Classroom Training in Portland – MIP Advanced Report Writing

By September 18, 2015Training

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:
• Report groups and their use in reporting throughout the system
• 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 on their unique needs
• Reporting on multiple periods, across multiple fiscal years, grant/contract periods or calendar years
• Common areas to troubleshoot reported amounts to ensure the right numbers are reported
• 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, data mining opportunities and ability for other reporting tools to query and report on the data contained in MIP
• Various ways to collect and report on data to our grantors/funders by utilizing the system’s advanced reporting capabilities like a table-driven chart of accounts, report groupings and financial statements
• The 10 best reports in the system and how to set-up and use these reports. We will also review the other report menu options
• Bring examples with you to discuss/resolve in class

Register here

When: Thursday, Oct 29, 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

•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 5 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