• The available budget reports in the system to report on budgeted data and or budget to actual comparison data.  We will set-up samples of the most popular budget reports in the system